735 Bloomberg Jobs - Page 10

Conducted commercial due diligence and market study Supporting the origination of investment opportunities in Private Equity Building financial models Performing valuation analyses, including comparable transactions and Private trading companies Required Candidate profile Should have Min 4 Years exp in M End to End Merger and Acquisitions Analytical, combining both quantitative & qualitative skills Practical knowledge of FactSet, Capital IQ, Bloomberg CFA preferred

Whether you're at the start of your career or looking to discover your next adventure, your story begins here. At Citi, you'll have the opportunity to expand your skills and make a difference at one of the world's most global banks. We're fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure to senior leaders, as well as more traditional learning. You'll also have the chance to give back and make a positive impact where we live and work through volunteerism. Citi Finance is responsible for the firm's financial management and related controls. We manage and partner on key Citi initiatives and deliverables, such as our quarterly earnings process and ensuring Citi's compliance with financial rules and regulations. The team comprises chief financial officers who partner with each of our businesses and disciplines including controllers, financial planning and analysis, strategy, investor relations, tax and treasury. We're currently looking for a high caliber professional to join our team as Vice President, NTMR Lead Analyst - Hybrid based in Mumbai. Being part of our team means that we'll provide you with the resources to meet your unique needs, empower you to make healthy decisions, and manage your financial well-being to help plan for your future. For instance: - Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses. - We have a variety of programs that help employees balance their work and life, including generous paid time off packages. - We offer our employees resources and tools to volunteer in the communities in which they live and work. In 2019, Citi employee volunteers contributed more than 1 million volunteer hours around the world. In this role, you're expected to take on: The Balance Sheet Management Lead Analyst provides support to the BSM NTMR manager with bank balance sheet management and optimization, balancing financial resources among different competing priorities and how other Non-Trading Market Risk such as FXRBB, Commodity/Equity/CSRBB risk and OCI capital at risk and allocation of cash into debt investment securities contribute to achieving Corporate Treasury's balance sheet optimization objectives and Citi's strategic goals. Ability to learn and understand the strategic direction of the function within the relevant part of the business. Good communication skills are required in order to collaborate and engage a wide range and level of stakeholders. The role is to provide support to the NTMR manager with executing functional strategy in the designed area. Assist with determining the approach to implementing functional strategy and assisting the NTMR manager with reflecting strategic influence on the business and interaction with other functions or businesses. The Balance Sheet Management Model Governance group is the critical team within the Treasury/Balance Sheet Management and is primarily responsible for ongoing maintenance and governance support of the models that are used to generate Non-Trading Market Risk (NTMR) metrics within Treasury, covering Interest Rate Risk, Credit Spread Risk, Foreign Exchange Risk, valuation risk in Fixed Income and derivatives, Funds Transfer Pricing, and other related areas. This team plays an important role in overall balance sheet management and has a direct impact on Citigroup's Capital. The work in this space is subject to heightened regulatory focus and scrutiny. Key Responsibilities: - Provide support to the Non-Trading Market Manager with BSM's management process by providing analytical support with a primary focus on asset allocation, FXRBB, Commodity/Equity/CSRBB risk. - Provide support to the NTMR manager for enhancing BSM's analytics and methodologies and establishing Citi's first-line NTMR management framework (Policy/Standard/Procedures, models, methodologies, reporting, controls, processes, analytics, data, and documentation). - Provide support to align governance and management framework, procedures, and controls for all legal entities that have OCI Risk, FX risk, commodity risk, credit spread risk in the Banking Book. Provide support to the NTMR manager to liaise with businesses, legal entity treasury, CTI and Markets Treasury, and Controllers teams to ensure both an understanding and the ability to manage other non-trading market risks. - Assist with identifying and remediating gaps in other non-trading market risk (excl IRBB) as required by Tier 1 regulations and help to remediate regulatory/audit self-identified issues concerning other non-trading market risks in the banking book and achieve the target state framework. Interact with 2nd line Finance CRO function, regulators, senior management, and Non-Traded Market Risk governance committees. Qualifications and other Requirements: - Relevant statistical modeling/econometrics, model governance or model validation experience in the financial domain - 5 to 7+ years" experience in Financial Services, Treasury, and bank global liquidity investment portfolio. - Experience with debt investment securities and non-trading market risk such as FXRBB, commodity risk, private equity risk, and CSRBB is a plus - Experience with regulatory, compliance, risk management, and financial management, and data governance concerns is a plus - Understanding of Bank ALM, Capital, and Liquidity considerations is a plus - Proven ability to work under pressure in ambiguous environments - Excellent communication skills are imperative i.e. ability to make complex subjects easily digestible for senior management - Exercises proven Power Point and Excel skills - Ability to prioritize in a fast-paced environment Ability to interact with all levels of management Must be a team player Education: - Bachelor's degree in Finance and Business or related fields; an advanced degree is a plus. - Proficient with Bloomberg, fixed income analytical tools, Python and/or database - Strong power point presentation - Understanding of accounting general ledger Take the next step in your career, apply for this role at Citi today.,

Key Responsibilities: Work with business users and technology teams to gather, analyze, and document reference data requirements . Manage and maintain accurate and consistent product, client, pricing, and counterparty data across internal systems. Collaborate with operations, risk, compliance, and front-office teams to identify and resolve data quality issues. Perform gap analysis, data lineage, and data mapping across source and target systems. Support implementation of data governance frameworks , standards, and controls. Liaise with data vendors (e.g., Bloomberg, Reuters) for instrument setup and validation. Support regulatory projects such as MIFID II, BCBS 239, or EMIR where reference data is a key dependency. Contribute to testing, UAT, and deployment of reference data enhancements or platforms. Ensure timely onboarding of new instruments, entities, or clients within agreed SLAs. Prepare MI reports and dashboards to track reference data KPIs and data quality metrics. Qualifications: Bachelor s degree in Finance, Economics, Computer Science, or related field. 3 7 years of experience as a Business Analyst in a Reference Data, Market Data, or Master Data domain within capital markets or banking. Strong understanding of financial instruments (equities, fixed income, derivatives, etc.) and entity hierarchies. Experience with reference data tools/platforms (e.g., GoldenSource, Eagle, Markit EDM, Alteryx) is a plus. Familiarity with data vendors such as Bloomberg, Refinitiv, S&P, etc. Strong skills in SQL, Excel, and data visualization tools (e.g., Power BI, Tableau). Excellent communication, documentation, and stakeholder management abilities Reference Data, Ba, Sql, Agile

