736 Bloomberg Jobs - Page 13

KEY ACCOUNTABILITIES As a performance analyst, you will be focused on ensuring the accurate and timely delivery of investment performance and analytical reporting for various stakeholders that include Portfolio Managers, Client Groups (Sales and Marketing) and Senior Management. Review performance and portfolio analytics for use in client reports Attend to queries on fund and/or benchmark returns, asset returns or attribution results. Attend to requests from fund managers, client portfolio managers, sales & marketing on performance and attribution Produce peer fund comparison analysis based on Morningstar Direct Provide support to the Transition team and the Sales team for all transition activities (onboarding of new funds, asset transfer, fund termination, etc.) Manage the performance-specific change process with our partners (includes raising change requests, follow-up, testing and validation) Maintain the list of GIPS® composites and provide assurance that the firm complies with the GIPS® standards Maintain stakeholder relationships and manage expectations. Identify and execute continuous process improvement and automation. Maintain portfolio data to ensure accurate performance calculations. EXPERIENCE / QUALIFICATIONS 3 to 9 years relevant experience in a performance analysis, risk analysis or similar role CIPM or CFA is preferred (or working towards) Strong understanding of portfolio analysis including performance and attribution calculation methodologies Experience in using FactSet (B-one, SPAR and PA) is a plus. Experience in using Morningstar Direct, Aladdin or Bloomberg is an advantage. Strong Excel skills and programming language (particularly Power Query or SQL) is highly desirable. GENERAL CANDIDATE ATTRIBUTES Strong understanding of various investment processes (equity, fixed income, multi-asset, alternatives) Well-rounded knowledge of asset management operational workflows Highly organized and proactive Ability to multi-task and with strong attention to detail Ability to interact and communicate effectively. Ability to work in a high-pressure environment with tight deadlines. Audit and controls focused. Must be a team player.

Support Investment Services team concerning the administration of the Bloomberg Asset & Investment Manager (AIM) system Experienced with the key functionalities of Bloomberg AIM, i.e. TSOX, EMSX, MFTX, BDS, OMX, PM, CMGR, VMGR, CUTS, LEIA, SSI, OMSA; ideally also with PORT, PRTU, and JMGR Ensure daily business-as-usual (BAU) support as a Bloomberg AIM Administrator Ability to change FIRM settings as all Bloomberg Admins have the right to change those. Great care should be taken when updating these settings as they can impact the trade workflow Familiarity with workflows that follow regional processes. For example, new users do not need to be approved globally. The regional process for setting up users should be followed. Settings that “sometimes” need global approval: For example, setting up a user group for a given office location does not need to get approved globally but setting up a new user group type or creating a global user group should be reviewed globally Ensure compliance with changes that require Global approval: A note should be sent out to all Admins describing the change. Change must be approved by the global admins and regional admins before updating Test/Parallel (2992). If the change effects data feeds, it should also be approved by Mid-layer governance group After testing in 2992, a final notification should go out to all Admins before implementing in Production (2873). System Maintenance, i.e. creation, changes and deletion of: General Setup Accounts Account Groups Users User Groups Model Portfolios Model Portfolio Groups Benchmark Groups Proxies Passwords Access Points SAIM Profiles Brokers Account Settlement FIT Brokers Fund Dealer Agreements Firm Setup Audit Trail Order Management Security Types Orders/Tickets Defaults Execution Defaults Allocation Defaults Vcon Defaults Compliance Mandatory Fields Ticket Defaults Reason Codes Custom Data Sector Permission Schemes Asset Classes / Pricing FX Defaults Cash Defaults Repo Defaults CDS Custom Curves IRS Custom Curves IRS Volatility Cube Pricing Defaults (MARK) Duration Defaults Custom Data Strategy Manager Account Custom Fields Benchmarks Models (MODE) Security Custom Data - CDE Fields Custom Sectors (SECT) Compliance: Issuers and Security List (CMGR) Internal Ratings Middle Office Settings Broker Commissions Transaction Cost Ticket Notes/Cost Feeds/Printers Feed Security Identifier Account Printer Assignment User Printer Assignment Reprint Ticket by Sequence Reprint Ticket FWP Settings

We are looking for a skilled and experienced Options Dealer to join our dynamic dealing desk in Mumbai. The ideal candidate will have a strong understanding of equity and derivatives markets, demonstrated experience in Options Trading, and a proven ability to manage HNI and UNI clients effectively. A valid NISM Series VIII (Equity Derivatives) certification is mandatory, along with a minimum of 34 years of relevant experience. Key Responsibilities Execute trades in Equity and Derivatives (Options) on behalf of clients with 0% dealing errors. Efficiently handle and manage HNI and UNI clients with a focus on timely trade execution and exceptional service. Operate trading terminals such as Neat, Kambola, Greeke, and ODIN with proficiency. Provide real-time order updates and confirmations to clients over recorded communication lines. Engage consistently with clients, including the reactivation of dormant accounts. Promptly address and resolve client queries in a professional manner. Maintain accurate trade execution records and client interaction logs using internal CRM tools. Collaborate with internal branches for revenue generation and effective issue resolution. Ensure strict adherence to Risk Management, Settlement, and Compliance protocols. Comply with SEBI regulations, exchange rules, and internal company policies. Acquire and onboard quality clients through strategic networking, referrals, and market insights. Execute orders using Bloomberg or equivalent trading platforms. Required Skills & Qualifications Minimum 4 years of experience in Institutional Dealing. Valid NISM Series VIII (Equity Derivatives) Certification. Comprehensive knowledge of equity and derivatives (options) trading. Proficiency in using trading terminals and software (e.g., Bloomberg, ODIN). Strong client servicing and relationship management skills.

