
Financial Services Specialist
2 weeks ago
About our organization
We are a leading advisory, accounting and digital services firm in India.
The Opportunity:
Our organization is seeking an Investment Analyst with expertise in defining requirements for end-to-end accounting reports and performance reports.
Key Responsibilities:
- Work with domain experts to define Investment management requirements for our fintech product catering to private clients, high net worth individuals and family offices.
- Create functional documents (Business Requirements Document/Framework Requirements Document) with sample scenarios and expected outputs for the development team.
- Requirement gathering and Impact analysis.
- Conduct Knowledge transfer sessions with DEV/QA teams for functional requirements.
- Preparation/review of Test scenarios and UAT testing.
Requirements / Skills:
- 0–2 years of relevant experience in financial services or fintech domains.
- Bachelor of Commerce, Bachelor of Management Studies, Bachelor of Business Administration (Finance), Master of Business Administration/ Master of Management Studies (Finance), or Chartered Accountant Intermediate with relevant experience in financial services or fintech domains.
- Knowledge of Investment asset classes such as Equity, Mutual Funds, Alternative Investments, Fixed Assets, Private assets etc.
- Knowledge of financial reports like Balance sheet, Trial Balance, Ledger report etc.
- Strong communication skills and team spirit.
- Curious and keen to learn in a challenging environment.
- Knowledge of software development cycle is a plus.
- Knowledge of performance analytics and dashboards is a plus.
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