Vice President, AV Operations and Standard Engineer We re seeking a future team member for the role of Vice President, AV Operations and Standard Engineer to join our AV team. This role is located in Pune. MH - HYBRID. In this role, you ll make an impact in the following ways: Configuring AV equipment including displays, speakers, microphones, cameras, and control systems. Troubleshooting and resolving AV system issues, including hardware and software problems, connectivity issues, and user errors. Conducting regular maintenance and room checks of video conferencing and AV spaces to ensure they are functioning properly and meeting the needs of users. Providing training and support to users on how to use AV systems effectively and efficiently. Keeping up-to-date with the latest AV technologies and trends, and recommending new solutions and upgrades as needed. Collaborating with AV Events Team, as well as other IT Teams to ensure seamless integration of AV systems with other technology infrastructure. Managing AV system inventory, including tracking equipment usage, maintenance schedules, and replacement needs. To be successful in this role, we re seeking the following: To succeed in this role, an AV Operations Technician at BNY should have a strong understanding of AV technologies and systems, as well as experience in installing and maintaining AV equipment. Strong problem-solving and communication skills are also essential, as is the ability to work independently and as part of a team. A bachelors degree in a related field such as audio engineering, video production, or computer science is often required, as well as relevant certifications such as CTS (Certified Technology Specialist) or similar.

Associate, AV Operations Technician We re seeking a future team member for the role of Associate, AV Operations Technician to join our AV team. This role is located in Pune. MH - HYBRID. In this role, you ll make an impact in the following ways: Configuring AV equipment including displays, speakers, microphones, cameras, and control systems. Troubleshooting and resolving AV system issues, including hardware and software problems, connectivity issues, and user errors. Conducting regular maintenance and room checks of video conferencing and AV spaces to ensure they are functioning properly and meeting the needs of users. Providing training and support to users on how to use AV systems effectively and efficiently. Keeping up-to-date with the latest AV technologies and trends, and recommending new solutions and upgrades as needed. Collaborating with AV Events Team, as well as other IT Teams to ensure seamless integration of AV systems with other technology infrastructure. Managing AV system inventory, including tracking equipment usage, maintenance schedules, and replacement needs. To be successful in this role, we re seeking the following: To succeed in this role, an AV Operations Technician at BNY should have a strong understanding of AV technologies and systems, as well as experience in installing and maintaining AV equipment. Strong problem-solving and communication skills are also essential, as is the ability to work independently and as part of a team. A bachelors degree in a related field such as audio engineering, video production, or computer science is often required, as well as relevant certifications such as CTS (Certified Technology Specialist) or similar.

Your are a strategic thinker passionate about driving solutions in investments , you have found the right team. As an Investment Specialist within the Global Liquidity Investment Specialist Team, you will be responsible for the preparation of strategy presentations, analysis of portfolios, assisting with the preparation of client performance reports, and coordinating with Sales, Consultants, and RFP teams. You will have the opportunity to leverage your strong understanding of fixed income securities & market, excellent communication skills, and proficiency in MS Office and Bloomberg to deliver effective cash management solutions to our clients. Job Responsibilities Prepare strategy presentations comprising of performance & market value, analytics and characteristics of the portfolio and details on Holdings in the portfolio Prepare customized Client presentations for IS s review meetings Analyze portfolios including positioning , analytics and performance results Prepare client performance reports and investment review materials for new and existing clients and providing commentaries on performance drivers and assist in preparation of any other communication Co-ordinate with Sales, Consultants and RFP teams to cater their requirements Required qualifications, capabilities and skills At least 3 years of experience with financial product analysis, marketing or client services Excellent verbal and written communication skills Proficient in MS Office (Excel, Word, PowerPoint) , experience with Bloomberg Strong quantitative and analytical skills (including data analysis and ability to understand data flows) Self-starter and ability to work both independently and as a team player Time management skills & ability to multi-task Pro-active and excellent communicator with the ability to connect with audiences across different seniority levels Delivery focus and detail-orientation with strong commitment to accuracy Preferred qualifications, capabilities and skills CFA / FRM would be an added advantage Masters Degree from a recognized institute in Finance/Economics/Business Administration Proficient in Python use including previous coding experience highly desirable Strong understanding of fixed income securities & market is must and experience of Asset Management industry is plus

Senior Associate, Cash Processing/ Funds Transfer We re seeking a future team member for the role of Senior Associate, Cash Processing/ Funds Transfer to join our GPTSO Trade Servicing team. This role is located in Chennai, TN- Hybrid. In this role, you ll make an impact in the following ways: Monitors Trade transaction and acts as business validators by addressing flags raised by transaction system. Acts as first level lead on daily Business and other projects. Acts as subject matter experts of business with respect to Training and Technology collision. Expertise in Document Examination under Letters of Credit First level manager with respect to team training, performance, business targets. Proper handling of Management Information and manage the training and technology need of the team Managing the daily business requirement and ensuring the trade transactions are accurately performed. Performing the quality check and internal control management. Works directly with clients/Client service office and other stake holders in order to resolve queries and/or to define solutions. To be successful in this role, we re seeking the following: Bachelor s degree or equivalent combination of degree is preferred. 6 to 9 Years of work experience of Trade Finance is preferred. Trade Certification like CDCS, CSDG, CITF preferred. Strong communication and influencing skills to manage diverse stakeholders. America s Most Innovative Companies, Fortune, 2024 World s Most Admired Companies, Fortune 2024 Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024 Best Places to Work for Disability Inclusion , Disability: IN 100% score, 2023-2024 Most Just Companies , Just Capital and CNBC, 2024 Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024 Bloomberg s Gender Equality Index (GEI), 2023

