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Business Intelligence -client Onboarding Analyst

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  • Banking & Finance
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Job Details

Business Intelligence is the process involved in Preparing and Publishing monthly MIS reports for all regions Global and Direct Custody Operations.The MIS reports Include Settlement data/STP data/Corporate Action data/billing/income payments, etc.The team coordinates with technology partners, as well as development team to collate the source data for all the MIS reports and investigate v alidate before uploading the data in SQL server and publishing the reportswithin the stipulated SLA.The team is also responsible for maintenance of all the MIS reports setups in the systemincluding the creation of new setup, amendment in existing setup/linking-delinking of accounts from the reports on request raised by different stakeholders and also responsible for investigating and resolving stakeholders queries on MIS reports.The team is also responsible for database refresh and preparin g automated dashboard and reportingfor client use.Responsibilities Handling the mailbox and ensure no request is pending for action before EODInvestigate and take necessary support from technology/development team to resolve the issues raised by MIS reports stakeholdersCoordinate with technology partner/respective departments to consolidate the so urce data feed for monthly MIS reportsTo make sure that MIS reporting publishing cycle has to be completed within defined SLA and reports available for stakeholders within stipulated timelinesReach out to respective departments/raise incidents whenever required to escalate any queries/issue to support partner teamsProvide the application demo on Screen sharing/Call for new onboarding clients on basic navigations and MIS setup maintenanceTrack all the requests and report internally for weekly reportingPrepare/update the existing procedure documents in case of any update shared by LOB partnersMust Have Skills Sound working knowledge of MS Excel/MS Access and PowerPoint presentationBasic SQL knowledge, database administration. as well as VBA macro coding experienceUnderstanding of Custody Operations/Trade Lifecycle and other daily use financial termsBasic knowledge of Settlements/Corporate Actions/Dividend/Interest Payments/Billing,
Degree: M.Com. (Commerce) | M.Pharm. (Pharmacy) | M.Sc. (Science) | MA (Arts) | MBA/ PGDM | MCA/ PGDCA

Additional Degree: BA (Arts) | B.Com. (Commerce) | B.Pharm. (Pharmacy) | B.Plan. (Planning) | B.Sc. (Science) | BBA/ BBM/ BBS | BCA (Computer Application) | Diploma-Other Diploma | B.Ed. (Education) | BHM (Hotel Management)

Experience: 5-8


Business/Systems Analysis | EDP/MIS
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