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0 years
0 Lacs
Chennai, Tamil Nadu, India
On-site
Function: Accounting and Reporting Consulting (ARC) Role & Responsibilities Uniqus is seeking professionals for our ARC team. As a consultant, you will work with clients to provide high-quality accounting advisory services set out above. You will be responsible to maintain client relationships with senior stakeholders, work with Partner & Directors as well as mentor the team members apart from providing support on our business development and practice management initiatives. Responsibilities: • Participate in business development activities and contribute to proposal development. • Manage client relationships and act as a point of contact for clients. • Project management • Technical accounting advice to clients on complex accounting issues, and conduct research on accounting topics and prepare technical memos • Assist clients with the implementation of new accounting standards. • Assist clients with financial reporting, including the preparation of financial statements. • Review and analyse client financial information and provide recommendations for improvement. • Supervise and mentor team members. • Stay up to date on developments in accounting standards and regulations. • Ability to manage multiple engagements and deadlines, • Attention to detail and ability to work independently. • Apply independent and objective professional judgment in applying accounting standards to meet engagement expectations, including regulatory requirements. Requirements We’re looking for accounting professionals who are passionate about providing accounting and reporting consulting to clients which includes support on technical and special matters including GAAP Conversion, accounting policy support, new accounting standard implementation (end to end), and Disclosure support for IFRS/USGAAP/Ind AS. The incumbent will work for top global clients across a wide variety of markets and industry sectors. • Strong domain, project management, business development and people skills. • Demonstrate a sound understanding of accounting concepts; stay informed of professional standards; and effectively apply this knowledge to moderately difficult and/or complex client situations. • Flexibility and willingness to travel on short notice, as necessary. • Possess strong domain knowledge. • Strong analytical and problem-solving skills. • Strong written and verbal communication skills. • Ability to work under pressure – stringent deadlines and tough client conditions which may demand extended working hours. • Demonstrate integrity, values, principles, work ethic and lead by example. Qualification • Qualified CA fresher with experience of working in technical accounting/financial reporting
Posted 1 month ago
0 years
0 Lacs
Mumbai, Maharashtra, India
On-site
About The Team eClerx or its affiliate partners do not solicit fees or payments and does not ask for confidential financial information from applicants for job offers. Safety of personal assets is every individual’s responsibility. All candidates are requested to stay alert and be aware of fraudulent/unethical hiring practices, and take effective measures to safeguard their personal information. eClerx is not liable for any payments made by applicants in response to fraudulent job offers. If you are suspicious of any unethical job-related activity or communication related to eClerx, please report it on this link. https://careers.eclerx.com/Static/RecruitmentFraudAlert
Posted 1 month ago
2.0 years
0 Lacs
Chennai, Tamil Nadu, India
On-site
Hello Everyone, We are hiring for Hedge Fund accounting Interested candidates who fulfill the below requirements can apply via email by sending your resume to anugraka@radiantglobalsolutions.com. Job Title: Analyst Experience: 2 Years to 4 Years Job Location: Chennai https://www.radiantglobalsolutions.com/ Key Responsibilities: 1. Roles & Responsibilities: Processing transactions related to trade and Non trade activities. Responsible to review and prepare the NAV of the hedge fund clients on a daily/monthly basis. Booking of capital (Subscription & Redemption) and trade transactions in the accounting platform as per the custody data base Pricing all the investments based on the market data vendor sources . Reconciliation of all holdings and cash & Market value for the fund. Posting and recording all expensed and accruals, processing corporate actions that are associated with the fund. Manually calculating the fees for the funds based on the fund fee agreement. Supporting to the query raised by the audit team in preparing the financial statements. Responsible to deliver the NAV package staring from trade booking till Finalizing the NAV per share including manual fees calculations. 2. Process Improvement: Identify and implement improvements in Fund accounting processes to enhance efficiency and accuracy. Develop and document on SOP policies and procedures. 3. Required Skills: Understanding of bookkeeping principles and fund accounting Practical knowledge and thorough understanding of various types of financial instruments (equities, bonds, derivatives, corporate actions) Ability to provide analysis and resolution to complex issues like cash and stock breaks investigations and NAV price per share variations Accountability and client focused mind set Communication Skills: Ability to clearly convey the requirement to the client and address queries on a timely manner. Problem-Solving: Ability to address and resolve queries related to Fund accounting Knowledge of Bloomberg/Reuters will be an advantage
Posted 1 month ago
2.0 years
0 Lacs
India
Remote
APAC Analyst (Remote) – Security Risk Industry Location: Remote (Open ONLY to nationals/citizens of an APAC country) APAC Assistance is seeking an Analyst to join our expanding team in the security risk industry. This is a fully remote position open exclusively to nationals or permanent residents of APAC countries. As an analyst, you will support our team in monitoring, assessing, and reporting on political, security, and operational risks across the Asia-Pacific region. You will play a key role in providing timely, accurate, and actionable insights that help clients make informed decisions. Who We're Looking For: We welcome early-career professionals with the right academic background, strong research skills, and a passion for international affairs and regional security. What matters is your critical thinking ability, attention to detail, and work ethic. Key Requirements: -A bachelor’s degree in a relevant field (e.g., Political Science, International Relations, Security Studies, Asian Studies, Journalism, or similar). -A minimum of 2 years experience in a similar role in the commercial sector. -Demonstrated interest in geopolitics, conflict analysis, or regional security trends. -Strong command of written and spoken English. -Fluency in at least one major APAC language is preferred. -Strong analytical and problem-solving skills with the ability to distill complex information into concise, actionable insights. -Familiarity with open-source intelligence (OSINT) tools and research methods is an advantage. -Ability to meet tight deadlines and work independently in a virtual team environment. -Must be legally authorized to work in your country of residence within the APAC region. What You’ll Do: -Monitor news, government advisories, and other sources for real-time developments. -Conduct structured research and contribute to daily and ad-hoc reporting on security and geopolitical risks. -Help deliver clear, concise, and client-ready intelligence reports. -Collaborate with senior analysts and regional experts across APAC. Important Notes: -Only shortlisted candidates will be contacted for assessments and interviews. How to Apply: Interested candidates must submit both a CV and a cover letter through our official application form: https://forms.gle/Tti4yn94yc9GFi6K9 Only applications submitted via the form will be considered.
