BI/Data Analytics with AI

Position: BI/Data Analytics with AI
Experience: 7+ Years (Preferred: 7–10 Years)
Shift Requirement: Support for the U.S. time zone, with a couple of hours overlapping in the EST morning
Business Unit: Content Innovation & Visualization Team
Location: Pune

Meeting Objective

To discuss and finalize the hiring requirements, key responsibilities, technical expectations, and sourcing strategy for the BI/Data Analytics with AI role supporting the Content Innovation and Visualization team.

Key Discussion Points

1. Role Overview

• The role will support the organization's vision of building a storytelling and insights-driven culture through advanced analytics, business intelligence, and AI-driven solutions.
• The candidate will be responsible for bridging traditional BI capabilities with emerging AI technologies.
• Strong focus on creating intelligent workflows, automation frameworks, and data visualization solutions.

2. Experience Requirements

• Minimum 7+ years of overall experience in Analytics, Business Intelligence, Data Engineering, Automation, or AI-related domains.
• Preferred experience between 7–10 years.
• Prior experience in Financial Services, Risk Management, Research, Ratings, or regulated environments is highly desirable. (Preferend but not mandatory

3. Mandatory Technical Skills

Business Intelligence & Reporting

• Power BI (Mid to Expert Level)
• MicroStrategy (Mid to Expert Level)
• Power BI Report Builder / Paginated Reports
• Advanced Dashboard Development
• Data Modeling & Data Visualization
• Power Automate

Note : Not mandatory to have both Power BI and MicroStrategy – Power BI is must have / MicroStrategy Preferred)

Artificial Intelligence & Automation

• Microsoft Copilot(Medium Level)
• Prompt Engineering(Must have, will focus on this area more)
  • Design, test, and optimize prompts, templates, and AI workflows to deliver accurate, consistent, and scalable GenAI solutions across research, reporting, and automation use cases.
  • Prompt tuning, Prompt structuring/restructuring , prompt result consistency improvement, hallucinations reduction techniques
  • Knowledge on Zero-shot, One-shot, and Few-shot prompting, chain of thought prompting
  • Handle scenarios where model receive conflicting/incomplete data
  • Prompts tuning to enforce a strict output structure
• AI Agent Development
  • Design, build, and deploy autonomous AI agents using Microsoft Copilot and or approved LLM technologies to automate business processes, integrate enterprise data sources, and execute complex workflows with minimal human intervention
• Large Language Models (LLMs) (Not mandatory, but exposure to these models is good to have. The role will involve using internal models rather than developing new ones.)
• LLM API Integrations
• AI Workflow Orchestration
• Intelligent Automation Solutions

Programming & Integration

• Python Development
• REST APIs
• Enterprise System Integrations
• SQL
• Automation Frameworks

4. Key Responsibilities

Analytics & BI

• Design and develop enterprise-scale Power BI and MicroStrategy solutions.
• Build executive dashboards and advanced reporting capabilities, including generating insights, identifying trends, preparing executive summaries, creating single-page summaries, and developing multi-page presentations using data from the dashboard.
• Develop scalable data models to support strategic decision-making.
• Deliver complex paginated reports for business stakeholders.

Automation & Copilot

• Design and implement Microsoft Copilot use cases.
• Develop prompt frameworks to improve productivity and business outcomes.
• Automate business workflows using Power Automate.

AI Engineering

• Design and deploy AI Agents.
• Integrate LLMs through enterprise APIs.
• Build AI-powered solutions using Python.
• Develop agentic workflows and intelligent business automation.
• Perform prompt tuning.

Innovation & R&D

• Continuously evaluate emerging AI technologies.
• Identify new use cases for Generative AI.
• Drive adoption of innovative AI capabilities across business functions.

5. Soft Skills & Stakeholder Management

• Strong communication and presentation skills.
• Ability to engage with senior business stakeholders.
• Excellent analytical and problem-solving capability.
• Ability to work independently in a fast-paced environment.
• Strong consulting and solutioning mindset.

6. Work Schedule

• Candidate should be comfortable to Provide Support for the U.S. time zone, with a couple of hours overlapping in the EST morning
• Ability to collaborate with global teams across multiple geographies.
• Flexible in supporting critical business deliveries and stakeholder meetings.

7. Preferred Candidate Profile

• Strong combination of Power BI + MicroStrategy + AI + Copilot expertise.
• Hands-on experience in AI Agent development and GenAI implementations.
• Proven track record of delivering enterprise analytics solutions.
• Experience integrating BI platforms with AI-driven workflows.
• Strong Python automation and API integration expertise.

Hiring Consensus

• Target candidates with a rare blend of Business Intelligence and Applied AI skills.
• Priority to candidates having hands-on experience in:
  • Power BI
  • MicroStrategy
  • Microsoft Copilot
  • AI Agents / GenAI
  • Python
  • Power Automate
• Financial Services domain exposure will be an added advantage.
• Candidates should demonstrate both architectural thinking and hands-on development capabilities.

Open Positions

1

Mandatory Skills

Solution Architecting

Education Qualification

Experience within Financial Services, Risk Management, or highly regulated analytics environments.

Experience

7 to 10 years