Senior Analyst
JOB RESPONSIBILITIES
•To work on Private Equity / Real Estate / Hedge Fund Operations such as Fund / Financial Accounting –
Book Keeping, Journal Posting, Preparation of Financial Statements.
Management Fee Carried Interest and Expense Calculation & Posting. Capital Calls – Preparation of
Capital Call memos, LC Opening, Follow Up with LPs for funding Distribution – Preparation of
Distribution working, LP Memo Preparation, Fund Transfer Wire preparation, Repayment of LCs
Reconciliation – Cash Reconciliation, Cash Tracking, Posting Entries, Cash reporting. Tracking of Capital
transactions. Valuation – Valuation of Portfolio Investments.
•To prepare and submit Fund and Investor Reports accurately as per SLA
•To meet TAT and deliver error free services
•To work on partnership accounting Applications
•To strive to create a healthy and professional work environment in the team
•Display interpersonal skills in handling the day to day operations on the floor.
•Suggest and work on process improvements Idea
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DOMAIN SKILLS
• Very good understanding of Financial Accounting
• Genaral understanding of Capital Markets
• Genaral understanding of Banking
• Genaral understanding of Private Equity / Real Estate / Hedge Funds
• Hands on experience of Private Equity / Real Estate / Hedge Funds systems
• Reasonable understanding of Private Equity / Real Estate / Hedge Funds processes such as
Accounting, Investor Reporting, Capital Calls, Distribution, Financial Statements etc.
Developer – L3
Role Purpose
The purpose of this role is to design, test and maintain software programs for operating systems or applications which needs to be deployed at a client end and ensure its meet 100% quality assurance parameters
Do
1. Instrumental in understanding the requirements and design of the product/ software
- Develop software solutions by studying information needs, studying systems flow, data usage and work processes
- Investigating problem areas followed by the software development life cycle
- Facilitate root cause analysis of the system issues and problem statement
- Identify ideas to improve system performance and impact availability
- Analyze client requirements and convert requirements to feasible design
- Collaborate with functional teams or systems analysts who carry out the detailed investigation into software requirements
- Conferring with project managers to obtain information on software capabilities
2. Perform coding and ensure optimal software/ module development
- Determine operational feasibility by evaluating analysis, problem definition, requirements, software development and proposed software
- Develop and automate processes for software validation by setting up and designing test cases/scenarios/usage cases, and executing these cases
- Modifying software to fix errors, adapt it to new hardware, improve its performance, or upgrade interfaces.
- Analyzing information to recommend and plan the installation of new systems or modifications of an existing system
- Ensuring that code is error free or has no bugs and test failure
- Preparing reports on programming project specifications, activities and status
- Ensure all the codes are raised as per the norm defined for project / program / account with clear description and replication patterns
- Compile timely, comprehensive and accurate documentation and reports as requested
- Coordinating with the team on daily project status and progress and documenting it
- Providing feedback on usability and serviceability, trace the result to quality risk and report it to concerned stakeholders
3. Status Reporting and Customer Focus on an ongoing basis with respect to project and its execution
- Capturing all the requirements and clarifications from the client for better quality work
- Taking feedback on the regular basis to ensure smooth and on time delivery
- Participating in continuing education and training to remain current on best practices, learn new programming languages, and better assist other team members.