Posted 1 month ago
0 years
0 Lacs
Mumbai, Maharashtra, India
On-site
Ticket Management JOB DESCRIPTION Create, update, and track support tickets in Salesforce. Ensure all ticket details are accurately logged and updated in the system. Monitor ticket status and escalate issues as needed to appropriate teams. Requirements Basic knowledge of Salesforce CRM platform. Strong attention to detail with the ability to update records accurately. Excellent written and verbal communication skills. Ability to prioritize and manage multiple tasks in a fast-paced environment. Key Responsibilities Monitor and manage incoming L1 support tickets related to Salesforce (SFDC). Troubleshoot and resolve common issues such as:ns Document issues and resolutions in the ticketing system. Route more complex issues to L2/L3 support teams, while ensuring clear documentation and context. Review and respond to incoming Level 1 support tickets related to address issues. Validate delivery addresses for accuracy, format, and completeness using internal tools or external
Posted 1 month ago
0.0 - 4.0 years
0 Lacs
guwahati, assam
On-site
As a candidate for this position, you will be responsible for performing basic Excel tasks such as data entry, formatting, and creating simple reports. Additionally, you will utilize mail merge tools to prepare letters, emails, and official communications. Your role will involve drafting, sending, and managing follow-up for emails and correspondence. You will also be in charge of managing front desk operations, including answering calls, greeting visitors, and handling inquiries. It will be your responsibility to maintain organized records and documentation for office operations, as well as coordinate with internal teams and external stakeholders for routine administrative tasks. Furthermore, you will assist with scheduling and general office management activities. The ideal candidate for this position should have at least an MBA, MSW, or Btech degree (freshers are encouraged to apply). Female candidates are preferred for this role. Proficiency in basic Microsoft Excel functions and familiarity with mail merge tools in MS Word are required. Strong verbal and written communication skills, organizational and multitasking abilities, as well as a professional demeanor and a customer-friendly attitude are essential for this position. Prior experience in internships or similar roles would be a plus. This is a full-time, contractual/temporary position with a day shift schedule. The work location is in person.,
Posted 1 month ago
0.0 - 4.0 years
0 Lacs
noida, uttar pradesh
On-site
You will be working with KPMG entities in India, professional services firms affiliated with KPMG International Limited. Since its establishment in August 1993, KPMG professionals in India have been utilizing the global network of firms while also staying well-versed with local laws, regulations, markets, and competition. With offices in various Indian cities such as Ahmedabad, Bengaluru, Mumbai, and more, KPMG entities in India cater to national and international clients across different sectors. The goal is to deliver rapid, performance-based services that are industry-focused and technology-enabled, drawing from a collective understanding of global and local industries and deep experience in the Indian business landscape. To qualify for this role, you should hold a degree in B. Com/BBA and possess a strong knowledge of accounting principles, including journal entries, GST/TDS filing, BRS, Balance Sheet, etc. Proficiency in MS Excel and PowerPoint is essential, along with excellent written and verbal communication skills. You should also have a strong executive presence and the ability to thrive in a fast-paced environment while handling multiple tasks effectively. KPMG entities in India are proud to be an Equal Opportunity Employer.,
Posted 1 month ago
2.0 - 6.0 years
0 Lacs
chennai, tamil nadu
On-site
An Analyst is responsible for reviewing, collating, and verifying information from public sources, customers, and third-parties. This includes conducting Due Diligence analysis on shareholding structures, directors, and business activities of companies worldwide. Subsequently, a Sanctions, Political Exposure, and Adverse Media check is performed on the company and related parties. The Analyst collaborates internally with (Senior) Analysts, Leads, Managers, and the Quality Team at Equiniti KYC Solutions. Externally, there are occasional interactions with Relationship Bankers, AML-Officers, and other client personnel, as well as indirect and direct interactions with clients" customers. Equiniti KYC Solutions focuses on providing comprehensive and cost-effective client due diligence services while ensuring compliance with workflow-embedded rules. The Analyst is responsible for ensuring legibility, accuracy, and consistency of customer and third-party sourced documents, meeting defined turnaround times, and complying with Service Level Agreements. The core duties and responsibilities of an Analyst include performing Due Diligence steps such as researching public sources, analyzing retrieved data, conducting screenings based on name, address, and date of birth, archiving documents and findings, and providing risk recommendations. The Analyst collaborates with senior team members to discuss exceptions, escalate uncertain information, prepare case analyses, monitor deliverables, and contribute to process improvements. Candidates should demonstrate interest and understanding of financial markets, KYC, and legal entities, proficiency in using PCs, office productivity systems, and browsers, as well as possess an academic degree related to economics, finance, law, audit, or compliance. Excellent English language skills are essential, while knowledge of additional languages is advantageous. Effective communication, teamwork, problem-solving, process adherence, and attention to detail are key attributes expected from the successful candidate.,
Posted 1 month ago
0 years
0 Lacs
Mumbai, Maharashtra, India
On-site
Job Description Analyst – Inbound Chat – Customer Operations Pune | Full-time (FT) | Customer Operations Shift Timings – US Shift |Management Level – Analyst| Travel Requirements - NA Job Description: Inbound Chat – Analyst As a Customer Care Executive for the Inbound US Chat Process with a focus on Sales and Upselling, you will be responsible for delivering outstanding customer service to customers in the United States and also selling products and services to increase revenue. You will be the first point of contact for customers who reach out via chat with inquiries, and your primary goal will be to ensure that their needs are addressed, their questions are answered, and their interest in purchasing products and services is captured. Key Responsibilities Responding to incoming chats from customers in a professional and courteous manner. Engaging customers in conversation to understand their needs and concerns, and to provide accurate and timely information about products and services, pricing, and promotions. Proactively seeking opportunities to upsell and cross-sell products and services to customers. Handling customer objections and concerns with empathy and professionalism, and working to address them to close the sale. Documenting all customer interactions and details of inquiries, issues, and sales in the company's CRM system. Meeting or exceeding individual and team sales targets. Maintaining a high level of knowledge about the company's products and services, as well as industry trends and best practices. Requirements Excellent written communication skills in English. Previous experience in a customer service and sales role, preferably in a chat or online environment. Ability to multitask, prioritize, and manage time