analyst

analyst / senior research analyst - investment strategy Jobs in Mumbai

analyst / senior research analyst - investment strategy

analyst, reconciliations/investigations Jobs in Mumbai

analyst, reconciliations/investigations

assistant manager - programming strategy & insights ( tv vertical) Jobs in Mumbai

assistant manager - programming strategy & insights ( tv vertical)

business analyst - user engagement and monetization Jobs in Mumbai

business analyst - user engagement and monetization

analyst senior research analyst investment strategy

Amherst

<div>
 
 Department / Role Overview: Amherst Residential Shape the Future of Real Estate Investment Through Data-Driven Insights.
 
 
 
 
 
 What You'll Do - Exciting Projects &amp; Key Responsibilities:
 
 
 Join Amherst's Investment Strategy team as the analytical engine behind our $18 billion real estate portfolio. You'll directly influence strategic decisions across 40,000+ homes in 30+ markets through:
 
 
 &bull; Analyzing US real estate market dynamics - Conduct market research to identify emerging opportunities and anticipate shifts before competitors. Support investment decisions that shape portfolio composition and expansion strategies
 
 
 &bull; Building and maintaining sophisticated investment models - Develop and enhance models that guide multi-million-dollar capital allocation decisions. Ensure data accuracy through regular updates and validation from multiple sources
 
 
 &bull; Creating powerful data visualizations - Design compelling dashboards, charts, and presentations that translate complex market data into actionable intelligence for C-suite executives and internal stakeholders
 
 
 Monitoring portfolio performance - Track and analyze key metrics across 20 states against established benchmarks. Identify optimization opportunities and support strategic capital deployment recommendations
 
 
 &bull; Driving cross-functional insights - Collaborate with Development, Operations, and other divisions to ensure analytical findings drive real business action across residential, commercial, and mortgagebacked securities markets
 
 
 &bull; Maintaining analytical excellence - Document data sources, methodologies, and model assumptions comprehensively. Prepare recurring investment reports that inform critical financial operations
 
 
 
 
 
 Your Role in Our Success
 
 
 As a Research Analyst on the Investment Strategy team, you'll be at the intersection of data science, finance, and real estate strategy.
 
 
 
 
 
 Working within our Merchant Banking division&mdash;the cornerstone of Amherst's investment management activities&mdash;your analyses will directly impact:
 
 
 &bull; Raising new debt and equity capital
 
 
 &bull; Forming strategic ventures &bull; Executing acquisitions and dispositions
 
 
 &bull; Managing extensive portfolio investments
 
 
 
 
 
 Why This Role Matters The Investment Strategy team combines advanced modeling techniques, comprehensive market surveillance, and data-driven methodologies to maintain Amherst's competitive advantage. Your work will seamlessly translate analytical findings into strategic recommendations that drive real business outcomes.
 
 
 
 
 
 Desired Skills/Qualifications:
 
 
 &bull; Bachelor's degree in Finance, Economics, Data Science, Statistics, or related quantitative field
 
 
 &bull; 0-2 years of analytical, research, or financial experience
 
 
 &bull; Advanced Excel proficiency (formulas, pivot tables, data analysis)
 
 
 &bull; Experience with Python, R, or SQL for data analysis
 
 
 &bull; Strong PowerPoint skills for creating data-driven presentations
 
 
 &bull; Exceptional attention to detail and organizational skills
 
 
 &bull; Proactive mindset with strong desire to learn and grow
 
</div>

Analyst / Senior Research Analyst - Investment Strategy

1% Club

<div>
 
 About 1% Club
 
 
 
 1% Club is a financial education&ndash;led fintech platform focused on helping India&rsquo;s middle class make informed money decisions and achieve long-term financial independence.
 
 
 Built by Sharan Hegde and Raghav Gupta, the 1% Club began with a strong emphasis on financial education as the foundation for wealth creation. Through structured learning programs and a community-first approach, the platform established significant trust and credibility across a large online audience.
 
