Cambridge Wealth (Baker Street Fintech)

Cambridge Wealth, a distinguished brand from Baker Street Fintech Pvt Ltd, stands as a premier player in the wealth and mutual fund distribution sector. Awarded by BSE Star and Mutual Fund houses, Cambridge Wealth serves UHNI/HNI/NRI clients, including renowned professionals from various industries. An early-stage Fintech Startup, we are committed to developing a Fintech platform with a human interface for our Investors. We are committed to a Customer Centric approach and our culture thrives on ownership and excellence, backed by a founding team with a proven track record of delivering industry-leading product experiences and earning accolades such as the Webby awards for Digital Strategy. Join us on our exciting journey to redefine the future of investing.

Visit our website: http://www.cambridgewealth.in

Overview:

As a Business/Product Analyst at Baker Street, you will play a pivotal role in driving the development and evolution of our wealth management product. This role offers a unique opportunity to collaborate with diverse teams, utilizing your analytical expertise to contribute to the success of our transformative financial product.

Key Responsibilities:

Market Analysis:

• Conduct in-depth market research to identify industry trends, competitor products, and emerging technologies in wealth management.
• Collaborate with stakeholders to gather market insights, translating them into actionable product strategies.

Product Development:

• Define and document detailed product requirements based on market research and customer feedback.
• Work closely with the product development team to ensure the timely and successful delivery of product features and enhancements.
• Contribute to the development of user stories, use cases, and acceptance criteria.

Data Analysis:

• Analyze user behavior, engagement metrics, and relevant data to derive insights that inform strategic product decisions.
• Utilize statistical methods to identify patterns, trends, and opportunities for product optimization.

Collaboration:

• Collaborate with cross-functional teams, including development, design, marketing, and customer support, to ensure a seamless and user-friendly product experience.
• Serve as a liaison between technical and non-technical stakeholders, facilitating effective communication.

Documentation:

• Maintain comprehensive documentation of product features, specifications, and processes.
• Create and update user manuals, training materials, and other documentation as required.

Qualifications:

• Bachelor's degree in Business, Finance, Computer Science, or a related field
• Proven analytical and problem-solving skills
• Exceptional written and verbal communication skills
• Ability to thrive in a collaborative, fast-paced environment
• Basic understanding of financial concepts and wealth management principles

Preferred Skills:

• Familiarity with Agile development methodologies
• Methodical and thorough documentation skills
• Root Cause Analysis expertise
• Previous experience in the fintech industry
• Knowledge of regulatory frameworks in the financial sector

Note: The provided job description outlines general responsibilities and is not exhaustive. Additional responsibilities may be assigned as needed.

Not sure whether you should apply? Here's a quick checklist to make things easier. You are someone who:

• Have worked(0-1.5 years preferably) or are looking to work specifically with an early-stage Fintech startup.
• You are ready to be a part of a Zero To One Journey which implies that you shall be involved in building fintech products and processes from the ground up.
• You are comfortable to work in an unstructured environment with a small team where you decide what your day looks like and take initiative to take up the right piece of work, own it and work with the founding team on it.
• You'd like a fair chance to work your way up to a founding team position which involves taking key business decisions and taking accountability for it.
• This is not an environment where someone will be checking up on you every few hours. It is up to you to schedule check-ins whenever you find the need to, else we assume you are progressing well with your tasks. You will be expected to find solutions to problems and suggest improvements.
• You want complete ownership for your role & be able to drive it the way you think is right. You are looking at a long-term horizon and plan to grow with the company.
• You are a self-starter and take ownership of deliverables to develop a consensus with the team on approach and methods and deliver to them.

Compensation

Competitive compensation as per experience and industry standards, with the possibility of ESOPS participation.

Freshers/those with limited experience may apply for a 6 month paid internship with the possibility of a PPO upon successful evaluation.

The stipend would be Rs.15,000/- pm.

Location

This is a full-time WFO position based at our headquarters at Prabhat Road, Pune.

Our Hiring Process:

1. You Apply and answer a couple of quick questions [5 min]
2. Online Assessment Test [1 hour]
3. Recruiter screening phone interview [20 min]
4. Skills assessment take-home challenge
5. Technical interview: [30 min - includes a discussion around the submitted assignment]
6. Founder's interview: [30 min]
7. We make you an offer and proceed for reference and BGV check.

