Analyst - Migrations & PMS Ops

Key Responsibilities:

• Conduct detailed financial analysis to build, test and support business products.

• Develop and maintain financial models to project results, including but not limited to valuations, cash flow, and balances.

• Analyze current and past financial data, identifying trends and variances; be able to perform reconciliations and suggest product and workflow improvements.

• Prepare comprehensive reports, presentations, and dashboards for senior management, outlining key results and metrics.

• Capable of performing investigations on results and community effectively with clients

• Collaborate with cross-functional teams, especially software engineering team to evaluate and improve products and processes.

• Assist in preparing financial presentations for internal and external stakeholders. 

Qualifications and Skills:

• Bachelor’s degree in Finance, Accounting, Economics, Mathematics, Statistics, or related field.

• Preferred - 1+ year of experience as a financial analyst or in a similar role.

• Strong analytical and quantitative skills, with proficiency in financial modeling.

• Proficient in Microsoft Excel, other MS Office Suite tools (Word, PowerPoint, Email) and financial and operational software.

• Knowledge of accounting principles and financial statements.

• Excellent written and verbal communication skills, with the ability to present complex data clearly.

• Strong attention to detail, time management skills, and the ability to meet deadlines.

Key Responsibilities:

• Sharp attention to detail for finding anomalies in the data that is getting migrated

• Understand the source data received from customers with respect to Capital, Trades, Income/Expenses etc for accounts being migrated

• Analyse data received and conduct integrity checks - ISINs, Symbols, Transaction Types, Dates etc

• Prepare comprehensive reports, presentations, and dashboards for senior management, outlining key results and metrics.

• Capable of performing investigations on results and communicate effectively with clients

• Collaborate with cross-functional teams, especially software engineering team to evaluate and improve products and processes.

• Assist in preparing financial presentations for internal and external stakeholders. 

Qualifications and Skills:

• Bachelor’s degree in Finance, Accounting, Economics, Mathematics, Statistics, or related field.

• Preferred - 1+ year of experience as a financial analyst or in a similar role.

• Strong analytical and quantitative skills, with proficiency in financial modeling.

• Proficient in Microsoft Excel, other MS Office Suite tools (Word, PowerPoint, Email) and financial and operational software.

• Knowledge of accounting principles and financial statements.

• Excellent written and verbal communication skills, with the ability to present complex data clearly.

• Strong attention to detail, time management skills, and the ability to meet deadlines.