Client Acquisition & Relationship Management Build and manage strong relationships with institutional clients such as Asset Management Companies (AMCs), Insurance Firms, NBFCs, Corporates, and Treasury Desks. Understand client investment objectives and provide customized solutions across equity, debt, derivatives, and alternate asset classes. Engage with clients regularly through meetings, calls, webinars, and corporate events. Sales & Product Pitching Promote brokerage services, research ideas, and execution capabilities to institutional clients. Target new empanelment opportunities and expand the client base. Drive high-volume and high-value transactions through strategic targeting and relationship management. Coordination with Research & Trading Teams Act as a liaison between clients and the research desk to deliver investment ideas and insights. Coordinate with the trading desk to ensure timely and best execution of institutional trades. Provide actionable client feedback to internal teams to improve offerings and service. Market Intelligence & Reporting Track and analyze market trends, fund flows, institutional investment behavior, and regulatory updates. Generate and present MIS reports, client activity summaries, and strategic business development plans to management. Skills & Competencies Strong knowledge of equity and fixed income markets. Established institutional client network and proven relationship management capabilities. Excellent communication, presentation, and negotiation skills. High-level analytical and strategic thinking ability. Proficiency in tools such as Bloomberg, Reuters, MS Excel, and CRM platforms. Preferred: NISM certifications in Equity Derivatives and Research Analyst.

FinIQ Education Degree, Post graduate in Computer Science or related field (or equivalent industry experience) Experience Extensive knowledge of a FinIQ, architecture, modules and hands on experience of front to back implementation of FinIQ Wealth Management Suite Minimum 6 years of experience FinIQ Must have good experience of handling Trade Life Cycle Must have experience in implementing End to End solution with FinIQ Must have good experience in API integration Technical Skills Should have development experience in SQL-languages with understanding of SQL-databases Excellent understanding of the Asset Management and Investment Banking Experience in Business Analysis and System Implementation with extensive experience in Trading platforms Working knowledge of industry related protocols including FIX, EMSX and TSOX Experience in Wealth Management and Trading systems including Advent, SAXO, SWIFT, Bloomberg, Reuters General understanding of event driven systems Functional Skills Experience in Banking, Financial and Fintech experience in an enterprise environment preferred Experience in following best Coding, Security, Unit testing and Documentation standards and practices Experience in Agile methodology Effectively research and benchmark technology against other best in class technologies Focus on quality of the deliverables to ensure long term stability of the system Soft Skills Able to influence multiple teams on technical considerations, increasing their productivity and effectiveness, by sharing deep knowledge and experience. Self-motivator and self-starter, Ability to own and drive things without supervision and works collaboratively with the teams across the organization. Have excellent soft skills and interpersonal skills to interact and present the ideas to Senior and Executive management

Job title Senior Research Analyst Location Powai, Mumbai Experience 2-5 years Notice Period Not more than 30 days Job Duties Create on-demand discrete deliverables (i.e. industry / company profiles, market maps, detailed comparables etc.) Prepare detailed profile of select industry/company, which includes market size, key drivers, risks, business models and competitive overview Create in-depth operational and financial benchmarking for select sectors Build trading and transaction comps to arrive at appropriate valuation multiple for target companies using Capital IQ, Spread historical financials/metrics of private/public companies in excel Build company and industry presentation decks capturing key investment thesis Qualification MBA in Finance from premier institution or Chartered Accountant Skills Required Strong accounting knowledge with ability to build detailed financial models Excellent Excel and PowerPoint skills (must) Experience in Investment banking and/or private markets High level of attention to details and accuracy Strong communication skills - should be able to articulate well with clients over phone and email in English Knowledge of Capital IQ, Pitchbook, Bloomberg is an added advantage Position 1 About CRISIL Global Research and Risk Solutions (GR&RS) - CRISIL GR&RS serves corporates, investors and financial institutions - including commercial and investment banks, insurance companies, private equity (PE) players and asset management companies (AMCs) - globally helping them make sound decisions, improve productivity, increase revenue, enhance returns and strengthen market position. Our research support imparts superior business insights to clients, improves their institutional ranking, leads to path-breaking strategies, and helps widen their coverage and enter new markets. Our seasoned derivatives, quantitative, risk and actuarial specialists offer incisive analytics for the internal models of clients, measure risks in real-time, and help transition to a more robust risk and trading platforms in a fast-changing environment. Our specialists also help comply with regulatory requirements, model validation, stress testing and Solvency II.

Associate Manager Investment Research and Advisory- 5 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 modeling 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. 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

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 more than 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.

Associate, Client Operations I We re seeking a future team member for the role of Associate, Client Operations I to join our Client Trust Operations team. This role is located in Pune, MH - HYBRID. In this role, you ll make an impact in the following ways: Performs routine and non-routine client service and transactional support functions. Interacts with other organizational units/teams to ensure timely delivery of service, or resolution of issues. Processes account related transactions per scheduled events/client authenticated direction. Following established procedures, answers inquiries, and resolves problems or issues. Manages situations which may require adaptation of response or extensive research according to client response. Escalates more complex situations to senior colleagues. Integrates area knowledge with understanding of industry standards and practices to provide solutions to internal and external clients. Performs complex operational tasks in a product or functional area. May be responsible for allocating and checking the work of team members. May be responsible for specific supervisory review and approval actions. Contributes to the achievement of team objectives. To be successful in this role, we re seeking the following: A minimum bachelor s degree or the equivalent combination of education is required. Minimum 3.5+ years of prior experience in operations (Corporate Trust, Client facing, Derivatives functions, brokerage processing is preferred). Knowledge of Fixed-Income Securities markets, Money market, Derivatives and Capital Market. Knowledge of the Custody Life Cycle. Strong in reviewing client governing documents and interpreting the same. Good knowledge of MS Office (Excel, Word, PowerPoint, and Outlook). Strong oral and written, fluency in English language is a must. Problem-solving orientation. Client-focused. Efficient. Proactive. De-escalating (as required). Self-Management: Efficient, structured, independent and autonomous working. Knowledge about systems, their logic and interaction. Responsible time management. Adherence to the internal control, reporting and compliance guidelines. Always ready to take on special tasks (if required). 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

