Technical Product Trainer - CA Fresher

Role: Technical Product Trainer - L&D

Location: Bangalore, Mumbai

Work Timings: UK Shift (1pm-10 pm)

Work Mode: Hybrid

Introduction:

We are seeking a Capital Markets & Fund Accounting professional with strong domain expertise in investment banking, capital markets, and financial services operations, combined with a proven track record in learning and development. This role blends deep functional knowledge with training leadership, focusing on designing and delivering impactful learning solutions across fund accounting, capital markets, and alternative investments. The ideal candidate will bring hands-on operational experience along with the ability to translate complex concepts into structured, practical, and engaging learning interventions. Exposure to Private Equity, REITs, SPV structures, AIFM, and Depositary services is highly desirable.

Some of the things you’ll be doing:

• Design and deliver engaging training programs across capital markets, fund accounting, and financial services operations
• Develop structured learning paths, SOPs, process training materials, and case-based content aligned to business needs
• Lead Training Needs Identification (TNI) initiatives to assess capability gaps and implement targeted learning solutions
• Conduct training workshops for senior stakeholders, covering governance, regulatory frameworks, and product/service offerings
• Partner with SMEs and business leaders to co-create content across SPV services, AIFM, Depositary, and capital markets domains
• Design and administer assessments, case studies, and certification frameworks to evaluate learning effectiveness
• Track and report training metrics, feedback, and effectiveness, ensuring continuous improvement
• Support operational training and onboarding, enabling seamless transition of new hires into business roles
• Manage end-to-end training programs, including planning, execution, governance, and reporting
• Drive knowledge management initiatives, including documentation, repositories, and process standardization
• Contribute to digital learning initiatives, including e-learning modules and blended learning solutions

What technical skills, experience, and qualifications do you need?

• 2-3 years of operational experience in Capital Markets and Fund Accounting
• CA Freshers (2nd-5th attempt) with strong communication skills and a solid understanding of financial markets
• MBA (Finance) graduates (last 2 years) with a passion for training, content development, and operational excellence
• Exposure to Private Equity, REITs, SPV structures, or alternative investments
• Familiarity with regulatory frameworks such as AML/KYC, AIFM, FATCA, etc.
• Experience in global training delivery and stakeholder management
• Strong communication, presentation, and facilitation skills (proficiency level: 4/5 or above)
• Ability to simplify complex financial concepts for diverse audiences