 
 Today, the 1% Club leverages this trust-led distribution to offer regulated financial services and is actively building proprietary products that simplify investing, insurance, and everyday financial decision-making. Financial education remains the core pillar, while the platform continues to evolve into a comprehensive, full-stack financial ecosystem.
 
 
 
 Company Snapshot
 
 
 
 <ul>
 <li>
 Headquarters: Mumbai, India
 </li>
 <li>
 Team Size: 200+
 </li>
 <li>
 Annual Recurring Revenue (ARR): USD 10+ million
 </li>
 <li>
 Backed by Gruhas (Nikhil Kamath)
 
 
 </li>
 </ul>
 
 What We Do
 
 
 
 The 1% Club integrates financial education and financial services into a single, unified platform.
 
 
 
 Financial Education
 
 
 
 
 1% Club Academy
 
 
 
 <ul>
 <li>
 600,000+ learners educated through live masterclasses across personal finance, taxation, insurance, credit cards, and investing
 </li>
 <li>
 100,000+ lifetime members enrolled in a subscription-based learning model designed for long-term financial growth
 
 
 </li>
 </ul>
 
 Bombay Trading School
 
 
 
 <ul>
 <li>
 1,200+ learners trained through curated online and offline trading programs
 
 
 </li>
 </ul>
 
 Financial Services
 
 
 
 Building on its education-led trust and large digital distribution, the 1% Club delivers financial services through its in-house application and regulated entities. Current offerings include mutual funds and fixed deposits, with additional investment and wealth products under development.
 
 
 
 Key Verticals Include
 
 
 
 <ul>
 <li>
 Personal CFO &ndash; SEBI-registered investment advisory services for high-net-worth individuals
 </li>
 <li>
 Pillow Insurance &ndash; independent insurance advisory focused on informed, long-term protection
 </li>
 <li>
 Reward Points Club &ndash; premium credit card advisory and rewards optimization
 </li>
 <li>
 Stock Recommendations &ndash; SEBI-registered research services providing data-backed equity insights
 
 
 </li>
 </ul>
 Compliance &amp; Governance
 
 
 
 The 1% Club operates under
 
 :
 
 
 <ul>
 <li>
 SEBI-registered Investment Advisor (RIA) license
 </li>
 <li>
 SEBI-registered Research Analyst (RA) license
 
 
 </li>
 </ul>
 This ensures high standards of transparency, regulatory compliance, and user trust.
 
 
 
 The Road Ahead
 
 
 
 With increasing adoption of AI-driven personalization, deeper financial integrations, and new product layers such as goal-based investing and tax optimization tools, the 1% Club is positioned for strong, sustained growth.
 
 
 
 
 
 The mission remains consistent:
 
 
 
 to help India&rsquo;s middle class make better financial decisions and progress toward long-term wealth creation.
 
 
 
 Role Overview
 
 
 
 We are seeking an Hardcore Operations Lead who will serve as the single point of contact (SPOC) for all operational functions across the organisation, And who has scaled the startups from Ground Zero. The ideal candidate will ensure seamless execution, efficient data management, and smooth coordination between departments. This role is perfect for someone who thrives in a dynamic startup environment and can operate as a strong execution driver who takes ownership end-to-end.
 
 
 
 Key Responsibilities
 
 
 
 
 Ops Coordination Across All Verticals
 
 
 
 <ul>
 <li>
 Act as the central operations bridge between all internal teams&mdash;Product, Content, Tech, Community, Finance, Sales, and Marketing.
 </li>
 <li>
 Work closely with the Founders to prioritize and execute strategic initiatives.
 </li>
 <li>
 Ensure every department&rsquo;s processes, tasks, and deliverables are aligned and running smoothly.
 
 
 </li>
 </ul>
 
 Data &amp; Reporting Ownership
 
 
 
 <ul>
 <li>
 Collate, track, and maintain all operations data for weekly, monthly, and quarterly reporting.
 </li>
 <li>
 Build and manage operational dashboards (SLA tracking, task statuses, performance metrics).
 </li>
 <li>
 Ensure accurate and timely flow of information to Founders and Business Heads.
 
