AI and Automation Associate – Risk/Compliance

Wahed

full-time

Posted on: 11/12/2025

Location Type: Hybrid

Location: Mumbai • 🇮🇳 India

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JuniorMid-Level

SQL

About the role

Enhance Customer & Marketing Operations
Automate Core Business Operations
Develop and maintain automated scripts and workflows for routine data tasks, including compliance reporting, internal client reporting, and daily reconciliations (fees, client holdings, transactions).
Build and manage dashboards that provide a single source of truth for regional KPIs, empowering leadership with actionable, real-time insights.

2-4 years of experience in an analytical, operations, or automation-focused role.
Advanced proficiency in Excel/Google Sheets and experience with SQL for data extraction and analysis.
Hands-on experience with Google Apps Script to automate processes within the Google Workspace ecosystem.
Demonstrated ability to use low-code/no-code automation platforms (e.g., n8n, Zapier) to connect systems and build efficient workflows.
Practical experience leveraging AI/LLMs for complex reasoning, data analysis, or building decision-making tools.
Familiarity with data visualization and analytics tools (e.g., Metabase, MixPanel, Segment, Google Analytics).

Benefits

Tangible Impact: See the immediate results of your work every day. The automated solutions you build will save hundreds of hours, reduce operational risk, and directly contribute to a better experience for our customers.
Global Mission, Unified Team: Join a diverse, passionate, and mission-driven team from across the globe, all dedicated to making finance more accessible and equitable. Your contribution will be a critical part of a movement with a worldwide impact.

Tip: use these terms in your resume and cover letter to boost ATS matches.

SQLGoogle Apps Scriptdata analysisdata extractionautomationdata visualizationanalyticslow-code platformsno-code platformsAI

analyticaloperations-focusedproblem-solvingcommunicationleadership