Avaloq Logo

Banking Specialist - Client Onboarding & Offering

🇮🇳 India - Remote
🏢 Business🔵 Mid-level

Job Description

Company Description

Founded and headquartered in Switzerland, Avaloq is continuously expanding its global footprint with around 2,500 colleagues in 12 countries, and more than 170 clients in 35 countries. We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail and neo banks. Our research led approach and continual innovation is powered by the passion and creativity of our colleagues.

We are always looking for talented people to join us on our mission to orchestrate the financial ecosystem and democratize access to wealth management. Avaloq offers the opportunity to work closely with some of the world’s leading financial institutions as we jointly develop and shape careers. Championing a collaborative, supportive and flexible work environment empowers our colleagues to reach their full potential.

Job Description

As a Banking Specialist you will be part of Avaloq’s global banking operations division (GBO). With our services we are the back office for more than 30 banks globally and ensure their processes run smoothly, compliantly, and efficiently. You will join the Client Onboarding & Offering Team under the division responsible for user-acceptance testing.

As a Banking Specialist, you play a crucial role in creating meaningful data models using SQL and Power BI. You will work on project management activities and must have a strong sense of Project Management and Governance in Banking Operations. You will validate that the Avaloq Core Platform software upgrades meet back-office user requirements, are free from defects, and function as expected through user acceptance testing. You work closely with business stakeholders and other members within Banking Operations to deliver quality reports, project activities and user acceptance tests.

Your key tasks

  • Develop and maintain robust data models using Power BI to support business intelligence and analytics needs
  • Utilize SQL to design, implement, and optimize database structures and queries for efficient data retrieval and analysis
  • Integrate data from Jira and Confluence to create comprehensive models that enhance project tracking and collaboration.
  • Collaborate with cross-functional teams to understand data requirements and translate them into effective data models.
  • Organize and manage meetings and workshops using pertinent techniques and providing perceptive results
  • Facilitate collaboration and governance between various stakeholders involved in project management for onboarding new Banks into Avaloq back-office, testing and other ongoing projects to ensure timeliness and quality of deliverables.
  • Participate and execute User Acceptance Tests and Non-Regression Testing for new client onboarding projects and system upgrades
  • Ensure test cases reflect intended functionality and workflow
  • Identify and track defects while ensuring timely resolution
  • Interact with different stakeholders, such as Back Office teams, Test & Release Management and IT to fix the issues experienced during the testing phase
  • Identify areas for process optimization within the testing lifecycle, propose enhancements, and implement best practices to streamline workflows and enhance efficiency
  • During the non-testing phases, guarantee added contribution and support to the Back Office teams; execute the service tasks assigned by the Back Office teams on time, ensuring quality and adherence to internal processes, procedures, and SLAs agreed with clients
  • Work closely with other teams on strategic initiatives aimed at efficiency, automation, and innovation
  • Work with internal and external stakeholders to further improve the customer satisfaction

Qualifications

  • Proven experience in creating data models using Power BI
  • Strong proficiency in SQL, including query writing and database management
  • Familiarity with Jira and Confluence for data integration and project management
  • Excellent analytical and problem-solving skills
  • Ability to work collaboratively in a team environment
  • Strong communication skills to convey complex data concepts to non-technical stakeholders
  • A deep understanding of one or more of the traditional Banking Operations services
  • At least 4 years of Banking Operations experience either as a Banking Specialist working on the daily business or as a UAT tester
  • Proficiency in market standard central testing tools
  • Flexible weekend work for Release Cut Over (occasional)
  • Good time management, able to meet tight deadlines and working well under pressure
  • Proactivity - proposes solutions and ideas to increase process and/or testing efficiency
  • Effective collaboration and communication in a multi-cultural environment towards key stakeholders
  • Proven proactivity, problem-solving and decision-making skills
  • Management of multiple tasks and prioritize workload effectively
  • Aptitude for learning and intellectual curiosity

Additional Information

We realize that managing work life balance is a challenge we all face in our daily lives and in order to support with this we are pleased to offer hybrid and flexible working for most of our Avaloqers to maintain work life balance and still continue our fantastic Avaloq culture in our global offices.

In Avaloq we are proud to embrace diversity and understand the success of our business is built on the power of different opinions, we are whole heartedly committed to fostering an equal opportunity environment and inclusive culture where you can be your true authentic self.

We hire, compensate and promote regardless of origin, age, gender identity, sexual orientation or any other fantastic traits that make us all unique, we have done our best to write this advert in an inclusive and neutral way.

Please be aware that we will not accept speculative CV submissions for any of our roles from recruitment agencies, and any unsolicited candidate submissions will be exempt from any payment expectations.

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