Job Description & How to Apply Below
Job Title:
MIS & Data Analytics Executive (Power BI | SQL | Excel)
Department:
Stock Broking Digital Business
Reporting To:
Head – MIS & Data Analytics
Experience:
1 to 5 years
Role Objective
Support the MIS and Data Analytics function by independently preparing, validating, and publishing daily, weekly, and monthly MIS reports and Power BI dashboards for management. The role requires strong data handling, analytical thinking, and the ability to convert raw transactional data into meaningful business insights in a fast-paced stock broking environment.
Key Responsibilities
1. MIS & Management Reporting
Prepare and publish daily, weekly, and monthly MIS for senior management.
Ensure accuracy, reconciliation, and consistency across all reports.
Maintain standardized report formats and historical data.
2. Data Extraction & Processing
Write and optimize SQL queries to fetch data from Postgre
SQL and Google Big Query .
Perform data cleaning, transformation, and aggregation before reporting.
Cross-check data across multiple systems and resolve discrepancies.
3. Advanced Excel Analysis
Use advanced Excel for large-scale data processing and analysis:
VLOOKUP / XLOOKUP
INDEX–MATCH
Pivot Tables & Pivot Charts
Nested formulas and logical functions
Prepare analytical summaries for brokerage, client activity, revenue, and trading trends.
4. Power BI Development
Design, develop, and maintain Power BI dashboards for business and senior management.
Create data models , relationships, and measures using DAX .
Implement data refresh schedules and ensure dashboard reliability.
Improve dashboard performance and usability.
Work closely with stakeholders to understand requirements and translate them into actionable visuals.
5. Automation & Process Improvement
Identify opportunities to automate recurring reports and data flows .
Reduce manual effort and improve turnaround time.
Support automation using Excel Macros, Power BI features, or scripting where applicable.
6. Ad-hoc Analysis & Business Support
Provide quick analytical support for management queries.
Assist in deep-dive analysis on trading activity, revenue movement, and client behavior.
Required
Skills & Qualifications
Mandatory
Strong hands-on experience in Advanced Excel .
Good command over SQL (SELECT, JOIN, GROUP BY, WHERE, subqueries).
Power BI development experience , including:
Data modeling
DAX measures
Visual design best practices
Experience working with large transactional datasets .
High level of accuracy, attention to detail, and ownership .
Ability to work under tight deadlines .
Preferred / Added Advantage
Exposure to Postgre
SQL and Google Big Query .
Knowledge of Python for data analysis and automation , including libraries such as
Pandas, Num Py, OpenPyXL / Xlsx Writer, Matplotlib / Seaborn , and basic database connectivity using SQL Alchemy or Psycopg2 .
Experience in stock broking / BFSI / financial services domain.
Knowledge of Excel Macros or report automation frameworks.
Behavioral & Soft Skills
Strong analytical and problem-solving skills.
Ability to independently own end-to-end reporting tasks.
Clear communication and documentation skills.
Comfortable working in high-pressure, deadline-driven environments.
Education
Graduate in Commerce / Finance / Engineering / Statistics / Mathematics / Data Analytics .
CTC Bracket
-Upto 6 Lpa
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