719 Analyst Jobs - Page 8

Job Description Roles & Responsibilities The Analyst will work on back-office and middle-office processes for financial institutions, handling various stages of the client/product lifecycle across KYC, reference data management, legal docs, loans, portfolio reconciliation, document capture, system reconciliation, pre and post settlements, brokerage functions, drafting, trade support, corporate actions, tax operations, and more. Responsibilities also include data capture, cataloging, data processing, system inputs and updates, reconciliations, settlements, and fund transfers. The role involves preparing reports using MS Excel and may require external interaction with agents/counterparties/clients to resolve process-related queries and discrepancies via phone or email. Key Responsibilities Include Identifying and escalating risks, promptly reporting outstanding issues to clients. Performing various trade support activities across the Trade Lifecycle, such as Trade Confirmation matching, Trade Pre-Settlements support, Front office to back-office reconciliation of trade positions, report generation, and settlements of cash flows from trading events (e.g., Interest or Premium). Handling operations of Syndicated Loans and Corporate action setup and operations. Managing other capital market operational tasks beyond Trade Lifecycle support, including Reference Data support and Regulatory reporting (Swaps Data Repository, SDR, Know Your Customer (KYC), various front-office and back-office reconciliations). Learning and mastering various financial products, including Equity Securities and Derivatives, Interest Rates Swaps, FX Spot, Options, Futures, Credit Derivatives Swaps, Commodities Derivatives, and Fixed Income products (e.g., Corporate and Treasury Bonds). Qualification and Skills Bachelor’s Degree (B.Com, BBA, BBM, BCA) / Master’s Degree (M.Com, MBA, PGDM). 0 to 2 years of experience in investment banking operations involving projects, people, process, and client management. Basic knowledge of finance, trade lifecycle, investment banking, and derivatives. Strong logical and quantitative abilities to derive insights from data. Excellent time management skills and ability to resolve issues promptly. Proficiency in planning, organizing, and time management. About Us eClerx is a global leader in productized services, bringing together people, technology and domain expertise to amplify business results. Our mission is to set the benchmark for client service and success in our industry. Our vision is to be the innovation partner of choice for technology, data analytics and process management services. Since our inception in 2000, we've partnered with top companies across various industries, including financial services, telecommunications, retail, and high-tech. Our innovative solutions and domain expertise help businesses optimize operations, improve efficiency, and drive growth. With over 18,000 employees worldwide, eClerx is dedicated to delivering excellence through smart automation and data-driven insights. At eClerx, we believe in nurturing talent and providing hands-on experience. eClerx Financial Markets offers consulting, technological innovation, and process management expertise to uniquely solve operational challenges for financial organizations worldwide. With nearly two decades of industry experience, complemented by smart automation and robotics, our team of experts delivers holistic solutions across the trade lifecycle, change management, data analytics, compliance, cash securities operations, document digitization and generation, and outreach. eClerx is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, or any other legally protected basis, per applicable law. About The Team eClerx is a global leader in productized services, bringing together people, technology and domain expertise to amplify business results. Our mission is to set the benchmark for client service and success in our industry. Our vision is to be the innovation partner of choice for technology, data analytics and process management services. Since our inception in 2000, we've partnered with top companies across various industries, including financial services, telecommunications, retail, and high-tech. Our innovative solutions and domain expertise help businesses optimize operations, improve efficiency, and drive growth. With over 18,000 employees worldwide, eClerx is dedicated to delivering excellence through smart automation and data-driven insights. At eClerx, we believe in nurturing talent and providing hands-on experience. eClerx is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, or any other legally protected basis, per applicable law.

Job Description Roles & Responsibilities The Analyst will work on back-office and middle-office processes for financial institutions, handling various stages of the client/product lifecycle across KYC, reference data management, legal docs, loans, portfolio reconciliation, document capture, system reconciliation, pre and post settlements, brokerage functions, drafting, trade support, corporate actions, tax operations, and more. Responsibilities also include data capture, cataloging, data processing, system inputs and updates, reconciliations, settlements, and fund transfers. The role involves preparing reports using MS Excel and may require external interaction with agents/counterparties/clients to resolve process-related queries and discrepancies via phone or email. Key Responsibilities Include Identifying and escalating risks, promptly reporting outstanding issues to clients. Performing various trade support activities across the Trade Lifecycle, such as Trade Confirmation matching, Trade Pre-Settlements support, Front office to back-office reconciliation of trade positions, report generation, and settlements of cash flows from trading events (e.g., Interest or Premium). Handling operations of Syndicated Loans and Corporate action setup and operations. Managing other capital market operational tasks beyond Trade Lifecycle support, including Reference Data support and Regulatory reporting (Swaps Data Repository, SDR, Know Your Customer (KYC), various front-office and back-office reconciliations). Learning and mastering various financial products, including Equity Securities and Derivatives, Interest Rates Swaps, FX Spot, Options, Futures, Credit Derivatives Swaps, Commodities Derivatives, and Fixed Income products (e.g., Corporate and Treasury Bonds). Qualification and Skills Bachelor’s Degree (B.Com, BBA, BBM, BCA) / Master’s Degree (M.Com, MBA, PGDM). 0 to 2 years of experience in investment banking operations involving projects, people, process, and client management. Basic knowledge of finance, trade lifecycle, investment banking, and derivatives. Strong logical and quantitative abilities to derive insights from data. Excellent time management skills and ability to resolve issues promptly. Proficiency in planning, organizing, and time management. About Us eClerx is a global leader in productized services, bringing together people, technology and domain expertise to amplify business results. Our mission is to set the benchmark for client service and success in our industry. Our vision is to be the innovation partner of choice for technology, data analytics and process management services. Since our inception in 2000, we've partnered with top companies across various industries, including financial services, telecommunications, retail, and high-tech. Our innovative solutions and domain expertise help businesses optimize operations, improve efficiency, and drive growth. With over 18,000 employees worldwide, eClerx is dedicated to delivering excellence through smart automation and data-driven insights. At eClerx, we believe in nurturing talent and providing hands-on experience. eClerx Financial Markets offers consulting, technological innovation, and process management expertise to uniquely solve operational challenges for financial organizations worldwide. With nearly two decades of industry experience, complemented by smart automation and robotics, our team of experts delivers holistic solutions across the trade lifecycle, change management, data analytics, compliance, cash securities operations, document digitization and generation, and outreach. eClerx is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, or any other legally protected basis, per applicable law.

159 Solutions (Consulting) – Analyst About Company: 159 Solutions (an IQVIA company) is a Healthcare consulting firm that delivers a wide range of analytical solutions to Life Sciences clients to help them drive customer value and company results. We leverage our deep industry expertise coupled with thoughtful data analysis to provide customized solutions that work in the real world. We believe in delighting our customers and greatly value our people, their perspectives and new ideas. 159 Solutions has 150+ talented and motivated people working in Pune, India collaborating with our colleagues in California & New York serving life sciences companies in US. Role – Analyst Analysts are active participants in analyzing the data and creating solutions for our clients to solve business problems across various practice areas such as promotion response modeling, patient claims analytics, sales force strategy, incentive compensation, business intelligence, data modeling etc. Key Responsibilities Analyze the data and design custom solutions to uncover insights and solve client’s problem Process large-scale healthcare datasets using Excel, SQL, Alteryx, other database management tools Develop recommendations for the client and create PowerPoint slides or online visualization (e.g. Tableau, PowerBI, Sisense etc.) to communicate results to clients and internal teams Collaborate with internal teams and others to learn new skills Qualifications Bachelor's degree in any engineering discipline Individuals should also have the following personal skills: High motivation, strong work ethic and positive attitude Strong problem-solving skills Adaptive learner with dedication to continuous learning Client service orientation with focus on quality and detail Excellent task management skills Effective time management skills Good communication skills with fluency in English Ability to work across global cross-office teams IQVIA offers a competitive compensation package with salary and bonus incentives, plus an attractive benefits package. IQVIA is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. We create intelligent connections to accelerate the development and commercialization of innovative medical treatments to help improve patient outcomes and population health worldwide. Learn more at https://jobs.iqvia.com