 
 </li>
 </ul>
 
 Execution &amp; Process Optimization
 
 
 
 <ul>
 <li>
 Drive end-to-end execution of operational tasks, new projects, and cross-functional initiatives.
 </li>
 <li>
 Identify inefficiencies and implement process improvements across teams.
 </li>
 <li>
 Standardize workflows and create systems that scale with the company&rsquo;s growth.
 </li>
 <li>
 Possesses a strong understanding of digital operations, processes, and technology-led workflows.
 
 
 </li>
 </ul>
 
 Stakeholder &amp; Task Management
 
 
 
 <ul>
 <li>
 Ensure all teams are aligned with timelines, priorities, and SLAs.
 </li>
 <li>
 Track progress of all ongoing tasks and follow up with teams to ensure closure.
 </li>
 <li>
 Handle day-to-day operations issues with speed and clarity.
 </li>
 <li>
 Able to translate strategy into practical, on-ground execution across teams and functions.
 </li>
 <li>
 Demonstrates a straightforward, action-oriented approach with strong execution focus
 
 
 </li>
 </ul>
 
 Required Skills &amp; Experience
 
 
 
 <ul>
 <li>
 5&ndash;15 years of experience in Operations, Program Management, or Generalist roles.
 </li>
 <li>
 Strong experience working in startups, preferably from a consultant background.
 </li>
 <li>
 Excellent multitasking, coordination, and stakeholder management abilities.
 </li>
 <li>
 Strong analytical skills with a knack for organising data and building reports.
 </li>
 <li>
 Ability to work directly with Founders and senior leadership with high accountability.
 </li>
 <li>
 Highly detail-oriented, proactive, and execution-driven.
 </li>
 <li>
 If you are from Fintech / Edtech / Background and build the start up from scratch will be an added advantage.
 </li>
 <li>
 If you have worked in Hardcore Operations and Excel the Startups do Apply
 
 
 </li>
 </ul>
 
 Apply Now!!!
 
 
 
 Skills: digital operations,end to end execution,sops,process optimization,startups,data ownership,operations,process oriented,consultant background,data management,startup experience,strategic initiatives,cross functional initiatives,operation auditing,operations administration,stakeholder management,edtech,fintech,events handling,operations dashboard,multitasking,hardcore operations
</div>

Head of Operations

Media.net

<div>
 
 
 Job Summary:
 
 
 
 We are seeking a highly analytical and data-driven individual to join our dynamic business as a Business Analyst. As a Business Analyst, you will be responsible for extracting insights from large and complex datasets to drive data-informed decision-making and support our mobile app strategy. You will collaborate with cross-functional teams, including product managers, developers, marketers, and executives, to optimize app performance, identify growth opportunities, and enhance user experience. This role requires strong analytical skills, a deep understanding of mobile app metrics, and the ability to communicate complex findings in a clear and actionable manner.
 
 
 
 
 
 
 Responsibilities:
 
 
 
 - Collect, analyze, and interpret data from various sources, including app analytics platforms and market research, to identify trends, patterns, and insights related to app performance and user behavior.
 
 
 - Develop and maintain dashboards, reports, and visualizations to provide stakeholders with timely and accurate information on key performance indicators (KPIs) and business metrics.
 
 
 - Collaborate with cross-functional teams to define, track, and analyze metrics that align with business goals and objectives, such as user acquisition, retention, engagement, and monetization.
 
 
 - Conduct ad hoc analysis to answer specific business questions and provide actionable recommendations for improving app performance and user experience.
 
 
 - Collaborate with the product team to identify and prioritize new features, enhancements, and experiments based on data-driven insights.
 
 
 - Identify and implement strategies for A/B testing and experimentation to optimize app features, user interface, and conversion funnels.
 
 
 - Monitor and evaluate app store reviews and ratings, identifying trends and feedback to inform product improvements.
 
 
 - Stay updated with industry trends, new technologies, and emerging practices in mobile app analytics and business intelligence.
 