- Consulting with engineering staff to evaluate software-hardware interfaces and develop specifications and performance requirements
- Document and demonstrate solutions by developing documentation, flowcharts, layouts, diagrams, charts, code comments and clear code
- Documenting very necessary details and reports in a formal way for proper understanding of software from client proposal to implementation
- Ensure good quality of interaction with customer w.r.t. e-mail content, fault report tracking, voice calls, business etiquette etc
- Timely Response to customer requests and no instances of complaints either internally or externally
Deliver
| No. | Performance Parameter | Measure |
| 1. | Continuous Integration, Deployment & Monitoring of Software | 100% error free on boarding & implementation, throughput %, Adherence to the schedule/ release plan |
| 2. | Quality & CSAT | On-Time Delivery, Manage software, Troubleshoot queries, Customer experience, completion of assigned certifications for skill upgradation |
| 3. | MIS & Reporting | 100% on time MIS & report generation |
Techno Functional Consultant – L2
Role Purpose
The purpose of this role is to provide solutions and bridge the gap between technology and business know-how to deliver any client solution
Do
1. Bridging the gap between project and support teams through techno-functional expertise
- For a new business implementation project, drive the end to end process from business requirement management to integration & configuration and production deployment
- Check the feasibility of the new change requirements and provide optimal solution to the client with clear timelines
- Provide techno-functional solution support for all the new business implementations while building the entire system from the scratch
- Support the solutioning team from architectural design, coding, testing and implementation
- Understand the functional design as well as technical design and architecture to be implemented on the ERP system
- Customize, extend, modify, localize or integrate to the existing product by virtue of coding, testing & production
- Implement the business processes, requirements and the underlying ERP technology to translate them into ERP solutions
- Write code as per the developmental standards to decide upon the implementation methodology
- Provide product support and maintenance to the clients for a specific ERP solution and resolve the day to day queries/ technical problems which may arise
- Create and deploy automation tools/ solutions to ensure process optimization and increase in efficiency
- Sink between technical and functional requirements of the project and provide solutioning/ advise to the client or internal teams accordingly
- Support on-site manager with the necessary details wrt any change and off-site support
2. Skill upgradation and competency building
- Clear wipro exams and internal certifications from time to time to upgrade the skills
- Attend trainings, seminars to sharpen the knowledge in functional/ technical domain
- Write papers, articles, case studies and publish them on the intranet
Deliver
| No. | Performance Parameter | Measure |
| 1. | Contribution to customer projects | Quality, SLA, ETA, no. of tickets resolved, problem solved, # of change requests implemented, zero customer escalation, CSAT |
| 2. | Automation | Process optimization, reduction in process/ steps, reduction in no. of tickets raised |
| 3. | Skill upgradation | # of trainings & certifications completed, # of papers, articles written in a quarter |
Infrastructure Automation-Systrack
Role Purpose
The purpose of the role is to design, program, simulate and test the automation product or process to achieve the efficiency and effectiveness required.
Knowledge, Skills and Abilities:
- BA/BS Degree (or equivalent) with at least 5 years of work experience
- Ability to build effective relationships at all levels of the organization and maintain a high level of customer service at all times
- Proven successful troubleshooting background, e.g. service desk, field/desktop support
- Detective-like curiosity regarding systemic problems in the digital enterprise
- Proven ability to identify issues, seek resolutions, and advocate for process improvements
- Technical documentation and presentation experience required
- Ability to conduct meetings, document actions and follow up with all parties involved
- Excellent written/verbal communication, organization, presentation, and project management skills
- Experience delivering solutions to large enterprises (Fortune 500, FTSE 100 etc.)
- Ability to troubleshoot & analyse software
- Ability to demonstrate (through the use of analytics) value to the support team and/or client
- Willingness to learn and adapt in a fast-paced environment
- Ability to work individually and within a highly collaborative team setting
- Previous experience with enterprise level top-tier technical support desirable
- Previous experience with Systems Integrators desirable
Technical Skills and Knowledge:
- Professional certifications in technology like Microsoft, Citrix, and VMware such as MCP, MCSE, MCT, CCA, CCEA, VCP, VCAP, and VCI desirable
- Experience of transformational outsourcing and understanding of the principles and challenges involved
- Broad understanding of ICT technologies covering many of the following:
- Desktop technologies and solutions
- Windows Server Technologies
- Virtualization Technologies and Techniques such as server-based computing and desktop virtualization.
- End user support tools/techniques
- Understanding of relational databases is a plus, SQL query language and scripting, Microsoft SQL Server, and other related Microsoft Business Intelligence technologies (Reporting Services, Integration Services, Analysis Services)
- SQL query skills are familiarity is desirable
- Scripting and PowerShell familiarity is desirable
Personal Attributes
- Act with integrity
- Articulate
- Active listener
- Attention to detail
- Team player
- Persuasiveness
- Problem solving
- Technical curiosity
Developer – L3
Role Purpose
The purpose of this role is to design, test and maintain software programs for operating systems or applications which needs to be deployed at a client end and ensure its meet 100% quality assurance parameters
Do
1. Instrumental in understanding the requirements and design of the product/ software
- Develop software solutions by studying information needs, studying systems flow, data usage and work processes
- Investigating problem areas followed by the software development life cycle
- Facilitate root cause analysis of the system issues and problem statement
- Identify ideas to improve system performance and impact availability
- Analyze client requirements and convert requirements to feasible design
- Collaborate with functional teams or systems analysts who carry out the detailed investigation into software requirements
- Conferring with project managers to obtain information on software capabilities
2. Perform coding and ensure optimal software/ module development
- Determine operational feasibility by evaluating analysis, problem definition, requirements, software development and proposed software
- Develop and automate processes for software validation by setting up and designing test cases/scenarios/usage cases, and executing these cases
- Modifying software to fix errors, adapt it to new hardware, improve its performance, or upgrade interfaces.