effectively. Strong problem-solving skills and the ability to think on your feet. Comfortable working in a fast-paced environment. Flexibility to work in rotational shifts, including evenings, weekends, and holidays. Familiarity with basic computer skills and knowledge of CRM systems. Education Bachelor's degree in any field is preferred. If you are a people-person with a passion for delivering outstanding customer service and have the necessary skills and experience to drive sales and upselling in a chat environment, we encourage you to apply for this exciting opportunity. About The Team eClerx or its affiliate partners do not solicit fees or payments and does not ask for confidential financial information from applicants for job offers. Safety of personal assets is every individual’s responsibility. All candidates are requested to stay alert and be aware of fraudulent/unethical hiring practices, and take effective measures to safeguard their personal information. eClerx is not liable for any payments made by applicants in response to fraudulent job offers. If you are suspicious of any unethical job-related activity or communication related to eClerx, please report it on this link. https://careers.eclerx.com/Static/RecruitmentFraudAlert
Posted 1 month ago
3.0 years
0 Lacs
Gurgaon, Haryana, India
On-site
We are looking for a detail-oriented and proactive Analyst to join our finance team supporting clients in the Financial Services (FS) and Non-Banking Financial Company (NBFC) sectors. This is an excellent opportunity for professionals with 2–3 years of experience who are seeking a stable, office-based role with a UK shift. Responsibilities: Prepare and post journal entries accurately and in a timely manner Perform ledger reconciliations and resolve discrepancies Support month-end and year-end closing activities Assist in the preparation of financial reports and related documentation Handle payroll processing and salary preparation Ensure compliance with internal policies and accounting standards Liaise with internal and external stakeholders as needed Preferred Experience: Educational Qualification: Semi-qualified CA / CMA / equivalent finance qualification Experience: 2–3 years of experience in accounting/finance, preferably in the FS or NBFC domain Fintech experience will be an added advantage Proficiency in MS Excel and familiarity with accounting software (e.g., Tally, SAP, Oracle) Strong understanding of accounting principles and financial processes Requirements Analytical mindset with attention to detail Good communication skills (verbal and written) Ability to work independently and meet deadlines Willingness to work UK hours and be fully office-based
Posted 1 month ago
170.0 years
0 Lacs
Mumbai, Maharashtra, India
On-site
We are M&G Global Services Private Limited (formerly known as 10FA India Private Limited, and prior to that Prudential Global Services Private Limited). We are a fully owned subsidiary of the M&G plc group of companies, operating as a Global Capability Centre providing a range of value adding services to the Group since 2003. At M&G our purpose is to give everyone real confidence to put their money to work. As an international savings and investments business with roots stretching back more than 170 years, we offer a range of financial products and services through Asset Management, Life and Wealth. All three operating segments work together to deliver attractive financial outcomes for our clients, and superior shareholder returns. M&G Global Services has rapidly transformed itself into a powerhouse of capability that is playing an important role in M&G plc’s ambition to be the best loved and most successful savings and investments company in the world. Our diversified service offerings extending from Digital Services (Digital Engineering, AI, Advanced Analytics, RPA, and BI & Insights), Business Transformation, Management Consulting & Strategy, Finance, Actuarial, Quants, Research, Information Technology, Customer Service, Risk & Compliance and Audit provide our people with exciting career growth opportunities. Through our behaviours of telling it like it is, owning it now, and moving it forward together with care and integrity; we are creating an exceptional place to work for exceptional talent. b Description Summary JOB DESCRIPTION Job Title: Insurance Associate \ Executive Reports to: Team Manager Scope of Role Prudential Global Services – Mumbai Prudential Global Services Operations – Customer Services Key departments / areas of responsibility Operations Job Dimensions Financial Non Financial Not Applicable No direct reports Overall Job Purpose A key member of Customer Service Operations team, responsible for providing an efficient, effective and compliant service to policyholders. Key accountabilities include handling of simple and complex cases, quality in service delivery, accuracy in providing and capturing information while adhering to compliance guidelines and support to team managers. Key Accountabilities And Responsibilities Key responsibilities: Wealth Operations, PFP, Adhoc Projects To provide customer service to both internal and external customers Ensure own work is completed to a high level of accuracy within service level agreements, to achieve regulatory targets Maintain and implement personal development plan in partnership with immediate manager Identify, facilitate and implement process improvement ideas to improve efficiency. Keep own knowledge up to date in relation to servicing/processing/compliance activities Execute non-standard cases and manual work that cannot be processed on standard systems. Learn all the skills and knowledge that would cover a broad range of servicing activities across regulated products. Identify customer needs, providing assistance / information and capturing essential details on the system thereby enabling other departments to fulfil the customer requirements. To demonstrate a positive risk, compliance and control culture through the identification, assessment, monitoring and management of risks and issues within the business area, alongside ensuring timely and appropriate resolution of control weaknesses, actions and failures that arise. To achieve and maintain required level of competency as per the training and competency framework. Responsible for the day to day pre sales administration for PFP and servicing of Retirement Account customers Responsible for updating details on various systems Will also be responsible for sending template letters to customers and at times creating free-form letters to respond to customer queries. Handle calls to ceding companies or internal departments within UK if required for some worktypes Key Interfaces Internal External Colleagues Process Leaders/Team Managers Business Managers Service Delivery Areas Call Handlers / Processors Customers/ Clients Financial Advisors Competence / Knowledge / Skills Required Qualification Graduate Knowledge Basic knowledge of computers Skills Good verbal and written communication skills Ability to grasp processes and understand the implications of changes in processes Ability to understand customer requirements and apply knowledge & training to different servicing scenarios Eye for detail Team player Experience Fresher’s eligible ; Preference would be given to individuals from an insurance background with approximately 1 years’ experience (Insurance Associate) with experience in handling written communication We have a diverse workforce and an inclusive culture at M&G Global Services, regardless of gender, ethnicity, age, sexual orientation, nationality, disability or long term condition, we are looking to attract, promote and retain exceptional people. We also welcome those who take part in military service and those returning from career breaks.