 
 
 
 
 
 Requirements:
 
 
 
 - Bachelor's degree in a quantitative field such as Mathematics, Statistics, Economics, or Computer Science. A Master's degree is a plus.
 
 
 - 3+ years of proven experience as a Business Analyst or similar role, preferably in the mobile apps or technology industry.
 
 
 - Proficiency in SQL for data extraction and manipulation from relational databases.
 
 
 - Strong analytical skills and experience working with large datasets, using tools such as Excel, Python, or R for data analysis and visualization.
 
 
 - Familiarity with app analytics platforms (e.g., Firebase, Google Analytics) and their key metrics.
 
 
 - Experience with data visualization tools (e.g., Tableau, Power BI) to create insightful reports and dashboards.
 
 
 - Knowledge of A/B testing and experimental design methodologies.
 
 
 - Excellent problem-solving skills and the ability to translate complex data into actionable insights.
 
 
 - Strong communication and presentation skills, with the ability to effectively convey technical information to both technical and non-technical stakeholders.
 
 
 - Ability to work collaboratively in a fast-paced, cross-functional environment.
 
 
 - Passion for mobile apps, technology, and the digital landscape.
 
 
 
 
 
 If you are a data enthusiast with a passion for mobile apps and want to play a pivotal role in driving data-informed decisions, we would love to hear from you. Join our team and help shape the future of our mobile apps business through insightful analysis and actionable recommendations.
 
 
 
 
 
 If the above role sounds interesting, do write to me at Kanika.a@media.net
 
</div>

Business Analyst - User Engagement and Monetization

Morgan Stanley

<div>
 Profile Description
 
 
 Division ETSLocation 0
 
 
 We&rsquo;re seeking someone to join our team as (Director) Business Data Analyst who can Interpret data, analyze results using statistical techniques and provide ongoing reports
 
 
 WM_Technology
 
 
 Wealth Management Technology is responsible for the design, development, delivery, and support of the technical solutions behind the products and services used by the Morgan Stanley Wealth Management Business. Practice areas include: Analytics, Intelligence, &amp; Data Technology (AIDT), Client Platforms, Core Technology Services (CTS), Financial Advisor Platforms, Global Banking Technology (GBT), Investment Solutions Technology (IST), Institutional Wealth and Corporate Solutions Technology (IWCST), Technology Delivery Management (TDM), User Experience (UX), and the CAO team.
 
 
 Analytics Intelligence &amp; Data Technology
 
 
 Analytics, Intelligence and Data Technology (AIDT) enables and drives strategic data initiatives and business capabilities across Wealth Management.
 
 
 Business Analysis
 
 
 This is Director Position that analyzes business processes, identifies needs, and establishes requirements to enhance efficiency and productivity through a blend of business acumen and analytical skills.
 
 
 Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.
 
 
 At Morgan Stanley India, we support the Firm&rsquo;s global businesses, with critical presence across Institutional Securities, Wealth Management, and Investment management, as well as in the Firm&rsquo;s infrastructure functions of Technology, Operations, Finance, Risk Management, Legal and Corporate &amp; Enterprise Services. Morgan Stanley has been rooted in India since 1993, with campuses in both Mumbai and Bengaluru. We empower our multi-faceted and talented teams to advance their careers and make a global impact on the business. For those who show passion and grit in their work, there&rsquo;s ample opportunity to move across the businesses for those who show passion and grit in their work.
 
 
 Interested in joining a team that&rsquo;s eager to create, innovate and make an impact on the world? Read on&hellip;
 
 
 
 What You&rsquo;ll Do In The Role
 
 
 
 <ul>
 <li>
 Extensive coordination and collaboration for gathering requirements and technical details with key stakeholder across different teams (development, architecture, QA and SMEs)
 </li>
 <li>
 Develop and implement databases, data collection systems, data analytics and other strategies that optimize statistical efficiency and quality
 </li>
 <li>
 Participate in design discussions and partner with key stakeholders in documenting and developing potential solutions to the business problems
 </li>
 <li>
 Acquire data from primary or secondary data sources and maintain databases/data systems
 </li>
 <li>
 Identify, analyze, and interpret trends or patterns in complex data sets
 </li>
 <li>
 Work with management to prioritize business and information needs
 </li>
 <li>
 Locate and define new process improvement opportunities
 