- Analyzing information to recommend and plan the installation of new systems or modifications of an existing system
- Ensuring that code is error free or has no bugs and test failure
- Preparing reports on programming project specifications, activities and status
- Ensure all the codes are raised as per the norm defined for project / program / account with clear description and replication patterns
- Compile timely, comprehensive and accurate documentation and reports as requested
- Coordinating with the team on daily project status and progress and documenting it
- Providing feedback on usability and serviceability, trace the result to quality risk and report it to concerned stakeholders
3. Status Reporting and Customer Focus on an ongoing basis with respect to project and its execution
- Capturing all the requirements and clarifications from the client for better quality work
- Taking feedback on the regular basis to ensure smooth and on time delivery
- Participating in continuing education and training to remain current on best practices, learn new programming languages, and better assist other team members.
- Consulting with engineering staff to evaluate software-hardware interfaces and develop specifications and performance requirements
- Document and demonstrate solutions by developing documentation, flowcharts, layouts, diagrams, charts, code comments and clear code
- Documenting very necessary details and reports in a formal way for proper understanding of software from client proposal to implementation
- Ensure good quality of interaction with customer w.r.t. e-mail content, fault report tracking, voice calls, business etiquette etc
- Timely Response to customer requests and no instances of complaints either internally or externally
Deliver
| No. | Performance Parameter | Measure |
| 1. | Continuous Integration, Deployment & Monitoring of Software | 100% error free on boarding & implementation, throughput %, Adherence to the schedule/ release plan |
| 2. | Quality & CSAT | On-Time Delivery, Manage software, Troubleshoot queries, Customer experience, completion of assigned certifications for skill upgradation |
| 3. | MIS & Reporting | 100% on time MIS & report generation |
Developer – L3
Role Purpose
The purpose of this role is to design, test and maintain software programs for operating systems or applications which needs to be deployed at a client end and ensure its meet 100% quality assurance parameters
Do
1. Instrumental in understanding the requirements and design of the product/ software
- Develop software solutions by studying information needs, studying systems flow, data usage and work processes
- Investigating problem areas followed by the software development life cycle
- Facilitate root cause analysis of the system issues and problem statement
- Identify ideas to improve system performance and impact availability
- Analyze client requirements and convert requirements to feasible design
- Collaborate with functional teams or systems analysts who carry out the detailed investigation into software requirements
- Conferring with project managers to obtain information on software capabilities
2. Perform coding and ensure optimal software/ module development
- Determine operational feasibility by evaluating analysis, problem definition, requirements, software development and proposed software
- Develop and automate processes for software validation by setting up and designing test cases/scenarios/usage cases, and executing these cases
- Modifying software to fix errors, adapt it to new hardware, improve its performance, or upgrade interfaces.
- Analyzing information to recommend and plan the installation of new systems or modifications of an existing system
- Ensuring that code is error free or has no bugs and test failure
- Preparing reports on programming project specifications, activities and status
- Ensure all the codes are raised as per the norm defined for project / program / account with clear description and replication patterns
- Compile timely, comprehensive and accurate documentation and reports as requested
- Coordinating with the team on daily project status and progress and documenting it
- Providing feedback on usability and serviceability, trace the result to quality risk and report it to concerned stakeholders
3. Status Reporting and Customer Focus on an ongoing basis with respect to project and its execution
- Capturing all the requirements and clarifications from the client for better quality work
- Taking feedback on the regular basis to ensure smooth and on time delivery
- Participating in continuing education and training to remain current on best practices, learn new programming languages, and better assist other team members.