Posted 1 month ago
0 years
0 Lacs
Pune, Maharashtra, India
On-site
Job Description Inbound / CHAT Pune | Full-time (FT) | Customer Operations Shift Timings – US Shift |Management Level – Analyst| Travel Requirements - NA Job Description As a Customer Care Executive for the Inbound US Chat Process with a focus on Sales and Upselling, you will be responsible for delivering outstanding customer service to customers in the United States and also selling products and services to increase revenue. You will be the first point of contact for customers who reach out via chat with inquiries, and your primary goal will be to ensure that their needs are addressed, their questions are answered, and their interest in purchasing products and services is captured. Key Responsibilities Responding to incoming chats from customers in a professional and courteous manner. Engaging customers in conversation to understand their needs and concerns, and to provide accurate and timely information about products and services, pricing, and promotions. Proactively seeking opportunities to upsell and cross-sell products and services to customers. Handling customer objections and concerns with empathy and professionalism, and working to address them to close the sale. Documenting all customer interactions and details of inquiries, issues, and sales in the company's CRM system. Meeting or exceeding individual and team sales targets. Maintaining a high level of knowledge about the company's products and services, as well as industry trends and best practices. Requirements Excellent written communication skills in English. Previous experience in a customer service and sales role, preferably in a chat or online environment. Ability to multitask, prioritize, and manage time effectively. Strong problem-solving skills and the ability to think on your feet. Comfortable working in a fast-paced environment. Flexibility to work in rotational shifts, including evenings, weekends, and holidays. Familiarity with basic computer skills and knowledge of CRM systems. Education Bachelor's degree in any field is preferred. If you are a people-person with a passion for delivering outstanding customer service and have the necessary skills and experience to drive sales and upselling in a chat environment, we encourage you to apply for this exciting opportunity. About The Team eClerx or its affiliate partners do not solicit fees or payments and does not ask for confidential financial information from applicants for job offers. Safety of personal assets is every individual’s responsibility. All candidates are requested to stay alert and be aware of fraudulent/unethical hiring practices, and take effective measures to safeguard their personal information. eClerx is not liable for any payments made by applicants in response to fraudulent job offers. If you are suspicious of any unethical job-related activity or communication related to eClerx, please report it on this link. https://careers.eclerx.com/Static/RecruitmentFraudAlert
Posted 1 month ago
0 years
3 - 9 Lacs
Gurgaon
On-site
Job Description Job Location: Gurgaon, Mumbai, Bangalore Time: 2:00 PM-11:30 PM WFO Only JOB DESCRIPTION: Responsibilities: Hands on experience with asset servicing, processing principal activities like Drawdown, Paydown, Interest in Geneva Reconcile cash and positions across all funds on daily basis using DUCO platform Reviewing upcoming activities exceptions from Geneva – WSO accelerator, contract modifications as per the agent notices. Work across multiple groups to troubleshoot technical and accounting problems Ensure all the activities are processed and updated in Geneva. Reach out to Agents / Trustee / Internal team for resolving exceptions on daily basis. Escalation of unresolved cash and position breaks to Manager and onshore team Create SOP and participate in training program Liaise with global teams and support ongoing projects, system integration, perform UAT, as needed ͏ ͏ Desired Candidate Profile: Knowledge of Syndicated Bankloan/ Private Credit / CLO’s Processing experience of using Geneva as a software tool for Syndicated Bank debt Module Reconciliation experience of Cash and Position using DUCO or any other Recon platform Hands on experience of processing activities manually in Geneva related to Credit Facilities in Geneva Awareness of Agents Banks, Trustee’s and Custodian role in supporting Private Credit Strong Microsoft Office skills (MS Excel, MS PowerPoint and MS Word) with high proficiency in Microsoft Excel Highly motivated and the ability to effectively work as an individual contributor and possess strong analytical, problem solving, critical thinking and decision-making skills, multitask and deliver under tight deadlines The profile involves effective communication across Clients' facilities globally and hence possessing excellent interpersonal and communication skills in verbal and written English is a must A demonstrated ability to write effectively and summarize large amounts of information succinctly and quickly A desire to work in an international team environment, often under pressure and with multiple stakeholder ͏ Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/client Undertake product trainings to stay current with product features, changes and updates Enroll in product specific and any other trainings per client requirements/recommendations Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client Update job knowledge by participating in self learning opportunities and maintaining personal networks ͏ Deliver No Performance Parameter Measure 1 Process No. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback 2 Self- Management Productivity, efficiency, absenteeism, Training Hours, No of technical training completed
Posted 1 month ago
2.0 years
0 Lacs
Mumbai, Maharashtra, India
On-site
Responsibilities: • Undertake detailed market analysis using external and internal market research to create submarket thesis, basis the mandate of the investment strategy • Assist in identification sourcing investment opportunities in identified markets / sectors • Investment opportunity evaluation • Prepare detailed financial models to evaluate individual opportunities • Apply demand and supply analysis to underpin deal thesis • Prepare detailed deal notes and management presentations to aid Investment Committee decision making • Assist in Due-diligence and deal closure • Coordinate and supervise diligence process including third party advisors/consultants • Support in commercial negotiations, investment structuring, legal documentation, and transaction closing • Proactively work with portfolio assets and companies in identifying value levers, execute value enhancement strategies, and enable monetization. • Identify market leading solutions to push digital and technology transformation within the business, and drive adoption. Qualification: • MBA or equivalent Master’s degree from a Tier-1 Business School • Professional certifications (e.g., CFA, CA) are an added advantage Experience: • Minimum 2 years of post-graduate work experience at an investment bank or Investment firm • Experience in a Real Estate focused investment/asset management profile would be an added advantage. • In-depth understanding and expertise in financial modeling is required Skill Set: • Outstanding analytical skills, detail-oriented, inquisitive, proactive attitude, and ability to take ownership of tasks/ processes assigned • Superior financial modelling skills. Sound knowledge of corporate finance, valuations, and financial analysis • Excellent communication and presentation skills
