MIS Analyst

7 days ago


Mumbai, Maharashtra, India Motilal Oswal Financial Services (MOFSL) Full time ₹ 4,00,000 - ₹ 12,00,000 per year

Job SpecificationsRole Designation: MIS AnalystDepartment: Investment BankingFunction: Investment BankingCompany: MOIALReporting to: MD & CEOLocation: MOT Prabhadevi

Job PurposeThe role involves providing analytical and operational support to the Investment Banking team through performance tracking, CRM monitoring, and data management. The incumbent will play a key role in preparing dashboards, tracking business activities, maintaining an updated IB database, and supporting in the preparation of board presentations to enable data-driven decision-making.

Key Skill-sets and Deliverables

  • Present performance dashboards on a sector-wise basis.
  • Track and monitor CRM activities for the Investment Banking team.
  • Track business reviews and ensure timely follow-ups.
  • Build, maintain, and regularly update the Investment Banking database.
  • Assist in preparing board presentations and business review materials.

Role RequirementsEducational Qualifications: Graduate/Postgraduate in Commerce, Finance, or a related discipline.

Experience: 1-3 years of experience in MIS, data analysis, or business operations preferably within financial services or investment banking.

Skills & Competencies: Strong proficiency in MS Excel, PowerPoint, and data visualization tools. Good understanding of CRM tools and reporting systems. ¢ Analytical mindset with attention to detail. ¢ Strong organizational and coordination skills. ¢ Ability to work with multiple stakeholders and meet deadlines.


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