Senior Financial Analyst

Company Description

Uptiq, founded by industry experts, is an enterprise-grade AI platform designed to modernize workflows within the financial services industry. With robust AI capabilities, the platform streamlines operations, maximizes team productivity, and enhances client experiences. Trusted by over 140 financial institutions, including industry leaders like Focus Financial Partners and Broadridge, Uptiq has processed over $1 billion in transactions. Backed by $23M in equity funding, Uptiq is at the forefront of driving innovation and scalability in financial services through its advanced AI solutions.

Role Description

We are seeking a highly motivated and analytical senior Financial Analyst with 3-5 years of experience to join our AI Knowledge Team. This role is ideal for a senior level and independent professional with a background in financial analysis, a passion for technology, and a keen interest in the financial services industry, specifically commercial credit and loan underwriting. We are also expanding into payments, digital banking and wealth verticals.

The primary responsibility will be to act as the subject matter expert (SME) bridge between complex financial analysis tasks and development of AI models. This includes hands-on work with financial data, generating high-quality training data, and validating AI model performance against manual, expert-level outputs.

Qualifications

Academic Background

Completed MBA/PGDBM (Finance), Chartered Accountant (CA), Chartered Financial Analyst (CFA) program qualification

Professional Experience (3-5 Years)

Experience working in the following domains is required in minimum one of more of the below:

• Banks / Financial Services institutions (especially in Commercial Lending/Underwriting) with at least 2+ years in CRE / real estate lending (bank, NBFC, fund, or rating/consulting firm with CRE focus).
• Knowledge Process Outsourcing (KPO) specializing in financial analysis.
• Familiarity with internal rating models, risk grading, and regulatory capital concepts for CRE exposures.
• Other Lending solutions experience.