Require a Data Analyst - Data Operations in Mumbai

TestHiring; Mumbai; On-site; INR 600,000 - 1,000,000; Full time

Job summary

TestHiring is seeking a Data Analyst - Data Operations in Mumbai to process and analyze financial documents from private equity processes. You will access GP portals, download and tag data with metadata, and standardize data from capital accounts and cash flow statements.

The role requires strong analytical thinking, Excel/PowerPoint proficiency, and familiarity with SQL and Python. You will contribute to data quality, reporting, and process improvements in a global delivery setup.

Qualifications

• Postgraduate degree in Finance, Data Analytics, or related field is required.
• MBA (Finance), PGDM, or equivalent preferred.

Responsibilities

• Process and analyze financial documents from GP/LPs, including capital calls and distributions.
• Access GP portals to download, categorize, and tag fund-related documents with metadata.
• Extract, standardize, and validate data from Private Equity documents (capital accounts, cash flows, schedules).
• Identify accounting breakouts and classify data items for fund investments and portfolio companies.
• Perform data quality checks, resolve exceptions, and adhere to data standards.
• Conduct routine reporting and basic trend analysis to support analytics and insights.
• Support data cleansing initiatives for accuracy and consistency.
• Assist with process improvement and automation, including basic SQL-driven tasks.
• Maintain documentation of data collection and validation processes for auditability.

Skills

Analytical mindset

Attention to detail

Problem solving

Teamwork

English communication

Education

Postgraduate degree in Finance or Data Analytics

Tools

MS Office (Excel, Word, PowerPoint)

SQL

Python

BI tools

Job description

Require a Data Analyst - Data Operations in Mumbai

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Job Description

• Process and analyze financial documents received from General/Limited Partners, including capital calls, distributions, financial statements, and schedules of investments.
  
• Access GP portals and repositories to download, categorize, and tag fund-related documents with accurate metadata.
  
• Extract, standardize, and validate data from Private Equity documents such as Partners’ Capital Account statements, cash flow statements, and investment schedules.
  
• Identify appropriate accounting breakouts and classify data items related to fund-level investments and portfolio companies.
  
• Perform data quality checks, resolve exceptions raised through manual QC reviews and automated validation logs, and ensure adherence to defined data standards.
  
• Conduct routine reporting and basic trend analysis to support internal analytics and operational insights.
  
• Support data cleansing initiatives to improve accuracy and consistency across datasets.
  
• Assist with process improvement, Lean initiatives, and automation efforts, including basic SQL-driven data tasks.
  
• Maintain clear documentation of data collection and validation processes for auditability and future reference.
  
• Collaborate with team members to deliver individual and team targets with a strong focus on quality, accuracy, and timeliness.
  
• Participate in ad-hoc projects aligned to business expansion, data enhancement, or automation initiatives.
  

Domain Knowledge & Skills

• Basic understanding of Private Equity / Real Estate / Alternative Investment operations, including fund accounting and investor reporting concepts preferred.
  
• General awareness of capital markets, alternative investments & Private Equity is preferred.
  

Requirements

Fresher: Postgraduate degree in Finance, Data Analytics, or related field

(MBA (Finance), PGDM, or equivalent preferred).

• Excellentwritten and verbalcommunicationskills in English.
  
• Shift & Work Schedule -This position operates under a global service delivery model and requires flexibility to work rotational shifts aligned to Asia, EMEA, and US business hours, based on business needs. During peak business periods (such as quarter-end or year-end reporting), there may be a requirement to work extended hours or shift overlaps to meet delivery timeline
  
• Strong analytical mindset with attention to detail and problem-solving ability.
  
• Certification and experience in MS Office (Excel, Word, PowerPoint); basic knowledge of SQL, Python; familiarity with BI tools is an advantage.
  
• Exposure to automation, Lean methodologies, or GenAI tools is a plus.
  
• Good understanding of basic accounting principles (GAAP).
  
• Ability to work effectively in a team environment under stringent deadline.
  
• Proactive attitude with a willingness to learn, ask questions, and continuously improve.