Kristal.AI - Analyst - Fin Infra (1-2 yrs)

About Us:

Kristal.AI is a global, digital-first private wealth platform providing comprehensive and no-frills wealth management solutions for the entire spectrum ranging from sophisticated high net worth individuals to first-time investors.

Powered by an unparalleled combination of advanced algorithms and investment professionals, we focus on providing personalized products and unbiased advice. We have the finest minds of the fintech industry as part of our leadership team and have been recognized by several forums to be at the forefront of the fintech industry. We offer our team-members strong prospects for learning, growth and career development while offering a culture of camaraderie and ownership.

Key Responsibilities:

- Support key business initiatives by managing projects and processes, including onboarding and due diligence efforts with financial counterparties.

- Collaborate with Product and Technology teams to drive strategic automation initiatives that improve efficiency and scalability.

- Ensure thorough and up-to-date process documentation and continuously work towards process enhancements.

- Facilitate smooth and efficient onboarding of financial counterparties, aligned with business objectives and priorities.

- Manage the timely setup of staff access to banking, brokerage, and custody platforms, overseeing the role-based access grant process.

- Conduct annual reviews of financial counterparties, incorporating a formal feedback mechanism.

- Establish and maintain engagement channels with financial counterparties to address ad hoc projects, resolve issues, and escalate concerns as needed.

- Develop SOPs and process designs for new setups with financial counterparties, ensuring cross-functional collaboration.

- Standardize vendor onboarding processes to streamline and improve efficiency.

- Perform additional tasks and responsibilities as required to support business needs.

- Standardised process for vendor onboarding

- Additional duties as necessary

Skills Required:

- Adept at Microsoft Office

- Strong attention to detail and deliver work that is of high standard

- Team player who can manage multiple stakeholders with strong analytical and communication skills

- Self-driven, hands-on and motivated

- Project management experience would be highly desirable