Senior Associate Fund/Client Accounting We re seeking a future team member for the role of Senior Associate Fund/Client Accounting to join our Alts team. This role is located in Chennai, Tamil Nadu -Hybrid. In this role, you ll make an impact in the following ways: Fund/Client Accounting - IC3Conducts accounting services on behalf of assigned clients and moderately complex funds including determining net asset values, calculating fund performance, allocating expenses and preparing reports. Performs complex Fund/Client Accounting responsibilities in the areas of driving Service Improvement plans, targeting efficiencies, enhancing processes and specialist review functions. Provides input into methodologies and checks the work of more junior team members. Provides guidance and reviews work related to cash and asset reconciliations relating to complex accounts or transactions. Resolves reconciliation of accounts for more complex or atypical transactions and reviews work of junior team members. Drafts reports for clients regarding the performance of complex funds. Reviews draft reports completed by more junior staff. Regularly interacts with clients in answering questions and resolving issues regarding fund reports and accounting processes. Assists in evaluating GAAP and/or IFRS rules to determine impact of new regulations on BNY Mellon fund accounting practices.No direct reports. 5-7 years of total work experience preferred. Big 4 accounting firm experience preferred.. To be successful in this role, we re seeking the following: Experience in brokerage processing is preferred. Contributes to the achievement of team objectives. America s Most Innovative Companies, Fortune, 2024 World s Most Admired Companies, Fortune 2024 Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024 Best Places to Work for Disability Inclusion , Disability: IN 100% score, 2023-2024 Most Just Companies , Just Capital and CNBC, 2024 Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024 Bloomberg s Gender Equality Index (GEI), 2023

Senior Associate /Analyst -Secondary Research -Financial Modelling - Investment/Equity Research - 6 Years - Noida Location : Noida An exciting opportunity for investment research professionals to work in a high-impact, analytical role supporting top-tier global clients . This role is ideal for individuals with deep expertise in financial modelling, valuation, and equity research looking to lead teams and manage diverse global mandates. Your Future Employer- A global research and advisory firm with over two decades of excellence in delivering financial intelligence and insights to leading financial institutions across North America, EMEA, and APAC. Responsibilities Lead and manage equity research and valuation projects including ICRs, sector updates, DCF, LBO, and comparable models. Coach and review the output of junior team members to ensure quality deliverables under tight deadlines. Build strong understanding of client business models, geographies, sectors, and research objectives. Conduct deep-dive secondary research and financial analysis to support investment decisions. Create financial models, perform ratio analysis, and prepare reports like information memorandums and investor presentations. Requirements CA / CFA / MBA (Finance) with 5+ years of experience in equity/investment research. Proficient in financial modelling techniques including DCF, LBO, SOTP, and comparable company analysis. Strong command over financial statements, valuation methods, and financial ratios. Hands-on experience with tools such as Bloomberg, Capital IQ, Factiva, Merger Market. Exceptional communication, data interpretation, and stakeholder management skills. Exposer to Credit Research Experience of Private Credit Modelling What is in it for you Direct interaction with global investment banks and buy-side firms. High visibility leadership role with opportunities to mentor and grow teams. Exposure to complex and high-value transactions across sectors and geographies. Fast-paced and intellectually stimulating environment with strong learning curve. Reach Us- If you think this role aligns with your career aspirations, kindly write to us along with your updated CV at parul.arora@crescendogroup.in for a confidential discussion on the opportunity. Disclaimer- We specialize in mid to senior-level hiring across domains. This opportunity is with one of our esteemed clients. We are committed to diversity and equal opportunity hiring. Note- We receive a large volume of applications, and will contact you within 7 days if your profile matches the requirements. Profile Keywords- Equity Research Jobs, Financial Modelling Jobs, CFA Jobs, MBA Finance Jobs, Associate Manager Research, DCF LBO Modelling, Investment Research, Noida Finance Jobs, Secondary Research, Financial Services Jobs, Gurgaon Jobs, Research Advisory, Crescendo Global

Vacancy Name: Team Lead - Night shift Vacancy Reference: VN2672 Location Country: India Location City: Kormangala - Bangalore Description: As a Financial Market Data Specialist, you will be part of a global operations team that provides support, maintenance, and research for SST Reference Data Business. You will interact and build relationships with clients and data vendors, ensuring timely and accurate delivery of market data information. Job Responsibilities: - Provide creative and innovative solutions to improve data quality and scope, while reducing operating costs - Assist with evaluating new clients requirements and providing recommendations on services or solutions - Source, maintain and analyze reference and price data - Collaborate with technology departments to develop, enhance, and deliver performance and reliable solutions and platforms - Provide knowledge and information on data models and structures for financial instruments - Determine and acquire data appropriate to the end user's specifications - Coordination and collaboration required with colleagues located throughout the world - SLA Management - Vendors Management Key Skills: - Strong knowledge of market data vendors products and services is a plus - Previous experience with collecting information from multiple sources and requiring attention to detail - Time sensitive and demanding user community - Client Focus, Priority setting, Integrity and Trust - Strong interpersonal and relationship management skills - Strong oral and written communications skills Qualifications: MBA, CFA, BE/B-Tech, BS/BA in Business Administration or Economics Experience: 7+ years Employment Type: Permanent Equality Statement: SmartStream is an equal opportunities employer. We are committed to promoting equality of opportunity and following practices which are free from unfair and unlawful discrimination.