FinIQ Education Degree, Post graduate in Computer Science or related field (or equivalent industry experience) Experience Extensive knowledge of a FinIQ, architecture, modules and hands on experience of front to back implementation of FinIQ Wealth Management Suite Minimum 6 years of experience FinIQ Must have good experience of handling Trade Life Cycle Must have experience in implementing End to End solution with FinIQ Must have good experience in API integration Technical Skills Should have development experience in SQL-languages with understanding of SQL-databases Excellent understanding of the Asset Management and Investment Banking Experience in Business Analysis and System Implementation with extensive experience in Trading platforms Working knowledge of industry related protocols including FIX, EMSX and TSOX Experience in Wealth Management and Trading systems including Advent, SAXO, SWIFT, Bloomberg, Reuters General understanding of event driven systems Functional Skills Experience in Banking, Financial and Fintech experience in an enterprise environment preferred Experience in following best Coding, Security, Unit testing and Documentation standards and practices Experience in Agile methodology Effectively research and benchmark technology against other best in class technologies Focus on quality of the deliverables to ensure long term stability of the system Soft Skills Able to influence multiple teams on technical considerations, increasing their productivity and effectiveness, by sharing deep knowledge and experience. Self-motivator and self-starter, Ability to own and drive things without supervision and works collaboratively with the teams across the organization. Have excellent soft skills and interpersonal skills to interact and present the ideas to Senior and Executive management

We have an exciting opportunity for a Treasury Trade Advisor to join our Weatherford team. In this role you will be primarily responsible for the issuance and administration of letters of credit / bank guarantees from corporate credit facility and bilateral credit facilities. In addition, you will participate in cash management activities, as needed, develop presentations and participate in inter-departmental projects. Bachelor s degree in business, Finance, Accounting or other quantitative or analytical field, a master s degree is preferred. 3+ years of relevant treasury, corporate finance, financial services or banking experience within international or multi-national organizations. Must have strong knowledge and experience of processing Letters of Credit, Bank Guarantee, Bid Bonds and other collateral instruments. Experienced interacting with different stakeholders (business units, issuing banks, beneficiaries, legal counsels etc) on activities related to issuing Letters of Credit Strong organizational, critical thinking and internal/external customer service focus with solid interpersonal skills, including written and oral communication skills. Ability to deal with ambiguity and to work effectively under tight deadlines and shifting priorities in a fast-paced team-oriented environment while managing multiple projects. High degree of professionalism and always focus on teamwork essential. Technical Requirements: IT savvy skill set specifically experience with: GTC platform, SWIFT, Tableau, MS Excel (Advanced in MS Excel including PivotTables, VLOOKUP, XLOOKUP, NDEX/MATCH, Advance Conditional Formatting, Data Tables, etc.), Power BI, Bloomberg and overall comfort with different IT systems and having experience in administrating treasury systems. Experience with treasury systems and banking online platforms of Deutsche Bank (Autobahn), Wells Fargo (CEO), CITI Bank (CitiDirect), Standard Chartered Bank, Bank of America etc. India- #LI-AG1 Administer Letter of Credit operations (issuance and amendment of Letters of Credit or other instruments) and understand appropriate fees / commissions for portfolio of LCs issued under different credit facilities Maintain credit facility documents (including Letters of Credit, Bank Guarantees etc.) and their records, reporting and compliance requirements. Recommend language for LCs to mitigate risks and meet credit agreement constraints, underlying contract arrangements and legal considerations. Monitor LC portfolio and coordinate activities related to timely cancellation of outstanding Letters of Credit. Prepare and analyze monthly and quarterly consolidated Letters of Credit reports and summaries. Reconcile and arrange payment and allocation/intercompany billing of banking invoices for LC fees and commissions. Perform variance analysis and develop performance reports for Letters of Credit. Assist with special projects related to cash management or corporate finance, as required. Understand and comply with all safety rules and company policies of Weatherford.

We re looking for a driven Infrastructure Engineer to architect, implement, and maintain powerful observability systems that safeguard the performance and reliability of our most critical systems. In this role, you ll take real ownership collaborating with cross-functional teams to shape best-in-class observability standards, troubleshoot complex issues, and fine-tune monitoring tools to exceed SLA requirements. If you re ready to design high-quality solutions, influence our technology roadmap, and make a lasting impact on our product s success, we want to meet you! Responsibilities: Improve alerting across SentiLink systems and services, developing high quality monitoring capabilities while actively reducing false positives. Troubleshoot, debug, and resolve infrastructure issues as they arise; participate in on-call rotations for production issues. Define and refine Service Level Indicators (SLI), Service Level Objectives (SLO), and Service Level Agreements (SLA) in collaboration with product and engineering teams. Develop monitoring and alerting configurations using IaC solutions such as Terraform. Build and maintain dashboards to provide visibility into system performance and reliability. Collaborate with engineering teams to improve root cause analysis processes and reduce Mean Time to Recovery (MTTR). Drive cost optimization for observability tools like Datadog, CloudWatch, and Sumo Logic. Perform capacity testing to determine a deep understanding of infrastructure performance under load. Develop alerting based on learnings. Oversee, develop, and operate Kubernetes and service mesh infrastructure, ensuring smooth performance and reliability Investigate operational alerts, identify root causes, and compile comprehensive root cause analysis reports. Pursue action items relentlessly until they are thoroughly completed Conduct in-depth examinations of database operational issues, actively developing and improving database architecture, schema, and configuration for enhanced performance and reliability Develop and maintain incident response runbooks and improve processes to minimize service downtime. Research and evaluate new observability tools and technologies to enhance system monitoring. Requirements: 5 years of experience in cloud infrastructure, DevOps, or systems engineering. Expertise in AWS and infrastructure-as-code development. Experience with CI/CD pipelines and automation tools. Experience managing observability platforms, building monitoring dashboards, and configuring high quality, actionable alerting Strong understanding of Linux systems and networking. Familiarity with container orchestration tools like Kubernetes or Docker. Excellent analytical and problem-solving skills. Experience operating enterprise-size databases. Postgres, Aurora, Redshift, and OpenSearch experience is a plus Experience with Python or Golang is a plus Perks: Employer paid group health insurance for you and your dependents 401(k) plan with employer match (or equivalent for non US-based roles) Flexible paid time off Regular company-wide in-person events Home office stipend, and more!

