Head of Technology (Founding Member)

Job Description: Business Analyst (Capital Markets / Investment Management)

Position Summary

We are seeking an experienced Business Analyst with strong techno-functional expertise in Capital Markets, Investment Banking, Asset Management, and Risk Management. The ideal candidate will have hands-on experience across the full trade lifecycle, UAT leadership, risk frameworks, FIX protocol, and digital transformation initiatives. This role requires close collaboration with front, middle, and back-office stakeholders, IT teams, and external vendors to deliver critical business and regulatory solutions.

Key Responsibilities

Business Analysis & Requirements Management

· Lead requirements gathering, documentation (BRD, FRD, User Stories), workflow mapping, and gap analysis.

· Conduct JAD sessions with Trading Desks, Portfolio Managers, Risk, Compliance, and Technology teams.

· Translate business requirements into detailed functional specifications and acceptance criteria.

· Manage and prioritize product backlogs using Agile/Scrum methodologies.

Trade Lifecycle & Capital Markets Expertise

· Support end-to-end trade flows across Equities, Derivatives, Fixed Income, Forex, Options, ETFs, Private Equity, and Structured Products.

· Validate front-to-back trade processes including order placement, execution, allocations, settlement, reconciliation, and reporting.

· Work with OMS/EMS platforms, market connectivity, and brokerage systems.

Risk Management (Market, Model, Liquidity, Credit)

· Analyze VaR, stress testing, scenario analysis, exposure calculations, and liquidity metrics (LCR/NSFR).

· Contribute to market risk policy formulation, governance, and regulatory compliance.

· Identify risk hotspots, process gaps, and control weaknesses with actionable remediation plans.

· Support regulatory reporting including Mark-to-Market and Notional Change requirements.

UAT, QA & Testing Leadership

· Lead end-to-end UAT cycles for trading, risk, and investment applications.

· Create test plans, test cases, and defect logs; track issues through JIRA until closure.

· Perform regression, functional, and production validation testing.

· Coordinate with QA, development teams, and Front Office for seamless deployment.

FIX Protocol & System Integrations

· Gather and validate FIX requirements for OMS/EMS integration.

· Support FIX message mapping, configuration, certification, and UAT.

· Collaborate with brokers, exchanges, and internal development teams for connectivity and workflow enhancements.

Client Management & Onboarding (Buy-side/Sell-side)

· Manage onboarding for clients such as Hedge Funds, Family Offices, Asset Managers, and Prime Brokers.

· Conduct requirement workshops, product demos, trainings, and post-implementation support.

· Serve as the primary point of contact for issue resolution, escalations, and enhancement discussions.

Project & Stakeholder Management

· Drive project plans, milestones, and sprint activities (Planning, Grooming, Stand-ups, Retrospectives).

· Ensure alignment between business needs and technology delivery.

· Prepare executive-level dashboards, presentations, and risk summaries for senior stakeholders.

Skills & Competencies

Technical Skills

· Tools & Platforms: Bloomberg, Refinitiv, FactSet, BlackRock Aladdin, Robinhood, IRIS, Falcon

· Databases: SQL, Excel (advanced), data reconciliation tools

· Project Tools: JIRA, Monday.com, Confluence, MS Visio, Axure

· Risk Systems: VAR models, stress testing tools, exposure monitoring systems

Core Competencies

· Strong stakeholder management & communication

· Business rules analysis & functional documentation

· UI/UX requirement mapping

· Data migration & system integration

· Analytical thinking & problem-solving

· Cross-functional collaboration

Qualifications

· 

9+  years of experience in Capital Markets, Investment Management, and Trading/Risk Systems.

· 

· MBA Finance (preferred) / BBA Finance.

· Certifications:

o NISM – Equity, Derivatives, Options Strategies

o CFI – Fixed Income Fundamentals

o Microsoft – Career Essentials in Business Analysis

o FRM (GARP) – Pursuing

Preferred Experience

· Working on end-to-end trading platform implementations.