Posted 1 month ago
2.0 - 4.0 years
0 Lacs
Navi Mumbai, Maharashtra, India
Remote
As a MCA Analyst, you will conduct thorough quantitative and qualitative analysis on the underlying loans and properties that collateralize Commercial Mortgage Backed Securities transactions. In addition, you will assist other analysts with the creation of loan valuations and write-ups; assist with special projects/initiatives, as needed. Responsibilities Write monthly research reports & transaction snapshot including commentary and opinion on the Commercial Mortgage Backed Securities (CMBS) for the institutional clients. Accurate and timely assistance with the basic data and preliminary tasks to support the research and analysis of CMBS properties. Accurate and timely retrieval, analysis, research and reporting of CMBS pool level and property level performance, including: Identifying and analyzing risky assets based upon qualitative and quantitative factions Identifying macro and micro risk factors, including market, property type, tenant, and borrower, to determine and measure exposure within the CMBS pools and loan portfolios. Monitoring, analysis, and executive summary reporting on CMBS transactions, including an investigation of potential default or loss scenarios for underlying real estate loan collateral. Productive and timely communication and support other Morningstar Analysts or any third-party contacts to collect data and information to produce quality and timely reporting within prescribed time frames. Research and respond to internal and external inquiries regarding specific aspects of assigned CMBS pools, providing users with information on major credits or portfolio concentrations; and evaluating such detail relative to bond class holdings to ascertain strengths and/or weaknesses of a position. Maintain regular and open communication with the operations team and technology team about assigned tasks, priorities and ensure applications under development meet the defined requirements and pass the user acceptance testing prior to its release. Take ownership of the tasks with focus on quality and accuracy of the deliverables Demonstrate strong learning curve and eagerness to move up the rating value chain Requirements 2 to 4 years of experience in a credit research domain, with knowledge of CMBS and credit ratings experience preferred. A bachelor’s degree required, Masters, CFA or FRM preferred. Excellent writing communication and quantitative/analytical skills. Intermediate level of Microsoft Excel, Visual Basic for Applications (VBA) and MSSQL skills. Creative thinker who is adept at taking an analytical approach to problem solving. Morningstar is an equal opportunity employer About Us Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally. Rating more than 4,000 issuers and 60,000 securities, it is one of the top four credit rating agencies in the world. Morningstar DBRS empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry. Our approach and size allow us to be nimble enough to respond to customers' needs in their local markets, but large enough to provide the necessary expertise and resources they require. Market innovators choose to work with us because of our agility, tech-forward approach, and exceptional customer service. Morningstar DBRS is the next generation of credit ratings. If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues. I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity
Posted 1 month ago
0.0 - 2.0 years
0 Lacs
Mumbai Metropolitan Region
On-site
A global, digitally enabled business that empowers a brighter future by connecting millions of people with their assets – safely, securely and responsibly. Through our two businesses MUFG Retirement Solutions and MUFG Corporate Markets, we partner with a diversified portfolio of global clients to provide robust, efficient and scalable services, purpose-built solutions and modern technology platforms that deliver world class outcomes and experiences. A member of MUFG, a global financial group, we help manage regulatory complexity, improve data management and connect people with their assets, through exceptional user experience that leverages the expertise of our people combined with scalable technology, digital connectivity and data insights. Overview Functions like Dealing Service, Registrations, Settlements and Reconciliations. The incumbent needs to understand the laws of the region supported and perform day to day work in accordance to procedure set for an activity. The role needs to work in rotational shift and there would be shifts starting at 2:00 AM. Key responsibilities will therefore include: Accurately process, record, review and complete various administrative operations in a timely manner including but not limited, Placing Dealing, Open Accounts of Clients, Update / Amend Client’s personal information, Performing Settlement and Reconciliation for the activity on the account. Key Accountabilities and main responsibilities Strategic Focus To ensure SLA for BAU activities are strictly adhered, maintain good working relationships with colleagues, collaborate with others to achieve the team’s goals. Operational Management Accurately process, record, review and complete various administrative operations in a timely manner including but not limited, Placing Dealing, Open Accounts of Clients, Update / Amend Client’s personal information and Reconciliation for the activity on the account. Ensure all internal and external service levels and regulatory deadlines are met within the Asset Operations team Ensure all funds specific procedures are followed in order to result in accurate trade processing. On an ongoing basis, ensure all procedures are maintained and that they reflect updates brought about from internal policy or regulation changes Respond to enquiries promptly, proactively handling issues, and striving for the highest levels of customer service Accurately process, record, review, and complete various administrative operations in a timely manner including but not limited, updating data correctly in the system, Fund Accounting related activities, Pricing related activities, etc. Learn, Maintain, and update relevant systems and data bases, participating in pre and post system testing for enhancements as required Understanding compliance and adhere to all legislative, procedural, industry, financial and client specific procedures, where relevant, to minimise risk and escalate non-adherence as per the escalation matrix. Understand the risk