Oaktree is a leader among global investment managers specializing in alternative investments, with about $200 billion in assets under management. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1,400 employees and offices in 23 cities worldwide. We are committed to cultivating an environment that is collaborative, curious, inclusive and honors diversity of thought. Providing training and career development opportunities and emphasizing strong support for our local communities through philanthropic initiatives are essential to our culture. For additional information please visit our website at oaktreecapital.com About Oaktree’s Corporate Communications & Branding Department The Corporate Communications & Branding Department is responsible for Oaktree’s global marketing-communications activities. This includes ensuring that the firm’s communications and branding strategies are integrated, coordinated and aligned across all channels and key stakeholders. The team works closely with the firm’s CPO/Head of Client Relations, global and regional Marketing leadership, Product Management leadership, Executive Committee and Portfolio Management leadership to deliver the communications and branding activities needed to help drive the firm’s growth initiatives. Such activities shall relate to the design, creation and/or maintenance of: Firm-related content and collateral, web, email and social media assets, thought leadership campaigns (e.g., “Insights”), internal and external communication strategies, media, and live and virtual events. Scope and Responsibilities Oaktree is seeking to hire a Graphic Designer & Financial Presentation Specialist to join the Corporate Communications & Branding Department and support the production and development of various marketing materials and digital assets. The role will be responsible for creating innovative and impactful designs that effectively communicate complex financial information to our clients and stakeholders. Responsibilities include: Championing the continuity of and adherence to brand identity and standards across collateral and events Assisting in the development and maintenance of marketing and corporate presentations and materials in collaboration with various departments and stakeholders Providing PowerPoint, Word and Excel presentation support Collaborating with stakeholders to understand their requirements and translate them into visually aesthetic designs Advising on brand and design options as a subject matter expert and brand steward Converting text and data into compelling designs that support business efforts Preparing firm, investment team and corporate structure charts, tables and graphs Working with the Events team to produce bespoke materials for in-person and virtual events Designing digital marketing/Pardot emails and driving consistency of branding across all communication materials Ensuring optimal quality of digital assets across various devices Supporting Graphics department administration Maintaining automated brand templates and slide libraries in content management platform (UpSlide) Participating in quality assurance checks for deliverables Organizing and maintaining the department’s digital graphics library Developing live training, videos and documentation to support efficiency and internal adoption Managing graphics queue to support high intake volumes and multiple projects at different stages of development Following industry trends and emerging technologies to support innovation across digital assets (video, interactive design, etc.) Conducting comprehensive research on industry-specific standards while remaining abreast of current social media, publication, and advertising trends Experience Required Bachelor’s degree; specialized training in graphic design, visual communication, or a related field Minimum 8-10 years of experience as a graphic designer or similar role Experience working directly for a financial firm and/or corporation Experience in global investment management is a plus Strong knowledge of design concepts, practices and procedures Strong knowledge of Microsoft Office products, with advanced PowerPoint skills in design, formatting, and charting Highly proficient in graphic design software such as Adobe Creative Suite (Photoshop, Illustrator, InDesign) Adobe InCopy, Dreamweaver, Premiere and After Effects experience is a plus Experience creating emails and implementing campaigns in Pardot or similar marketing software is a plus HTML/CSS mid- to high-level knowledge Personal Attributes Outstanding initiative, self-starter and passionate about design Excellent time management and problem-solving skills Ability to manage and quickly adapt with multiple competing priorities and deadlines Excellent written, verbal and interpersonal communication skills Ability to adhere to and effectively and efficiently implement instructions with strong attention to detail Collaborative and team-oriented with a strong sense of integrity and professionalism Ability to excel in a demanding, fast-paced environment while maintaining the highest quality standards Ability to translate design concepts to stakeholders less familiar with design practices/procedures Education Bachelor’s degree required Portfolio required Equal Opportunity Employment Policy Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources. For positions based in Los Angeles For those applying for a position in the city of Los Angeles, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.

ORM EXECUTIVE / ANALYST Work from home Salary - 35K inhand per month 1-3 Years Experience Mumbai We are seeking a proactive and detail-oriented ORM Executive to monitor, analyze, and report on brand mentions across third-party websites, forums, and other digital platforms. The ideal candidate will play a pivotal role in safeguarding and enhancing the brand's online presence by providing actionable insights through detailed reports and presentations. • 1-3 years’ experience in ORM, analysis and reporting • Monitor third-party websites, forums, blogs, news platforms, and social media channels for brand mentions, media articles, and industry conversations • Conduct sentiment analysis to categorize mentions as positive, neutral, or negative • Identify emerging trends, potential issues, or opportunities that could impact brand perception • Escalate negative mentions or potential reputation risks to the appropriate internal teams for timely resolution Previous experience working as the below preferred Online reputation manager online reputation executive ORM analyst • Compile data into comprehensive daily, weekly, monthly, and quarterly reports that outline key metrics, insights, and actionable recommendations • Create visually appealing presentations summarizing findings for internal stakeholders and leadership • Strong analytical skills with the ability to interpret data and translate it into actionable insights • Excellent written and verbal communication skills • Proficiency in creating reports and presentations using tools like Excel, Google Sheets, PowerPoint, or similar • Strong attention to detail and ability to manage multiple tasks simultaneously

Job Title Analyst Job Description Summary This position will reside in the Property Research & Intelligence team and will report directly to the Manager, Property Research & Intelligence, MarCommRsch based in APAC. The Analyst is responsible for gathering, validating, & aggregating specific datasets. This includes documenting sources, validating data, and integrating data into C&W databases. This roles’ primary responsibilities include the collection, aggregation, & validation of data in a consistent and timely manner working closely with the local research teams and market experts across the country and across service lines. Job Description About The Role: Assists with updates to proprietary commercial real estate database Execute processes to gather datasets across a variety of internal and external sources Aggregate, validate and cleanse data for implementation into C&W databases Work with internal and external data providers to refine and streamline processes Physically canvases and phone canvases buildings and tenants in order to populate tenant and building database ensuring consistent and quality capture on all pertinent fields Proactively and routinely updates and maintains property databases Captures lease and sale comparable information performing research where possible and sending local Research teams questions where needed to ensure full capture Maintains exclusive listings Follows up on availability, lease, and sale surveys by doing Internet research and calling other commercial real estate agents to ensure proper capture of all required fields Champion, as applicable, the data gathering and validation of Cushman & Wakefield strategic initiatives both internal and client driven Participate, as applicable, in the development of strategies, standards and best practices in the areas of data analysis and data aggregation within Cushman & Wakefield’s big data analytical platforms Assist in the quarterly reporting process including the collection of quarterly market data from local teams across APAC, ensuring data is of required quality and added into relevant internal systems to required timescales Assist in the delivery of data to external clients, ensuring data is accurate and provided in a timely manner About You: BA/BS required Experience in commercial real estate industry, property markets or research-related field preferred Experience in data entry/data management and data quality Ability to aggregate, harmonize and rationalize various data sources Professional acumen, understanding of commercial real estate Strong project management and organizational skills Awareness of Business Intelligence tools Why join Cushman & Wakefield? As one of the leading global real estate services firms transforming the way people work, shop and live working at Cushman & Wakefield means you will benefit from; Being part of a growing global company; Career development and a promote from within culture; An organisation committed to Diversity and Inclusion We're committed to providing work-life balance for our people in an inclusive, rewarding environment. We achieve this by providing a flexible and agile work environment by focusing on technology and autonomy to help our people achieve their career ambitions. We focus on career progression and foster a promotion from within culture, leveraging global opportunities to ensure we retain our top talent. We encourage continuous learning and development opportunities to develop personal, professional and technical capabilities, and we reward with a comprehensive employee benefits program. We have a vision of the future, where people simply belong. That's why we support and celebrate inclusive causes, not just on days of recognition throughout the year, but every day. We embrace diversity across race, colour, religion, sex, national origin, sexual orientation, gender identity or persons with disabilities or protected veteran status. We ensure DEI is part of our DNA as a global community - it means we go way beyond than just talking about it - we live it. If you want to live it too, join us. INCO: “Cushman & Wakefield”

