Financial Operations Specialist
10 hours ago
OpEff Technologies is a financial technology firm based in the USA, specializing in software solutions for investment management firms. Our Indian subsidiary, OpEff India Private Ltd, provides fund administration and back-office services to clients globally. We are seeking an experienced Financial Operations Specialist to join our team.
About UsWe offer innovative portfolio operations platforms through our flagship product, Perfona. As a Financial Operations Specialist, you will be responsible for providing exceptional back-office services to our clients, including portfolio accounting, investor accounting, reconciliation services, and other miscellaneous tasks. Your role will involve expanding and marketing our products and services to Indian financial markets.
Your key responsibilities will include:
- Onboarding new clients and implementing our technology and processes;
- Implementing Perfona for our clients and analyzing their data and systems;
- Working with clients to understand their reporting needs;
- Producing professional Excel reports using pivot tables and formulas;
- Implementing technology solutions, including accounting, portfolio management, trade execution, and middle office functions;
- Conducting periodic testing of our products and ensuring high-quality standards;
- Working with developers using agile development methods and participating in scrum sessions;
- Assessing the competitive landscape and tracking market trends;
- Selling products and services by networking, prospecting, and presenting our offerings;
- Understanding our product offerings and building competency.
To succeed as a Financial Operations Specialist, you should have:
- Experience in fund accounting, reconciliations, portfolio administration, and reporting;
- A degree in business, accounting, finance, economics, mathematics, statistics, or a related field;
- Strong academic record throughout your career (preferred);
- Strong communication skills and a keen interest in capital markets finance;
- Problem-solving and analytical skills, with the ability to analyze and solve product issues;
- Knowledge of accounting, data analysis, Excel, VBA, and/or scripting languages;
- Good understanding of financial products and financial accounting (a plus).
We offer a competitive salary range of $80,000 - $110,000 per annum, depending on experience and qualifications.
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