About the Role

We are looking for a hands-on analyst who will build, automate, and optimize operational workflows across Fund Accounting Operations. The ideal candidate is strong in Excel Macros/VBA, SQL, Power Automate, BI Publisher and Power BI, with a preference for candidates experienced in Oracle SQL and comfortable working with Wealth Spectrum (SQL-based) / Multifonds data structures. You will partner with FA Ops and Tech teams to deliver robust automation, reconciliations, and MIS/analytics solutions that scale.

Key Responsibilities
Automation & Tooling Design, develop, and maintain Excel VBA/Macro solutions (data processing, reconciliations, validations, templates). Build Power Automate flows to orchestrate approvals, notifications, file movement, and scheduled data refreshes. Create and maintain Power BI dashboards / BI Publisher for Fund Accounting BAU. Data Engineering & SQL Write effective SQL queries (preferably Oracle SQL) to extract, transform, and validate data from Wealth Spectrum and related upstream/downstream systems. Ensure data quality with robust controls,



logging, and exception handling. Required Skills & Experience
2–4 years of experience in automation/analytics roles in BFSI, Asset Management, Fund Accounting, or similar operations. Advanced Excel + VBA/Macros (modular code, error handling, performance optimization). SQL proficiency (joins, window functions, CTEs, performance tuning; Oracle SQL preferred). Power Automate (cloud flows, connectors, triggers, scheduled jobs, error paths). Power BI (data modeling, DAX basics/advanced measures, row-level security, scheduled refresh). Strong understanding of data quality, reconciliations, and controls in an operations environment. Good to Have
Exposure to Wealth Spectrum or other PMS/AIF/fund accounting platforms. Experience with APIs, JSON file processing, and scheduled jobs. Basic Python/R for data manipulation (optional). Experience with Power Apps for light front-ends or request forms. Qual

📌 Fund Accountant (Mumbai)
🏢 Nuvama Asset Services
📍 Mumbai