Cambridge Wealth (Baker Street Fintech)

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.
• 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: 

• 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 (2-5 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. Online Skills Assessment [1 hr]
3. Recruiter screening phone interview [30 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.

Who are we aka "About Us":

We are an early-stage Fintech Startup - working on exciting Fintech Products for some of the Top 5 Global Banks and building our own. If you are looking for a place where you can make a mark and not just be a cog in the wheel, Baker street Fintech Pvt Ltd (Parent Company) might be the place for you. We have a flat, ownership-oriented culture, and deliver world-class quality. You will be working with a founding team that has delivered over 26 industry-leading product experiences and won the Webby awards for Digital Strategy. In short, a bleeding edge team. 

As Cambridge Wealth, we are well-established in the wealth and mutual fund distribution segment, having won awards from BSE Star as well as Mutual Fund houses. Our UHNI/HNI/NRI clients include renowned professionals from various industries. 

What are we looking for a.k.a “The JD” :

We are seeking a skilled and detail-oriented Data Analyst to join our product team. As a Data Analyst, you will play a crucial role in extracting, analysing, and interpreting complex financial data to drive strategic decision-making and optimize our data solutions. The ideal candidate should possess a strong foundation in SQL / NoSQL databases, Python programming, and proficiency in tools like PostgreSQL and Excel. A deep understanding of financial concepts is also a plus. Additionally, having an interest in business intelligence tools and machine learning will be valuable for this role.

Responsibilities:

• Proficient in writing complex SQL Queries
• Utilize Python for data manipulation, analysis, and visualisation, using libraries such as pandas, matplotlib, psycopg etc.
• Perform database optimization, indexing, and query tuning to ensure high performance.
• Monitor and maintain data quality, troubleshoot data-related issues, and implement solutions to optimize data integrity and performance.
• Design, configure, and maintain PostgreSQL databases
• Set up and manage database clusters, replication, and backups for disaster recovery

Preferred Qualifications:

• Intermediate-level Excel skills for data analysis and reporting.
• Strong communication skills to present findings effectively and recommendations to both technical and non-technical stakeholders.
• Detail-oriented mindset with a commitment to data accuracy and quality.

*(Only Applicants who have finished their educational commitments are requested to apply)

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

• Has worked (1-3 years preferably) or is looking to work specifically with an early-stage 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 process 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.
• 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 can be a self-starter and take ownership of deliverables to develop a consensus with the team on approach and methods and deliver to them.
• Are looking to stick around for the long term and grow with the company.

Department

Product & Technology

Location

On-site | Prabhat Road, Pune

Experience

3-5 Years in a Data Engineering or Analytics Role

Domain

Fintech / Wealth Management — non-negotiable

Compensation

11-12 LPA Fixed + Performance Bonus

Growth

Title upgrade + salary revision at 12–18 months for strong performers

Why this role is different from most Data Engineer postings

You will work directly with the founding team on a live wealth management platform used by HNI and NRI clients. You will not spend years in a queue waiting to matter your work ships to production, your analysis influences product decisions, and you will guide junior teammates from day one. If you perform, a raise and title upgrade are on the table within 1218 months. This is the kind of early-team role that defines careers.

About Cambridge Wealth

Cambridge Wealth is a fast-growing, award-winning Financial Services and Fintech firm obsessed with quality and exceptional client service. We serve a high-profile clientele NRI, Mass Affluent, HNI, and ultra-HNI professionals and have received multiple awards from major Mutual Fund houses and BSE. We are past the zero-to-one stage and now focused on scaling our features and intelligence layer. You will be joining at exactly the right time.

What You Will Be Doing

This is a central, hands-on data engineering role at the intersection of financial analytics and applied ML. You will own the data pipelines and analytical models that power investment insights for wealth management clients transforming transaction data and portfolio information into measurable, actionable intelligence.

We are not looking for someone who just keeps the lights on. We want someone who looks at a working system and immediately sees how to make it 10x faster, cleaner, and smarter using AI and automation wherever possible.

Key Responsibilities:

Data Engineering & Pipelines

• Build and optimize PostgreSQL-based pipelines to process large volumes of investment transaction data.
• Design and maintain database schemas, foreign tables, and analytical structures for performance at scale.
• Write advanced SQL — window functions, stored procedures, query optimization, index design.
• Build Python automation scripts for data ingestion, transformation, and scheduled pipeline runs.
• Monitor AWS RDS workloads and troubleshoot performance issues proactively.

