Executive Assistant

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

  Designation – Finance Head Department Accounts & Finance Reporting to MD Location Mulund West Education Qualification / Preference CA / CMA / MBA (Finance) Overall duties and responsibilities • Lead all finance, treasury, and fund management functions across the organization. • Independently prepare and manage banking proposals for working capital, term loans, and export credit facilities (renewals, enhancements, documentation). • Handle LCs, buyer’s credit, packing credit, bill discounting, and forex exposure. • Manage cash flow planning, fund utilization, and interest cost optimization. • Drive budgeting, forecasting, and profitability analysis to support management decisions. • Present monthly MIS reports and variance analysis to senior management. • Oversee finalization of accounts, audits, and ensure compliance with Companies Act, GST, and FEMA regulations. • Enforce financial discipline across procurement, production, and sales. • Implement and monitor ERP-based financial controls and real time reporting. Liaise effectively with banks, auditors, and financial institutions for smooth operations and timely approvals Work Experience/Knowledge • CA / CMA / MBA (Finance) with 12–18 years’ experience in manufacturing and export-oriented companies. • Proven record of independently handling banking relationships and proposals for limits of ₹100–300+ crore. • Strong knowledge of working capital management, trade finance, and forex operations. • Excellent financial planning, analytical, and negotiation skills. • Proficient in ERP-based financial reporting and data-driven decision-making. Hands-on, proactive leader capable of guiding accounting, costing, and commercial teams 

• Maintain accurate and up-to-date financial records.
• Process accounts payable and receivable transactions.
• Perform bank reconciliations and ensure accurate cash management.
• Manage general ledger entries and reconciliations.
• Assist with month-end and year-end closing procedures.

Financial Reporting:

• Prepare and analyze financial statements (balance sheets, income statements, cash flow statements).
• Generate regular financial reports for management.
• Assist with budget preparation and variance analysis.
• Analyze financial data and provide insights to support decision-making.

Compliance and Auditing:

• Ensure compliance with accounting standards (GAAP, IFRS) and tax regulations.
• Assist with internal and external audits.
• Maintain documentation for financial transactions.
• Stay up-to-date on changes in accounting regulations.

Looking for IBM BPM Admin. PFB details.

Position: IBM BPM Admin

Experience: 5-8 Yrs

Location: Noida ( Work from office)

Working days: 6 days

Shift: General 9 Am to 6 PM.

·        Monitor system performance and address issues proactively to minimize downtime.

·        Implement routine maintenance tasks and updates to keep the IBM BPM system up-to-date.

·        Administer user access and security settings for IBM BPM applications.

·        Collaborate with other IT teams to ensure secure and compliant access controls.

·        Install, configure, and maintain IBM BPM software and associated components.

·        Diagnose and resolve technical issues related to IBM BPM, providing timely support to end-users.

·        Collaborate with development teams to troubleshoot and optimize IBM BPM solutions.

·        Develop and implement backup and recovery procedures to safeguard critical IBM BPM data.

·        Conduct regular testing of backup and recovery processes.

·        Optimize system performance through continuous monitoring and tuning activities.

·        Collaborate with development teams to identify and address performance bottlenecks.

·        Extensive knowledge of Windows Server Technologies, Linux, and VMware

·        Good Experience is managing WebSphere cells, clusters, and node.

• Reporting to the Customer Experience Manager
• Work from office: the role will be based in Bark’s offices in Bangalore
• The package will be a good base salary with excellent commission on top
• He/she will be responsible for the following aspects of customer success, including:
• Front-line B2B support for inbound calls & mails (ratio 80:20))
• Successful onboarding of professionals to buy their first pack, soft sales for elite/up-gradation
• Build sustainable relationships and trust with customer accounts through open and interactive communication

Requirements

• Well versed in English and Telugu (oral and written communication)
• Experience in sales or customer support domain will be appreciated
• Fresh graduate or less than 2 years of experience
• A go-getter attitude to get things done efficiently and resolve user queries in a single contact
• Excellent communication style and ability to stay calm under pressure

Desirable

• Knowledge of any CRM tools/customer success platforms and how they work (Zendesk is preferred)
• Comfortable to work for 40 hours/ week on a roster basis
• Knowledge of other languages will be an advantage

Mobile App Development:-

We are looking for 2 - 3 years of overall mobile app development experience out of which experience of at least 2+ years in developing native and hybrid mobile applications Should have handled end-to-end designing, development, testing, and deployment on any native Android/iOS platform.

Hands-on experience with native development will add advantage, Angular 6+ Excellent technical knowledge on HTML5, CSS3, JQuery, JQuery Mobile, AJAX, XML, JSON, Java, Bootstrap, PhoneGap, Angular JS.

Should have working experience in consuming Web Service and REST API.

Experience in Business Object Model implementation data integration with JSON/XML Designing and implementing different analytics interfaces such as charts, graphs etc.

Should have knowledge of App signing, publishing to Play-store and iTunes Well versed with code management like GIT, SVN Should be a team player

Roles and Responsibilities:-

• Develop hybrid mobile applications & deliver across the entire app life cycle concept,
• design, build, deploy, test, release to app stores.
• Work directly with the tech team to conceptualize, build, test, and realize products.
• Test the app on devices and Deploy it on Apple Store & Google Play Store.
• Standardizing the platform and in some cases apps to deliver across multiple brands with minimal duplication of effort and Optimizing performance for the apps.