 
 </li>
 </ul>
 
 What You&rsquo;ll Bring To The Role
 
 
 
 <ul>
 <li>
 Data Analyst with extensive experience of working on complex Data driven applications
 </li>
 <li>
 Knowledge of BFSI domain and Wealth Management business &ndash; new account opening, KYC and client onboarding
 </li>
 <li>
 Proven working experience as a Data Analyst or Business Data Analyst
 </li>
 <li>
 Critical thinking ability, Strong problem-solving capacity
 </li>
 <li>
 Advanced written and verbal communication skills.
 </li>
 <li>
 Project management skills
 </li>
 <li>
 Ability to work under pressure with different moving parts and deliver to tight deadlines
 </li>
 <li>
 Effective listener, speaker, reader and writer - able to bridge business and technical domains, promote best practices, and enforce good governance within challenging timelines
 </li>
 <li>
 Bachelors or Masters in Computer Science, Information Management or other relevant field.
 
 
 </li>
 </ul>
 
 What You Can Expect From Morgan Stanley
 
 
 
 We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren&rsquo;t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you&rsquo;ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There&rsquo;s also ample opportunity to move about the business for those who show passion and grit in their work.
 
 
 To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
 
 
 Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.
</div>

Business Data Analysis_Director_Business Analytics

eClerx

<div>
 
 
 Senior Process Manager (HRBP) Role and responsibilities:
 
 
 <ul>
 <li>
 Partner with vertical leaders to understand business priorities and design engagement strategies aligned with organizational goals.
 </li>
 <li>
 Lead employee engagement programs to foster a positive and productive work environment.
 </li>
 <li>
 Manage the Performance Management System (PMS) and Performance Improvement Plans (PIP) to ensure accountability and continuous improvement.
 </li>
 <li>
 Drive attrition control initiatives and implement succession planning for critical roles.
 </li>
 <li>
 Conduct pulse checks, analyze insights, and create actionable interventions.
 </li>
 <li>
 Provide strategic HR guidance to leadership teams, enabling informed decision-making through data and analytics.
 </li>
 <li>
 Work closely with the Program Leader to maintain balanced HR and Ops communication and ensure adherence to company policies.
 </li>
 <li>
 Execute HiPo development and career discussion programs for identified Analyst/Sr. Analyst groups.
 </li>
 <li>
 Implement measures to reduce grievance levels.
 </li>
 <li>
 Organize MTMs and conduct pulse meetings to strengthen engagement.
 </li>
 <li>
 Drive Rewards &amp; Recognition programs to celebrate contributions and achievements.
 </li>
 <li>
 Close background verification cases with identified discrepancies or insufficiencies.
 </li>
 <li>
 Prepare and maintain reports and dashboards for program and process performance tracking.
 </li>
 </ul>
 
 
 
 
 Technical and Functional Skills:
 
 
 <ul>
 <li>
 The ideal candidate will have at least 8+ years of experience into HRBP role (Tech domain)
 </li>
 <li>
 Good exposure of performance appraisal, succession planning and stakeholder management.
 </li>
 <li>
 Experience required into employee engagement and connect activities.
 </li>
 <li>
 Good knowledge of excel and experience into preparing various trackers.
 </li>
 <li>
 Strong verbal, written, and interpersonal communication abilities.
 </li>
 <li>
 Strong analytical skills and experience using and presenting data to make decisions.
 </li>
 </ul>
</div>

Senior Manager Corporate Human Resources

Cerberus Capital Management

<div>
 
 Analyst, Accounts Payable (Preferred candidates from Mumbai location only)
 
 
 
 
 About Cerberus
 
 
 
 Founded in 1992, Cerberus is a global leader in alternative investing with approximately $55 billion in assets across complementary credit, private equity, and real estate strategies. We invest across the capital structure where our integrated investment platforms and proprietary operating capabilities create an edge to improve performance and drive long-term value. Our tenured teams have experience working collaboratively across asset classes, sectors, and geographies to seek strong risk-adjusted returns for our investors. For more information about our people and platforms, visit us at
 
 www.cerberus.com
 
 .
 