Job Title Analyst Job Description Summary This position will reside in the Property Research & Intelligence team and will report directly to the Manager, Property Research & Intelligence, MarCommRsch based in APAC. The Analyst is responsible for gathering, validating, & aggregating specific datasets. This includes documenting sources, validating data, and integrating data into C&W databases. This roles’ primary responsibilities include the collection, aggregation, & validation of data in a consistent and timely manner working closely with the local research teams and market experts across the country and across service lines. Job Description About The Role: Assists with updates to proprietary commercial real estate database Execute processes to gather datasets across a variety of internal and external sources Aggregate, validate and cleanse data for implementation into C&W databases Work with internal and external data providers to refine and streamline processes Physically canvases and phone canvases buildings and tenants in order to populate tenant and building database ensuring consistent and quality capture on all pertinent fields Proactively and routinely updates and maintains property databases Captures lease and sale comparable information performing research where possible and sending local Research teams questions where needed to ensure full capture Maintains exclusive listings Follows up on availability, lease, and sale surveys by doing Internet research and calling other commercial real estate agents to ensure proper capture of all required fields Champion, as applicable, the data gathering and validation of Cushman & Wakefield strategic initiatives both internal and client driven Participate, as applicable, in the development of strategies, standards and best practices in the areas of data analysis and data aggregation within Cushman & Wakefield’s big data analytical platforms Assist in the quarterly reporting process including the collection of quarterly market data from local teams across APAC, ensuring data is of required quality and added into relevant internal systems to required timescales Assist in the delivery of data to external clients, ensuring data is accurate and provided in a timely manner About You BA/BS required Experience in commercial real estate industry, property markets or research-related field preferred Experience in data entry/data management and data quality Ability to aggregate, harmonize and rationalize various data sources Professional acumen, understanding of commercial real estate Strong project management and organizational skills Awareness of Business Intelligence tools Why join Cushman & Wakefield? As one of the leading global real estate services firms transforming the way people work, shop and live working at Cushman & Wakefield means you will benefit from; Being part of a growing global company; Career development and a promote from within culture; An organisation committed to Diversity and Inclusion We're committed to providing work-life balance for our people in an inclusive, rewarding environment. We achieve this by providing a flexible and agile work environment by focusing on technology and autonomy to help our people achieve their career ambitions. We focus on career progression and foster a promotion from within culture, leveraging global opportunities to ensure we retain our top talent. We encourage continuous learning and development opportunities to develop personal, professional and technical capabilities, and we reward with a comprehensive employee benefits program. We have a vision of the future, where people simply belong. That's why we support and celebrate inclusive causes, not just on days of recognition throughout the year, but every day. We embrace diversity across race, colour, religion, sex, national origin, sexual orientation, gender identity or persons with disabilities or protected veteran status. We ensure DEI is part of our DNA as a global community - it means we go way beyond than just talking about it - we live it. If you want to live it too, join us. INCO: “Cushman & Wakefield”

Job Description Roles & Responsibilities The Analyst will work on back-office and middle-office processes for financial institutions, handling various stages of the client/product lifecycle across KYC, reference data management, legal docs, loans, portfolio reconciliation, document capture, system reconciliation, pre and post settlements, brokerage functions, drafting, trade support, corporate actions, tax operations, and more. Responsibilities also include data capture, cataloging, data processing, system inputs and updates, reconciliations, settlements, and fund transfers. The role involves preparing reports using MS Excel and may require external interaction with agents/counterparties/clients to resolve process-related queries and discrepancies via phone or email. Key Responsibilities Include Identifying and escalating risks, promptly reporting outstanding issues to clients. Performing various trade support activities across the Trade Lifecycle, such as Trade Confirmation matching, Trade Pre-Settlements support, Front office to back-office reconciliation of trade positions, report generation, and settlements of cash flows from trading events (e.g., Interest or Premium). Handling operations of Syndicated Loans and Corporate action setup and operations. Managing other capital market operational tasks beyond Trade Lifecycle support, including Reference Data support and Regulatory reporting (Swaps Data Repository, SDR, Know Your Customer (KYC), various front-office and back-office reconciliations). Learning and mastering various financial products, including Equity Securities and Derivatives, Interest Rates Swaps, FX Spot, Options, Futures, Credit Derivatives Swaps, Commodities Derivatives, and Fixed Income products (e.g., Corporate and Treasury Bonds). Qualification and Skills Bachelor’s Degree (B.Com, BBA, BBM, BCA) / Master’s Degree (M.Com, MBA, PGDM). 0 to 2 years of experience in investment banking operations involving projects, people, process, and client management. Basic knowledge of finance, trade lifecycle, investment banking, and derivatives. Strong logical and quantitative abilities to derive insights from data. Excellent time management skills and ability to resolve issues promptly. Proficiency in planning, organizing, and time management. About Us eClerx is a global leader in productized services, bringing together people, technology and domain expertise to amplify business results. Our mission is to set the benchmark for client service and success in our industry. Our vision is to be the innovation partner of choice for technology, data analytics and process management services. Since our inception in 2000, we've partnered with top companies across various industries, including financial services, telecommunications, retail, and high-tech. Our innovative solutions and domain expertise help businesses optimize operations, improve efficiency, and drive growth. With over 18,000 employees worldwide, eClerx is dedicated to delivering excellence through smart automation and data-driven insights. At eClerx, we believe in nurturing talent and providing hands-on experience. eClerx Financial Markets offers consulting, technological innovation, and process management expertise to uniquely solve operational challenges for financial organizations worldwide. With nearly two decades of industry experience, complemented by smart automation and robotics, our team of experts delivers holistic solutions across the trade lifecycle, change management, data analytics, compliance, cash securities operations, document digitization and generation, and outreach. eClerx is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, or any other legally protected basis, per applicable law. About The Team eClerx is a global leader in productized services, bringing together people, technology and domain expertise to amplify business results. Our mission is to set the benchmark for client service and success in our industry. Our vision is to be the innovation partner of choice for technology, data analytics and process management services. Since our inception in 2000, we've partnered with top companies across various industries, including financial services, telecommunications, retail, and high-tech. Our innovative solutions and domain expertise help businesses optimize operations, improve efficiency, and drive growth. With over 18,000 employees worldwide, eClerx is dedicated to delivering excellence through smart automation and data-driven insights. At eClerx, we believe in nurturing talent and providing hands-on experience. eClerx is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, or any other legally protected basis, per applicable law.

What You'll Do Job Summary We are looking for a Sales and Use Returns Tax Analyst to join our fast-paced, dynamic company. This is a great opportunity for a candidate to work in an innovative environment and grow within our business. The analyst is primarily responsible for providing excellent customer service through resolving inquiries from our sales/use tax Managed Returns customers. The successful candidate must be able to work in a fast-paced, dynamic environment where balancing multiple priorities/issues, attention to detail, analytical skills, critical thinking, and strong written and verbal communication skills are essential. What Your Responsibilities Will Be Customer Communication and Experience This role is specific to the Managed Returns service where you will be supporting taxpayers with their complex inquiries. In this role, you should expect to dedicate a portion of your day fielding communication, both internal and external, regarding topics such as setup, maintenance and the successful use of the Managed Returns service. To succeed, you must be comfortable taking ownership of your customer’s overall satisfaction and you must be empathetic to customer needs. Your understanding of the customer’s needs will enable them to get the full benefit of Avalara’s expertise and software enabling them to self-serve where possible. Compliance is complex, so your ability to set expectations and relay information clearly and in an easily understood manner is essential; this includes potential escalations where clear and timely communication is imperative. Job Duties Communicate regularly and effectively with customers, jurisdictions, and other internal teams as part of research and resolution Preparation, review, and filing of multi-jurisdictional sales/use, business and occupation, and gross receipts tax returns for monthly, quarterly, semi-annual, and annual filings Detail and process-oriented jurisdictional returns set up on behalf of our customers Manage workload effectively in order to meet deadlines Work collaboratively with all staff members and management Support in identifying areas of improvement and efficiencies in all compliance processes to better serve our customers. Support in identifying and improving automation to serve our customers across a variety of market and tax verticals. Support in QA related to sales and use tax content and form changes Support in critical troubleshooting & questions needed to reduce risk in the returns filing cycle Work collaboratively with all staff members and management Works on processes in support of the entire team which may including assisting with implementation, training and documentation as well as coordinates training of junior level employees What You’ll Need To Be Successful I2) Tax Analyst: Typically requires a Bachelor's degree and a minimum of 2 years of related experience; or an advanced degree without experience; or equivalent work experience. Works during US business hours Strong analytical, research, and problem-solving skills Excellent written and verbal communication skills Self-starter with the ability to work independently yet still function as a team player Ability to prioritize and multitask to meet strict filing deadlines Ability to learn and adapt to different software applications and tools Ability to analyze, compare, evaluate, and reconcile data Must have advanced knowledge of Microsoft Office, including Excel (functions include power pivot, vlookup, hlookup, etc.) How We’ll Take Care Of You Total Rewards In addition to a great compensation package, paid time off, and paid parental leave, many Avalara employees are eligible for bonuses. Health & Wellness Benefits vary by location but generally include private medical, life, and disability insurance. Inclusive culture and diversity Avalara strongly supports diversity, equity, and inclusion, and is committed to integrating them into our business practices and our organizational culture. We also have a total of 8 employee-run resource groups, each with senior leadership and exec sponsorship. Learn more about our benefits by region here: Avalara North America What You Need To Know About Avalara We’re Avalara. We’re defining the relationship between tax and tech. We’ve already built an industry-leading cloud compliance platform, processing nearly 40 billion customer API calls and over 5 million tax returns a year, and this year we became a billion-dollar business . Our growth is real, and we’re not slowing down until we’ve achieved our mission - to be part of every transaction in the world. We’re bright, innovative, and disruptive, like the orange we love to wear. It captures our quirky spirit and optimistic mindset. It shows off the culture we’ve designed, that empowers our people to win. Ownership and achievement go hand in hand here. We instill passion in our people through the trust we place in them. We’ve been different from day one. Join us, and your career will be too. We’re An Equal Opportunity Employer Supporting diversity and inclusion is a cornerstone of our company — we don’t want people to fit into our culture, but to enrich it. All qualified candidates will receive consideration for employment without regard to race, color, creed, religion, age, gender, national orientation, disability, sexual orientation, US Veteran status, or any other factor protected by law. If you require any reasonable adjustments during the recruitment process, please let us know.