We are seeking a highly skilled and experienced Credit Valuations Analyst to join our esteemed buy-side clients Valuations Team, specializing in credit valuations of private companies. As a member of the team, you will play a critical role in conducting comprehensive credit valuations, updating valuation models, and providing valuable insights to support informed investment decisions. Key Responsibilities: 1. Conduct Credit Valuations: Perform thorough credit valuations of private credit investments, including analyzing financial statements, credit agreements, and market data to determine creditworthiness and potential risks. 2. Develop and Maintain Credit Valuation Models: Create, maintain, and refine credit valuation models tailored to specific asset classes, ensuring accuracy and relevance. 3. Collaborate with Investment Team: Work closely with the Investment Team to assess and mitigate credit risks associated with existing investments, providing expert analysis and recommendations. 4. Credit Risk Assessment: Perform thorough credit risk assessments on new investment opportunities, analyzing financial statements, credit reports, and market dynamics to inform investment decisions. 5. Modeling and Reporting: Work through complex models to estimate the value of credit investments, considering credit metrics, default probabilities, and recovery rates, and prepare detailed credit valuation reports and presentations for internal and external stakeholders. 6. Monitor Credit Portfolio Performance: Track key credit performance indicators, identify strategies for credit risk mitigation, and ensure compliance with industry standards, accounting regulations, and reporting requirements. Requirements: 1. Masters Degree: Hold a Masters degree in Finance, Economics, Accounting, or a related field. 2. Minimum 3 Years of Experience: Have a minimum of 3 years of experience in credit valuations within the financial services industry. 3. Strong Technical Skills: Demonstrate strong proficiency in financial modeling, credit analysis, and data analysis, with expertise in assessing credit risk, financial statement analysis, and interpreting complex financial data. 4. CFA Designation: Hold a CFA designation or be actively pursuing the CFA program (preferred). 5. Advanced Proficiency in Financial Tools: Possess advanced proficiency in MS Excel, Bloomberg, and other relevant financial analysis tools, such as credit risk modeling software. 6. Excellent Communication Skills: Demonstrate strong written and verbal communication skills, with the ability to present complex credit information effectively and communicate very well with on-shore analysts. 7. Collaborative Mindset: Proven ability to work independently and collaboratively in a fast-paced, dynamic environment. Preferred Qualifications: 1 . Experience with Credit Risk Models: Have experience with credit risk models, such as probability of default (PD) models, loss given default (LGD) models, and expected loss (EL) models. 2. Knowledge of Credit Markets: Have a strong understanding of credit markets, including high-yield bonds, leveraged loans, and private credit.

Business Unit: Global Technology Reporting To: Director, Head of Sales & Marketing Tech Shift: EMEA (1:30 pm - 10:30 pm IST) (India) About Russell Investments, Mumbai: Russell Investments is a leading outsourced financial partner and global investment solutions firm providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Building on an 89-year legacy of continuous innovation to deliver exceptional value to clients, Russell Investments works every day to improve the financial security of its clients. The firm is Top 12 Ranked Consultant (2009-2024) in P&I survey 2024 with $906 billion in assets under advisement (as of December 31, 2024) and $331.9 billion in assets under management (as of March 31, 2025) for clients in 30 countries. Headquartered in Seattle, Washington in the United States, Russell Investments has offices around the world, including London, New York, Toronto, Sydney, Tokyo, Shanghai - and has opened a new office in Mumbai, India in June 2023. Joining the Mumbai office is an incredible opportunity to work closely with global stakeholders to support the technology and infrastructure that drives the investment and trading processes of a globally recognized asset management firm. Be part of the team based out of Goregaon (East) and contribute to the foundation and culture of the firm s growing operations in India. The Mumbai office operates with varying shifts to accommodate time zones around the world. For more information, please visit https: / / www.russellinvestments.com . Job Description: A Salesforce Financial Services Cloud Functional Consultant will play a crucial role in implementing and optimizing Salesforce solutions for financial institutions. His/Her responsibilities include understanding business needs, configuring Salesforce, and ensuring compliance with industry regulations. Roles & Responsibilities 1. Business Analysis & Requirement Gathering Work with stakeholders to understand financial services workflows. Translate business needs into Salesforce solutions. 2. Salesforce Configuration & Customization Configure Financial Services Cloud (FSC) features like client profiles, financial accounts, and relationship mapping. 3. Data Management & Integration Ensure seamless integration with third-party financial tools (e.g., Bloomberg, Refinitiv,SalesConnect). Maintain data security and compliance with GDPR, SEC, and FINRA regulations. 4. User Training & Adoption Conduct workshops for advisors, relationship managers, and operations teams. Develop user guides and best practices for Salesforce adoption. 5. Reporting & Analytics Build dashboards using Salesforce Reports, Einstein Analytics for financial insights. Optimize lead management and customer segmentation strategies. 6. Compliance & Security Implement role-based access control (RBAC) for sensitive financial data. Ensure adherence to industry standards for data protection. Years of Experience 8+ years of Software Development experience required Qualifications Bachelor s degree in computer science, Mathematics, Statistics, or related engineering field required. Advanced degree preferred. Special Requirements Good to have prior experience of working in Finance domain (Investment bank, Asset Management firm, Hedge Fund). Good to have exposure to large scale distributed applications. Core Values Strong interpersonal, oral, and written communication and collaboration skills with all levels of management Strong organizational skills including the ability to adapt to shifting priorities and meet frequent deadlines, Demonstrated proactive approach to problem-solving with strong judgment and decision-making capability. Highly resourceful and collaborative team-player, with the ability to also be independently effective and exude initiative and a sense of urgency. Exemplifies our customer-focused, action-oriented, results-driven culture. Forward looking thinker, who actively seeks opportunities, has a desire for continuous learning, and proposes solutions. Ability to act with discretion and maintain complete confidentiality. Dedicated to the firm s values of non-negotiable integrity, valuing our people, exceeding client expectations, and embracing intellectual curiosity and rigor. Visit us: https: / / russellinvestments.com / us / careers

Our esteemed buy-side client is currently looking for a highly skilled and experienced Analyst to join their Private Credit team, specializing in financial modeling of private companies. The ideal candidate will play a critical role in portfolio monitoring & surveillance and providing valuable insights. The successful candidate should have a minimum of 1 year of experience in credit financial modeling, with a strong preference for candidates holding a CFA designation or currently pursuing the CFA program. Key Responsibilities: Monitor financial performance and key performance indicators of portfolio companies Gathering business, financial data on borrower companies on a regular basis for consumption by investment team Presentation and write-ups support for investment team for internal and external meeting Financial reporting on portfolio companies on an ongoing basis Research support on an adhoc basis in supporting investment team needs in securing new business eg. market studies and research, market trends, Development of standardised info pack for each investment in the portfolio. Monthly management reporting and variance analysis Financial analysis, financial modelling, credit scoring assistance to investment team including scenario Analysis Development and maintenance of valuation models for all investments Monitor financial performance and key performance indicators of portfolio companies News and information search support for existing and potential investments Requirements: Master s degree in finance, accounting, or a related field. Minimum of 1 year of experience in private credit. Strong proficiency in financial modeling, credit analysis, and data analysis. Demonstrated expertise in assessing credit risk, financial statement analysis, and interpreting complex financial data. Excellent analytical and problem-solving skills, with attention to detail. Candidates with a CFA designation or those actively pursuing the CFA program will be given preference. Advanced proficiency in MS Excel, Bloomberg, and other relevant financial analysis tools. Strong written and verbal communication skills for presenting complex financial information effectively. Proven ability to work independently and collaboratively in a fast-paced, dynamic environment.

