MIS & Data Analytics Executive (Power BI | SQL | Excel)

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 PostgreSQL and Google BigQuery. - 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 PostgreSQL and Google BigQuery. - Knowledge of Python for data analysis and automation, including libraries such as - Pandas, NumPy, OpenPyXL / XlsxWriter, Matplotlib / Seaborn, and basic database connectivity using SQLAlchemy 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