What You'll Do We are looking for a Tax Analyst who will provide excellent customer service by resolving inquiries from our sales/use tax Managed Returns customers. You will be reporting to the Team Lead - Tax and Compliance. What Your Responsibilities Will Be You will communicate with customers, jurisdictions, and other teams as part of research and resolution. Support taxpayers with their complex inquiries related to the Managed Returns service. You should take ownership of customer satisfaction and demonstrate empathy towards customer needs. Set expectations and relay information, especially during escalations. Prepare, and file multi-jurisdictional sales/use, business and occupation, and gross receipts tax returns for monthly, quarterly, semi-annual, and annual filings. Support in identifying areas of improvement and efficiencies in all compliance processes to better serve customers. Help identify and improve automation to serve customers across multiple market and tax departments. Support in QA related to sales and use tax content and form changes. You will provide critical troubleshooting and answers needed to reduce risk in the returns filing cycle. Help with implementation, training, and documentation, and coordinate training of junior-level employees. What You’ll Need To Be Successful Bachelor's degree and 2 years of related experience; or an advanced degree without experience; or equivalent work experience. Work during US business hours. Must have experience of Microsoft Office, including Excel (functions include Power Pivot, VLOOKUP, HLOOKUP). How We’ll Take Care Of You Total Rewards In addition to a great compensation package, paid time off, and paid parental leave, many Avalara employees are eligible for bonuses. Health & Wellness Benefits vary by location but generally include private medical, life, and disability insurance. Inclusive culture and diversity Avalara strongly supports diversity, equity, and inclusion, and is committed to integrating them into our business practices and our organizational culture. We also have a total of 8 employee-run resource groups, each with senior leadership and exec sponsorship. Learn more about our benefits by region here: Avalara North America What You Need To Know About Avalara We’re Avalara. We’re defining the relationship between tax and tech. We’ve already built an industry-leading cloud compliance platform, processing nearly 40 billion customer API calls and over 5 million tax returns a year, and this year we became a billion-dollar business . Our growth is real, and we’re not slowing down until we’ve achieved our mission - to be part of every transaction in the world. We’re bright, innovative, and disruptive, like the orange we love to wear. It captures our quirky spirit and optimistic mindset. It shows off the culture we’ve designed, that empowers our people to win. Ownership and achievement go hand in hand here. We instill passion in our people through the trust we place in them. We’ve been different from day one. Join us, and your career will be too. We’re An Equal Opportunity Employer Supporting diversity and inclusion is a cornerstone of our company — we don’t want people to fit into our culture, but to enrich it. All qualified candidates will receive consideration for employment without regard to race, color, creed, religion, age, gender, national orientation, disability, sexual orientation, US Veteran status, or any other factor protected by law. If you require any reasonable adjustments during the recruitment process, please let us know.

What You'll Do We are looking for a Tax Analyst to join our fast-paced, dynamic company. This is a great opportunity for a candidate to work in an innovative environment and grow within our business. The analyst is primarily responsible for the management and analysis of tax notice issues received by our customers relating to the scheduled filing of their sales and use tax returns. The successful candidate must be able to work in a fast-paced, dynamic environment where balancing multiple priorities/issues, attention to detail, analytical skills, critical thinking, and strong communication skills are essential Day To Day Responsibilities Research, analyze and resolve tax notices issued by jurisdictions on behalf of our customers Communicate regularly and effectively with internal teams and state jurisdictional contacts as part of research and resolution Conduct root cause analysis within your assigned body of work and identify potential preventative actions with minimal assistance Collaborate with team members to streamline and clarify existing notice responses, and assist in the creation of new responses as needed Preparation, review, and filing of multi-jurisdictional sales/use, business and occupation, and gross receipts tax returns for monthly, quarterly, semi-annual, and annual filings Manage workload effectively in order to meet internal and jurisdiction set deadlines Work collaboratively with all team members and management to facilitate completion of shared tasks, training, and encourage innovation Communication Communicate regularly and effectively with customers, jurisdictions and other internal teams as part of research and resolution. Communication is clearly and professionally conducted in written, verbal and electronic formats. What You'll Need to be Successful Qualifications And Key Skills 2+ years in sales and use tax preparation and filing. Bachelor's degree (B.S. or B.A.) from an accredited college or university, or equivalent career experience Strong time management skills Strong analytical, research, and problem-solving skills Excellent written and verbal communication skills Self-starter with the ability to work independently yet still function as a team player Ability to prioritize and multi-task to meet strict filing deadlines Ability to learn and adapt to different software applications and tools Ability to analyze, compare, evaluate, and reconcile data Demonstrates flexibility under pressure, and the ability to adapt to potentially competing priorities quickly and efficiently Must have knowledge of Microsoft Office such as Word and Excel, and Google Drive such as Docs and Sheets. Candidate must also understand basic math and accounting concepts. About Avalara We’re Avalara. We’re defining the relationship between tax and tech. We’ve already built an industry-leading cloud compliance platform, processing nearly 40 billion customer API calls and over 5 million tax returns a year. Last year, we became a billion-dollar business , and our tribe expanded by a cool thousand people - there’s nearly 5,000 of us now. Our growth is real, and we’re not slowing down - not until we’ve achieved our mission - to be part of every transaction in the world. We’re bright, innovative and disruptive, like the orange we love to wear. It captures our quirky spirit and optimistic mindset. It shows off the culture we’ve designed, that empowers our people to win. Ownership and achievement go hand in hand here. We instill passion in our people through the trust we place in them. We’ve been different from day one. Join us, and your career will be too. EEO Statement We’re an Equal Opportunity Employer. Supporting diversity and inclusion is a cornerstone of our company — we don’t want people to fit into our culture, but to enrich it. All qualified candidates will receive consideration for employment without regard to race, color, creed, religion, age, gender, national orientation, disability, sexual orientation, US Veteran status, or any other factor protected by law. If you require any reasonable adjustments during the recruitment process, please let us know.

Overview Supporting VAT and supplemental filings as part of VAT Direct Team for EU nations. This role is based within the Global Returns Services in Pune, India. This is an excellent opportunity for the right candidate to expand their knowledge and experience whilst joining an exceptional group of professionals dedicated to exceeding customer expectations and driving organizational excellence. A demanding role where attention to detail is extremely important. Working with a range of different types of clients in different jurisdictions, providing regular VAT return filings along with all other associated filings (e.g. EC Sales List, Intrastat, Control Statement etc). Responsibilities Candidates will be expected to have worked in a previous Tax Preparation and Filing type function and should be conversant with tools like Word, Excel, PowerPoint, etc. along with that of the VAT Compliance software. If not already doing, you will be encouraged to study ATT (or similar) Should be Customer focused with excellent communication skills to explain and convey information clearly to the clients Working as part of a team and reporting directly to the Supervisor you will be expected to achieve set monthly KPI’s and proactively charge clients for all extra time provided Collaborating with all the stakeholders effectively without escalations Working closely with colleagues to build trusted client relationships in a timely and cost-efficient manner Ensuring all Tax filing submissions are completed on-time, accurately and to Avalara targets on efficiency and profitability Ensuring Applications specific data and reporting is fully up to date Maintaining a profitable revenue from extra hours performed on client issues. Achieving key KPI and billing targets. Follow / Establish strong processes around the Filing tasks across relevant jurisdictions Collaborate with other team members to develop and enhance existing procedures. Get the required sign-off prior to implementation Qualifications Should have a graduate degree / MBA in Finance (preferably) Must have good Accounting and Finance knowledge EU VAT compliance knowledge and work experience (2 – 3 years) Fluent in English (both spoken and written) is a must MS Excel (intermediary to Advance) skills. Other MS office apps proficiency Experience in working with onsite teams/stakeholders is a plus Teamwork-oriented with a strong focus on customer satisfaction Attention to detail, with a drive to continuously improve Results-oriented, highly organized, motivated, and driven to succeed Self-driven, result oriented, adhering to deadline and able to work under pressure An excellent communicator, problem solver, team player who can think out of the box and generate new ideas About Avalara About Avalara: We’re building cloud-based tax compliance solutions to handle every transaction in the world. Imagine every transaction you make — every tank of gas, cup of coffee, or pair of sneakers, every movie ticket, meal kit, or streamed song, every sensor-to-sensor ping. Nearly every time you make a purchase, physical or digital, there’s an accompanying unique and nuanced tax compliance calculation. The logic behind calculating taxes — the rules, rates, and boundaries is a global, layered, three-dimensional mess of complexity, with compliance dictated by governments and applied by every business, every day. Avalara works with businesses of all sizes, all over the world — from corner stores to gigantic global retailers — to calculate tax accurately and automatically, at speeds measured in milliseconds. That’s a massive technical challenge, in terms of scale, reliability, and complexity, and we do it better than anyone. That’s why we’re growing fast. Headquartered in Seattle, Avalara has offices across the U.S. and around the world, in Brazil, Canada, India, U.K, Belgium and across Europe. Equal Opportunities Avalara is an Equal Opportunity Employer. All qualified candidates will receive consideration for employment without regard to race, colour, creed, religion, age, gender, national orientation, disability, sexual orientation, US Veteran status, or any other factor protected by law.