- Consulting with engineering staff to evaluate software-hardware interfaces and develop specifications and performance requirements
- Document and demonstrate solutions by developing documentation, flowcharts, layouts, diagrams, charts, code comments and clear code
- Documenting very necessary details and reports in a formal way for proper understanding of software from client proposal to implementation
- Ensure good quality of interaction with customer w.r.t. e-mail content, fault report tracking, voice calls, business etiquette etc
- Timely Response to customer requests and no instances of complaints either internally or externally
Deliver
| No. | Performance Parameter | Measure |
| 1. | Continuous Integration, Deployment & Monitoring of Software | 100% error free on boarding & implementation, throughput %, Adherence to the schedule/ release plan |
| 2. | Quality & CSAT | On-Time Delivery, Manage software, Troubleshoot queries, Customer experience, completion of assigned certifications for skill upgradation |
| 3. | MIS & Reporting | 100% on time MIS & report generation |
Domain Architect – L1
Role Purpose
The purpose of the role is overall development of the target Architecture through defining the technology roadmap for own business/ domain. Recognized as the subject matter expert for a specific domain and provides expert advice & guidance to different business stakeholders
Do
- Develop architectural application for the new deals/ major change requests in existing deals
- Creates enterprise wide business/ domain architecture deliverables (enabling, diagnostic and actionable) focused on the target audience and its issues and opportunities
- Look for opportunities to use high-level business and operating models (business capability and value chain), combined with or relating to business, people, information, technology and solutions.
- Contributes to the Target Architecture, by developing and maintaining the technology roadmap for area of expertise and ensuring that roadmap remains aligned to the Business Strategy
- Recognizing innovative use of technology for increasing performance measures
- Works with other IS and business stakeholders to drive the development and adoption of the target architecture for own domain
- Establish domain specific standards, near/mid-term strategy, and roadmaps, in adherence to, and in support of Enterprise standards, strategy, and roadmaps.
- Guide a solution from concept to delivery – envision and create solutions that meet requirements
- Prove the feasibility of a design; and can ultimately be implemented and supported in the Production environment
- Oversee product/ platform engineering, protocol map development, virtualization as per the business solution requirements
- Apply architectural and engineering concepts to design a solution that meets operational requirements, such as scalability, maintainability, security, reliability, extensibility, flexibility, availability, and manageability.
- Participate and lead research and development efforts (proof of concept, prototypes), as subject matter experts, when introducing new technologies, in conjunction with team and Product Owners
- Partners with IT and line of business functional groups to communicate and clarify business needs, contributes to the development of long-range system plans, and ensures that IT products, services and processes are aligned with line of business needs.
- Define high-level migration plans to address the gaps between the current and future state, typically in sync with the IT budgeting or other capital planning processes
- Provides technology consulting to solution architects, junior staff members, and others who are using or modifying multiple domain technologies within a solution, insuring the technology operates coherently to meet overall needs
- Interaction with EA, OEMs, Technical leads for defining business solutions
- Depending on the client’s need with particular standards and technology stacks create complete RFPs
- Clearly articulate and sell architectural targets, recommendations and reusable patterns and accordingly propose investment roadmaps
- Provide solution of RFP’s received from clients and ensure overall design assurance
- Develop a direction to manage the portfolio of all the business/ domain requirements including systems, shared infrastructure services in order to better match business outcome objectives
- Analyse technology environment, enterprise specifics, client requirements to set a collaboration solution for the big/small data
- Provide technical leadership to the implementation of custom solutions through thoughtful use of modern technology
- Define and understand current issues and problems and identify improvements
- Evaluate and recommend solutions to integrate with overall technology ecosystem keeping consistency throughout
- Understand the root cause problem in integrating business and product units
- Validate the solution/ prototype from technology, cost structure and customer differentiation point of view
- Collaborating with sales and delivery leadership teams to identify future needs and requirements
- Tracks industry and application trends and relates these to planning current and future IT needs
- Understanding enterprise requirements and provide solutions for technical ecosystem
- Creating Intellectual Property in forms of services, patterns, models and organizational approaches.
