Cambridge Wealth (Baker Street Fintech)

We're looking for highly responsive, empathetic, and customer-oriented individuals who are adept at providing seamless, high-touch service to HNI clients. This role is perfect for a proactive individual who thrive in a fast-paced environment and have a passion for building strong relationships with high-net-worth clients. You'll be the backbone of our client-facing team, ensuring every interaction is seamless and every detail is handled with precision.

Who we are:

Cambridge Wealth is a respected, award-winning firm in the wealth space. As AMFI, SIF and APMI registered distributors, we work with renowned professionals from various industries, providing exceptional financial solutions. We're a fast-growing, excellence-oriented team focused on delivering outstanding service to our domestic, NRI, and Ultra HNI clients.

What you'll do:

• Client Management: Act as a primary point of contact for our most valued clients (HNIs, Ultra HNIs, NRIs). You'll handle their inquiries, provide timely updates, and ensure their needs are met with a high level of empathy and professionalism.
• Operational Support: Facilitate and manage the full client lifecycle, from initial onboarding and documentation to executing transactions and resolving issues. You'll ensure all processes are smooth, efficient, and compliant.
• Data & Reporting: Maintain meticulous client records, ensuring accuracy and confidentiality. You'll also assist in creating detailed portfolio reports that highlight performance and opportunities for our clients.
• Team Collaboration: Work closely with our wealth management team to track portfolio performance and support strategic initiatives.

What we need:

• Education: A degree in Finance, Commerce, Management, or Economics is preferred.
• Experience: Previous experience in the financial services or mutual fund industry is a plus, especially if you've worked with high-net-worth clients. Those with hospitality experience in the luxury and premium segments are also welcome to apply.
• Certifications: Currently valid NISM VA and or other NISM certifications are an advantage(and eventually required if onboarded).
• Technical Skills: We are strong on tech use & familiarity with the Zoho suite is preferred.

Who you are:

• Client-Focused: You genuinely enjoy building relationships and are driven by a desire to provide exceptional, personalized service.
• A Clear Communicator: You have excellent verbal communication skills.
• Detail-Oriented: You have a keen eye for detail and a meticulous approach to your work.
• Proactive & Resourceful: You don't wait for instructions. You're a problem-solver who takes ownership and can thrive in a dynamic, startup environment.

This role is NOT for you if:

• You prefer a slow-paced, micro-managed environment.
• You are not comfortable with change or taking on new responsibilities.
• You're looking for a passive, "take it easy" role.

What you'll get:

• A core role with a clear growth path within a fast-growing company.
• Meaningful Impact: You'll be a vital part of our team, not just a cog in the wheel.
• A great work environment that is informal, encouraging, and collaborative.
• Competitive compensation.

Our Hiring Process:

1. Online Application: You apply and answer a few quick questions. [5 min]
2. Skills Assessment: An online general aptitude test to evaluate your skills. [60 min]
3. People Video Interview: A quick chat with our People head [30 min]
4. Technical Interview: A discussion about your experience and skills. [30 min]
5. Founder's Interview (In-Person): A final interview to ensure a great fit. [30 min]
6. Offer & Checks: We make an offer, and proceed with a reference and background check.

Please note: This is a WFO (Work From Office) opportunity at our Pune, Prabhat Road office

PRODUCT ANALYST

Bridge Business Goals and Engineering Excellence through rigorous documentation and Gap Analysis.

You're the foundational anchor that turns business complexity into crystal-clear product specifications. You don't just gather requirements—you interrogate them, map every edge case, and eliminate ambiguity before a single line of code is written. Own the creation of comprehensive documentation (BRD, PRD, FRD), bridge the gap between stakeholders and engineering, and ensure every feature is built with absolute clarity and precision.

Cambridge Wealth is a fast-growing, award-winning investment services and fintech firm obsessed with quality. We serve a high-profile clientele (domestic, NRI, retail, and ultra-HNI professionals) and have been recognized by the BSE and major Mutual Fund houses. You'll work on documentation and feature specs that matter to ultra-HNI wealth clients and innovative fintech users simultaneously.

YOUR MISSION:   

Own the requirements lifecycle—from stakeholder interviews and business analysis to comprehensive BRDs, PRDs, and FRDs. Hunt down functional bottlenecks and logical gaps before they reach development, translate complex wealth management workflows into unambiguous engineering specs, and keep the product pipeline airtight without cutting corners.

