Associate Data Operations Analyst

About Us

Aeries Technology is a Nasdaq listed global professional services and consulting partner, headquartered in Mumbai, India, with centers in the USA, Mexico, Singapore, and Dubai. We provide mid-size technology companies with the right mix of deep vertical specialty, functional expertise, and the right systems & solutions to scale, optimize and transform their business operations with unique customized engagement models. Aeries is Great Place to Work certified by GPTW India, reflecting our commitment to fostering a positive and inclusive workplace culture for our employees. Read about us at https://aeriestechnology.com

About Business Unit

Confluence is a leading global technology solutions provider committed to helping the investment management industry solve complex data challenges across the front, middle and back office. From data-driven portfolio analytics to compliance and regulatory solutions, including investment insights and research, Confluence invests in the latest technology to meet the evolving needs of asset managers, asset owners and asset services to provide best-of-breed solutions that deliver maximum scalability, speed and flexibility, while reducing risk and increasing efficiency. Headquartered in Pittsburgh, PA, with 900+ employees in 15 offices spanning across the United Kingdom, Europe, North America, South Africa, and Australia, Confluence services over 1000 clients in more than 40 countries. For more information, visit www.confluence.com

Roles and Responsibility

Section 1: Demographics

| | |

| --- | --- |

| Job Title: | JD Code: |

| Associate Data Operations Analyst | |

| Business Unit/Division: | Job Grade: |

| Client Experience – Managed Services | |

| Job Location: Bangalore/Mumbai, India | |

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| Reports to: Director, Regulatory Managed Services - Operations | Version Date: |

| June, 2025 |

Section 2: Accountabilities

Accountability Statement / Role Summary

Associate data operations analysts are responsible for the organization and maintenance of our data, ensuring accuracy and integrity while also developing new ways to improve efficiency. They will work closely with the Analysts / Specialists / SMEs to develop and implement processes and procedures for data entry, storage, and retrieval.

An Associate Data Operations Analyst should have a good understanding of best practices, can execute on tasks with limited supervision from others. Individuals will create intermediate level insight and recommendations in their area of expertise. Individuals in this role will continue to provide support to the Analysts and Specialists assigned to work with them, at the same time they also need to ask questions and ensure there is complete understanding of the expectations.

KEY CONTRIBUTIONS

• Update, maintain and process mapping tables and working files using various internal systems and proprietary company software
• Monitoring data traffic & schedules. Sourcing, cleansing and verifying data.
• Analyze data and investigate queries from business and clients
• Creating and running reports that provide insight into filing quality
• Participate in projects and collaborate with your global colleagues to deliver new initiatives
• Prepare and maintain process documentation.
• Capturing changes & escalating as required
• Work towards improving existing processes. Build Checks and controls as required in consultation with Analysts and Specialists.
• Identifying inconsistencies & variances, and raising Incident reports proactively
• Timeline management & reporting
• Filing creation & data loading into Confluence regulatory platform
• Execution of calculations
• Filing validations & sanity checks to be performed on all deliverables

Section 3: Technical Competencies Specialized Skills

Essential Technical Competencies

• Proficient problem-solving capabilities and ability to apply these to Confluence data driven investment management solutions.
• Detail oriented, organized and capable of independently managing assigned workload and time.
• Ability to handle multiple priorities and tasks as well as work with management and the wider team to load-balance work and priorities.
• Self-starter, independent learner with the ability to share knowledge and train others.
• Flexible and adaptable.
• Key contributor to the team, working both collaboratively and autonomously as required
• Effective communicator with the ability to chair calls, advise others and present content to various stakeholders/partners and clients.
• Highly proficient skills in Microsoft Office Suite.
• Highly proficient in Excel, with basic knowledge of SQL, VBA Macros, Python is an add on.

Section 4: Requirements

Educational Requirement:

• Relevant bachelor’s degree from a recognized tertiary institute

Experience Requirement:

• 5+ years’ experience in similar role
• Financial / Investment Services / SaaS industry experience a plus
• Preferred experience in organizations like Morgan Stanley, JP Morgan, Deutsche Bank, Northern Trust etc
• Preferred experience in Regulatory reporting of US / EU regulations as well as Fund Admin / Fund accounting roles. If not, then other roles such as Risk & PnL, Market Risk, Product Control are also relevant.

Section 5: Working Conditions

• Travel may be required.
• Act in accordance with and is an ambassador of our company values – Integrity, Imagine, Discipline and Service