factors of activity performed in the function and raise any possible undocumented risk in the function. Post which takes part of discussion with internal and external stakeholders to form controls to mitigate the risk, if required. Drive, Suggest and Identify process improvements that positively impact efficiencies, quality standards and customer experience across the business Participate as a positive member of the team and maintain good working relationships with colleagues, including cooperating with others to achieve the team’s goals, providing support, and assisting other teams across the business as required Complete mandatory training by the required due date and participate in training relating to changes in procedures, company policy, values, cross skilling and updates to tools and systems used by the business Provide superior service, ensuring service and quality standards are met and to minimise re-work Complete in-depth investigations as appropriate and as instructed Work collaboratively across the firm to achieve the Goals of the team / company People Leadership Work collaboratively across the firm to achieve the Goals of the team / company Governance & Risk To assist with query handling, quality error analysis, identify root cause and help with solutions to close the gaps. The above list of key accountabilities is not an exhaustive list and may change from time-to-time based on business needs. Experience & Personal Attributes Knowledge of Fund Administration and the regulatory environment The individual should have a sound understanding of experience in Fund industry, preferably in Transfer Agency operations and knowledge of the financial markets. Excellent working knowledge of Microsoft applications (e.g., Word, Excel, Outlook, PowerPoint) Excellent verbal and written communication The ability to work to strict deadlines whilst maintaining a high level of accuracy Proven ability to operate independently and take the initiative A Bachelors or master’s degree in Business or Finance or Banking related discipline from a reputed College/University. Basic understanding of relevant industry knowledge and commercial impacts Willingness to work in APAC Shift and there would be shifts starting at 02:00 AM IST. Desirable Previous experience of working in an Fund Industry. 0-2 years’ experience in Fund industry. Customer focused with the ability to collaborate with others to achieve desired outcomes Prioritisation and time management skills, demonstrating flexibility and ability to work autonomously Demonstrates good teamwork ethic, showing willingness to assist peers and take on additional tasks Actively seeks out self-improvement, professional development opportunities and feedback Ability to work to tight deadlines and follow process Takes ownership of role, responsibilities, and impact on the wider team
Posted 1 month ago
2.0 - 3.0 years
0 Lacs
Navi Mumbai, Maharashtra, India
Remote
Job Description Job Description Analyst – FIG team The Team : Morningstar DBRS – Credit Operations Mumbai Analytics The Group: Morningstar DBRS (DBRSM) is a global credit ratings business with about 800 employees in eight offices globally. Formed through the acquisition of DBRS by Morningstar, Inc., the credit ratings business is the fourth-largest provider of credit ratings in the world. DBRS Morningstar is committed to empowering investor success, serving the market through leading-edge technology, and raising the bar for the industry. DBRS Morningstar is a market leader in Canada, the U.S. and Europe in multiple asset classes. DBRS Morningstar rates more than 4,000 issuers and 56,000 securities worldwide, and is driven to bring more clarity, diversity, and responsiveness to the ratings process. Visit https://www.dbrsmorningstar.com/learn/dbrsmorningstar to learn more. Credit Operations Mumbai Analytics team enables and supports the efficient and effective delivery of credit ratings/information to the market with its specialized skills and assets, consistent frameworks, and economies of scale. We collaborate with DBRSM global stakeholders to build creative, impactful solutions and offer services for the business and the market. The Role: Morningstar DBRS’s Financial Institutions Group (FIG) is looking for a motivated individual with good analytical skills and a desire to learn. This role will provide unique opportunities for learning key aspects of the credit ratings process of Financial Institutions in support of analysts based in North America & Europe. You will be responsible for providing data, research and financial modeling support utilized to produce company and sector specific credit reports that incorporate creative insights and support activities across the ratings value chain. This position is based in our Navi Mumbai office. Key Responsibilities: Develop an understanding of and build proficiency in credit analysis Provide support to global analytical teams in preparing daily/ weekly newsletters, monitoring news, announcements, or other material events impacting financial institutions/ banks Assist in preparing financial models, including, but not limited to, updating financial information, reconciling data, maintain company and peer group historical financial results and credit metrics, etc. Maintain industry data through ongoing research/ review of company filings, presentations, and industry publications Provide research support and help collect, organize, and analyze data from internal and external sources for use in company-specific and industry commentaries and reports authored by the onshore analytical team Assist the global analytical teams or senior analysts in preparing credit rating memos, rating committee packages, rationales, etc. or parts thereof Track, review and maintain documentation and various operational databases to help support the credit rating process Ensure compliance with regulatory and company policies and procedures Requirements: Master’s or Postgraduate in Management (Finance) or CA or CFA charter holder or any such equivalent qualification Minimum of 2-3 years of relevant experience in capital markets, credit analysis of financial institutions and/ or banks, etc. Good understanding of core finance and accounting concepts Knowledge of U.S. GAAP and/ or IFRS accounting rules is strongly desired Robust quantitative and analytical skills supported by strong attention to detail and accuracy Fluent in English, with good verbal and written communication skills Strong attention to detail and accuracy Highly motivated, self-starter who is keen to learn, has a positive attitude and a strong work ethic Ability to manage multiple tasks at the same time and deliver results in a timely manner Good inter-personal skills and ability to participate/ contribute as a team player Morningstar DBRS is an equal opportunity employer. Hybrid model – partial work from home option where employee will from Morningstar’s Navi Mumbai offices 3 days a week (subject to change as per organizational directive). Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues.
