Job Description for Operations Analyst
Job Title: Operations Analyst
Location: Remote (India)
Job Type: Full-Time
Company: smallcase
About smallcase:
At smallcase, we are redefining how India invests. smallcase is a leading provider of investment products and platforms to over 10 million Indians. With a young and driven team of 250+ headquartered in Bangalore, smallcase operates in a remote-first manner, optimizing for flexibility and efficiency.
Our platforms are trusted by over 300 of India’s largest financial brands and most respected institutions. Backed by world-class investors, including Sequoia Capital, Blume Ventures, Amazon, HDFC Bank, and more, we are on a mission to enable better financial futures for every Indian.
About the Founders:
smallcase was founded in July 2015 by three IIT Kharagpur graduates: Vasanth Kamath, Anugrah Shrivastava, and Rohan Gupta.
Life at smallcase:
We are not just building a business; we are making a long-lasting impact in the wealth and assets landscape with our unique technology and expanding ecosystem. Innovation remains at the heart of what we do, complemented by our core values: transparency, integrity, and long-term thinking.
Flexibility, ownership, and continuous feedback loops define our work culture, reflected in one of the highest employee NPS scores in the industry. Join us to make a meaningful impact while doing some of the best work of your life.
About the Role:
We are seeking a motivated and detail-oriented individual to join our team, providing an excellent opportunity for entry-level candidates to gain hands-on experience in the fintech industry. As an Operations Analyst, you will play a critical role in ensuring seamless operations, contributing to process improvements, and maintaining customer satisfaction.
Key Responsibilities for Operations Analyst
- Collaborate with internal teams (product, technology, compliance, customer support) and external stakeholders to resolve operational blockers.
- Maintain daily, weekly, and monthly trackers and reports to monitor on-ground activities, track performance metrics, and ensure visibility for relevant stakeholders.
- Contribute to product development by providing insights based on operational processes and challenges.
- Identify bottlenecks in processes and propose solutions to improve efficiency.
- Prepare and maintain documentation for operational procedures to ensure they are well-documented and accessible to the team.
Requirements
Must-Have Skills:
- A fresher or entry-level candidate with an eagerness to learn and stay updated on operational practices.
- Proficiency in MS Office applications, especially Excel, and SQL for data analysis and reporting.
- Excellent verbal and written communication skills.
- Ability to work collaboratively with multiple stakeholders and teams to achieve desired performance levels.
Preferred Skills:
- Self-discipline, diligence, and attention to detail.
- Strong time management skills and a sense of ownership to produce high-quality results.
- Technical aptitude with the ability to explain complex concepts in simple terms.
- Eagerness to learn about the company’s products and capabilities.
- Equally comfortable with long-term planning and day-to-day task execution.
- Logical problem-solving skills and analytical thinking.
10 Interview Questions and Answers for Freshers as Operations Analyst
1. Why do you want to work as an Operations Analyst at smallcase?
Answer: I am passionate about working in the fintech industry, and smallcase’s innovative approach to investment solutions inspires me. This role provides an excellent opportunity to contribute and grow my skills in operations management.
2. How would you handle multiple tasks with tight deadlines?
Answer: I would prioritize tasks based on urgency and importance, create a timeline, and focus on completing high-priority tasks first while maintaining quality.
3. What do you know about smallcase and its mission?
Answer: smallcase is revolutionizing how India invests, offering innovative investment platforms used by over 10 million people. Its mission to create better financial futures aligns with my values.
4. Can you describe your proficiency in Microsoft Excel?
Answer: I am proficient in Excel, capable of creating and managing spreadsheets, using formulas, and analyzing data through pivot tables and charts.
5. How would you approach resolving a process bottleneck?
Answer: I would analyze the workflow to identify the root cause, collaborate with relevant teams to brainstorm solutions, and implement changes to improve efficiency.
6. How do you ensure accuracy in your work?
Answer: I double-check my work, maintain detailed documentation, and use tools like checklists or automated systems to minimize errors.
7. What steps would you take to learn about our products and processes?
Answer: I would thoroughly study the provided documentation, shadow experienced team members, and actively seek feedback to understand and improve my knowledge.
8. How would you deal with conflicting priorities from different teams?
Answer: I would communicate with stakeholders to understand their priorities, assess which task aligns with company goals, and execute accordingly.
9. What motivates you to excel in an operations role?
Answer: The opportunity to streamline processes, solve problems, and contribute to the company’s growth motivates me to give my best.
10. Why should we hire you for this role?
Answer: My eagerness to learn, proficiency in Excel and SQL, and problem-solving abilities make me a great fit for this role.
10 Interview Questions and Answers for Experienced Operations Analyst
1. What previous experience do you have in an operations role?
Answer: I have worked as an Operations Analyst for [company], where I managed performance metrics, streamlined processes, and collaborated with cross-functional teams.
2. Can you share an example of a process improvement initiative you implemented?
Answer: In my previous role, I automated data entry processes using macros in Excel, reducing errors and saving 15 hours weekly.
3. How do you handle data analysis and reporting?
Answer: I use Excel and SQL to extract, clean, and analyze data, creating actionable insights presented through dashboards or reports.
4. Describe a time you resolved a major operational issue.
Answer: I identified a recurring delay in vendor approvals, restructured the approval workflow, and reduced processing time by 30%.
5. How do you ensure effective collaboration with cross-functional teams?
Answer: I maintain open communication, set clear expectations, and schedule regular check-ins to ensure alignment and progress.
6. What strategies do you use to track performance metrics?
Answer: I design comprehensive trackers in Excel, integrate them with real-time data, and provide weekly updates to stakeholders.
7. How do you manage confidential operational data?
Answer: I strictly follow company policies, use encrypted systems, and limit access to authorized personnel to safeguard sensitive information.
8. How do you handle underperforming processes?
Answer: I analyze the root cause, involve the team in brainstorming solutions, and implement and monitor changes to improve performance.
9. What do you find most challenging about working in operations?
Answer: Balancing immediate problem-solving with long-term planning can be challenging, but it’s also an opportunity to build efficiency.
10. Why do you want to join smallcase?
Answer: smallcase’s innovative solutions and mission to empower Indian investors resonate with me. I’m excited to contribute to its impactful operations.
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