Position Research Analyst Consumer Durables/ Capital Goods/ Power Job Description / Responsibilities Tracking key fundamental and industry data for the companies within the assigned sector Generate equity research reports such as Initiating Coverage, Sector thematic, Quarterly result updates of companies, Event updates, etc. Be part of a well reputed established research team serving domestic and foreign institutional investors, and other relevant investor segments Interact with analysts/FMs in domestic and foreign institutional investors Job specific skills Applicants should have Excellent oral & written communication skills Strong client relationships, endorsed by votes from large domestic and foreign institutional investor Strong relationship with company managements within the sector of expertise/focus Well versed with use of databases such as Bloomberg, CMIE, Reuters, Factset, etc. Ability to work independently and also as part of a team Post Graduate, with preference for MBA /CFA / CA or equivalent from recognized Universities in India/overseas. Valid NISM Series XV certification required. CTC OFFERED Compensation will not be limiting factor for the right candidate and will be discussed on a case by case basis. for the post of Research Analyst in the subject. Applications with any other subject will not be accepted.

We are hiring for Cient onboarding -Wealth Management Company:Kiya.ai Location:Mumbai, Malad Work Mode:Hybrid ** Interested candidates drop resume to saarumathi.r@kiya.ai** Position Purpose To support the Client Onboarding function by ensuring accurate client data maintenance, adherence to compliance standards, and timely processing in line with regional (SG/HK) requirements. Key Responsibilities Direct Responsibilities: Support onboarding of clients into the bank's systems. Ensure accuracy and integrity of client reference data. Comply with documentation and operational risk control procedures. Maintain workflows and follow Singapore/Hong Kong regulatory practices. Handle requests from regulators and internal stakeholders for audits. Escalate and report issues proactively to relevant teams. Contributing Responsibilities: Understand client types (Individual, Corporate, Trusts) and related database structures. Process account closures, dormant/deceased account management, and blocking/unblocking requests. Ensure secure storage of client documents (electronic/paper). Respond to internal client data queries. Prepare and deliver management reports (daily/weekly/monthly). Ensure SLAs and KPIs for data inputs are met. Provide regional support as per SG and HK time zones/holidays. Maintain strong team collaboration and support training of new members. Contribute to process improvements and updates to procedures. Ensure compliance with operational risk protocols. Required Skills & Competencies Technical Skills: Basic knowledge of client databases and static data processes. PC proficiency and MS Office (Excel, Word). Report generation and data handling. Behavioral & Transversal Skills: Strong attention to detail and accuracy. Excellent communication and interpersonal skills. Analytical thinking and problem-solving under pressure. Team-oriented, adaptable, and able to work independently. Client-focused and responsive. Qualifications & Experience: Education: Bachelors Degree or equivalent.

Your career with us should reflect your energy and passion. That s why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take the lead and we ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you The candidate should be well versed with Trades processing, Reference data management, Security Setups, Security Pricing, & Corporate action events. He/She must be a dynamic personality with ability to work in a challenging environment and delivering as per business requirements. Job Responsibilities: Processing and verification of daily and monthly trades across multiple asset classes. Hands on experience with multiple vendors like Bloomberg, IDC, Refinitiv, Markit and other reference data providers Handling of various types of trade exceptions and corrective measures in the relevant systems Working closely with multiple vendors to identify issues, track them and drive their resolution. Knowledge on API for BBG and Reuters is preferred. Setup of Listed securities, OTC securities, including unlisted derivatives, bank debt and swaps. Take Lead on process improvement and automation. Processing and verification of daily trades received via secured paths and mails. Check for the exceptions and clear them on daily basis. Manage assigned tasks independently with little or no supervision. Have a control mindset and be alert to issues and risks that have impact on process. A strong sense of ownership and responsibility. Self-starter with excellent interpersonal, problem solving and analytical skills. Organized and detail oriented, Strong oral and written communication skills. Strong Knowledge on Corporate actions, Dividends, Splits, Spin offs etc. Role requires Strong knowledge on various asset types like equity, Fixed income securities, Derivatives. Bank loans will be an added advantage.. Review of corporate actions on portfolio holdings and necessary correction and posting of exceptions. Documentation of trade file mapping requirements for existing and new clients, and working with various internal groups (Analytics, Client Services) and external client if needed, to automate reference data/trade workflows. Maintenance and creation of standard Operating Procedures Qualification & Experience required Bachelors/master s degree in a financial domain 5 -9 Years of experience in Trades processing, corporate action and security setup Excellent Communication skills Operational experience in a financial institution will be a strong advantage. Knowledge of the hedge fund administration business and/or industry will be strong advantage. Knowledge Advent Geneva, or Paxus applications related to the Fund Administration business, or both, will be a strong advantage. Flexible with shift timings Ability to work under time constraints and handle pressure Strong analytical skills, detail orientation & service commitment Good understanding of programming in VBA would be good plus. Strong Analytical skills and attention to detail. An ability to work under pressure with changing priorities