- Bring knowledge of automation in application by embracing Agile and dev-ops principles to reduce manual part
- Responsible for successfully applying the technology in their domain to solve business problems in a supportable, cost effective, way
- Analyze the current technology environment to detect critical deficiencies and recommend solutions for improvement. In addition, analyze the technology industry and market trends to determine their potential impact on the enterprise as well as on the enterprise technology architecture
- Develop a direction to manage the portfolio of to-be-solutions including systems, shared infrastructure services, applications in order to better match business outcome objectives
- Provide platform to create standardize tools, uniform design and techniques are maintained to reduce costs of maintenance
- Seamless integration and advising of new and existing systems to eliminate potential problems and maintain data structure and bring value in terms of development
- Serve as technical owner and point of contact for domain specific solutions and provide technical leadership to the design, development and implementation of custom solutions through thoughtful use of modern technology
- Enable Delivery Teams by providing optimal delivery solutions/ frameworks
- Build and maintain relationships with executives, technical leaders, product owners, peer architects and other stakeholders to become a trusted advisor
- Collaborate with enterprise architect for translating business strategy to execution
- Develops and establishes relevant technical, business process and overall support metrics (KPI/SLA) to drive results
- Bring value in terms of quality in development activities by leveraging cloud based and scalable infrastructure
- Identify technical, process, structural risks and prepare a risk mitigation plan for all the projects
- Ensure quality assurance of all the architecture or design decisions and provides technical mitigation support to the delivery teams
- Recommend tools for reuse, automation for improved productivity and reduced cycle times
- Leads the development and maintenance of enterprise framework and related artefacts
- Develops trust and builds effective working relationships through respectful, collaborative engagement across individual product teams
- Provide architectural oversight of projects; ensure requirements are in alignment with business strategies and business architecture roadmap/framework.
- Ensure solutions developed across organization are aligned to enterprise architecture standards and principles, leverage common solutions and services, and meet financial targets (cost and benefits).
- Negotiate, manage and coordinate with the client teams to ensure all requirements are met and create an impact of solution proposed
- Demonstrate thought leadership with strong technical capability in front of the client to win the confidence and act as a trusted advisor
Technical Lead – L1
Role Purpose
The purpose of the role is to support process delivery by ensuring daily performance of the Production Specialists, resolve technical escalations and develop technical capability within the Production Specialists.
Do
- Oversee and support process by reviewing daily transactions on performance parameters
- Review performance dashboard and the scores for the team
- Support the team in improving performance parameters by providing technical support and process guidance
- Record, track, and document all queries received, problem-solving steps taken and total successful and unsuccessful resolutions
- Ensure standard processes and procedures are followed to resolve all client queries
- Resolve client queries as per the SLA’s defined in the contract
- Develop understanding of process/ product for the team members to facilitate better client interaction and troubleshooting
- Document and analyze call logs to spot most occurring trends to prevent future problems
- Identify red flags and escalate serious client issues to Team leader in cases of untimely resolution
- Ensure all product information and disclosures are given to clients before and after the call/email requests
- Avoids legal challenges by monitoring compliance with service agreements
- Handle technical escalations through effective diagnosis and troubleshooting of client queries
- Manage and resolve technical roadblocks/ escalations as per SLA and quality requirements
- If unable to resolve the issues, timely escalate the issues to TA & SES
- Provide product support and resolution to clients by performing a question diagnosis while guiding users through step-by-step solutions
- Troubleshoot all client queries in a user-friendly, courteous and professional manner
- Offer alternative solutions to clients (where appropriate) with the objective of retaining customers’ and clients’ business
- Organize ideas and effectively communicate oral messages appropriate to listeners and situations
- Follow up and make scheduled call backs to customers to record feedback and ensure compliance to contract SLA’s
- Build people capability to ensure operational excellence and maintain superior customer service levels of the existing account/client
- Mentor and guide Production Specialists on improving technical knowledge
- Collate trainings to be conducted as triage to bridge the skill gaps identified through interviews with the Production Specialist
- Develop and conduct trainings (Triages) within products for production specialist as per target
- Inform client about the triages being conducted
- Undertake product trainings to stay current with product features, changes and updates
- Enroll in product specific and any other trainings per client requirements/recommendations
- Identify and document most common problems and recommend appropriate resolutions to the team
