Back Office Executive

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.

Job Description

We are looking for a Business Analyst to join our team.

In this role, you will contribute to various phases of the software development process or software testing.

Apply now for the role of Business Analyst at CodeBuddy that is opening doors for skilled, energetic and enthusiastic personnel.

If you are willing to work in fast-paced, multi-tasking, team environment, the engineers, internal partners, and stakeholders then you could be the perfect fit for the opening.

Responsibilities:

• Collaborate with the Development team to create a Functional Specification (FS) document.
• Gather requirements from clients and create documents that include Business proposals, BRD, and SRS.
• Provide mentoring & guidance to project team members in accordance with Agile principles.
• Assist the Project Manager and Lead Developer in the end-to-end project implementation.
• Must understand and be able to apply current market trends and prevalent technologies to help provide clients with potential solutions to address their business challenges.
• Design Wireframes by incorporating the fundamentals concepts of UX.
• Translate business requirements in functional and non-functional requirements.
• Assist/Coordinate conducting User Acceptance Tests(UAT)

What You Need To Apply:

• At least 1 year of relevant experience.
• Project Documentation and Research skills.
• Team coordination skills.
• Good understanding of Web & Mobile applications.
• Knowledge of software development life cycle(SDLC).
• Hands-on experience in strategic planning and business case development.
• Strong oral & written communication skills.
• Ability to effectively present projects, procedure and status updates and/or proposals to peers and upper management.
• Experience with Agile development methodologies.
• Proactive instead of reactive
• Looking for ways to improve self and projects

Work with Executives to identify Client needs

- - Interaction with Sales Team to engage in pre-sales and post-sales activities

- Must be excellent in verbal and written communication

- Must be detail oriented in work and focused on results

- Ensure to take appropriate steps to resolve customer's problems

- Audit work orders for accuracy and make corrections if required

·        Identifies and defines the objective of an assigned marketing research project; determines the best methods to use to meet those objectives.

·        Create research summaries in multiple formats, including spreadsheets, PowerPoint presentations, and written summaries.

·        Summarizes and analyses data; makes recommendations related to research findings.

·        Recruit the participants and assist and complete the project surveys on their behalf.

·        Prepare findings and update databases to include newfound information, and create a summary of that analysis to pass on to the project manager.

·        Assist other researchers with various tasks, including data entry, sample care and storage, field research etc.

·        Perform internet searches to gather relevant information, and record any findings.

Hello,

Key Responsibilities –

• Designing, maintaining and updating a suite of financial models for business valuation and strategic decision-making (for buy-side equity clients and SAAS companies)
• Involves conceptualizing framework, designing models and updating already developed models on monthly, quarterly, and need-based frequency
• Manage client engagements on a fully independent basis including one-to-one client communication and manage his/her work independently with end-to-end ownership of client
• Conducting financial and business analyses on various companies and preparing presentation decks and writeups for financing activities
• Preparing custom financial dashboards and screeners based on appropriate financial and operating metrics
• If required, manage 1-2 junior team members and train them on building domain/sector expertise
• Contribute/work on important pilot projects
• Create IPs/white papers/blogs/articles/teasers which can be used for marketing purposes

• Experience in financial modeling and end-to-end management of projects and communication with clients
• Excellent grasp of financial concepts and their application across all areas of financial analysis and valuation
• Proficiency in Excel-based analysis
• Aptitude for problem-solving and troubleshooting
• Ability to synthesize qualitative and quantitative data quickly and draw meaningful insights
• High consciousness towards attention to detail; drive and commitment towards delivering high-quality Service

Position Title – Sr. Research Analyst
Location – Noida

Education – MBA finance / CFA level II or III / CA

We are hiring a business analyst to join our project team. You will work alongside project stakeholders and report directly to Sr. Business analysts. The purpose of the role is to liaison and bridge the gap between the BDM team and technical team to comprehend and analyze customer requirements and translate them to the development teams thereby, ensuring the right requirement detail in the documentation.

To succeed in this role, you should have a natural analytical way of thinking and be able to explain difficult concepts to the team.

Responsibilities

· Elicit requirements, gathering, & documenting.

· Ability to grasp, relate, and quickly respond to new inquiries.

· Interaction with team members at regular intervals, share knowledge and information

· Clear and concise communication and project management skills.

· Detail out scope documents, functional & non-functional requirements, features, etc. ensuring all stated and unstated customer needs are captured.

· Construct project documents (BRD, FRD) as per the project requirement and develop Flow charts, Use case diagrams, ER diagrams, User stories

· Performing requirements analysis

· Understand SDLC and fit into the Agile environment.

· Co-operating behavioral with the cross-functional team and being able to translate business needs into technical needs.

· Interface and coordinate with BDM team engagement & understand the client’s requirements

Qualifications

1) 1-2 years of experience as a Business analyst with strong knowledge of project management.

2) Experienced in Mobile & Website development projects.

• Assess the nature of product or service issues and resolves support problems..
• Interact with customers to help troubleshoot and resolve complex product problems or issues.
• Diagnose and resolve customer questions or problems over the telephone/Internet in the areas of system configurations/setup, product functionality, and bugs/enhancements.
• .Evaluating business processes, anticipating requirements, uncovering areas for improvement, and developing and implementing solutions
• Leading ongoing reviews of business processes and developing optimization strategies
• Documenting and communicating the results of your efforts.
• Perform gap analysis, and identification of any areas for improvement within existing procedures, methods and business processes
  Perform Gap-Fit analysis
• Prototype potential solutions for business process re-design, provide trade-off information and suggest recommended course(s) of action
• Develop functional and technical specifications for delivering new and maintaining existing business applications.
• Act as a subject matter expert with regards to business needs and application design related activities. This may include leading configuration and design reviews within a project team .
• Should act as the liaison between the client business units and IT and lead the Business Requirements Gathering process to elicit the true needs of the client