· Exposure to Hedge Funds, PMS, AIF, Private Equity, and Wealth Management workflows.

· Knowledge of regulatory frameworks (Basel II–IV, SEBI, Risk Governance).

· Experience authoring policies, SOPs, and process documentation.

Soft Skills

· Excellent verbal and written communication.

· Strong analytical and quantitative capabilities.

· Ability to translate technical concepts to business stakeholders.

· High ownership, deadline orientation, and team collaboration skills.

We are seeking a motivated and energetic Process Associate to join our team. You will play a crucial role in generating leads, initiating outbound calls, and promoting our services to potential customers. This role demands excellent communication skills, a positive attitude, and contributes to the overall growth of the organization.

Job Responsibilities

● Conduct outbound calls during the night shift to potential leads(data given by concretio team) in USA/UK to promote our products or services, and generate appointments.

● Introduce Concretio value added services and products.

● Hands-on experience using a dialer software.

● Determines Eligibility By Comparing Client Information To Requirements.

● Bring clients appointments with the business team.

● Maintains And Improves Quality Results By Adhering To Standards And Guidelines; Recommending Improved Procedures.

● Obtains Client Information By Making Telephone Calls; Interviewing Clients; Verifying Information.

Skills Required

● Excellent English Communication Skills.

● Basic Computer Knowledge.

● Min 2 year experience in Outbound Process (US/UK).

● Cold calling experience with sales and customer support background. ● Candidate having experience in International Bpo, Telecalling, Telemarketing, Telesales, International Sales, International Voice Process etc

• A minimum of 4-10 years of experience into data integration/orchestration services,  service architecture and providing data driven solutions for client requirements 
• Experience on Microsoft Azure cloud and Snowflake SQL, database query/performance tuning. 
• Experience with Qlik Replicate and Compose tools(Change Data Capture) tools is considered a plus 
• Strong Data warehousing Concepts, ETL tools such as Talend Cloud Data Integration tool is must 
• Exposure to the financial domain knowledge is considered a plus. 
• Cloud Managed Services such as source control code Github, MS Azure/Devops is considered a plus. 
• Prior experience with State Street and Charles River Development ( CRD) considered a plus. 
• Experience in tools such as Visio, PowerPoint, Excel. 
• Exposure to Third party data providers such as Bloomberg, Reuters, MSCI and other Rating agencies is a plus. 
• Strong SQL knowledge and debugging skills is a must.

• A candidate must have in-depth knowledge of Laravel and Illuminate.
• Must have an understanding of Relationships & Eloquent.
• Should have proven experience to use Laravel in any of the projects either on the job or during the academics.
• Should have developed minimum 3 to 4 projects during the work experience.
• Basic Knowledge of creating REST API in Laravel.
• Basic knowledge of front-end technologies such as HTML, Javascript/jQuery, Ajax and CSS3
• Ability to understand security compliance of PHP
• An implication of OOP is must, hence in-depth understanding is necessary.

• ​Knowledge of Cloud-Server.
• Knowledge of CI/CD.
• Knowledge advance Front-End Technologies.
• Basic knowledge of NodeJS.

• 5 Days Working
• Competitive Salary.
• Knowledge-Based Hierarchy
• Trending Technology Development
• Career Development Programs.
• Reskilling Programs.
• Comapny Sponsored National & International Certification Courses.
• Tremendous Scope of Responsibilities and KPIs Aligned with Individual and Organisational Goals.
• Exposure to working with a team size of 65+.
• Good Project Incentives and Rewards.
• Monthly Rewards and Recognition Program- Star Performer of the Month.
• Work-Life Balance.
• Fantastic Team Spirit with Creative, Fun and Open Office Work Culture.

• Write “clean”, well-designed code
• Design overall architecture of the web application and maintain quality and ensure responsiveness of applications.
• Collaborate with the rest of the engineering team and work on code versioning tools such as GIT.
• Carry out risk analysis of introducing new technology for development and infrastructure to ensure security and ultimate goal.
• Maintaining existing codebase, to include troubleshooting bugs and adding new features.
• Understanding and implementation of security and data protection.
• Documenting application changes and developing updates.
• Develop the quality product using best practices of Laravel.