About the role: Work with a multi-location team on valuation risk assessment covering various asset classes including fixed income, equity, insurance-linked derivatives, etc. Perform Independent Price Verification on various asset classes. Identify and analyse how changes in the market, inputs or methodologies can lead to uncertainties in valuations. Valuation risk assessment require good understanding of valuation drivers and methods. Work with large data sets using MS Excel. Produce valuation risk analysis reports on monthly basis to communicate the results to senior management. About the team: The Financial Model and Valuation Risk Management (FM&VRM) team primarily assess model risks and valuation risks. VRM squad is responsible for assessing the risks in valuations. It is responsible for performing Independent Price Verification (IPV) control, which formally assesses the quality of valuations and acts to correct any issues. The IPV process is a critical control function to ensure that fair valuations on financial market instruments reasonably reflect current markets as of a given date, providing confidence in the absence of material misstatements that could impact the financial balance sheet or decision-making processes. Valuation feed into our accounts, are at the core of P/L, determine the calibration of models, and form a key part of risk assessment. Inaccurate valuations distort the decision-making process, and so performing controls to ensure appropriate valuations are reported are an essential part of the firms operations. About you: 4+ years of experience in valuations/product control/quant finance/market risk. The ideal candidate would have experience with the independent price verification (IPV) or valuation control functions to determine whether assets are valued correctly and determine whether valuation adjustments are required for external financial reporting. Practical understanding of valuation models like discounted cashflow, no-arbitrage prices, Black-Scholes, etc. Strong academic background, preferably an undergraduate or masters degree in a quantitative discipline. CQF/CFA/FRM will be a plus. Exposure to financial technologies like Bloomberg, Refinitive will be an advantage. Strong communication skills are required as reporting and presenting analysis is a core part of the job. Good organisational skills, ability to meet tight deadlines. Possess proactive attitude and willingness to apply general technical knowledge to new situations. Exposure to any programming environment is a plus. About Swiss Re Swiss Re is one of the world s leading providers of reinsurance, insurance and other forms of insurance-based risk transfer, working to make the world more resilient. We anticipate and manage a wide variety of risks, from natural catastrophes and climate change to cybercrime. We cover both Property & Casualty and Life & Health. Combining experience with creative thinking and cutting-edge expertise, we create new opportunities and solutions for our clients. This is possible thanks to the collaboration of more than 14,000 employees across the world. If you are an experienced professional returning to the workforce after a career break, we encourage you to apply for open positions that match your skills and experience. Keywords: Reference Code: 134526

Role & responsibilities Responsibilities: Analysing company reporting documents to create pitchbooks, company profiles, information memorandums, sector reports, financial benchmarking and trading and transaction comps Working on Financial Models, DCF, LBO, and Football field analysis Performing secondary research through the web and available databases to prepare investment decks Interacting with the client for project coordination Be responsible for quality check and client deliverable Knowledge of databases such as Bloomberg, Capital IQ, Reuters, Factset, and Mergermarket Self-motivated, with a strong desire to learn and deliver Preferred candidate profile

Join our dynamic team as an Investment Strategy Support Associate Sr, where you will play a pivotal role in shaping the future of investment strategies. Leverage your expertise in portfolio analytics and collaborate with top-tier professionals to drive innovation and excellence. As an Investment Strategy Support Associate in Wealth Management Solutions team, you will collaborate with various stakeholders to enhance Portfolio risk metrics and analytics in a timely manner. This role offers the opportunity to work with a team of quantitative researchers, develop analytical tools, and provide quantitative support to key business units. You will be instrumental in designing and implementing data quality assurance processes and performing ad-hoc quantitative research for Client Advisors. Job Responsibilities Collaborate with stakeholders to enrich the existing operating model for reviewing and onboarding Portfolio analytics. Work with quantitative researchers to develop analytical tools for risk and portfolio construction. Provide quantitative support to Portfolio Management, Due Diligence, Portfolio Governance, and Risk Management teams. Perform ad-hoc quantitative research and analysis for Client Advisors. Drive initiatives to improve investment strategies and processes. Communicate complex quantitative concepts to non-technical stakeholders. Lead projects to enhance data analytics capabilities. Mentor junior team members and foster a collaborative team environment. Required Qualifications, Capabilities, and Skills 7+ years of experience in portfolio analytics-related roles. Advanced knowledge of equity, fixed income, and alternative markets and investment products. Proficiency in Python and a smart programming mindset to solve tactical problems. Proven ability to manage complex tasks and juggle priorities in a dynamic environment. Strong written and verbal communication skills. Knowledge of asset classes and risk profiles. Preferred Qualifications, Capabilities, and Skills CFA, FRM, or MBA in Finance. Experience in investment and risk management. Ability to collaborate effectively with diverse teams. Familiarity with Jira, Bloomberg, Factset, and MS Office. Join our dynamic team as an Investment Strategy Support Associate Sr, where you will play a pivotal role in shaping the future of investment strategies. Leverage your expertise in portfolio analytics and collaborate with top-tier professionals to drive innovation and excellence. As an Investment Strategy Support Associate in Wealth Management Solutions team, you will collaborate with various stakeholders to enhance Portfolio risk metrics and analytics in a timely manner. This role offers the opportunity to work with a team of quantitative researchers, develop analytical tools, and provide quantitative support to key business units. You will be instrumental in designing and implementing data quality assurance processes and performing ad-hoc quantitative research for Client Advisors. Job Responsibilities Collaborate with stakeholders to enrich the existing operating model for reviewing and onboarding Portfolio analytics. Work with quantitative researchers to develop analytical tools for risk and portfolio construction. Provide quantitative support to Portfolio Management, Due Diligence, Portfolio Governance, and Risk Management teams. Perform ad-hoc quantitative research and analysis for Client Advisors. Drive initiatives to improve investment strategies and processes. Communicate complex quantitative concepts to non-technical stakeholders. Lead projects to enhance data analytics capabilities. Mentor junior team members and foster a collaborative team environment. Required Qualifications, Capabilities, and Skills 7+ years of experience in portfolio analytics-related roles. Advanced knowledge of equity, fixed income, and alternative markets and investment products. Proficiency in Python and a smart programming mindset to solve tactical problems. Proven ability to manage complex tasks and juggle priorities in a dynamic environment. Strong written and verbal communication skills. Knowledge of asset classes and risk profiles. Preferred Qualifications, Capabilities, and Skills CFA, FRM, or MBA in Finance. Experience in investment and risk management. Ability to collaborate effectively with diverse teams. Familiarity with Jira, Bloomberg, Factset, and MS Office.