What You'll Do The Tax Analyst role reports to the Lead/Manager and involves understanding Sales & Use tax transactions and filing tax returns for US states. You will collaborate with the team and partners to meet goals and deadlines, while identifying ways to refine processes. Additionally, you'll provide customer support and ensure, accurate Sales & Use tax return filings. (Pune) What Your Responsibilities Will Be You will prepare and process Sales & Use tax returns and payments to meet filing deadlines, ensuring accuracy and efficiency. You should use technology to refine return preparation and filing while maintaining accurate records. You will manage client expectations, troubleshoot issues, and validate transactional data. You have expertise in Sales & Use tax, conduct team sessions, and provide guidance. You will maintain client and filing calendars, ensuring updates. You will prepare month-end reports, perform reconciliations, and handle pre/post-filing tasks as assigned. You will identify improvements in compliance processes, refine tasks, and offer solutions. You should work with the team, promote a WE culture. You will participate in process improvements, handle ad-hoc projects, and support automation efforts to enhance efficiency. What You’ll Need To Be Successful Strong knowledge of SUT domain, with 3+ years in multi-jurisdictional sales and use tax preparation and filing. Experience in customer interaction and handling sensitive data (US region). Postgraduate- MBA (Finance)/M.Com. Advanced Microsoft Office skills (Excel, Access, including pivot tables, VLOOKUP, HLOOKUP). How We’ll Take Care Of You Total Rewards In addition to a great compensation package, paid time off, and paid parental leave, many Avalara employees are eligible for bonuses. Health & Wellness Benefits vary by location but generally include private medical, life, and disability insurance. Inclusive culture and diversity Avalara strongly supports diversity, equity, and inclusion, and is committed to integrating them into our business practices and our organizational culture. We also have a total of 8 employee-run resource groups, each with senior leadership and exec sponsorship. Learn more about our benefits by region here: Avalara North America What You Need To Know About Avalara We’re Avalara. We’re defining the relationship between tax and tech. We’ve already built an industry-leading cloud compliance platform, processing nearly 40 billion customer API calls and over 5 million tax returns a year, and this year we became a billion-dollar business . Our growth is real, and we’re not slowing down until we’ve achieved our mission - to be part of every transaction in the world. We’re bright, innovative, and disruptive, like the orange we love to wear. It captures our quirky spirit and optimistic mindset. It shows off the culture we’ve designed, that empowers our people to win. Ownership and achievement go hand in hand here. We instill passion in our people through the trust we place in them. We’ve been different from day one. Join us, and your career will be too. We’re An Equal Opportunity Employer Supporting diversity and inclusion is a cornerstone of our company — we don’t want people to fit into our culture, but to enrich it. All qualified candidates will receive consideration for employment without regard to race, color, creed, religion, age, gender, national orientation, disability, sexual orientation, US Veteran status, or any other factor protected by law. If you require any reasonable adjustments during the recruitment process, please let us know.

What You'll Do We are looking for an Analyst (I2) who would involve understanding the various transactions on the Sales & use form and file tax returns for US states Must be a supporting member of the Professional Services team, ensuring client returns are filed timely and accurately. Work with team and all other tax personnel to achieve goals and deadlines, as well as observe processes to determine ways that can help streamline output of the team This position requires the ability to learn quickly to start working independently in a fast-paced, dynamic environment where attention to detail, analytical skills and strong communication skills are essential. Also, would have to provide exceptional customer support in addition to producing timely and accurate results by way of preparing and filing the Sales & use tax returns. Preparing the custom pSTRA and Tax Summary Report and sharing with the client and state tax authority. High standards for accuracy to be maintained in line with standard Operating Procedures to avoid causing Penalty and Interest to the client. Should be Customer focused with excellent communication skills to explain and convey information clearly to the clients over call and email. Understanding the tools / applications and procedures to successfully complete filings. Updates / maintains all spreadsheets for various US States Should have understanding on state laws and regulations for forms and Tax rules. Ensuring Applications specific data and reporting is fully up to date. Mastering the process and Shadowing team training and floor support. Proactively participates in a dynamic and innovative tax environment. Works cooperatively with all staff members and management; consistently dependable, efficient, and accurate in performance of work tasks. Participates actively in all process meeting and discussions; to have an opinion where needed. Maintains a consistent and regular attendance of set work schedule. Flexible to extend working hours, working on weekends and holidays as may be required to complete the filings requirements. Communicate to manager ongoing status and challenges or blockers if any. Collaborate with other team members to develop and enhance procedures to capture workflow processes for identified responsibilities. Excel expertise would be required and should have use of Macros. Ability to reconciliation complex transaction data of clients to prepare historical returns. What You'll Need to be Successful Having Sales and Use tax experience in filing would be preferred. MS Excel (intermediary to advanced) skills. Other MS office apps proficiency and VBA. Team player ready to work in 24/7 environment as per business requirement. Good to have - experience / knowledge in sales and use tax domain. (2-4 years) Excellent written and oral communication skills are required with a demonstrated ability to work with cross-functional teams. Excellent logical, organization and analytical skills. Should be MBA in finance How We'll Take Care of You Total Rewards In addition to a great compensation package, paid time off, and paid parental leave, many Avalara employees are eligible for bonuses. Health & Wellness Benefits vary by location but generally include private medical, life, and disability insurance. Inclusive culture and diversity Avalara strongly supports diversity, equity, and inclusion, and is committed to integrating them into our business practices and our organizational culture. We also have a total of 8 employee-run resource groups, each with senior leadership and exec sponsorship. Flexible hybrid working We support hybrid work and flexible schedules for our employees. Learn more about our benefits by region here: https://careers.avalara.com/ About Avalara We’re Avalara. We’re defining the relationship between tax and tech. We’ve already built an industry-leading cloud compliance platform, processing nearly 40 billion customer API calls and over 5 million tax returns a year. Last year, we became a billion-dollar business , and our tribe expanded by a cool thousand people - there’s nearly 5,000 of us now. Our growth is real, and we’re not slowing down - not until we’ve achieved our mission - to be part of every transaction in the world. We’re bright, innovative and disruptive, like the orange we love to wear. It captures our quirky spirit and optimistic mindset. It shows off the culture we’ve designed, that empowers our people to win. Ownership and achievement go hand in hand here. We instill passion in our people through the trust we place in them. We’ve been different from day one. Join us, and your career will be too. EEO Statement We’re an Equal Opportunity Employer. Supporting diversity and inclusion is a cornerstone of our company — we don’t want people to fit into our culture, but to enrich it. All qualified candidates will receive consideration for employment without regard to race, color, creed, religion, age, gender, national orientation, disability, sexual orientation, US Veteran status, or any other factor protected by law. If you require any reasonable adjustments during the recruitment process, please let us know.