 
 
 Job Purpose
 
 
 
 Cerberus is seeking an Analyst to join our Accounts Payable team. This team is responsible for processing all payments for the firm and ensuring expenses are appropriately allocated to the management company and funds. Expense categories which are allocated to the funds relate to the funds&rsquo; operations, including legal, auditing, payroll (and benefits), consulting, research, and administration expenses. In addition, allocated expenses may include amounts for sourcing, acquiring, holding and disposing of the Funds&rsquo; investments.
 
 
 You will be responsible for assisting in the full life cycle of an expense including reviewing and allocating invoices in the Accounts Payable software, routing invoices through approval workflow, executing wire payments, and assisting in the expense allocation close process including preparing, reviewing, and analyzing all expenses booked, and understanding the related allocation methodologies of these expenses to the funds.
 
 
 
 Responsibilities/Deliverables
 
 
 
 <ul>
 <li>
 Vendor Management and Onboarding: Oversee the vendor onboarding process, ensuring all documentation is collected and verified. Maintain accurate vendor records and promptly address vendor inquiries or issues.
 </li>
 <li>
 T&amp;E Auditing and Expense Reimbursements: Conduct comprehensive audits of employee travel and expense reports to ensure adherence to company policies. Process expense reimbursements accurately and in a timely manner.
 </li>
 <li>
 Reconciliations: Conduct daily reconciliations of accounts payable transactions and resolve discrepancies. Collaborate with other departments for accurate financial reporting. Post accounts payable transactions and book reclassification entries as required.
 </li>
 <li>
 Invoice Processing: Review and process invoices, ensuring proper coding and approval. Monitor and manage the accounts payable inbox, responding to inquiries and resolving issues as necessary.
 </li>
 <li>
 Payment Processing: Prepare and process payments to vendors, maintaining accuracy and timeliness. Monitor payment schedules and manage cash flow efficiently.
 </li>
 <li>
 American Express Program Administration: Administer the American Express program, including card issuance, expense tracking, and reporting. Ensure compliance with company policies and resolve any related issues.
 </li>
 <li>
 Concur Administration: Manage the Concur expense management system, including user setup, policy configuration, and troubleshooting. Provide training and support to employees on using Concur.
 </li>
 <li>
 Expense Compliance Training: Lead training sessions on expense compliance, ensuring that employees understand company policies and procedures related to travel and expense reporting.
 </li>
 <li>
 Concur Administration: Oversee the Concur expense management system, including user setup, policy configuration, and troubleshooting. Provide training and support to employees on using Concur, ensuring they understand and adhere to company policies and procedures related to travel and expense reporting.
 </li>
 <li>
 Vendor Inquiries: Address vendor inquiries promptly and professionally, resolving any issues related to payments, invoices, or account discrepancies.
 </li>
 <li>
 Invoice Allocations: Prepare invoice allocations across Funds, Management Company, and Portfolio Companies, ensuring accurate and timely processing.
 </li>
 <li>
 System Maintenance: Conduct regular maintenance of the datawarehouse and expense systems
 </li>
 <li>
 Process Flow Documentation: Draft and maintain process flow diagrams and documentation of procedures
 </li>
 <li>
 1099 Processing: Responsible for 1099 filing
 </li>
 <li>
 Reporting: Generate and analyze accounts payable reports, providing insights and recommendations for process improvements. Assist with month-end and year-end closing activities.
 