WHAT YOU'LL ACTUALLY BE DOING  

Documentation Mastery (BRD, PRD, FRD)  

Write comprehensive, crystal-clear Business Requirement Documents (BRDs), Product Requirement Documents (PRDs), and Functional Requirement Documents (FRDs). Translate business objectives and user feedback into specs that leave zero room for ambiguity, complete with detailed user stories, workflow diagrams, and strict acceptance criteria.

Gap Analysis & Requirements Engineering  

Proactively hunt for functional gaps, logical flaws, and edge cases in proposed features. Conduct rigorous root-cause analysis on requirement mismatches and clarify cross-system dependencies. You identify what is missing from a spec before engineering even looks at it.

Stakeholder & Business Alignment  

Act as the primary bridge between business stakeholders, UI/UX designers, and engineering teams. Facilitate requirement-gathering workshops, extract unstated assumptions, and translate complex financial and wealth management workflows into structured functional specifications.

Process & Workflow Mapping  

Design clear process flows, system interaction diagrams, and data mapping blueprints. Ensure that internal operational workflows (such as investor onboarding, KYC, and portfolio tracking) are thoroughly documented and optimized for digital execution.

UAT & Quality Assurance Support  

Partner closely with QA and engineering team to ensure implementation matches intent. Design comprehensive User Acceptance Testing (UAT) test cases, validate releases against original BRD/FRD criteria, and document post-release discrepancies.

Backlog Grooming & Refinement Support  

Collaborate with Product Managers/Owners to help refine, prioritize, and structure the product backlog. Ensure user stories are fully fleshed out with technical constraints, business rules, and precise acceptance criteria prior to sprint planning.

THIS ROLE IS NOT FOR YOU IF...  

• You prefer high-level vision setting over writing detailed granular specifications and functional requirements.
• You are uncomfortable digging deep into complex operational and financial workflows to find hidden logic gaps.
• You struggle with structuring ambiguous business ideas into formal, structured documentation.
• You treat documentation as an afterthought rather than a core engineering asset.

WHAT YOU NEED TO BRING  

Core Skills:  

• 2+ years as a Business Analyst/Product Analyst, or similar role writing detailed BRDs, PRDs, and FRDs in fast-paced fintech or startup environments.
• Mastery of Requirement Engineering: Proven ability to elicit requirements, write user stories, map workflows, and define rigorous edge cases and acceptance criteria.
• Sharp Gap Analysis & Problem-Solving: An uncanny ability to spot inconsistencies, missing logic, and integration blind spots before development begins.
• Strong Communication & Technical Writing: You write pristine specs that developers can build directly from, aligning business goals with technical execution.
• Basic understanding of UX principles and user-centered design methodologies to ensure functional specs align with intuitive user journeys.

Technical Toolkit:  

• Advanced Zoho/Google Sheets: Pivot tables, VLOOKUP, complex formulas, and data structuring.
• Documentation & Diagramming Tools
• SQL (basic-to-intermediate): For data extraction, querying requirements, and quick analysis.
• Zoho CRM & Zoho Analytics: Familiarity with navigating these platforms is a strong plus.

Domain Knowledge (Bonus Points):  

• Understanding of mutual funds, wealth management, fintech, or regulated financial services.
• Familiarity with complex investor onboarding flows, KYC compliance, or client delivery in financial services.
• Hands-on experience working within Agile/Scrum development teams as a requirement writer or scrum master

WHY JOIN US?  

• Massive Learning Curve: Learn how to build a Tech-led organization and a global-quality digital product from the ground-up (not just adding features to old software).
• You Matter: You’ll be a core contributor with a clear growth trajectory, not just a small cog in a huge wheel.
• Real Responsibility: Get competitive compensation and the flexibility that comes with proving yourself in a fast-growth, results-oriented environment.

OUR HIRING PROCESS  

1. Application & Initial Screen: Quick application with a few brief questions. (5 min)
2. Online Challenge: Showcase your aptitude, documentation skills, and gap-analysis capabilities. (70-90 min)
3. People Sync: Cultural and value alignment conversation. Do we think alike? (30 min)
4. Deep Dive In-Person Interview: Discussion with product and senior leadership on requirement structuring. (1 hour)
5. Founder Vision Alignment: Meet leadership to discuss product impact and your role in scaling. (1 hour)
6. Offer & Onboarding: Reference and BGV checks post-offer.

Note: This is a WFO opportunity at Prabhat Road, Pune.