Our esteemed buy-side client is currently looking for a highly skilled and experienced Analyst to join their Valuations Team, specializing in valuations of private companies. The ideal candidate will play a critical role in conducting valuations on private investments, updating valuations models, generating reports, and providing valuable insights. The successful candidate should have a minimum of 4 years of experience in valuations and modeling, with a strong preference for candidates holding a CFA designation or currently pursuing the CFA program. Key Responsibilities: Conduct comprehensive valuation assessments of private equity investments, including venture capital, buyouts, and real estate assets. Develop, maintain, and enhance valuation models and methodologies tailored to specific asset classes. Collaborate with the Investment Team to assess and mitigate risks associated with existing investments. Perform due diligence on new investment opportunities, analyzing financial statements, market dynamics, and risk factors. Create and maintain complex financial models to estimate the value of investments, considering revenue projections and exit strategies. Monitor the financial performance of portfolio companies, track key performance indicators, and identify strategies for value enhancement. Prepare detailed valuation reports and presentations for internal and external stakeholders. Ensure compliance with industry standards, accounting regulations, and reporting requirements. Work closely with team members to ensure a coordinated approach to valuation and investment decisions. Requirements: Masters degree in Finance, Economics, Accounting, or a related field. Minimum of 4 years of experience in private equity valuations within the financial services industry. Strong proficiency in financial modeling, credit analysis, and data analysis. Demonstrated expertise in assessing credit risk, financial statement analysis, and interpreting complex financial data. Excellent analytical and problem-solving skills, with attention to detail. Candidates with a CFA designation or those actively pursuing the CFA program will be given preference. Advanced proficiency in MS Excel, Bloomberg, and other relevant financial analysis tools. Strong written and verbal communication skills for presenting complex financial information effectively. Proven ability to work independently and collaboratively in a fast-paced, dynamic environment.

Our esteemed buy-side client is currently looking for a highly skilled and experienced Analyst to join their Valuations Team, specializing in valuations of private companies. The ideal candidate will play a critical role in validating the valuations of private investments, review, and document the valuation models at asset level, draft investment memos, and provide valuable insights. The successful candidate should have at least 3 years of experience in valuations and modeling, with a strong preference for candidates holding a CFA designation or pursuing the CFA program. Key Responsibilities: Review of the inputs included in the valuation matrix-based valuation models and materials Validation of valuation methodology and models used - model calibration, and methodology review Review of the valuation of assets held by the funds, at each NAV frequency. Review of significant changes in valuation marks/other valuation KPIs - simple, detailed, scoring, Sample testing is for the public and liquid only Review and document the valuation models at asset level. Supporting the onshore team with monthly and quarterly valuation review process Prepare and validate monthly, and quarterly NAV review, including NAV snapshot, waterfall analysis and performing reasonability checks on CAS. Verify fair value vs. accounting, analytically review assets, liabilities, interest, and expenses before/after NAV release. Resolve discrepancies or inconsistencies discovered during review Performing analysis to incorporate all relevant information to the valuation review process Collaborate closely with the onshore team to provide accurate and timely reporting on Valuation activities performed Requirements: Master s degree in finance, Accounting, or a related field. Minimum of 3 years of experience in valuations. Strong proficiency in financial modeling, credit analysis, and data analysis. Demonstrated expertise in assessing credit risk, financial statement analysis, and interpreting complex financial data. Excellent analytical and problem-solving skills, with attention to detail. Candidates with a CFA designation or those actively pursuing the CFA program will be given preference. Advanced proficiency in MS Excel, Bloomberg, and other relevant financial analysis tools. Strong written and verbal communication skills for presenting complex financial information effectively. Proven ability to work independently and collaboratively in a fast-paced, dynamic environment.

Our esteemed buy-side client is currently looking for a highly skilled and experienced Analyst to join their Valuations Team, specializing in valuations of private companies. The ideal candidate will play a critical role in validating the valuations of private investments, review, and document the valuation models at asset level, draft investment memos, and provide valuable insights. The successful candidate should have at least 3 years of experience in valuations and modeling, with a strong preference for candidates holding a CFA designation or pursuing the CFA program. Key Responsibilities: Review of the inputs included in the valuation matrix-based valuation models and materials Validation of valuation methodology and models used - model calibration, and methodology review Review of the valuation of assets held by the funds, at each NAV frequency. Review of significant changes in valuation marks/other valuation KPIs - simple, detailed, scoring, Sample testing is for the public and liquid only Review and document the valuation models at asset level. Supporting the onshore team with monthly and quarterly valuation review process Prepare and validate monthly, and quarterly NAV review, including NAV snapshot, waterfall analysis and performing reasonability checks on CAS. Verify fair value vs. accounting, analytically review assets, liabilities, interest, and expenses before/after NAV release. Resolve discrepancies or inconsistencies discovered during review Performing analysis to incorporate all relevant information to the valuation review process Collaborate closely with the onshore team to provide accurate and timely reporting on Valuation activities performed Requirements: Master s degree in finance, Accounting, or a related field. Minimum of 3 years of experience in valuations. Strong proficiency in financial modeling, credit analysis, and data analysis. Demonstrated expertise in assessing credit risk, financial statement analysis, and interpreting complex financial data. Excellent analytical and problem-solving skills, with attention to detail. Candidates with a CFA designation or those actively pursuing the CFA program will be given preference. Advanced proficiency in MS Excel, Bloomberg, and other relevant financial analysis tools. Strong written and verbal communication skills for presenting complex financial information effectively. Proven ability to work independently and collaboratively in a fast-paced, dynamic environment.

Detailed job description - Skill Set: Technically strong hands-on Self-driven Good client communication skills Able to work independently and good team player Flexible to work in PST hour(overlap for some hours) Past development experience for Cisco client is preferred.

Detailed job description - Skill Set: Technically strong hands-on Self-driven Good client communication skills Able to work independently and good team player Flexible to work in PST hour(overlap for some hours) Past development experience for Cisco client is preferred.