- Update job knowledge by participating in self learning opportunities and maintaining personal networks
Deliver
| No | Performance Parameter | Measure |
| 1 | Process | No. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback, NSAT/ ESAT |
| 2 | Team Management | Productivity, efficiency, absenteeism |
| 3 | Capability development | Triages completed, Technical Test performance |
Administrator – L3
Role Purpose
The purpose of the role is to resolve, maintain and manage client’s software/ hardware/ network based on the service requests raised from the end-user as per the defined SLA’s ensuring client satisfaction
Do
- Ensure timely response of all the tickets raised by the client end user
- Service requests solutioning by maintaining quality parameters
- Act as a custodian of client’s network/ server/ system/ storage/ platform/ infrastructure and other equipment’s to keep track of each of their proper functioning and upkeep
- Keep a check on the number of tickets raised (dial home/ email/ chat/ IMS), ensuring right solutioning as per the defined resolution timeframe
- Perform root cause analysis of the tickets raised and create an action plan to resolve the problem to ensure right client satisfaction
- Provide an acceptance and immediate resolution to the high priority tickets/ service
- Installing and configuring software/ hardware requirements based on service requests
- 100% adherence to timeliness as per the priority of each issue, to manage client expectations and ensure zero escalations
- Provide application/ user access as per client requirements and requests to ensure timely solutioning
- Track all the tickets from acceptance to resolution stage as per the resolution time defined by the customer
- Maintain timely backup of important data/ logs and management resources to ensure the solution is of acceptable quality to maintain client satisfaction
- Coordinate with on-site team for complex problem resolution and ensure timely client servicing
- Review the log which Chat BOTS gather and ensure all the service requests/ issues are resolved in a timely manner
Deliver
| No | Performance Parameter | Measure |
| 1. | 100% adherence to SLA/ timelines Multiple cases of red time Zero customer escalation Client appreciation emails |
Developer – L4
Role Purpose
The purpose of this role is to design, test and maintain software programs for operating systems or applications which needs to be deployed at a client end and ensure its meet 100% quality assurance parameters
Do
1. Instrumental in understanding the requirements and design of the product/ software
- Develop software solutions by studying information needs, studying systems flow, data usage and work processes
- Investigating problem areas followed by the software development life cycle
- Facilitate root cause analysis of the system issues and problem statement
- Identify ideas to improve system performance and impact availability
- Analyze client requirements and convert requirements to feasible design
- Collaborate with functional teams or systems analysts who carry out the detailed investigation into software requirements
- Conferring with project managers to obtain information on software capabilities
2. Perform coding and ensure optimal software/ module development
- Determine operational feasibility by evaluating analysis, problem definition, requirements, software development and proposed software
- Develop and automate processes for software validation by setting up and designing test cases/scenarios/usage cases, and executing these cases
- Modifying software to fix errors, adapt it to new hardware, improve its performance, or upgrade interfaces.
- Analyzing information to recommend and plan the installation of new systems or modifications of an existing system
- Ensuring that code is error free or has no bugs and test failure
- Preparing reports on programming project specifications, activities and status
- Ensure all the codes are raised as per the norm defined for project / program / account with clear description and replication patterns
- Compile timely, comprehensive and accurate documentation and reports as requested
- Coordinating with the team on daily project status and progress and documenting it
- Providing feedback on usability and serviceability, trace the result to quality risk and report it to concerned stakeholders
3. Status Reporting and Customer Focus on an ongoing basis with respect to project and its execution
- Capturing all the requirements and clarifications from the client for better quality work
- Taking feedback on the regular basis to ensure smooth and on time delivery
- Participating in continuing education and training to remain current on best practices, learn new programming languages, and better assist other team members.
- Consulting with engineering staff to evaluate software-hardware interfaces and develop specifications and performance requirements
- Document and demonstrate solutions by developing documentation, flowcharts, layouts, diagrams, charts, code comments and clear code
- Documenting very necessary details and reports in a formal way for proper understanding of software from client proposal to implementation
- Ensure good quality of interaction with customer w.r.t. e-mail content, fault report tracking, voice calls, business etiquette etc
- Timely Response to customer requests and no instances of complaints either internally or externally
Deliver
| No. | Performance Parameter | Measure |
| 1. | Continuous Integration, Deployment & Monitoring of Software | 100% error free on boarding & implementation, throughput %, Adherence to the schedule/ release plan |
| 2. | Quality & CSAT | On-Time Delivery, Manage software, Troubleshoot queries, Customer experience, completion of assigned certifications for skill upgradation |
| 3. | MIS & Reporting | 100% on time MIS & report generation |