IT Specialist
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Job Description
Job description
Job Title: IT Specialist Company: Guardian Capital Investment Advisory Pvt. Ltd. Location: Jubilee Hills, Hyderabad (On-site, No Remote/Hybrid) Salary: 10-18 LPA Overview: Join Guardian Capital Investment Advisory Pvt. Ltd., a premier wealth management firm, as an IT Specialist. We are seeking a tech-driven professional with at least 2 years of IT experience, particularly in fintech, investment automation, API integrations, and process optimization. The ideal candidate will help streamline our financial processes, enhance automation, and improve UI/UX for our digital platforms.
Key Responsibilities:
- UI/UX & Website Enhancement Improve and restructure our website’s user interface for better client experience. Build interactive dashboards for financial analytics and real-time portfolio monitoring. Ensure smooth integration of CRM systems, investment tools, and digital platforms. 2. Automation & Process Optimization Identify manual workflows in wealth management and develop automation solutions. Work on Excel VBA, Python scripts, and Google Apps Script to automate financial planning, portfolio analysis, and reporting. Implement low-code/no-code solutions to optimize advisory workflows. 3. Data Management & API Integrations Integrate financial platforms with external data sources (e.g., BSE/NSE, AMFI, mutual fund APIs). Develop automated models for asset allocation, risk profiling, and investment tracking. Ensure accurate data consolidation, validation, and reconciliation. 4. Software, Cloud & Security Work with cloud-based tools (Google Sheets, Power BI, Python, SQL) for data automation. Assist in integrating third-party financial tools and CRM solutions Ensure data security and compliance with SEBI regulations, including encryption and access control. Required
Skills
& Qualifications:Technical
Skills:
Proficiency in Excel VBA, Python, SQL, Power BI, and Google Apps Script. Strong API integration knowledge (e.g., financial data sources, payment gateways).
Experience
with cloud automation (Zapier, AWS, Google Cloud, or similar). Fintech
experience
with prior knowledge of investment platforms is a plus. Financial Knowledge: Strong understanding of mutual funds, PMS, asset allocation, and risk profiling. Ability to work with investment analytics and portfolio management tools. Automation & Problem-Solving: Ability to think strategically about how manual processes can be automated.
Experience
in process automation within financial services or fintech companies. Soft
Skills:
Ability to collaborate with investment and advisory teams. Detail-oriented with a proactive approach to automation and IT solutions. Preferred
Experience:
2-5 years in a similar role within wealth management, PMS, financial advisory, or fintech. Prior
experience
in automating financial planning processes and improving client-facing platforms. Work Environment & Expectations: On-site role at Jubilee Hills, Hyderabad (Monday to Friday, 9 AM - 6 PM). No remote/hybrid work policy—employees are required to work from the office. If you are a tech-savvy professional eager to enhance financial automation and digital transformation in wealth management, apply today!
Key Requirements & Skills
Skills
& Qualifications:Technical
Skills:
Proficiency in Excel VBA, Python, SQL, Power BI, and Google Apps Script. Strong API integration knowledge (e.g., financial data sources, payment gateways).
Experience
with cloud automation (Zapier, AWS, Google Cloud, or similar). Fintech
experience
with prior knowledge of investment platforms is a plus. Financial Knowledge: Strong understanding of mutual funds, PMS, asset allocation, and risk profiling. Ability to work with investment analytics and portfolio management tools. Automation & Problem-Solving: Ability to think strategically about how manual processes can be automated.
Experience
in process automation within financial services or fintech companies. Soft
Skills:
Ability to collaborate with investment and advisory teams. Detail-oriented with a proactive approach to automation and IT solutions. Preferred
Experience:
2-5 years in a similar role within wealth management, PMS, financial advisory, or fintech. Prior
experience
in automating financial planning processes and improving client-facing platforms. Work Environment & Expectations: On-site role at Jubilee Hills, Hyderabad (Monday to Friday, 9 AM - 6 PM). No remote/hybrid work policy—employees are required to work from the office. If you are a tech-savvy professional eager to enhance financial automation and digital transformation in wealth management, apply today!
Frequently Asked Questions
How to apply for IT Specialist at Guardian Capital Investment Advisory?
Click the "Apply via CareerScan" button on this page.
What is the salary for this role?
The salary for this role is 10.0-18.0 LPA per annum.
What experience is required?
Mid of experience is required.
Is this position still open?
Yes, currently active and accepting applications.
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IT Specialist
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