Financial Services Specialist

2 weeks ago


Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 90,00,000 - ₹ 1,80,00,000
Investment Analyst Opportunity

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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