 
 </li>
 </ul>
 
 Key Requirements
 
 
 
 <ul>
 <li>
 Bachelor's degree in Accounting, Finance, or a related field.
 </li>
 <li>
 3 - 7 years of experience in accounts payable.
 </li>
 <li>
 Strong knowledge of Vendor Management, T&amp;E, reconciliations and expense allocation concepts.
 </li>
 <li>
 Experience with Concur, Microsoft Business Central, Basware, Tymetrix, and AppZen is a plus.
 </li>
 <li>
 Proficiency in Microsoft Office Suite.
 </li>
 <li>
 Excellent organizational and time management skills.
 </li>
 <li>
 Strong attention to detail and accuracy.
 </li>
 <li>
 Ability to work independently and as part of a team.
 </li>
 <li>
 Strong communication and interpersonal skills.
 </li>
 </ul>
</div>

Analyst

<div>
 
 
 Senior Business Analyst &ndash; GenAI &amp; Agentic AI
 
 
 
 
 Location: Mumbai
 
 
 
 
 Experience: 15+ years
 
 
 
 
 Department: Digital Transformation / AI &amp; Automation
 
 
 
 
 Reports To: Program Manager / Director &ndash; Intelligent Automation
 
 
 
 
 Role Overview
 
 
 
 We are seeking a highly experienced
 
 Senior Business Analyst (BA)
 
 with a strong background in
 
 Finance, Digital, and Customer Operations
 
 to lead the
 
 business analysis, solution design, and implementation of Generative AI and Agentic AI solutions
 
 . The ideal candidate will bridge business needs and AI capabilities&mdash;defining requirements, designing workflows, and shaping AI-driven automation strategies that deliver measurable business impact.
 
 
 You will collaborate closely with business stakeholders, data scientists, AI engineers, and RPA/Agentic developers to translate business problems into intelligent, automated, and context-aware digital solutions.
 
 
 
 Key Responsibilities
 
 
 
 
 1. Business Analysis &amp; Requirement Definition
 
 
 <ul>
 <li>
 Engage with business stakeholders to identify and prioritize AI-driven automation opportunities.
 </li>
 <li>
 Gather, document, and validate business requirements, user journeys, and process pain points across Finance, Digital, and Customer Operations domains.
 </li>
 <li>
 Define
 
 functional and non-functional requirements
 
 for GenAI, LLM-based, and Agentic AI use cases.
 </li>
 <li>
 Create
 
 use case blueprints
 
 including context, objectives, actors, sample prompts, data sources, expected outcomes, and performance metrics.
 </li>
 </ul>
 
 
 2. Solution Design &amp; AI Enablement
 
 
 <ul>
 <li>
 Work with AI/Agent engineers to design
 
 Agentic AI architectures
 
 , multi-agent workflows, and prompt engineering strategies.
 </li>
 <li>
 Define
 
 AI decision flows, orchestration logic, and knowledge sources
 
 (documents, APIs, CRM, ERP, databases, etc.).
 </li>
 <li>
 Support data readiness and context preparation (structured/unstructured data, embeddings, vector stores).
 </li>
 <li>
 Map legacy or manual workflows to
 
 GenAI-powered experiences
 
 (chatbots, copilots, process advisors, autonomous agents).
 </li>
 <li>
 Design and review
 
 mock-ups, low-fidelity prototypes, and process simulations
 
 .
 </li>
 </ul>
 
 
 3. Cross-functional Collaboration
 
 
 <ul>
 <li>
 Partner with technology, operations, and data teams to align business outcomes with AI implementation feasibility.
 </li>
 <li>
 Collaborate with
 
 UX teams
 
 to ensure AI-driven experiences are intuitive and aligned with business processes.
 </li>
 <li>
 Coordinate with
 
 project managers
 
 to ensure delivery milestones, scope, and success metrics are achieved.
 </li>
 </ul>
 
 
 4. Domain Expertise &amp; Value Realization
 
 
 <ul>
 <li>
 Apply deep domain knowledge in:
 </li>
 <li>
 
 Finance:
 
 Order-to-Cash, Record-to-Report, FP&amp;A, Procurement
 </li>
 <li>
 
 Digital Operations:
 
 Campaign management, content generation, analytics automation
 </li>
 <li>
 
 Customer Operations:
 
 Support process optimization, knowledge automation, customer experience improvement
 </li>
 <li>
 Translate domain challenges into
 