Posted 1 month ago
3.0 - 5.0 years
0 Lacs
Navi Mumbai, Maharashtra, India
Remote
Structured Finance Analyst (Mumbai) About Us: Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and structured finance instruments globally. Currently with 700 employees in eight offices globally. Formed through the July 2019 acquisition of DBRS by Morningstar, Inc., the ratings business is the fourth-largest provider of credit ratings in the world. Morningstar DBRS is committed to empowering investor success, serving the market through leading-edge technology and raising the bar for the industry. Morningstar DBRS is a market leader in Canada, the U.S. and Europe in multiple asset classes. Morningstar DBRS rates more than 4,000 issuers and 60,000 securities worldwide and is driven to bringing more clarity, diversity of opinion, and responsiveness to the ratings process. Morningstar DBRS approach and size provide the agility to respond to customers’ needs, while being large enough to provide the necessary expertise and resources. Visit: https://dbrs.morningstar.com/ to learn more. About the Role : As a member of the Structured Finance team, you will conduct thorough quantitative and qualitative research on the underlying loans and/or properties that collateralize Asset or Mortgage Backed Securities transactions. In addition, you will assist the onshore team with setting up templates and reports; assist with special projects/initiatives, as needed. With some seasoning, you will be expected to have thorough understanding of the asset class and support on various other task across the ratings value chain. This position is based in our Navi Mumbai office. Responsibilities Analyze the credit risk in Structured Finance securities by performing tasks that includes reviewing deal documents, analyzing periodic data and setting up templates. Collect, organize and analyze data from internal and external sources for use in criteria development, ratings and research reports. Accurate and timely retrieval, analysis, research and reporting of pool level and/or property level performance, including: Identifying and analyzing risky assets based upon qualitative and quantitative factors Identifying macro and micro risk factors to determine and measure exposure within the securitized pools. Monitoring, analysis, and reporting on Structured Finance transactions, including an investigation of potential default or loss scenarios for underlying collateral. Compile and prepare periodic portfolio reports for use by senior staff and identify material changes for research causes. Maintain regular and open communication with the operations team and technology team about assigned tasks, priorities and ensure applications under development meet the defined requirements and pass the user acceptance testing prior to its release. Take ownership of the tasks with focus on quality and accuracy of the deliverables Demonstrate strong learning curve and eagerness to move up the rating value chain Ensure compliance with regulatory and company policies and procedures Requirements 3 to 5 years of experience in a credit research domain, with Structured Finance knowledge, experience at a rating agency is a plus. Bachelor’s degree in Accounting, Economics, Finance or Management Studies Masters, CFA or CFA program enrollment are a plus Fluent in English, with good verbal and written communication skills Strong attention to detail and accuracy Highly motivated, self-starter who is keen to learn, has a positive attitude and a strong work ethic Ability to manage multiple tasks at the same time and deliver results in a timely manner Good inter-personal skills and ability to participate/ contribute as a team player Morningstar is an equal opportunity employer. Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues.
Posted 1 month ago
1.0 - 5.0 years
0 Lacs
indore, madhya pradesh
On-site
The ideal candidate will conduct quantitative and qualitative analysis across various projects to optimize company growth and business. You will manipulate datasets, create financial models, and summarize findings in a succinct manner for client's usage. Responsibilities include compiling data into actionable reports, preparing pitch and presentation materials, working collaboratively with team members, and thinking strategically about improving company operations. Qualifications for this role include a Bachelor's degree in Business or Economics or related discipline, 1 - 3 years of experience working with data in a related field, excellent leadership and communication skills, and fluency in Microsoft Office suite (Outlook, Excel, Word, PowerPoint, etc.). Join us to grow your business and many more opportunities await you in this role.,
Posted 1 month ago
0 years
0 Lacs
Chennai, Tamil Nadu, India
On-site
Reference 25000C0N Responsibilities Prepares the controls Performs the controls Rates the controls Prepares syntheses elements (outside GPS) Required Profile required Prepares the controls Performs the controls Rates the controls Prepares syntheses elements (outside GPS) Why join us We are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status” Business insight At Société Générale, we are convinced that people are drivers of change, and that the world of tomorrow will be shaped by all their initiatives, from the smallest to the most ambitious. Whether you’re joining us for a period of months, years or your entire career, together we can have a positive impact on the future. Creating, daring, innovating, and taking action are part of our DNA. If you too want to be directly involved, grow in a stimulating and caring environment, feel useful on a daily basis and develop or strengthen your expertise, you will feel right at home with us! Still hesitating? You should know that our employees can dedicate several days per year to solidarity actions during their working hours, including sponsoring people struggling with their orientation or professional integration, participating in the financial education of young apprentices, and sharing their skills with charities. There are many ways to get involved. We are committed to support accelerating our Group’s ESG strategy by implementing ESG principles in all our activities and policies. They are translated in our business activity (ESG assessment, reporting, project management or IT activities), our work environment and in our responsible practices for environment protection. Diversity and Inclusion We are an equal opportunities employer and we are proud to make diversity a strength for our company. Societe Generale is committed to recognizing and promoting all talents , regardless of their beliefs, age, disability, parental status, ethnic origin, nationality, gender identity, sexual orientation, membership of a political, religious, trade union or minority organisation, or any other characteristic that could be subject to discrimination.