What makes Bakerstreet Digital Special? 

• We are not just an ambitious niche Digital Products company. We are an ambitious Digital Products Company with a soul.
• Fundamental to our mission of building world-class (we have won a webby award) global (26 global products live 0-1) digital products is an integrated, mission-driven team of consultants who are passionate about their competency.  

Who are you? A Digital Designer that can skillfully orchestrate end to end Product Design. You:

• Have experience building Products at the Business, User, UX and Architecture levels with multi-disciplinary teams
• Have worked with global clients in a consulting or product team and understand communication and management protocols of large Banks
• Have a fine understanding of the fintech domain
• Understand the difference between UI and a UI Design system that can flex and scale
• Can imagine, articulate well, and create buy-in for your ideas
• Are hands-on and able to rapidly visualise ideas
• Are able to work collaboratively to deliver the UI in sprints across products
• Have a deep understanding of CX, Design beyond screens and colours 
• Can translate business requirements and customer experience into features and functions that drive the platform/product roadmap. 

What you will do:

• Client Engagement: Act as a primary point of contact for clients, understanding their design requirements, and translating them into actionable design solutions. Conduct client meetings, gather feedback, and ensure client satisfaction throughout the project lifecycle.
• User Experience (UX) Design: Conduct user research, usability testing, and competitor analysis to identify opportunities for enhancing the user experience. Create wireframes, prototypes, and user flows to effectively communicate design ideas and user interactions.
• User Interface (UI) Design: Develop visually appealing and intuitive user interfaces that align with the project's branding and business goals. Collaborate with cross-functional teams to integrate UI components seamlessly into the final product.
• Mentoring Trainees: Provide guidance and mentorship to junior designers and trainees, fostering their growth and development. Conduct design workshops and share best practices to improve team skills.
• Leading Design Pods: Lead a small team of designers by providing direction, feedback, and support. Organize design sprints and coordinate efforts to ensure projects are delivered on time and within scope.
• Design Strategy: Contribute to the development of design strategies and play an active role in proposing new ideas and approaches to continuously elevate the quality of design work.
• Collaboration: Collaborate with product managers, developers, and other stakeholders to ensure a cohesive and seamless design-to-development process. Advocate for design thinking and user-centric approaches within the organization.
• Industry Trends: Stay up-to-date with the latest UI/UX design trends, tools, and technologies, and incorporate relevant innovations into design processes

Who you are NOT. This role is not for you if: 

• You can only follow the given process
• Not think out of the box, innovative solutions to startup problems
• Have time-zone constraints (this is a global time-zone role)
• Work only in a slow, structured environment where you are given detailed instructions
• Want to take it easy and prefer a passive role 

What you will get: 

• An opportunity to be a core team member with a growth path
• A fast-growth environment with a world-class visual design quality 
• A place where you matter, and are not just a cog in the wheel
• An encouraging, informal and comfortable working environment
• A place where flexibility can be earned and work-life balance ensured
• Competitive Compensation

You will learn: 

• How to build a design and build a global quality next generation product ground-up
• How to build a Design-led organization ground-up
• How to build a Zero to one product, not just enhance or add features

What are the Qualifications you need? 

• Proven experience (2-7 years) as a UI/UX Designer, with a strong portfolio showcasing successful projects and a user-centered design approach.
• Proficiency in design and prototyping tools such as Figma, Adobe XD, Sketch and prototyping tools.
• Solid understanding of user experience principles, information architecture, and interaction design.
• Excellent visual design skills with a keen eye for aesthetics, typography, and color theory.
• Strong communication and presentation skills, capable of explaining design decisions and receiving constructive feedback.
• Leadership abilities, with the capacity to motivate and guide team members effectively.
• Ability to prioritise and manage multiple milestones and projects efficiently
• Ability to think through product propositions ground-up considering the entire product eco-system
• Must have Customer-oriented data-led problem-solving skills 
• Ability to work with and influence senior stakeholders

Our Hiring Process:

1. You Apply and answer a couple of quick questions [5 min]
2. Recruiter screening phone interview [20 min] 
3. Skills assessment take-home challenge
4. Technical interview: [30 min - includes a discussion around the submitted assignment]
5. Founder's interview: [30 min]
6. We make you an offer and proceed for reference and BGV check.