Financial Operations Analyst
- Teamware Solutions a
- 2 - 4 years
- Bengaluru
- 19 days ago
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Job Description
Job Description: Analyst Reporting & Financial Operations
Location: Bangalore
Experience Required: 2 to 4 Years
Shift Timing: General Shift (Starting between 9:30/10 AM to 7 PM)
Work Model: Hybrid (3 days WFO mandatory)
Contract Duration: 1 Year (with potential extension)
Notice Period: Up to 30 Days
Laptop Provided: Yes
Role Overview
We are seeking a detail-oriented and proactive Reporting & Financial Operations Analyst with strong communication skills and a foundational understanding of financial markets and productsparticularly Fixed Income and Asset Management. The role involves supporting client reporting, data management, operational oversight, and coordination with cross-functional teams to ensure timely and accurate deliverables.
Key Responsibilities
- Prepare and deliver periodic reports to internal and external clients, ensuring accuracy and timeliness.
- Manage and respond to queries and data requests from stakeholders.
- Maintain task lists and coordinate with teams responsible for sourcing data or generating reports.
- Track deliverables against defined deadlines, ensuring no lapses occur.
- Follow the maker-checker process for all deliverables with strict accuracy standards.
- Conduct periodic risk, issue, and exception reporting for senior management.
- Participate in functional projects and process improvement initiatives.
- Coordinate with IT teams for enhancements, issue resolution, or development needs related to reporting tools.
Skills & Competencies
Technical Skills
- Well versed with MS Office Outlook (Email Management), Word, PowerPoint, and Excel (basic functions, formulas such as Lookup, Pivots, etc.).
- SQL and macro writing would be an added advantage.
- Basic understanding of financial products, their performance, and cash flows.
Core Competencies
- Excellent verbal and written communication skills.
- Strong sense of urgency, accountability, and ownership.
- Ability to collaborate with teams across off-site/remote locations.
- Clear understanding of business requirements and client expectations.
Must-Have Skillset
- Strong communication skills (verbal and written).
- Basic knowledge of financial markets/products, especially Fixed Income & Asset Management.
- Proficiency in MS Office (preferably intermediate, minimum basic).
Good-to-Have Skillset
- Experience in client reporting.
- Advanced MS Excel proficiency.
- Exposure to risk reporting, exception tracking, and operational documentation.
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Job Classification
Industry: Financial ServicesFunctional Area / Department: BFSI, Investments & TradingRole Category: Investment Banking, Private Equity & VCRole: Investment Banking AnalystEmployement Type: Full timeContact Details:
Company: Teamware Solutions aLocation(s): Bengaluru
Keyskills: Client Reporting Financial Products Financial Reporting Excel Email Management Power Bi Fixed Income
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Teamware Solutions a
Teamware Solutions is a professional services firm with core expertise in and Established in 2003. We have about 2000+ professionals working with us. We are a global company with a presence in India, USA, Middle East and Singapore.
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