Join our team to build your career in a culture that values innovation, creativity and excellence. As a Fund Servicing Analyst within our Investment Operations team, you will have the opportunity to provide premium quality client service to our Fund Services clients. You will play a crucial role in ensuring deadlines are met and maintaining the smooth operation of our team. This role offers you the chance to work closely with various areas within JPM Fund Services, including Client Service, Product, Sales, Portfolio Accounting, and Technology. You will also have the responsibility of ensuring a standardized, efficient process and timely escalation of any potential issues. This role is a great opportunity to develop your leadership skills and contribute to our teams success. Job responsibilities Complete the day to day processing for funds subscribed to loan services, including trade booking, settlement, cash & positions and market value reconciliations, break research and resolution, credit facilities life cycle management and client issue management Review and monitor Client Satisfaction for completeness, accuracy and timeliness of booking Bank Loans transactions Review daily/monthly work process for team members, including daily and monthly checklists and see that all tasks are completed Ensuring that all staff are aware of daily tasks and deadlines are met and work with AVP to develop goals for the team and ensure they are reached Conduct group meetings with the Group Managers to ensure constant communication and feedback about the overall Bank Loans operations performance Communicate with other areas in JPM Fund Services Client Service, Product, Sales, Portfolio Accounting, Technology Ensure standardized, efficient process and timely escalation of any potential issues. Required qualifications, capabilities and skills Min 1 year experience within financial services specifically Fund Services With experience in end- to- end Reconciliation, Trades and Settlement Complete understanding of the NAV delivery process Ability to effectively communicate with internal and external clients Strong knowledge of all investment types Keen eye for detail, processes and deadline orientated Ability to motivate staff and provide feedback when needed Preferred qualifications, capabilities and skills Bachelor s Degree Detailed working knowledge of financial data providers such as Bloomberg, Financial Times Interactive Data, MarkIt Partners Knowledge of syndicated loans Join our team to build your career in a culture that values innovation, creativity and excellence. As a Fund Servicing Analyst within our Investment Operations team, you will have the opportunity to provide premium quality client service to our Fund Services clients. You will play a crucial role in ensuring deadlines are met and maintaining the smooth operation of our team. This role offers you the chance to work closely with various areas within JPM Fund Services, including Client Service, Product, Sales, Portfolio Accounting, and Technology. You will also have the responsibility of ensuring a standardized, efficient process and timely escalation of any potential issues. This role is a great opportunity to develop your leadership skills and contribute to our teams success. Job responsibilities Complete the day to day processing for funds subscribed to loan services, including trade booking, settlement, cash & positions and market value reconciliations, break research and resolution, credit facilities life cycle management and client issue management Review and monitor Client Satisfaction for completeness, accuracy and timeliness of booking Bank Loans transactions Review daily/monthly work process for team members, including daily and monthly checklists and see that all tasks are completed Ensuring that all staff are aware of daily tasks and deadlines are met and work with AVP to develop goals for the team and ensure they are reached Conduct group meetings with the Group Managers to ensure constant communication and feedback about the overall Bank Loans operations performance Communicate with other areas in JPM Fund Services Client Service, Product, Sales, Portfolio Accounting, Technology Ensure standardized, efficient process and timely escalation of any potential issues. Required qualifications, capabilities and skills Min 1 year experience within financial services specifically Fund Services With experience in end- to- end Reconciliation, Trades and Settlement Complete understanding of the NAV delivery process Ability to effectively communicate with internal and external clients Strong knowledge of all investment types Keen eye for detail, processes and deadline orientated Ability to motivate staff and provide feedback when needed Preferred qualifications, capabilities and skills Bachelor s Degree Detailed working knowledge of financial data providers such as Bloomberg, Financial Times Interactive Data, MarkIt Partners Knowledge of syndicated loans