What You'll Do We are looking for Senior Analyst (Compliance) who would involve understanding the various transactions on the Sales & use form and file tax returns for US states Must be a supporting member of the compliance team, ensuring client returns are filed timely and accurately on a monthly basis. Work with team and all other tax personnel to achieve goals and deadlines, as well as observe monthly processes to determine ways that can help streamline output of the team, and the compliance product as a whole. This position requires the ability to learn quickly to start working independently in a fast-paced, dynamic environment where attention to detail, analytical skills and strong communication skills are essential. Also, would have to provide exceptional customer support in addition to producing timely and accurate results by way of preparing and filing the Sales & use tax returns. Roles And Responsibilities Prepare and file Sales & Use tax returns and payments accurately and timely as required by taxing jurisdictions to ensure all return filing deadlines are achieved High standards for Accuracy to be maintained in line with standard Operating Procedures to avoid causing Penalty & Interest to the client Should be a Quick learner; should be able to learn and unlearn in a fast-paced business Manage the clients' expectations and overall experience. Troubleshoot, validate, and understand the transactional data, prepayment, and credit adjustments. Understanding the tools / applications and procedures to successfully complete filings. Updates / maintains all spreadsheets and tax calendars for various US States Gaining experience to effectively solve problems and bring in ideas to deal with various challenges, bring innovation at work through novel and creative thoughts Proven expertise in the Sales & Use domain knowledge, gain understanding of up-stream and downstream processes. Ability to communicate effectively both verbally and in written forms as the job involves communicating with Clients and resolving queries, challenges pertain to their Tax returns Collaborate with other teams / members to develop and enhance procedures to capture workflow processes for identified responsibilities and support all Automation possibilities. Handle off cycle projects, i.e., Adding clients to Avalara’s bulk account, stragglers, filing frequency. Participates in projects and process improvements for the department Proactively participates in a dynamic and innovative tax environment Works cooperatively with all staff members and management; consistently dependable, efficient, and accurate in performance of work tasks Participates actively in all process meeting and discussions; to have an opinion where needed. Maintains a consistent and regular attendance of set work schedule. Flexible to extend working hours, working on weekends and holidays as may be required to complete the filings requirements. Go beyond to help achieve team objectives rather than just being focused on individual deliveries. What You'll Need to be Successful Should be MBA in finance (not required to be from a top B - School) Demonstrated ability to be successful while overcoming obstacles, driven problem solver. Must have advanced knowledge of Microsoft Office, including Excel and Access (functions include pivot table, vlookup, hlookup, etc.) Exhibit strong professional written and verbal communication skills, including conveying information in clear and simple method. Excellent logical, analytical, and organizational skill Good to have Domain knowledge on SUT is an additional advantage How We'll Take Care of You Total Rewards In addition to a great compensation package, paid time off, and paid parental leave, many Avalara employees are eligible for bonuses. Health & Wellness Benefits vary by location but generally include private medical, life, and disability insurance. Inclusive culture and diversity Avalara strongly supports diversity, equity, and inclusion, and is committed to integrating them into our business practices and our organizational culture. We also have a total of 8 employee-run resource groups, each with senior leadership and exec sponsorship. Flexible hybrid working We support hybrid work and flexible schedules for our employees. Learn more about our benefits by region here: https://careers.avalara.com/ About Avalara We’re Avalara. We’re defining the relationship between tax and tech. We’ve already built an industry-leading cloud compliance platform, processing nearly 40 billion customer API calls and over 5 million tax returns a year. Last year, we became a billion-dollar business , and our tribe expanded by a cool thousand people - there’s nearly 5,000 of us now. Our growth is real, and we’re not slowing down - not until we’ve achieved our mission - to be part of every transaction in the world. We’re bright, innovative and disruptive, like the orange we love to wear. It captures our quirky spirit and optimistic mindset. It shows off the culture we’ve designed, that empowers our people to win. Ownership and achievement go hand in hand here. We instill passion in our people through the trust we place in them. We’ve been different from day one. Join us, and your career will be too. EEO Statement We’re an Equal Opportunity Employer. Supporting diversity and inclusion is a cornerstone of our company — we don’t want people to fit into our culture, but to enrich it. All qualified candidates will receive consideration for employment without regard to race, color, creed, religion, age, gender, national orientation, disability, sexual orientation, US Veteran status, or any other factor protected by law. If you require any reasonable adjustments during the recruitment process, please let us know.

Job Description eClerx is hiring a Product Data Management Analyst who will work within our Product Data Management team to help our customers enhance online product data quality for Electrical, Mechanical & Electronics products. It will also involve creating technical specifications and product descriptions for online presentation. The candidate will also be working on consultancy projects on redesigning e-commerce customer’s website taxonomy and navigation. The ideal candidate must possess strong communication skills, with an ability to listen and comprehend information and share it with all the key stakeholders, highlighting opportunities for improvement and concerns, if any. He/she must be able to work collaboratively with teams to execute tasks within defined timeframes while maintaining high-quality standards and superior service levels. The ability to take proactive actions and willingness to take up responsibility beyond the assigned work area is a plus. Apprentice_Analyst Roles and responsibilities: Data enrichment/gap fill, standardization, normalization, and categorization of online and offline product data via research through different sources like internet, specific websites, database, etc. Data quality check and correction Data profiling and reporting (basic) Email communication with the client on request acknowledgment, project status and response on queries Help customers in enhancing their product data quality (electrical, mechanical, electronics) from the technical specification and description perspective Provide technical consulting to the customer category managers around the industry best practices of product data enhancement Technical And Functional Skills Bachelor’s Degree in Engineering from Electrical, Mechanical OR Electronics stream Excellent technical knowledge of engineering products (Pumps, motors, HVAC, Plumbing, etc.) and technical specifications Intermediate knowledge of MS Office/Internet.

Job Description We are seeking motivated individuals to join our Outbound Voice Team as Technical Support Agents. In this role, you will be responsible for making outbound calls to customers who have reported technical issues with our products or services. Your primary objective will be to troubleshoot the reported problems and provide effective solutions to resolve them. Key Responsibilities Make outbound calls to customers to address reported technical issues. Listen actively to customers' concerns and accurately diagnose the root cause of the problem. Provide clear and concise instructions to customers on troubleshooting steps. Guide customers through troubleshooting processes, ensuring they understand each step. Utilize various tools and resources to identify and resolve technical issues efficiently. Document all interactions and resolutions accurately in the customer database. Escalate unresolved issues to appropriate internal/external teams for further investigation. Follow up to ensure that their technical issues have been fully resolved and they are satisfied with the outcome. Adhere to company policies and procedures at all times. Requirements Excellent communication skills, both verbal and written. Strong problem-solving abilities and attention to detail. Ability to remain calm and patient when dealing with frustrated customers. Technical aptitude and ability to quickly learn and understand new technologies. Previous experience in a technical support or customer service role is preferred. Familiarity with CRM software and call center technology is a plus. High school diploma or equivalent; additional technical certifications are a bonus. Education: Bachelor's degree in any field is preferred.

About The Team eClerx is a global leader in productized services, bringing together people, technology and domain expertise to amplify business results. Our mission is to set the benchmark for client service and success in our industry. Our vision is to be the innovation partner of choice for technology, data analytics and process management services. Since our inception in 2000, we've partnered with top companies across various industries, including financial services, telecommunications, retail, and high-tech. Our innovative solutions and domain expertise help businesses optimize operations, improve efficiency, and drive growth. With over 18,000 employees worldwide, eClerx is dedicated to delivering excellence through smart automation and data-driven insights. At eClerx, we believe in nurturing talent and providing hands-on experience. eClerx is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, or any other legally protected basis, per applicable law.

Job Description Roles & Responsibilities The Analyst will work on back-office and middle-office processes for financial institutions, handling various stages of the client/product lifecycle across KYC, reference data management, legal docs, loans, portfolio reconciliation, document capture, system reconciliation, pre and post settlements, brokerage functions, drafting, trade support, corporate actions, tax operations, and more. Responsibilities also include data capture, cataloging, data processing, system inputs and updates, reconciliations, settlements, and fund transfers. The role involves preparing reports using MS Excel and may require external interaction with agents/counterparties/clients to resolve process-related queries and discrepancies via phone or email. Key Responsibilities Include Identifying and escalating risks, promptly reporting outstanding issues to clients. Performing various trade support activities across the Trade Lifecycle, such as Trade Confirmation matching, Trade Pre-Settlements support, Front office to back-office reconciliation of trade positions, report generation, and settlements of cash flows from trading events (e.g., Interest or Premium). Handling operations of Syndicated Loans and Corporate action setup and operations. Managing other capital market operational tasks beyond Trade Lifecycle support, including Reference Data support and Regulatory reporting (Swaps Data Repository, SDR, Know Your Customer (KYC), various front-office and back-office reconciliations). Learning and mastering various financial products, including Equity Securities and Derivatives, Interest Rates Swaps, FX Spot, Options, Futures, Credit Derivatives Swaps, Commodities Derivatives, and Fixed Income products (e.g., Corporate and Treasury Bonds). Qualification and Skills Bachelor’s Degree (B.Com, BBA, BBM, BCA) / Master’s Degree (M.Com, MBA, PGDM). 0 to 2 years of experience in investment banking operations involving projects, people, process, and client management. Basic knowledge of finance, trade lifecycle, investment banking, and derivatives. Strong logical and quantitative abilities to derive insights from data. Excellent time management skills and ability to resolve issues promptly. Proficiency in planning, organizing, and time management. About Us eClerx is a global leader in productized services, bringing together people, technology and domain expertise to amplify business results. Our mission is to set the benchmark for client service and success in our industry. Our vision is to be the innovation partner of choice for technology, data analytics and process management services. Since our inception in 2000, we've partnered with top companies across various industries, including financial services, telecommunications, retail, and high-tech. Our innovative solutions and domain expertise help businesses optimize operations, improve efficiency, and drive growth. With over 18,000 employees worldwide, eClerx is dedicated to delivering excellence through smart automation and data-driven insights. At eClerx, we believe in nurturing talent and providing hands-on experience. eClerx Financial Markets offers consulting, technological innovation, and process management expertise to uniquely solve operational challenges for financial organizations worldwide. With nearly two decades of industry experience, complemented by smart automation and robotics, our team of experts delivers holistic solutions across the trade lifecycle, change management, data analytics, compliance, cash securities operations, document digitization and generation, and outreach. eClerx is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, or any other legally protected basis, per applicable law.