About CredFlow :

Imagine a business- always stressed with increasing outstanding dues in the market, pressure from vendors and other creditors to pay off debts, managing operations, sourcing material and the list is endless! Now imagine the plight of millions of such businesses globally.

At CredFlow, we are solving SMEs' most pressing problem of cash flow management. We are a full-stack cash flow management solution automating accounts receivables and building multiple stacks of financial solutions on top of that. We have seen pretty good traction in the past few months, achieved product-market fit and are scaling fast. We already have more than 30 Lakh businesses on the CredFlow network and more than $70 billion worth of invoices on the platform.

Above all, we have a gold mine waiting to be unlocked - the humongous amount of financial data flowing through our servers! 

In 2021 we raised a 2.1 million $ seed round from marquee VC Funds. We have recently raised $7 million in Series A from marquee VC Funds.

Company Website Link: https://credflow.in/about%20us.html

Role Title: Business Development Executive – Inside Sales

Process: Revenue generation, cold calling, B2B sales, Product demo.

Work Days: 6 days per week

Job Location: Noida

Office Hours: Work from office (10 AM to 7 PM)

Key Responsibilities:

● Reach out to warm leads on call and schedule product demos.

● Understand customer needs and requirements.

● Share product quotation and close the sale

● Maintain relationships with the customers.

● Get customer referrals from existing paid users.

● Provide after-sale support.

● Share weekly and monthly Sales Forecasts of probable conversion.

● Share product feedback to the product management team.

Skills and Background:

● Excellent communication skills

● Prior sales experience is preferred.

● Good Logical and Analytical skills.

● Smart and Collaborative team

● Best in the market Incentive Structure.

● Early-Stage startup experience.

● Graduate/Postgraduate

• Work directly with enterprise customers to replicate, troubleshoot, and resolve complex technical issues
• Build out a growing technical team distributed across the Asia-Pacific region with core support process and skills
• Work with our developers to identify defects and opportunities for product improvement
• Improve the serviceability of the product by testing new features and developing tools to scale our deployments and auto-support infrastructure
• Define and inspire changes to our product with our development engineering team based on feedback from customers and partner implementations
• Develop and contribute to internal and external knowledge bases
• Provide support on weekdays and also off-hours on an as-needed and scheduled rotational basis
• Be a champion for our customers. Go above and beyond to ensure customers are getting the most out of their investment in the company platform.

You'll need:

• Excellent written and verbal communication skills – you’re able to work with a wide variety of people and collaborate with geographically distributed teams and effectively communicate everything from data points to critical feedback
• Entrepreneurial spirit and are not afraid to take on new challenges
• Customer Obsession – you are passionate about delivering a high-quality support experience and providing customers with the tools they need to succeed. You judge our own success by the success of the team and the happiness of our customers.
• Professional experience troubleshooting at least five of the following: Linux Sysadmin experience, Kubernetes, ansible, Postgres, MongoDB, MySQL, Cassandra, Database Administration, management of distributed systems, network troubleshooting including tcpdump, query performance, performance troubleshooting with tools like perf and strace
• Well recommended candidates will have experience scripting and writing code in Python, Bash, and Java, or have some full-stack web development experience.
• 12+ years in a technical support role required
• Prior experience as a technical lead preferred

THE WAD Agency is hiring!!! (wwwthewadagency.com)

- Experience: 3-5  years

- Develop digital marketing strategies to improve awareness, engagement, new customer acquisition (Cross-Sell/Up-Sell), and support client retention
- Has experience with online monitoring and measurement platforms including but not limited to Facebook Insights, YouTube Insights, Google Analytics, Adwords etc.
- Generate potential leads for the organization through various ATL & BTL activities
- Develop & Ideate campaigns, processes etc. to pitch new clients
- Prepare presentations for client pitches Company

Preferred from Agencies