Trainee Analyst

Shift; Bengaluru; On-site; INR 300,000 - 500,000; Full time

Benefits offered by this job

Collaborative teams

Flexible work policy

Parental leave 26 weeks

Birthday day off

End of trip facilities

Wellbeing benefits

Job summary

Shift in Bengaluru is seeking a highly detail-oriented Trainee Analyst to join our Bangalore team. You will support end-to-end loan settlement processes, review documents for banking and compliance standards, and ensure accuracy across trackers and systems in a high-performance environment.

The role offers hands-on experience in financial operations, AML/CTF compliance, and cross-functional collaboration, with a clear path to growth as you develop core data and reconciliation skills.

Qualifications

• Bachelor's or Master's degree in Commerce, Finance, Business, or related discipline.
• Strong attention to detail with high accuracy.
• Working knowledge of MS Excel and data handling.
• Clear communication skills with fluent English.
• Ability to manage multiple tasks within structured processes.
• Proactive mindset with a strong willingness to learn and grow.
• Australian shift timings (3:00-4:00 AM start, Mon-Fri)

Responsibilities

• Manage the disbursal and collection of loan documentation with precision.
• Review and verify documents in line with banking and compliance standards.
• Perform reconciliations and maintain accurate settlement records.
• Ensure timely updates across trackers and internal systems.
• Adhere to AML, CTF, and internal risk and compliance frameworks.
• Deliver within defined SLAs and reporting timelines.
• Collaborate with internal stakeholders to resolve queries effectively

Skills

MS Excel

Data handling

Communication

Attention to detail

Education

Bachelor's or Master's in Commerce/Finance/Business

Job description

Who is Shift?
At Shift, we're business specialists dedicated to helping Australian SMEs take control of their cashflow, streamline trade terms and choose the right financial products.
We believe Australian businesses are the driving force behind our economy and are core to our communities. That's why our business expertise, focus on relationships, and market-leading technology is at the core of everything we do. We've helped solve the credit and payment pain points for more than 30,000 businesses, providing over $6 billion in aggregate funding.
Our unique approach to product innovation combined with our collaborative culture means you can build your career in a supportive environment. You'll be joining a diverse team of over 300 people who are always looking to deliver better outcomes for Australian businesses.

About the role:

We are seeking a highly detail-oriented and motivated Trainee Analyst to join our Bangalore (JP Nagar) team. This role offers an opportunity to build a strong foundation in financial operations, supporting end-to-end loan settlement processes within a structured, high-performance environment. You will play a critical role in ensuring accuracy, efficiency, and adherence to regulatory and internal compliance standards, while collaborating with cross-functional teams to deliver seamless outcomes.

What You'll Do:

• Manage the disbursal and collection of loan documentation with precision
• Review and verify documents in line with banking and compliance standards
• Perform reconciliations and maintain accurate settlement records
• Ensure timely updates across trackers and internal systems
• Adhere to AML, CTF, and internal risk and compliance frameworks
• Deliver within defined SLAs and reporting timelines
• Collaborate with internal stakeholders to resolve queries effectively

What You'll Bring:

• Bachelor's or Master's degree in Commerce, Finance, Business, or a related discipline
• Strong attention to detail with a high standard of accuracy
• Working knowledge of MS Excel and data handling
• Clear communication skills with fluent English
• Ability to manage multiple tasks within structured processes
• A proactive mindset with a strong willingness to learn and grow
• Australian shift timings (3:00-4:00 AM start, Mon-Fri)

Key benefits:

• Collaborative teams - a flat structure means everyone can learn from colleagues and senior leaders around the business.
• Be involved - come together with all of your colleagues every 100 days to share the product and technology roadmap and business strategy.
• Flexible working environment - we're headquartered in North Sydney with state-based workplaces and offer a flexible work policy.
• Family support - industry leading 26 weeks paid parental leave.
• Purpose built spaces within our office - designed for collaboration, brainstorming, socialising, and focused work.
• Range of benefits supporting your physical, psychological and financial wellbeing. From a day off on your birthday to excellent end of trip facilities.

#LI-Hybrid