ROHINI CHOPRA
Mumbai
Summary
Experienced business analytics professional with over 10 years of success driving strategic initiatives, financial planning, and data-driven decision-making across global investment banking environments. Proven track record in managing teams, delivering executive-level reporting, and optimizing business processes through automation. Adept at headcount and expense management, stakeholder collaboration, and supporting regional business strategies across EMEA, and MENA. Recognized for leading high-impact projects, including system migrations, dashboard development, and business process improvement. A strong communicator and problem solver, with a keen ability to translate complex data into strategic insights that support business growth.
Overview
12
12
years of professional experience
Work History
Senior Manager - COO Office
Morgan Stanley
Mumbai
05.2018 - Current
- Strategic Business Management: Oversee core COO Office functions for EMEA & Middle East IED division, driving execution and tracking of strategic initiatives across business operations, with deep focus on headcount, revenues, expenses, broker votes, and external benchmarks (e.g., McLagan, Coalition).
- Data-Driven Decision Support: Delivered insightful analytics and made strategic recommendations to senior leadership, directly supporting business growth and operational efficiency.
- Financial & Headcount Planning: Led annual budget processes in partnership with business heads-challenging assumptions and ensuring accuracy in expense and headcount projections.
- Process Automation & Efficiency Gains: Identified and implemented automation opportunities using Power BI, Copilot and UiPath, streamlining reporting processes and reducing manual workload across teams.
- Stakeholder Collaboration: Partnered with cross-functional teams across Finance, HR, and Business Units to provide actionable insights, reporting, and business support.
- Talent Management: Managed end-to-end hiring processes-shortlisting candidates, conducting assessments, and onboarding new hires with effective training and integration.
- Reporting Expertise: Proficient in Business Objects and Capo to generate timely and accurate management and operational reports.
Associate
Citi
Mumbai
04.2015 - 05.2018
- Prepared business reports for senior management, with a focus on readership metrics and revenue trends.
- Led the migration from Business Objects 3.0 to 4.1, working closely with technology teams on BRDs, UAT, and post-production testing.
- Served as acting Team Lead for 6 months, managing a team of 3 Associates and overseeing reporting deliverables.
- Proficient in Business Objects (3.0 & 4.1), Answers, Jira, and basic SQL for handling and analyzing large data sets.
Analyst
Principal Mutual Fund
Mumbai
01.2014 - 04.2015
- Supported the Sales team in expanding the company's market share across North and East India, focusing on business development and client outreach.
- Reviewed existing accounts to identify upselling opportunities and followed through on sales leads to reach a broader target audience.
- Maintained and strengthened business relationships with Institutional Clients and Independent Financial Advisors (IFAs), contributing to revenue growth.
- Prepared and presented monthly sales reports to management, detailing revenue performance, client engagement, and pipeline updates.
- Handled client concerns and complaints by evaluating urgency, prioritizing action, and escalating to the appropriate sales representatives as needed.
Education
MBA - Mumbai
Lala Lajpatrai Institute
Mumbai05-2014
Bachelors of Commerce - Mumbai
SIES
Mumbai04-2012
Skills
- Business management and strategy
- Data analysis and reporting
- Process improvement and automation
- Leadership and collaboration
- Stakeholder management
- Cross-functional team coordination
Timeline
Senior Manager - COO Office
Morgan Stanley
05.2018 - Current
Associate
Citi
04.2015 - 05.2018
Analyst
Principal Mutual Fund
01.2014 - 04.2015
MBA - Mumbai
Lala Lajpatrai Institute
Bachelors of Commerce - Mumbai
SIES