Subject Matter Expert - Client Servicing (Investment Accounting)

Location: Office-based in Mumbai, India

Company

hirify.global provides systems and processes for investment accounting and reporting, supporting large institutional clients.

What you will do

• Translate client business requirements into system applications, process designs, implementation materials, training, and SOPs.
• Provide accurate, timely, and thorough written and verbal responses to complex client inquiries.
• Collaborate with global teams to resolve client issues involving investment accounting, financial topics, and Clearwater processes.
• Work with development teams to enhance the product, improve client onboarding, shorten delivery periods, and build scalable processes.
• Mentor and train team members while designing training materials and SOPs.
• Manage assigned projects and contribute to knowledge-base documentation and client self-service initiatives.

Requirements

• Deep knowledge in a relevant area of expertise and broad experience in investment accounting.
• 5+ years of relevant experience.
• Bachelor’s degree or higher in Accounting, Finance, or a related field, or equivalent relevant specialization experience.
• Ability to manage multiple projects and achieve goals effectively.
• Strong computer skills, including proficiency in Microsoft Office.
• Excellent communication, documentation, organizational, interpersonal, problem-solving, and attention-to-detail skills.

Culture & Benefits

• Collaboration with a global team.
• Opportunities to provide mentorship and share subject-matter expertise.
• Focus on continuous improvement of processes, procedures, tools, and resources.
• Full-time, office-based work in Mumbai.