Some careers have more impact than others. If you re looking for a career where you can make a real impression, join HSBC and discover how valued you ll be. HSBC is one of the largest banking and financial services organisations in the world, with operations in 62 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions. We are currently seeking an experienced professional to join our team in the role of Multi-Asset Market Analyst Principal responsibilities Conduct quantitative research across equities, fixed income, commodities and alternatives to support tactical and strategic asset allocation decisions. Build, maintain, and enhance proprietary models in Python (volatility forecasting, macro factor models, regime detection, sentiment analysis). Monitor macroeconomic indicators and market trends to provide insightful commentary and scenario analysis. Collaborate with economists, strategists, and portfolio managers to synthesize views into cohesive multi-asset narratives. Automate data pipelines and dashboards for real-time monitoring of cross-asset performance and signals. Support publications with data analysis, charting, and writing where needed. Requirements Bachelor s or Master s in Quantitative Finance, Economics, Statistics, Engineering, or a related discipline. Strong proficiency in Python for financial data analysis (Pandas, NumPy, matplotlib, scikit-learn, etc. ). Familiarity with key macroeconomic concepts, global financial markets, and major asset classes. Experience working with financial datasets (Bloomberg, Refinitiv, Quandl, etc. ) is a plus. Strong written and verbal communication skills to present complex data clearly. Exposure to factor investing, asset pricing models, or machine learning applications is advantageous. Progress toward Charted Financial Analyst, Financial Risk Manager is a plus. Experience in backtesting multi-asset strategies or building dashboards (Plotly, Dash, Streamlit). Opportunity to work at the intersection of markets, macro, and machine learning You ll achieve more when you join HSBC.

The Data Operations team is responsible for providing data quality assurance for multiple datasets including pricing, securities and reference data, benchmarks, portfolios and fund. KEY RESULT AREAS: -Complete specialist tasks including maintaining data in internal repository systems, dealing with data queries relating to life client and other stakeholders. -Perform monthly reporting for the biggest client involving Asset data and holdings in timely manner. -Data analysis and issue resolution for investment data related queries raised by Life client and internal & external stakeholders. -Ensuring that the data quality is in line with the organization’s data management governance process. The role sits in the Investment and Asset Data Support team, responsible for the stewardship and reporting of Asset data that resides in the Asset Data Store (ADS) and manage Data Quality exceptions in Data Management Platform (DMP) an ensuring the data is complete, consistent, fit for purpose and ready for consumption for all end users. -The daily review and validation of daily Security Master Reference data in internal DMP system and resolve exceptions in timely manner. -Resolution of exceptions to ensure data integrity. -Managing and monitoring controls to ensure data quality and consistency. -Resolving data issues highlighted as part of data validation process and manage escalations. ASSET DATA REPORTING: -Perform monthly, quarterly, semi-annual, and annual reporting for Major Life client on monthly basis in timely manner. -Sourcing and onboarding of new market data required for reporting. -Ensure data used for Reporting is clean, validated and fit for reporting. -Work closely with stakeholders on reporting issues and resolve in timely manner without impact to reporting timelines. -Publish PowerBI reports to various stakeholders with clean data for reporting consumption. -Engage with IT Support and Development teams on the issues encountered during reporting cycle and resolve in timely manner. ADDITIONAL RESPONSIBILITIES: -Continuous updates of standard operating procedures along with the new changes and projects -Identify and execute continuous process improvement and automation. -Support projects and ad-hoc queries -Singapore Public Holiday coverage may be required EXPERIENCE / QUALIFICATIONS -An excellent understanding of a wide range of tradable instruments -Strong analytical and communication skills -3-4 years strong data management experience in large banking institution especially financial services sector, preferably in Asset Management, including prior experience in doing asset data reporting for clients with Instrument Reference data and Positions. -Prior experience using investment platforms, like GoldenSource is desirable. -Knowledge of SQL, PowerBI, Python language skills is a plus. - Understanding of the data management governance frameworks -Working knowledge of data vendor systems such as Bloomberg, Reuters, S&P, etc. - Working knowledge of PowerBI and Power Automate -Excellent customer focus and high level of accuracy, and attention to detail -Demonstrated ability to work collaboratively as part of the small team. GENERAL CANDIDATE ATTRIBUTES -A deep understanding of asset management enterprise data, its associated processes, systems, controls and deliverables. -A strong ability to be hands on yet has a holistic strategic vision on data management. -A strong team player -A performance driven individual -Strong relationship management skills

Posted On 16th May, 2025 : The company is seeking a highly skilled Senior Analyst with specialized experience in U.S. Gift & Estate Tax Valuations . This role involves working with U.S.-based clients on valuation reports for IRS filing purposes under Sections 2031 and 2512. The ideal candidate will be detail-oriented, analytical, and capable of handling multiple projects while maintaining strong communication with clients. Key Responsibilities : Client Interaction & Documentation Liaise with clients to understand engagement scope and data requirements Maintain professional, clear communicationboth written and verbal Ensure accurate documentation, file organization, and compliance with internal processes Valuation & Modeling Execution Prepare and review valuation reports in line with IRS guidelines for Gift & Estate Tax filings Build and validate financial models using appropriate discounts (e.g., Discount for Lack of Control , Discount for Lack of Marketability ) Apply appropriate methodologies such as Net Asset Value , Market Approach , and Income Approach Project Management Independently manage multiple engagements simultaneously Ensure timely and accurate delivery of client-ready valuation reports Maintain valuation trackers and provide regular updates to internal teams and clients Required Skills & Qualifications 2+ years of direct experience in U.S. Gift & Estate valuations Strong understanding of IRS standards, valuation principles, and relevant legal/regulatory frameworks Proficient in Excel-based financial modeling Experience with valuation databases such as Capital IQ, PitchBook, or Bloomberg Excellent analytical, organizational, and problem-solving abilities Strong verbal and written communication skills Preferred Background Experience at Big 4 (KPMG, Deloitte, EY, PwC), Grant Thornton, Duff & Phelps, or valuation-focused KPOs Exposure to valuation services for U.S. clients and audit-compliant deliverables Why Join this Profile Be part of a fast-growing valuation team with international exposure Work on high-impact U.S. Gift & Estate valuation assignments Hybrid work model offering flexibility and balance Opportunity to grow into team leadership or niche expertise roles 5 Days working Medical Insurance Key Skills : Company Profile Company is an ISO certified firm engaged in providing valuation, advisory, accounting, and taxation services to US-based consulting and advisory firms. Founded in April 2012, They are a team of accomplished senior-level professionals based out of Ahmedabad, Bengaluru, Gurugram, Indore, Mumbai, and Noida.

