Job Overview

Here is the organized job description:

Job Title: Onboarding Senior Expert

Location: Bengaluru, Karnataka

About Our Partner:

Our partner organization, which was founded with the idea of empowering those who invest in private markets, aims to provide investors with control, clarity, and confidence. With clients at the center of our focus, we are building industry-defining products and services for the fintech era.

With offices in New York, Dallas, London, and Birmingham, our team of over 200 professionals manages more than 3,000 private market funds and 40,000+ assets. We are expanding our operations in Bengaluru and looking for innovative and proactive professionals to help us define the future of our technology.

What You'll Do:

As an Onboarding Senior Expert, your primary responsibility will be to work across multiple client onboarding project teams in a hands-on technical capacity. You will focus on data preparation, migration, and reconciliation of both conditional and static data. The key responsibilities include:

• Gaining a clear understanding of complex asset structures and relevant organizational records to gather requirements for data migration.
• Performing data migration audits, reconciliations, and exception reporting.
• Supporting testing activities related to the validation of migration processes and data.
• Collaborating with systems and data management teams to ensure internal controls are implemented and data integrity is maintained.
• Providing status updates, identifying risks, and communicating progress to the project team on an ongoing basis.
• Quickly grasping new concepts and applying them in day-to-day work.
• Communicating clearly and effectively with internal stakeholders.
• Being proactive in problem-solving and introducing creative solutions to clients and the team.
• Demonstrating the ability to work independently under pressure.

Key Requirements for this Role:

• Experience:

  • 2+ years of experience in the financial industry.
  • Strong understanding of private equity is an additional benefit.
  • Experience working with relevant accounting standards (e.g., US, UK, Lux GAAP) is desirable.
  • Proven experience in data migration and reconciliation.

• Skills & Knowledge:

  • Proficiency in Microsoft Office.
  • Strong knowledge of advanced Excel functions such as IF statements, SumIFs, etc.
  • Familiarity with PowerBI, SSRS, and FIA is ideal.
  • Knowledge of GL accounting is a plus.
  • Ability to define and document solutions and processes.
  • Strong problem-solving skills with a logical approach to decision-making.
  • Experience managing internal stakeholders and influencing change at a senior level.
  • Capable of preparing reports and presenting them clearly.

The Scalers Experience:

Working with The Scalers offers you a stable and rewarding career with the following perks:

• Health Benefits: Comprehensive medical insurance.
• Tech Equipment: A MacBook Pro or Lenovo T490.
• Work Trips: Travel opportunities around the world.
• Work-Life Balance: Flexible timings and fun activities throughout the year.
• Training & Development: Ongoing training and development programs to help you stay ahead.
• Additional Perks: Freshly brewed coffee to keep you energized!

Grow Your Skills:

At The Scalers, we leverage the latest technologies and are always open to your ideas for improving our products. Our training programs ensure that you stay ahead and continue to build your profile.

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