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Tier-1 brand, metro location, and mid-level generalist role increase applicant competition.
Prime Brokerage focus and required CA credential strongly limit cross-industry transferability.
Mandatory CA qualification and explicit 2–4 years experience make filters stringent.
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Deliver monthly business and client analytics on revenue, profitability, balance sheet, spread analysis, and revenue trends for Institutional Equities Division.
Manage client pricing, fee scheduling, account onboarding, billing validation, and revenue control processes ensuring data integrity and accuracy.
Drive process improvements, automation initiatives, and produce strategic management reporting to support senior management decision-making and business performance optimization.
2–4 years of experience in Prime Brokerage or a closely related analytical role.
Chartered Accountant (CA) qualification required; CFA and/or FRM preferred.
Strong proficiency in Microsoft Office with VBA as a plus.
Location: Mumbai; role requires collaboration with NY-based PB Finance team.
Experienced with prime brokerage finance functions including pricing, revenue analytics, billing, and profitability assessments within Institutional Equities or closely related segment.
Skilled in managing cross-functional stakeholder communication and processes involving Sales, Trading, Risk, Finance, Operations, and Technology.
Capability to lead technology-driven process improvements and produce insights facilitating strategic revenue growth and operational efficiency.