 GenAI-enabled insights and decision-support workflows
 
 .
 </li>
 <li>
 Track and measure business value realized from AI and automation initiatives.
 </li>
 </ul>
 
 
 5. Governance, Documentation &amp; Change Management
 
 
 <ul>
 <li>
 Maintain AI use case repository, requirement traceability, and change logs.
 </li>
 <li>
 Contribute to
 
 AI governance frameworks
 
 , ensuring transparency, explainability, and compliance.
 </li>
 <li>
 Conduct user training, stakeholder demos, and feedback sessions for continuous improvement.
 </li>
 </ul>
 
 
 Required Skills &amp; Experience
 
 
 
 
 Technical &amp; Functional
 
 
 <ul>
 <li>
 10&ndash;12 years of experience as a
 
 Business Analyst
 
 , with at least
 
 3&ndash;4 years
 
 in
 
 AI/Automation/Intelligent Process Transformation
 
 projects.
 </li>
 <li>
 Strong understanding of
 
 Generative AI
 
 ,
 
 Large Language Models (LLMs)
 
 ,
 
 Agentic AI frameworks
 
 , and
 
 RPA
 
 .
 </li>
 <li>
 Hands-on experience in defining
 
 AI use cases, prompt frameworks, conversational flows, and agent behaviors
 
 .
 </li>
 <li>
 Knowledge of
 
 APIs, data pipelines, and knowledge graph concepts
 
 for AI enablement.
 </li>
 <li>
 Experience working with
 
 Autogen,
 
 
 UiPath, Microsoft Copilot Studio, OpenAI, Anthropic, LangChain, or similar platforms
 
 .
 </li>
 <li>
 Familiarity with
 
 process modeling (BPMN/UML)
 
 and tools such as
 
 Visio, Lucidchart, or ARIS
 
 .
 </li>
 <li>
 Exposure to
 
 cloud-based AI ecosystems
 
 (Azure OpenAI, AWS Bedrock, Google Vertex AI).
 </li>
 </ul>
 
 
 Business &amp; Analytical
 
 
 <ul>
 <li>
 Proven expertise in
 
 Finance, Digital, or Customer Operations
 
 processes.
 </li>
 <li>
 Strong analytical, problem-solving, and data interpretation skills.
 </li>
 <li>
 Ability to map
 
 business KPIs
 
 to AI/automation success metrics.
 </li>
 <li>
 Excellent communication and stakeholder management across business and IT.
 </li>
 <li>
 Experience in developing
 
 business cases, ROI models, and value realization reports
 
 .
 </li>
 </ul>
 
 
 Preferred Qualifications
 
 
 <ul>
 <li>
 MBA or equivalent degree in Business, Technology, or Operations Management.
 </li>
 <li>
 Certifications:
 
 CBAP, PMP, UiPath Business Analyst, AI/ML Foundations, or GenAI certifications
 
 .
 </li>
 <li>
 Exposure to
 
 Agentic platforms
 
 such as
 
 n8n, Cogniflow, or AutoGPT-based architectures
 
 .
 </li>
 <li>
 Experience in Agile or Hybrid project delivery methodologies.
 </li>
 </ul>
 
 
 Key Attributes
 
 
 <ul>
 <li>
 Strategic thinker with a passion for innovation through AI.
 </li>
 <li>
 Self-starter with strong ownership and outcome orientation.
 </li>
 <li>
 Excellent interpersonal skills with the ability to engage both executives and technical teams.
 </li>
 <li>
 Curiosity-driven mindset with a focus on continuous learning in AI trends and technologies.
 </li>
 </ul>
 
 
 Example Project Exposure (Preferred)
 
 
 <ul>
 <li>
 GenAI-powered knowledge assistants or copilots.
 </li>
 <li>
 Agentic AI process automation (multi-agent workflows).
 </li>
 <li>
 Finance process intelligence or document automation.
 </li>
 <li>
 Customer support chatbot or decision assistant.
 </li>
 <li>
 AI-driven insights for operations and analytics.
 </li>
 </ul>
 
 
</div>

Senior Business Analyst

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