About the Role
We are looking for a hands-on analyst who will build, automate, and optimize operational workflows across Fund Accounting Operations. The ideal candidate is strong in Excel Macros/VBA, SQL, Power Automate, BI Publisher and Power BI, with a preference for candidates experienced in Oracle SQL and comfortable working with Wealth Spectrum (SQL-based) / Multifonds data structures. You will partner with FA Ops and Tech teams to deliver robust automation, reconciliations, and MIS/analytics solutions that scale.
Key Responsibilities
- Automation & Tooling
- Design, develop, and maintain Excel VBA/Macro solutions (data processing, reconciliations, validations, templates).
- Build Power Automate flows to orchestrate approvals, notifications, file movement, and scheduled data refreshes.
- Create and maintain Power BI dashboards / BI Publisher for Fund Accounting BAU.
- Data Engineering & SQL
- Write efficient SQL queries (preferably Oracle SQL) to extract, transform, and validate data from Wealth Spectrum and related upstream/downstream systems.
- Ensure data quality with robust controls, logging, and exception handling.
Required Skills & Experience
- 2–4 years of experience in automation/analytics roles in BFSI, Asset Management, Fund Accounting, or similar operations.
- Advanced Excel + VBA/Macros (modular code, error handling, performance optimization).
- SQL proficiency (joins, window functions, CTEs, performance tuning; Oracle SQL preferred).
- Power Automate (cloud flows, connectors, triggers, scheduled jobs, error paths).
- Power BI (data modeling, DAX basics/advanced measures, row-level security, scheduled refresh).
- Strong understanding of data quality, reconciliations, and controls in an operations environment.
Good to Have
- Exposure to Wealth Spectrum or other PMS/AIF/fund accounting platforms.
- Experience with APIs, JSON file processing, and scheduled jobs.
- Basic Python/R for data manipulation (optional).
- Experience with Power Apps for light front-ends or request forms.
Qualifications
- Bachelor's degree in Engineering, Commerce, Finance, or related field.
- Relevant certifications (e.g., Microsoft Power Platform, Power BI Data Analyst, Oracle SQL) are a plus.
