Senior Associate II - Mid Office

Location: Bangalore

About the Team

The Treasury - Investments team at Navi is responsible for managing the company's treasury with a focus on ensuring liquidity, managing financial risk, and overseeing day-to-day banking operations. The team also plays a critical role in creating and executing investment strategies to optimize returns.

About the Role

This role is central to managing day-to-day treasury operations through Investment Management systems, perform regular reconciliation of investment data, including holdings, deal listings, and other key reports to ensure data integrity. Maintain and update security and counterparty data with high accuracy and compliance. Work closely with Finance, Back Office, and IT for smooth data flow and reporting. Continuously improve the investment management system to support evolving business needs.

What We Expect from You

Transaction Management:

• Execute and manage treasury transactions, including trade settlements, fund transfers, and funding Activities.
• Monitor and reconcile cash movements to ensure accuracy and compliance with internal policies and regulatory requirements.

Excel and Google Sheets Expertise:

• Utilize intermediate level Excel and Google Sheets functions
• Automate repetitive tasks to streamline processes and improve data accuracy.

Vendor Relationships:

• Interact with Investment system Vendor, financial institutions, and service providers to optimize Investment data input & output.

Continuous Improvement:

• Participate in process improvement initiatives to enhance the efficiency and effectiveness of treasury systems and operations.

Must Haves

• Fresher with bachelor's degree in finance, Accounting, or a related field.
• Proficiency in Microsoft Excel and Google Sheets with the ability to create basic macros & reconciliation sheets.
• Strong analytical and problem-solving skills.
• Good communication and interpersonal skills.
• Ability to work independently and collaboratively in a fast-paced environment.
• Knowledge of treasury management systems (TMS) is a plus.
• Basic understanding of financial markets and banking operations.

About Navi

We are on a mission to make finance simple, accessible and affordable for a billion Indians. Guided by a strong customer-first approach, we are building tech-first solutions that work at scale. Our offerings include a range of financial products and services across Loans, Insurance, Mutual Funds, Digital Gold and UPI.

Founded by Sachin Bansal & Ankit Agarwal in 2018, we are one of India's fastest-growing financial services organisations. But we're just getting started!

Our Culture

At Navi, we're a place where ambition meets opportunity and ideas turn into impact quickly. We empower people with high ownership from the start, encouraging them to

solve meaningful problems and build with excellence. Teams here work in an environment that values speed, collaboration and craftsmanship, while celebrating learning, growth and shared wins along the way. Whether you're shaping the future of fintech products or driving innovation behind the scenes, life at Navi means being part of a high-energy, talent-driven workplace where your contributions truly make a difference.

We're guided by our own operating system - The Navi OS - a set of principles that shape how we work and win together. You can explore them at navi.com/our-values to see what drives us every day.

If this feels like you, Navi is the place to grow, thrive and make a real impact.