Posted 1 month ago
0.0 - 4.0 years
0 Lacs
haryana
On-site
Bain & Company is a global consultancy that assists ambitious change-makers in shaping the future. With offices in 65 locations across 40 countries, we collaborate closely with our clients as a unified team, aiming to achieve exceptional results, surpass the competition, and redefine industries. Since our establishment in 1973, our success has been gauged by the success of our clients, and we maintain the highest level of client advocacy in the industry. In 2004, Bain & Company made its mark in the Indian market by inaugurating the Bain Capability Center (BCC) in New Delhi. The BCC has evolved into the Bain Capability Network (BCN) with nodes in various regions. Expert Client Delivery (ECD) is a crucial component of BCN, providing valuable support to Bain's case teams globally by offering analytics and research solutions across industries, specific domains for corporate cases, client development, private equity diligence, and Bain intellectual property. As part of the team at Bain & Company, you will work alongside diverse professionals in a collaborative environment aimed at delivering exceptional results. Your role will involve: - Demonstrating proficiency in research and analysis to provide sound business judgment even in situations with limited data availability - Generating hypotheses through diverse sources, developing analytical models, translating data into insights, and crafting presentations - Assisting Project Leaders/Managers in driving workstreams, client communication, work planning, and team management - Taking ownership of assigned workstreams, steering analysis towards insightful outcomes while maintaining high-quality standards - Communicating data, knowledge, and insights effectively within the team through high-quality presentations - Engaging in open-ended research, creating point-of-views, IP development, survey analytics, and quick adaptation to new projects - Understanding client requirements, proposing solutions based on solid reality checks, and suggesting actionable steps - Structuring insights from various workstreams and resolving issues to drive consensus - Building client-ready visualization dashboards using tools like Tableau and conducting advanced analyses - Offering responsible feedback, recognizing diverse skills, and development needs in oneself Ideal candidates for this role should be graduates with a strong academic background and possess advanced knowledge of Microsoft Excel and PowerPoint. Familiarity with visualization tools like Alteryx, Tableau, and languages such as Python/R is advantageous. Candidates should be comfortable working in a strategy consulting/research-oriented environment, capable of solving open-ended problems, and adept at handling ambiguity. Strong communication, teamwork, multitasking, and problem-solving skills are essential. Bain & Company is committed to fostering a diverse, inclusive, and collaborative work environment where individuals can unleash their potential and excel both professionally and personally. We have been consistently recognized as one of the world's best places to work, championing diversity and social responsibility. Our firm has been ranked as the #1 consulting company on Glassdoors Best Places to Work list and has maintained a position in the top four for the past 12 years. We believe that diversity, inclusion, and collaboration are fundamental to building exceptional teams, and we strive to create an environment where individuals can thrive and reach their full potential. Bain & Company's dedication to diversity and inclusion has been acknowledged by external organizations such as Fortune, Vault, Mogul, Working Mother, Glassdoor, and the Human Rights Campaign.,
Posted 1 month ago
0.0 - 4.0 years
0 Lacs
delhi
On-site
The Analyst position at CLGUPTA & ASSOCIATES in Delhi, India is a full-time on-site role that requires expertise in data analysis, market research, and financial modeling. As an Analyst, you will play a crucial role in supporting business decision-making by conducting thorough data analysis, market research, and financial modeling. Your responsibilities will include preparing reports, identifying trends, and providing valuable insights to enhance efficiency and profitability. To excel in this role, you should possess strong skills in data analysis, market research, and financial modeling. Proficiency in Excel, SQL, and data visualization tools is essential. Additionally, you must have robust analytical and problem-solving capabilities, along with the ability to work with large datasets and conduct quantitative analysis effectively. Excellent communication and presentation skills are also necessary to convey your findings and insights clearly. Ideal candidates for this position will hold a Bachelor's or Master's degree in Economics, Finance, Statistics, or a related field. Possessing relevant certifications such as CFA or FRM would be considered a strong advantage. If you are passionate about leveraging your analytical skills to drive business decisions and are equipped with the required qualifications and expertise, we encourage you to apply for this exciting opportunity at CLGUPTA & ASSOCIATES.,
Posted 1 month ago
2.0 - 6.0 years
0 Lacs
andhra pradesh
On-site
You will be joining Sonic Support Solutions in Cumbum as an Analyst in a full-time hybrid role. Your responsibilities will include analyzing technical support issues, troubleshooting computer systems, and offering effective solutions. This position allows for some remote work flexibility. To excel in this role, you should possess technical troubleshooting, problem-solving, and analytical skills. A deep knowledge of computer systems and software is essential. Experience in data analysis and reporting will be beneficial. Strong communication and interpersonal abilities are crucial, as is the capacity to work independently and collaboratively. Effective time management and organizational skills are required. Prior experience in technical support would be advantageous. A Bachelor's degree in Computer Science, Information Technology, or a related field is preferred.,
Posted 1 month ago
2.0 - 6.0 years
0 Lacs
jalpaiguri, west bengal
On-site
The Analyst position at DINBAZAR F.L. OFF SHOP & COMPANY PRIVATE LIMITED in Jalpaiguri is a full-time on-site role. As an Analyst, you will be tasked with conducting day-to-day data analysis, preparing reports, and offering insights to facilitate decision-making processes within the company. To excel in this role, you must possess strong skills in Data Analysis, Report Preparation, and Insights Generation. Proficiency in data visualization tools is essential, along with a knack for utilizing statistical analysis software. Your analytical and problem-solving abilities will play a crucial role in this position, requiring attention to detail and accuracy in all tasks. Ideally, you should hold a Bachelor's degree in Mathematics, Statistics, Economics, or a related field. While not mandatory, experience in retail or sales analysis would be considered advantageous for this role at DINBAZAR F.L. OFF SHOP & COMPANY PRIVATE LIMITED.,
Posted 1 month ago
1.0 - 5.0 years
0 Lacs
haryana
On-site
The role aims to provide efficient technical support to the process and address client issues either directly or by escalating them promptly to meet process SLAs. You will be responsible for managing transactions according to quality standards, handling incoming help requests from clients courteously via phone and email, and documenting relevant end user information and problem details. Updating your availability in the RAVE system to ensure process productivity and recording all queries, steps taken for problem-solving, and resolutions achieved are also key responsibilities. You will need to follow standard procedures to resolve client queries within the defined SLAs, leverage internal knowledge bases and resources for effective problem resolution, and familiarize yourself with product details to enhance client interaction. Analyzing call logs to identify trends, updating self-help documents for customers, and escalating critical client issues to the Team leader when necessary are vital tasks. Ensuring customers are provided with all necessary product information and disclosures before and after their queries are essential to avoid legal challenges. Your role also involves delivering exceptional customer service by diagnosing and troubleshooting client queries, guiding users through solutions, and assisting them in navigating product menus. Maintaining records of customer queries, processing incoming calls and emails accurately, and offering alternative solutions to retain customers are important aspects of the role. Effective communication of ideas and making scheduled call backs to customers to gather feedback and ensure compliance with SLAs are also part of your responsibilities. To maintain superior customer service levels, you will undertake product trainings to stay updated on features, changes, and updates, participate in self-learning opportunities, and collaborate with team leaders to enhance training themes and learning issues. Monitoring and improving performance parameters such as cases resolved per day, compliance with quality standards, productivity, and customer feedback will be crucial for operational excellence and client satisfaction.,
Posted 1 month ago
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