Posted On 16th May, 2025 : The role involves working on business valuation assignments for U.S. and global clients, including 409A valuations and Business Enterprise Valuations (BEVs). The ideal candidate should possess strong analytical abilities, financial modeling expertise, and excellent communication skills to interact with clients and manage multiple projects efficiently. 1) Client Communication & Diligence Engage with clients to understand data requirements and valuation scope. Communicate effectivelyboth written and verbalto gather and clarify inputs. 2) Project Management & Execution Handle multiple valuation projects simultaneously and ensure timely delivery. Review and validate financial models, valuation reports, and client deliverables. Maintain up-to-date project documentation, including emails, file management, and research tracking. 3) Technical Expertise Perform valuations for financial reporting, tax, and transaction advisory purposes. Worked on 409A valuations and Business Enterprise valuations (BEVs). Utilize valuation databases such as Capital IQ (CIQ), PitchBook, and other financial research platformsfor benchmarking and analysis. 4) MIS & Reporting Track project status and maintain project trackers for internal and client reporting. Ensure timely updates and documentation of valuation workflows. Required Skills : 2+ years of experience in valuation, financial modeling, and advisory services. Strong understanding of valuation methodologies (DCF, market multiples, precedent transactions,etc.). Hands-on experience with valuation databases like Capital IQ, PitchBook, and Bloomberg. Proficiency in financial modeling and analysis using Excel. Ability to multitask, prioritize projects, and meet tight deadlines. Excellent written and verbal communication skills. Strong attention to detail and problem-solving abilities. Why Join us Work on high-impact valuation assignments. Gain exposure to complex valuation and financial analysis pro j ects Hybrid work environment with career growth opportunities. 5 days working Medical Insurance Key Skills : Company Profile Company is an ISO certified firm engaged in providing valuation, advisory, accounting, and taxation services to US-based consulting and advisory firms. Founded in April 2012, They are a team of accomplished senior-level professionals based out of Ahmedabad, Bengaluru, Gurugram, Indore, Mumbai, and Noida.

Role: As a Staff Software Engineer at SentiLink, you will be responsible for our applications and its platform. You will work with the product and engineering team to build new products and enhance our existing suite of products. You have outstanding programming skills, you are proficient in our technology stack, and you can pick up new technologies quickly as we evolve. Technologies: Golang, Python, Opensearch, PostgreSQL (RDS), Docker, AWS technologies This is an in-office position based in Gurugram, India. Responsibilities: You are the owner of one or more large sections of our codebase. Consistently delivers large systems involving one or more teams contribution on time at a high level of quality Shapes broad architecture; ships multiple large services, complex libraries or major pieces of infrastructure Lead the technical direction provide guidance and set the technical direction for our team, ensuring alignment with project goals and industry best practices Consistently able to reduce the complexity of projects, services, and processes in order to increase efficiency of teams Code, test, debug, document, and maintain software applications using established coding standards and methodologies Partner with product management to drive agile delivery of both existing and new products based on project requirements. Ensure new software meets quality standards by writing unit and end-to-end automated tests Work with product, data, and other stakeholders to analyze usage and product metrics to inform key strategic decisions Troubleshoot, debug, and resolve product issues as they arise Work cross functionally to resolve complex customer problems Ensure platform and services meet SLA requirements; on call rotation for production issues, along with the rest of engineering Requirements: 12+ years of software development experience building enterprise or consumer facing products Experience with building API based products using python, golang, or similar technologies Excellent analytical and problem solving skills, interpersonal skills, and a sense of humor (enjoy the journey) Familiarity with: RDBMS (e.g. postgres) and ability to write efficient queries with optimal structures; Docker and AWS technologies; fintech or financial services; scrum / agile development environment This job is located in Gurugram, India

KEY ROLES AND RESPONSIBILITIES Leading a team of 4-6 analysts which supports a US bank in credit risk assessment of (i) Commercial Real Estate (CRE) loans and (ii) Commercial and Industrial (C&I) loans. Please note that CRE expertise is our primary requirement and C&I expertise is a good-to-have. The individual should be able to review the spreads and reports prepared by the analysts and interact with the client on a regular basis to discuss analytical aspects of work as well as the work pipeline. The key activities include research and analysis of the CRE/ C&I entity to assess their credit strength. Experience requirement for CRE: In his/her experience, the individual should have carried out activities including sourcing information such as updated operating statements, rent rolls, valuation reports, spreading financials in financial spreading tool such as Sageworks, conducting CRE cash flow analysis, preparing detailed credit reports. Good understanding of tools like CBRE, CoStar, RCA, REIS, Moody s CMM and Knowledge of Intex, Bloomberg will be preferred. Experience requirement for C&I: In addition to the expectations mentioned in the above points, spread financials (Audit, Business Tax Returns, Personal Tax returns, etc.) in financial spreading tool such as Sageworks and CreditLens, analysis and calculation of qualifying income from various tax documents such as 1040s, Schedule E, 1065, 1120, 1120S, K1, transcripts, etc. A good understanding of nCino, Salesforce, RMA reports and Knowledge of Intex, Bloomberg will be preferred. Support franchise building activities like writing of blogs/ articles MINIMUM & PREFERRED EDUCATION CA/ MBA/ CFA/ FRM MINIMUM & PREFERRED EXPERIENCE 7+ years of work experience