: In Scope of Position based Promotions (INTERNAL only) Job TitleValuations Analyst Corporate TitleAssociate LocationMumbai, India Role Description Valuation Control is a specialist group within Market and Valuations Risk Management (MVRM) that manages a wide range of relevant risk and implementation topics to ensure integrity and control over all aspects of the valuation of the Bank's trading portfolios. This includes: Performance of monthly and intra-month Independent Price Verification (IPV), Reserves and Prudential Capital Oversight and development of valuation, reserve and Prudential Capital methodologies. Analysis and management of key valuation uncertainty issues through DB's senior management Review of bespoke derivative and structured financing trades Valuations works closely with its Risk Management partners, Finance, and Trading globally and employs a team extension model in Mumbai. What well offer you 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities Perform the IPV(Independent Price Verification), Fair Value adjustments (FVA reserves), Fair Value Hierarchy levelling, Day1 PNL assessment, Prudential Valuations (Pruvals) calculations of products such as Bonds, Loans, Swaps, Securitized Products, Derivatives (including Forwards, Options and CDS), FX, IR Swaps, Swaption, Inflation Swaps, Inflation Options, other Interest Rates products etc. Report and provide analysis of pricing variance drivers, perform due diligence on the reliability of market data from multiple sources such as Bloomberg, Markit-Totem, brokers and other independent sources. Take ownership of the process and models, thoroughly understand the underlying financial and mathematical concepts, and make change / improvements, in consultation with other stakeholders, if situation warrants. Increase the process efficiency by automating manual steps in the processes. Co-ordinate with CTB to increase efficiency. Develop strong relationships with product control, risk management and quantitative departments on valuation and modeling issues. Ensure controls around processes such as completeness and accuracy, and adherence to key operating procedure. Discuss IPV, FVA reserves, Levelling and Prudential Valuations results with regional Valuation Teams, Desk and other stakeholders. Be involved in Strategic, Tactical/ ad-hoc projects / investigation requests from Stakeholders. Ensure proper back-ups are created and assist other teams during contingencies (Staff shortage, high volumes etc). Create / modify / update the supporting documentation like KOP/SOP etc. Your skills and experience Ideally the candidate will have several years of experience within the Valuation / Market Risk departments of a large investment bank with in-depth knowledge of Credit, Rates, or Currency markets. Specific exposure to IPV, reserving, pricing and modelling aspects of valuation control of trading businesses is preferred. Good working knowledge of Excel, VBA and possibly Python, hands-on experience of market data providers including Reuters, Bloomberg, ISMA and Markit Good communication skills How well support you About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.

This is an opportunity to join J. P. Morgan s Investor Access Team in Mumbai which sits within the Global Markets Group s Sales and Client Intelligence & Solutions team. As an Associate within the Investor Access team, you will be responsible for organizing a variety of corporate and investor events for our equity and credit institutional investor clients. You will also support the firms corporate clients with investor relations services. In this role, you will collaborate closely with the Global Investor Access Team onshore, focusing on the execution of the originated corporate access product. If you are passionate, curious, and eager to make an impact, we invite you to join our investor access team, where you will work directly with Research, Sales, Banking, and Event teams to execute investor access opportunities Job Responsibilities Support in the scheduling our global forum and conferences, including co-ordination with company management, investor relations, clients, sales leads, specialist sales, and covering analysts. Support in the administrative duties for our global forum and conferences, including pre-clearance and post-event compliance checks, process / route emails to conference inboxes ensuring timely responses, post events stats Help arrange roadshows, individual investor trips, group investor tours, analyst access, expert and thematic events including booking meetings with both corporates and investors. Create marketing material presentations for the business and help in executing, monitoring, and reporting of the calendar events. . Understand and develop the current Investor Access framework and work on improving the process and associated activity, fill in the gaps in the process which are not effective, create framework to test the effectiveness of the existing process. Automate the process wherever possible and ensure proper controls to check the veracity of the end output to be shared with clients and internal stakeholders, wherever applicable Required qualifications, capabilities and skills You bring strong front office administrative experience and knowledge of capital markets You bring Microsoft Excel, PowerPoint and MS Word proficiency. Experience working with financial databases such as Bloomberg & FactSet. You demonstrate good judgment decision-making is your strong point You have strong interpersonal skills you listen and communicate in a direct, succinct manner You are detail oriented and self-motivated Your excellent communication skills, both verbal and written, can engage and influence partners and stakeholders Strong sense of client focus, accountability, and ownership You thrive in a fast-paced environment of real-time market pressures and easily remain focused on client needs This is an opportunity to join J. P. Morgan s Investor Access Team in Mumbai which sits within the Global Markets Group s Sales and Client Intelligence & Solutions team. As an Associate within the Investor Access team, you will be responsible for organizing a variety of corporate and investor events for our equity and credit institutional investor clients. You will also support the firms corporate clients with investor relations services. In this role, you will collaborate closely with the Global Investor Access Team onshore, focusing on the execution of the originated corporate access product. If you are passionate, curious, and eager to make an impact, we invite you to join our investor access team, where you will work directly with Research, Sales, Banking, and Event teams to execute investor access opportunities Job Responsibilities Support in the scheduling our global forum and conferences, including co-ordination with company management, investor relations, clients, sales leads, specialist sales, and covering analysts. Support in the administrative duties for our global forum and conferences, including pre-clearance and post-event compliance checks, process / route emails to conference inboxes ensuring timely responses, post events stats Help arrange roadshows, individual investor trips, group investor tours, analyst access, expert and thematic events including booking meetings with both corporates and investors. Create marketing material presentations for the business and help in executing, monitoring, and reporting of the calendar events. . Understand and develop the current Investor Access framework and work on improving the process and associated activity, fill in the gaps in the process which are not effective, create framework to test the effectiveness of the existing process. Automate the process wherever possible and ensure proper controls to check the veracity of the end output to be shared with clients and internal stakeholders, wherever applicable Required qualifications, capabilities and skills You bring strong front office administrative experience and knowledge of capital markets You bring Microsoft Excel, PowerPoint and MS Word proficiency. Experience working with financial databases such as Bloomberg & FactSet. You demonstrate good judgment decision-making is your strong point You have strong interpersonal skills you listen and communicate in a direct, succinct manner You are detail oriented and self-motivated Your excellent communication skills, both verbal and written, can engage and influence partners and stakeholders Strong sense of client focus, accountability, and ownership You thrive in a fast-paced environment of real-time market pressures and easily remain focused on client needs