Job Description Roles & Responsibilities The Analyst will work on back-office and middle-office processes for financial institutions, handling various stages of the client/product lifecycle across KYC, reference data management, legal docs, loans, portfolio reconciliation, document capture, system reconciliation, pre and post settlements, brokerage functions, drafting, trade support, corporate actions, tax operations, and more. Responsibilities also include data capture, cataloging, data processing, system inputs and updates, reconciliations, settlements, and fund transfers. The role involves preparing reports using MS Excel and may require external interaction with agents/counterparties/clients to resolve process-related queries and discrepancies via phone or email. Key Responsibilities Include Identifying and escalating risks, promptly reporting outstanding issues to clients. Performing various trade support activities across the Trade Lifecycle, such as Trade Confirmation matching, Trade Pre-Settlements support, Front office to back-office reconciliation of trade positions, report generation, and settlements of cash flows from trading events (e.g., Interest or Premium). Handling operations of Syndicated Loans and Corporate action setup and operations. Managing other capital market operational tasks beyond Trade Lifecycle support, including Reference Data support and Regulatory reporting (Swaps Data Repository, SDR, Know Your Customer (KYC), various front-office and back-office reconciliations). Learning and mastering various financial products, including Equity Securities and Derivatives, Interest Rates Swaps, FX Spot, Options, Futures, Credit Derivatives Swaps, Commodities Derivatives, and Fixed Income products (e.g., Corporate and Treasury Bonds). Qualification and Skills Bachelor’s Degree (B.Com, BBA, BBM, BCA) / Master’s Degree (M.Com, MBA, PGDM). 0 to 2 years of experience in investment banking operations involving projects, people, process, and client management. Basic knowledge of finance, trade lifecycle, investment banking, and derivatives. Strong logical and quantitative abilities to derive insights from data. Excellent time management skills and ability to resolve issues promptly. Proficiency in planning, organizing, and time management. About Us eClerx is a global leader in productized services, bringing together people, technology and domain expertise to amplify business results. Our mission is to set the benchmark for client service and success in our industry. Our vision is to be the innovation partner of choice for technology, data analytics and process management services. Since our inception in 2000, we've partnered with top companies across various industries, including financial services, telecommunications, retail, and high-tech. Our innovative solutions and domain expertise help businesses optimize operations, improve efficiency, and drive growth. With over 18,000 employees worldwide, eClerx is dedicated to delivering excellence through smart automation and data-driven insights. At eClerx, we believe in nurturing talent and providing hands-on experience. eClerx Financial Markets offers consulting, technological innovation, and process management expertise to uniquely solve operational challenges for financial organizations worldwide. With nearly two decades of industry experience, complemented by smart automation and robotics, our team of experts delivers holistic solutions across the trade lifecycle, change management, data analytics, compliance, cash securities operations, document digitization and generation, and outreach. eClerx is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, or any other legally protected basis, per applicable law.

Job description: Job Description Role Purpose The purpose of the role is to provide effective technical support to the process and actively resolve client issues directly or through timely escalation to meet process SLAs. ͏ Do Support process by managing transactions as per required quality standards Fielding all incoming help requests from clients via telephone and/or emails in a courteous manner Document all pertinent end user identification information, including name, department, contact information and nature of problem or issue Update own availability in the RAVE system to ensure productivity of the process Record, track, and document all queries received, problem-solving steps taken and total successful and unsuccessful resolutions Follow standard processes and procedures to resolve all client queries Resolve client queries as per the SLA’s defined in the contract Access and maintain internal knowledge bases, resources and frequently asked questions to aid in and provide effective problem resolution to clients Identify and learn appropriate product details to facilitate better client interaction and troubleshooting Document and analyze call logs to spot most occurring trends to prevent future problems Maintain and update self-help documents for customers to speed up resolution time Identify red flags and escalate serious client issues to Team leader in cases of untimely resolution Ensure all product information and disclosures are given to clients before and after the call/email requests Avoids legal challenges by complying with service agreements ͏ Deliver excellent customer service through effective diagnosis and troubleshooting of client queries Provide product support and resolution to clients by performing a question diagnosis while guiding users through step-by-step solutions Assist clients with navigating around product menus and facilitate better understanding of product features Troubleshoot all client queries in a user-friendly, courteous and professional manner Maintain logs and records of all customer queries as per the standard procedures and guidelines Accurately process and record all incoming call and email using the designated tracking software Offer alternative solutions to clients (where appropriate) with the objective of retaining customers’ and clients’ business Organize ideas and effectively communicate oral messages appropriate to listeners and situations Follow up and make scheduled call backs to customers to record feedback and ensure compliance to contract /SLAs ͏ 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 NoPerformance ParameterMeasure1ProcessNo. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback2Self- ManagementProductivity, efficiency, absenteeism, Training Hours, No of technical training completed Mandatory Skills: Institutional_Finance_Buy_Side_Others . Experience: 1-3 Years . Reinvent your world. We are building a modern Wipro. We are an end-to-end digital transformation partner with the boldest ambitions. To realize them, we need people inspired by reinvention. Of yourself, your career, and your skills. We want to see the constant evolution of our business and our industry. It has always been in our DNA - as the world around us changes, so do we. Join a business powered by purpose and a place that empowers you to design your own reinvention. Come to Wipro. Realize your ambitions. Applications from people with disabilities are explicitly welcome.

Job description: Role Purpose The purpose of the role is to provide effective technical support to the process and actively resolve client issues directly or through timely escalation to meet process SLAs. Do Support process by managing transactions as per required quality standards Fielding all incoming help requests from clients via telephone and/or emails in a courteous manner Document all pertinent end user identification information, including name, department, contact information and nature of problem or issue Update own availability in the RAVE system to ensure productivity of the process Record, track, and document all queries received, problem- solving steps taken and total successful and unsuccessful resolutions Follow standard processes and procedures to resolve all client queries Resolve client queries as per the SLA’s defined in the contract Access and maintain internal knowledge bases, resources and frequently asked questions to aid in and provide effective problem resolution to clients Identify and learn appropriate product details to facilitate better client interaction and troubleshooting Document and analyze call logs to spot most occurring trends to prevent future problems Maintain and update self-help documents for customers to speed up resolution time Identify red flags and escalate serious client issues to Team leader in cases of untimely resolution Ensure all product information and disclosures are given to clients before and after the call/email requests Avoids legal challenges by complying with service agreements Deliver excellent customer service through effective diagnosis and troubleshooting of client queries Provide product support and resolution to clients by performing a question diagnosis while guiding users through step-by-step solutions Assist clients with navigating around product menus and facilitate better understanding of product features Troubleshoot all client queries in a user-friendly, courteous and professional manner Maintain logs and records of all customer queries as per the standard procedures and guidelines Accurately process and record all incoming call and email using the designated tracking software Offer alternative solutions to clients (where appropriate) with the objective of retaining customers’ and clients’ business Organize ideas and effectively communicate oral messages appropriate to listeners and situations Follow up and make scheduled call backs to customers to record feedback and ensure compliance to contract /SLAs 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 Stakeholder Interaction Stakeholder Type Stakeholder Identification Purpose of Interaction Internal Team Leaders Performance review HR Hiring and employee engagement and retention Training Team Capability development Technical Lead Training, issue escalation/ resolution External Client Query Resolution Display Lists the competencies required to perform this role effectively: Functional Competencies/ Skill Process Knowledge – Knowledge of assigned process, tools and systems – Foundation to Competent Competency Levels Foundation Knowledgeable about the competency requirements. Demonstrates (in parts) frequently with minimal support and guidance. Competent Consistently demonstrates the full range of the competency without guidance. Extends the competency to difficult and unknown situations as well. Expert Applies the competency in all situations and is serves as a guide to others as well. Master Coaches others and builds organizational capability in the competency area. Serves as a key resource for that competency and is recognized within the entire organization. Behavioral Competencies Collaborative working Problem solving and decision making Attention to Detail Execution Excellence Client (Internal) Centricity Effective Communication 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