Financial Analytics & Modelling

• Develop analytical frameworks to evaluate client portfolios against benchmarks and category averages.
• Build data models covering mutual fund schemes, SIPs, redemptions, switches, and transfer lifecycles.
• Create materialized views and derived tables optimized for dashboards and internal reporting tools.
• Analyse client transaction history to surface patterns in investment behaviour and financial discipline.

Applied ML & AI-Driven Development

• Use Python (Pandas, NumPy, Scikit-learn) for trend analysis, forecasting, and predictive modelling.
• Implement classification or regression models to support financial pattern detection.
• Use AI tools — LLMs, Copilots — to accelerate ETL development, code quality, and data cleaning.
• Identify opportunities to automate repetitive data tasks and advocate for smarter tooling.

Data Quality & Governance

• Own data integrity end-to-end in a live, high-stakes financial environment.
• Build and maintain validation and cleaning protocols across all financial datasets.
• Maintain Excel models, Power Query workflows, and structured reporting outputs.

Collaboration & Junior Mentorship

• Work directly with Product, Investment Research, and Wealth Advisory teams.
• Translate open-ended business questions into structured queries and measurable outputs.
• Guide 1–2 junior trainees — review their work, set code quality standards, and help them grow.
• Present findings clearly to non-technical stakeholders — no jargon, just clarity.

Skills — What We Need vs. What Helps

Skill / Tool

Requirement

Must-Haves:

SQL & PostgreSQL (window functions, stored procedures, optimization)

Python — Pandas, NumPy for data processing and automation

ML fundamentals — classification or regression (Scikit-learn)

AWS RDS or equivalent cloud database experience

Financial domain knowledge — mutual funds, SIPs, portfolio concepts

Python data visualization — Matplotlib, Seaborn, or Plotly

Strong Advantage

Excel — Power Query, advanced modelling

Materialized views, query planning, index optimization

Experience with BI/dashboard tools

Good to Have

NoSQL databases

Prior fintech or wealth management startup experience

Financial Domain — Non-Negotiable

This is a wealth management platform. You must come in with a working understanding of:

• Mutual fund structures, scheme types, and NAV-based transactions
• Investment lifecycle — SIPs, Lump Sum, Redemptions, Switches, and STPs
• Portfolio allocation and benchmarking against indices (e.g. Nifty 50, category averages)
• How HNI/NRI clients interact with financial products differently from retail investors

You do not need to be a CFA. But if mutual funds and portfolio analytics are completely new territory, this role is not the right fit right now.

The Culture Fit — Read This Carefully

We are a small, fast-moving team. This is not a place where you wait for a ticket to arrive in your queue. The right person for this role:

• Has worked at a small startup before and is used to wearing multiple hats
• Finds broken or slow data systems genuinely irritating and fixes them without being asked
• Reaches for Python or an LLM when there is a repetitive task — automating is instinctive
• Is comfortable saying 'I don't know but I'll find out' and follows through independently
• Wants visibility and ownership, not just a well-defined job description
• Is looking for a role where strong performance is directly visible and rewarded

Growth Path — What Happens If You Perform

This is not a vague 'growth opportunity' pitch.

If you hit the bar in your first 12–18 months, you will receive a salary revision and a title upgrade to Senior Data Engineer or Lead Data Engineer depending on team expansion. As we scale our Data and AI team, this role is the natural stepping stone to a team lead position. You will also gain direct exposure to founding-team decision-making — the kind of access that is hard to get at larger companies.

Preferred Background

• 2–4 years in a data engineering or analytics role at a startup or small Fintech
• Experience in a live product environment where data errors have real consequences
• Exposure to portfolio analytics, investment research, or wealth management platforms
• Has mentored or reviewed code for at least one junior team member

Hiring Process

We respect your time. The process is direct and moves fast.

• Screening Questions — 5 minutes online
• Online Challenge — MCQ(Data, SQL, AWS, etc), and one applied ML or analytics problem, Communication Skills and Personality (focused, not trick questions)
• People Round — 30-minute video call, culture and communication
• Technical Deep-Dive — 1 hour in person, live financial data problems and your past work
• Founder's Interview — 1 hour in person, growth conversation and mutual fit
• Offer & Background Verification