This is an opportunity to join J. P. Morgan s Investor Access Team in Mumbai which sits within the Global Markets Group s Sales and Client Intelligence & Solutions team. As an Associate within Investor Access team you will be responsible for arranging a range of corporate and investor events for our equity and credit institutional investor clients. The team also provides investor relations services to the firm s corporate clients. The individual will provide support to the Global Investor Access Team onshore with a focus on execution of the originated corporate access product. If you are passionate, curious and ready to make an impact, we are looking for you to join our investor access team. In this role, you will work directly with Research, Sales, Banking and Event teams to execute investor access opportunities. Job Responsibilities Support in the scheduling our global forum and conferences, including co-ordination with company management, investor relations, clients, sales leads, specialist sales, and covering analysts. Support in the administrative duties for our global forum and conferences, including pre-clearance and post-event compliance checks, process / route emails to conference inboxes ensuring timely responses, post events stats Help arrange roadshows, individual investor trips, group investor tours, analyst access, expert and thematic events including booking meetings with both corporates and investors. Create marketing material presentations for the business and help in executing, monitoring, and reporting of the calendar events. . Understand and develop the current Investor Access framework and work on improving the process and associated activity, fill in the gaps in the process which are not effective, create framework to test the effectiveness of the existing process. Automate the process wherever possible and ensure proper controls to check the veracity of the end output to be shared with clients and internal stakeholders, wherever applicable Required qualifications, capabilities, and skills. You bring strong front office administrative experience and knowledge of capital markets You bring Microsoft Excel, PowerPoint and MS Word proficiency. Experience working with financial databases such as Bloomberg & FactSet You demonstrate good judgment decision-making is your strong point You have strong interpersonal skills you listen and communicate in a direct, succinct manner You are detail oriented and self-motivated Your excellent communication skills, both verbal and written, can engage and influence partners and stakeholders Strong sense of client focus, accountability, and ownership You thrive in a fast-paced environment of real-time market pressures and easily remain focused on client needs This is an opportunity to join J. P. Morgan s Investor Access Team in Mumbai which sits within the Global Markets Group s Sales and Client Intelligence & Solutions team. As an Associate within Investor Access team you will be responsible for arranging a range of corporate and investor events for our equity and credit institutional investor clients. The team also provides investor relations services to the firm s corporate clients. The individual will provide support to the Global Investor Access Team onshore with a focus on execution of the originated corporate access product. If you are passionate, curious and ready to make an impact, we are looking for you to join our investor access team. In this role, you will work directly with Research, Sales, Banking and Event teams to execute investor access opportunities. Job Responsibilities Support in the scheduling our global forum and conferences, including co-ordination with company management, investor relations, clients, sales leads, specialist sales, and covering analysts. Support in the administrative duties for our global forum and conferences, including pre-clearance and post-event compliance checks, process / route emails to conference inboxes ensuring timely responses, post events stats Help arrange roadshows, individual investor trips, group investor tours, analyst access, expert and thematic events including booking meetings with both corporates and investors. Create marketing material presentations for the business and help in executing, monitoring, and reporting of the calendar events. . Understand and develop the current Investor Access framework and work on improving the process and associated activity, fill in the gaps in the process which are not effective, create framework to test the effectiveness of the existing process. Automate the process wherever possible and ensure proper controls to check the veracity of the end output to be shared with clients and internal stakeholders, wherever applicable Required qualifications, capabilities, and skills. You bring strong front office administrative experience and knowledge of capital markets You bring Microsoft Excel, PowerPoint and MS Word proficiency. Experience working with financial databases such as Bloomberg & FactSet You demonstrate good judgment decision-making is your strong point You have strong interpersonal skills you listen and communicate in a direct, succinct manner You are detail oriented and self-motivated Your excellent communication skills, both verbal and written, can engage and influence partners and stakeholders Strong sense of client focus, accountability, and ownership You thrive in a fast-paced environment of real-time market pressures and easily remain focused on client needs

Security Master & Investment Operations Analyst (Night Shift 4:00 PM to 1:00 AM IST | Location: Chennai | Hybrid 4 days onsite) Job Overview: We are seeking a detail-oriented and process-driven Security Master & Investment Operations Analyst to join our financial operations team. The ideal candidate will have strong hands-on experience in security master setup and maintenance , pricing validation , cash processing , and collateral management . Exposure to corporate actions and reconciliation will be a strong advantage. This role supports critical post-trade and investment data functions in a fast-paced global environment. Key Responsibilities: Maintain and update security master data including fixed income, equity, and derivative instruments. Perform pricing validation and ensure market data accuracy from vendors like Bloomberg, Reuters, etc. Monitor cash movements , settlements, and related reconciliations across custodians and counterparties. Manage collateral processes including margin calls, dispute resolution, and reporting. Support corporate action processing including voluntary and mandatory events. Liaise with internal teams (portfolio management, accounting, compliance) to ensure data integrity. Participate in process improvements, audits, and data quality initiatives. Required Skills & Qualifications: 6 years of relevant experience in security master, pricing, or collateral management . Strong understanding of financial instruments: equities, bonds, structured products, and derivatives. Experience with Bloomberg, Reuters, Markit, Eagle, or similar systems . Familiarity with corporate actions and reconciliation processes (a plus). Strong Excel skills; knowledge of SQL or VBA is a plus. Excellent communication and analytical skills. Ability to work in EST shift (4:00 PM – 1:00 AM IST) and collaborate with global teams. Additional Details: Location: Chennai (Hybrid, 4 days onsite) Shift Timing: 4:00 PM to 1:00 AM IST Compensation: As per industry standards Notice Period: Immediate joiners preferred / up to 45 days

