Senior MIS Associate

Company: PowerUp Money Technologies

Location: Koramangala, Bengaluru (in-office)

Work week: 6 days (Monday–Saturday)

Function: Operations : Customer Experience & MF Execution Back Office

Experience: 2–5 years

Reports to: Head of Customer Experience & MF Operations

PowerUp Money is a SEBI-registered Investment Adviser building a digital-first wealth management platform. We are a Series A+ funded, high-growth startup. Our operations team runs customer care and mutual fund back office end to end.

About the Role:

You will be the analytics backbone for our operations team. You'll own the reporting layer for customer care and MF back-office operations – building the dashboards, trackers, and recurring MIS that tell us how the function is performing, where it's breaking, and what to fix next. This is a hands-on role: you'll pull data yourself, structure it, and turn it into insight that senior leadership will review and act on.

We work AI-first. You'll be expected to use AI tools to learn quickly, write code faster, and automate work that would otherwise be done by hand.

What you will do:

• Own daily, weekly, and monthly MIS for customer care (ticket volumes, SLA/TAT, CSAT, agent productivity, channel mix) and MF operations (order flow, rejections, KYC/KRA status, folio consolidation, service request throughput).
• Write and maintain SQL queries and pipelines on our data warehouse (Snowflake) to build reliable, reusable reporting datasets.
• Build and automate reports and trackers in Excel / Google Sheets / Python, moving repetitive manual work into scripts where it makes sense.
• Use AI coding tools to build automations and scripts quickly, and keep learning new tools and techniques as the stack evolves.
• Reconcile data across sources – support platform, CRM, RTA/BSE feeds, and internal databases – and flag discrepancies before they become customer issues.
• Support campaign and process experiments with tracking, control-group design, and post-hoc analysis.
• Partner with operations leads, compliance, and tech to define metrics, agree on data definitions, and make sure the numbers everyone quotes are the same numbers.

What we are looking for

Must-have

• Strong, demonstrable Excel / Google Sheets skills – pivots, lookups, array formulas, data cleaning, dashboard building. You should be the person others come to when a sheet breaks.
• Solid working SQL – joins, aggregations, window functions, CTEs – and comfort querying large tables in a cloud warehouse (Snowflake, BigQuery, or similar).
• Working knowledge of Python for data manipulation (pandas) and basic report automation.
• A fast learner who actively uses AI tools (ChatGPT, Claude, Cursor, or similar) to pick up new skills and write code that automates real work and can show examples of doing so.
• 2+ years in an MIS, reporting, operations analytics, or business analyst role, ideally in fintech, BFSI, or a high-volume operations environment.

Good to have

• Experience with support/CRM platforms (Freshdesk, Zendesk, etc.) and their reporting APIs.
• Familiarity with Google Apps Script, n8n, or similar automation tooling.
• Experience with BI tools such as Google Looker Studio or similar.

Why join us

• You'll build the reporting function for a fast-growing, Series A+ funded fintech.
• Direct exposure to the founder and leadership; your reports drive real decisions.
• A team that already automates aggressively and will back you in doing the same.
• This is an early hire in the analytics team with fast-track growth potential.