PA

Business Consultant - Financing

Path Solutions
Bangalore ₹26-37 LPA Posted 18 Nov 2025
FULL TIME
Gap Analysis & Business Process Optimization
Mentorship & Knowledge Transfer
Portfolio & Fund Management
Risk & Limits Management
SWIFT Payments & Financial Reporting
+1 more

Job Description

The Business Consultant – Treasury/Investment acts as a consultant and system implementation specialist, either as a sole contributor or part of a larger team. The role involves managing client requests and requirements through a structured methodology, ensuring solutions meet client needs, knowledge is transferred, and best practices are adhered to. Assignments may be on-site or remote, requiring flexibility and willingness to travel.

Key Responsibilities

  • Gather and analyze client requirements via workshops, questionnaires, surveys, workflow storyboards, use cases, and other methods.
  • Perform workflow and gap analysis, documentation, and optimization based on client business rules and transactions.
  • Prepare structured official documentation, including analysis and build documents, BRDs, UAT test cases, and training materials.
  • Liaise with business stakeholders, users, and representatives to validate inputs and results of proposed changes.
  • Implement Islamic Banking applications, performing gap analysis, SIT, UAT, and production support either remotely or on-site.
  • Provide training to customers and internal teams on solution functionalities.
  • Mentor junior members by sharing expert knowledge and guidance.
  • Coordinate with internal technical teams to troubleshoot system issues and deliver solutions.
  • Collaborate with business stakeholders and IT delivery teams to ensure specifications are accurately translated into effective solution designs.
  • Conduct validation tests and participate in user acceptance testing during iterative implementation cycles.
  • Adhere to company rules, policies, and procedures.

Qualifications & Experience

Investments / Assets Domain (Preferred)

  • 5+ years' experience with market instruments (Islamic/Conventional): shares, bonds/sukuk, derivatives, and commodities.
  • Portfolio and fund management, market trading flows, custodian management.
  • Limits management (portfolio, dealer, broker, transaction, security, sector).
  • Concepts of mark-to-market, revaluation, amortization, accruals, collateral management, cash margin.
  • SWIFT payments for securities, portfolio performance reporting.

Treasury Domain (Preferred)

  • 5+ years' experience with treasury instruments (Islamic/Conventional): money market products, FX trading (forwards, swaps, promissory FX), derivatives, front-office/back-office operations.
  • Limits management and reporting of currency positions, cash management, precious metals, syndications.
  • Experience with Islamic treasury products (Musharaka, Wakala, Murabaha, Tawaruq) is a plus.
  • Familiarity with Bloomberg or Reuters platforms and integrations.

General Skills

  • Ability to self-learn new business modules.
  • Independent and team-oriented work style.
  • Strong problem-solving and analytical abilities.
  • Ability to operate under stress and manage time effectively.
  • Experience in banking solutions implementation is advantageous.
  • Verbal and written proficiency in Arabic, English, and French.

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