The impact you will make We are looking for a dynamic Healthcare Operations Representative to assist our clients in completing payer enrollments in order to successfully submit and receive electronic EDI transactions. You will be expected to effectively communicate with the appropriate stakeholders throughout the enrollment process cycle. As a Healthcare Operations Representative, you will be responsible for managing customer support queues to ensure items are acknowledged and routed to the appropriate teams quickly and efficiently. You will also be responsible for researching and resolving inquiries from clients related to user access requests, assisting with invoicing inquiries and appropriately responding to general questions of low to moderate complexity. At the direction of management, you may take the lead on projects of various size and scope within your area of responsibility and control. What You Will Do Monitor and manage work queues to ensure inquiries are routed to the appropriate team members with speed and accuracy. Respond timely to queries from clients and insurance companies through email and telephone as appropriate. Troubleshoot and provide analysis, support and guidance on all issues related to payer enrollments, user access requests, invoices and other general questions. Assist portal clients with user account management and permission requests. Work with clients, payers and intermediaries to ensure proper enrollment for electronic healthcare responses and facilitate resolution of payer enrollment denials. Maintain and document enrollment processes and procedures, including payer/intermediary application processing timelines and requirements. Proactively identify potential enrollment issues based on provider type or payer type. Develop and maintain both internal and client-facing documentation. Communicate issues to management regarding payer, system or escalated account issues. Assist Operations Support Analysts in resolving various routine requests from clients. Participate and attend meetings and in-house trainings to develop and expand job knowledge. Client requested meetings Phone support Perform all other related duties as assigned. What You Will Bring Graduation Degree or equivalent 0-3 years of related work experience in the healthcare industry or customer service industry preferred. Ability to read, analyze, and interpret professional journals, technical procedures, and governmental regulations Strong written / verbal communication, interpersonal, and relationship skills Ability to work in a team environment that requires quick turnaround and quality output Knowledge of HIPAA, EDI and Healthcare X12 transactions is a plus. Must be proficient with personal computers and related software applications such as Microsoft Office Suite Ability to adapt quickly to new technologies, processes and changing priorities Understanding of and experience in supporting continuous integration/continuous deployment Collaboration skills to gather input and then experiment with available solutions to validate assumptions and feasibility. A team-oriented mind set An enthusiastic, can-do attitude, problem solving skills and a relentless improvement mindset. Excellent organizational and time management skills Travel required: None. What We Would Like To See Excellent verbal and written communication skills, with the ability to present information within a public setting. Experience in the healthcare industry. Customer service experience preferred. Salesforce.com experience is a plus. Knowledge of claims rejections/denials experience a plus About FinThrive FinThrive is advancing the healthcare economy. For the most recent information on FinThrive’s vision for healthcare revenue management visit finthrive.com/why-finthrive Award-winning Culture of Customer-centricity and Reliability At FinThrive we’re proud of our agile and committed culture, which makes FinThrive an exceptional place to work. Explore our latest workplace recognitions at https://finthrive.com/careers#culture Our Perks And Benefits FinThrive is committed to continually enhancing the colleague experience by actively seeking new perks and benefits. Professional development opportunities Term life, Accidental & Medical Insurance Meal and Transport arrangements FinThrive’s Core Values and Expectations Demonstrate integrity and ethics in day-to-day tasks and decision-making, adhere to FinThrive’s core values of being Customer-Centric, Agile, Reliable, and Engaged, operate effectively in the FinThrive environment and the environment of the workgroup, maintain a focus on self-development and seek out continuous feedback and learning opportunities Support FinThrive’s Compliance Program by adhering to policies and procedures about HIPAA, GLBA, FCRA, and other laws applicable to FinThrive’s business practices; this includes becoming familiar with FinThrive’s Code of Ethics, attending training as required, notifying management or FinThrive’s Helpline when there is a compliance concern or incident, HIPAA-compliant handling of patient information, and demonstrable awareness of confidentiality obligations. FinThrive is an Equal Opportunity Employer and ensures its employment decisions comply with principles embodied in Title VII, the Age Discrimination in Employment Act, the Rehabilitation Act of 1973, the Vietnam Veterans Readjustment Assistance Act of 1974, Executive Order 11246, Revised Order Number 4, and applicable state regulations. © 2024 FinThrive. All rights reserved. The FinThrive name, products, associated trademarks, and logos are owned by FinThrive or related entities. RV092724TJO

Job Description Roles & Responsibilities The Analyst will work on back-office and middle-office processes for financial institutions, handling various stages of the client/product lifecycle across KYC, reference data management, legal docs, loans, portfolio reconciliation, document capture, system reconciliation, pre and post settlements, brokerage functions, drafting, trade support, corporate actions, tax operations, and more. Responsibilities also include data capture, cataloging, data processing, system inputs and updates, reconciliations, settlements, and fund transfers. The role involves preparing reports using MS Excel and may require external interaction with agents/counterparties/clients to resolve process-related queries and discrepancies via phone or email. Key Responsibilities Include Identifying and escalating risks, promptly reporting outstanding issues to clients. Performing various trade support activities across the Trade Lifecycle, such as Trade Confirmation matching, Trade Pre-Settlements support, Front office to back-office reconciliation of trade positions, report generation, and settlements of cash flows from trading events (e.g., Interest or Premium). Handling operations of Syndicated Loans and Corporate action setup and operations. Managing other capital market operational tasks beyond Trade Lifecycle support, including Reference Data support and Regulatory reporting (Swaps Data Repository, SDR, Know Your Customer (KYC), various front-office and back-office reconciliations). Learning and mastering various financial products, including Equity Securities and Derivatives, Interest Rates Swaps, FX Spot, Options, Futures, Credit Derivatives Swaps, Commodities Derivatives, and Fixed Income products (e.g., Corporate and Treasury Bonds). Qualification and Skills Bachelor’s Degree (B.Com, BBA, BBM, BCA) / Master’s Degree (M.Com, MBA, PGDM). 0 to 2 years of experience in investment banking operations involving projects, people, process, and client management. Basic knowledge of finance, trade lifecycle, investment banking, and derivatives. Strong logical and quantitative abilities to derive insights from data. Excellent time management skills and ability to resolve issues promptly. Proficiency in planning, organizing, and time management. About Us eClerx is a global leader in productized services, bringing together people, technology and domain expertise to amplify business results. Our mission is to set the benchmark for client service and success in our industry. Our vision is to be the innovation partner of choice for technology, data analytics and process management services. Since our inception in 2000, we've partnered with top companies across various industries, including financial services, telecommunications, retail, and high-tech. Our innovative solutions and domain expertise help businesses optimize operations, improve efficiency, and drive growth. With over 18,000 employees worldwide, eClerx is dedicated to delivering excellence through smart automation and data-driven insights. At eClerx, we believe in nurturing talent and providing hands-on experience. eClerx Financial Markets offers consulting, technological innovation, and process management expertise to uniquely solve operational challenges for financial organizations worldwide. With nearly two decades of industry experience, complemented by smart automation and robotics, our team of experts delivers holistic solutions across the trade lifecycle, change management, data analytics, compliance, cash securities operations, document digitization and generation, and outreach. eClerx is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, or any other legally protected basis, per applicable law.

Job Description Some careers open more doors than others. If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Business Descriptors HSBC Corporate and Institutional Banking is a markets-led, financing-focused business that provides investment and financial solutions. Through our international network, we connect emerging and mature markets, covering key growth areas. We partner with our corporate, government and institutional clients to help them achieve consistent, long-term performance. Our products and services include advisory, financing, prime services, research and analysis, securities services, trading and sales and transaction banking. Key roles and responsibilities: You will have the opportunity to explore highly detailed company analysis in addition to gaining a wider, macro level view on the sector. You will have the opportunity to leverage your primary and secondary research skills to build and maintain industry models. You will also assist in building and maintenance of company financial models. You will assist the writing analyst in producing quality research products such as industry thematic, company initiation and cover periodical updates on the sector. Your research efforts will be focused in identifying key industry trends and exciting investment ideas within your research scope. You will have the opportunity to engage with senior stakeholders within the sector of your coverage and within the fund management industry. You will have the opportunity to build strong relationships with Industry experts and leverage such relationships to augment research by hosting thematic events and non-deal roadshows for HSBC clients. Requirements This role is for experienced candidates with 3-5 years of work-experience in sell-side equity research. Candidates with past research experience covering Real Estate or Utilities sectors will be preferred. Candidates should have excellent communications skills along with fluency in English language. Educational qualifications: CA/CFA/MBA from Tier I Institutions. Candidate should have strong team ethics, entrepreneurial mindset and, desire to work within a fast-paced environment. Additional Information Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required. Useful Link Link to Careers Site: Click HERE You’ll achieve more at HSBC. HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. Issued by HSBC Securities & Capital Mkts =================================================================================================================