Research on companies for long term investment and in-depth understanding of allocated sectors would be a prime requirement. Financial and accounting statements analysis, sectoral and macro research, analytical research, and valuation of mergers/acquisitions are a part of the job profile. Candidate will be required to deep dive into companies based in India and across the globe. Peer comparison and due diligence of companies and economies would also be a part of the role. Initiating coverage on stocks outside the investable universe and building financial models on the said companies. Analyzing quarterly and annual results of companies by attending conference calls and analyst meets, meetings with management to gain valuable insights into company s fundamentals to recommend the right action. Conduct valuation analysis of companies by using DCF, relative valuations, FCFF yield to enable forecasting of earnings growth based on forward multiples. Handling any requirements from a media & PR perspective in terms of video/audio appearances, content generation, comments on industry stories & authored articles. NISM Research Analyst Valid Certification Must be well versed with different valuation techniques and analysis of Should be proficient with Bloomberg, Refinitiv, Microsoft Excel,

Role Associate Process Manager- Collateral | Full-time (FT) | Financial Markets| Shift Timings: EMEA (1:00 PM to 10:00 PM IST) Minimum Academic Qualifications :Graduation (B. ComBBM) Post Graduation (M.Com/MBA/PGDM) Experience Span: 3 to 6 years of experience inCollateral Process/Activities with Experience: Good understanding of Trade Life Cycle and Financial markets Knowledge of Collateral & Margins Knowledge of ISDA Regulations, CSAs, MTM Knowledge of products - OTC, Repo Margins, IM & VM margins Preferably experienced with the applications- Bloomberg, DTCC, Murex, TriOptima Experience in handling Collateral interest bookings and margin calls Experience in handling discrepancies/disputes and liaising with multiple teams to get the issues resolved Should be well versed in preparing procedure documents, process flows, event trackers Should be capable to maintain SLAs and monitor quality of the deliverable Should be able to lead daily/weekly/monthly calls to update clients on day to day progress, challenges Good knowledge of MS Excel Should be able to implement strategic initiatives and identify process improvements in the daily workflow with the help of Automation enhancements Excellent presentation and communication skills (written and verbal) Ability to work with teams across time-zones and cultures Organized, detail oriented, flexible, self-starter & highly motivated Should be able to act fast and decisively when dealing with critical situations Good with numbers and ability to derive information from data Excellent multi-tasking and creative problem solving Should be able to train, coach, mentor other members of the team Financial Products Knowhow: Collateral/Margins, OTC & Repo Margins Tools/industry utilities Preferred hands-on & understanding of Collateral financial markets Reporting/Client Management: We follow a practice of managing reports & matrices within deadlines and with 100% accuracy. Understanding the requirements, data to be used & distribution list on the reports. Reporting the BAU & KRIs to senior management & client. We give utmost priority to our clients and their requirements, adhere to the requirements and follow a strict procedure of reporting Role and Responsibility: As part of the Collateral team, you will be working with our client partners to ensure the counterparty overall exposure risk is reduced, all the interest bookings and margin calls are settled in a timely manner. You work will be to execute the bookings on a monthly basis and margin calls on a daily basis for both OTC and Repo margins, work with internal team, control team and external counterparties to resolve issues and escalation emails. Taking full ownership of the process, managing BAU and other tasks effectively Settling the collateral interest on a monthly basis, and margin calls on a daily basis with 100% accuracy Highlighting the issues and escalations to the client and get it rectified Daily and weekly catch-up calls with clients to discuss the issues and future initiatives Handling client/counterparties queries and escalatio ns Tracking KPI/KRI, Utilization for Vendor Management Grooming As and SAs to manage process and risk effectively Help knowledge management endeavor by sharing process knowledge and best practices within the teams Build domain expertise and lead from the front Lead various quality initiatives Responsible for Business continuity, transformation and various audits

Role Associate Process Manager- Collateral | Full-time (FT) | Financial Markets| Shift Timings: EMEA (1:00 PM to 10:00 PM IST) Minimum Academic Qualifications :Graduation (B. ComBBM) Post Graduation (M.Com/MBA/PGDM) Experience Span: 3 to 6 years of experience inCollateral Process/Activities with Experience: Good understanding of Trade Life Cycle and Financial markets Knowledge of Collateral & Margins Knowledge of ISDA Regulations, CSAs, MTM Knowledge of products - OTC, Repo Margins, IM & VM margins Preferably experienced with the applications- Bloomberg, DTCC, Murex, TriOptima Experience in handling Collateral interest bookings and margin calls Experience in handling discrepancies/disputes and liaising with multiple teams to get the issues resolved Should be well versed in preparing procedure documents, process flows, event trackers Should be capable to maintain SLAs and monitor quality of the deliverable Should be able to lead daily/weekly/monthly calls to update clients on day to day progress, challenges Good knowledge of MS Excel Should be able to implement strategic initiatives and identify process improvements in the daily workflow with the help of Automation enhancements Excellent presentation and communication skills (written and verbal) Ability to work with teams across time-zones and cultures Organized, detail oriented, flexible, self-starter & highly motivated Should be able to act fast and decisively when dealing with critical situations Good with numbers and ability to derive information from data Excellent multi-tasking and creative problem solving Should be able to train, coach, mentor other members of the team Financial Products Knowhow: Collateral/Margins, OTC & Repo Margins Tools/industry utilities Preferred hands-on & understanding of Collateral financial markets Reporting/Client Management: We follow a practice of managing reports & matrices within deadlines and with 100% accuracy. Understanding the requirements, data to be used & distribution list on the reports. Reporting the BAU & KRIs to senior management & client. We give utmost priority to our clients and their requirements, adhere to the requirements and follow a strict procedure of reporting Role and Responsibility: As part of the Collateral team, you will be working with our client partners to ensure the counterparty overall exposure risk is reduced, all the interest bookings and margin calls are settled in a timely manner. You work will be to execute the bookings on a monthly basis and margin calls on a daily basis for both OTC and Repo margins, work with internal team, control team and external counterparties to resolve issues and escalation emails. Taking full ownership of the process, managing BAU and other tasks effectively Settling the collateral interest on a monthly basis, and margin calls on a daily basis with 100% accuracy Highlighting the issues and escalations to the client and get it rectified Daily and weekly catch-up calls with clients to discuss the issues and future initiatives Handling client/counterparties queries and escalatio ns Tracking KPI/KRI, Utilization for Vendor Management Grooming As and SAs to manage process and risk effectively Help knowledge management endeavor by sharing process knowledge and best practices within the teams Build domain expertise and lead from the front Lead various quality initiatives Responsible for Business continuity, transformation and various audits