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4.0 - 9.0 years
6 - 11 Lacs
Hyderabad
Work from Office
About this role: Wells Fargo is seeking a Senior Securities Research Specialist The role involves working closely with the US deal team on pitchbooks, valuations, peer analysis, opportunity analysis, and other industry-related materials, with significant opportunities to learn, develop and work as an integral member of the business. In this role, you will: Assist on work streams that form key components of M&A buyside or sell-side deal execution and/or, corporate finance or capital market transactions across multiple sectors (Industrials, Healthcare, Consumer & Retail, TMT, FIG) Assist in preparing pitchbook components including industry overviews, company profiles, management biographies, brokers outlook, share price performance, deal case studies, evolution of industry/peers valuation multiples, possible buyer/seller opportunities, amongst others Assist in equity and debt capital raising (IPOs, follow-on offering, bond issuances etc.) and leveraged underwriting transactions Work on comparable company analysis, precedent transaction analysis, buyer or target identification, company/M&A screening and sector updates and analyses Work on financial analysis, industry benchmarking and valuation models Develop an understanding of a sectors key performance and valuation indicators and identify key industry and M&A trends and outlook impacting the sector Develop excellent working knowledge of market databases e.g., FactSet, Refinitive, Bloomberg, Dealogic, MergerMarket, etc. Mentor junior analysts and contribute towards quality checking & day-to-day project management Interact with multiple stakeholders to achieve the desired goal Would be required to operate in the US time zone providing real-time support to the US stakeholders covering various products and sectors as part of the core team looking to add significant value to the India franchise Required Qualifications: 4+ years of Securities Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: MBA or Masters in Finance from a premier education institute with 4-8 years of relevant work experience with a good understanding of Industrials sub-sectors Strong inclination towards building a career in Corporate Finance, Investment Banking or Capital Markets Impeccable communication and interpersonal relationship skills with the ability to interact with senior professionals and key stakeholders Good understanding of Financial concepts and company valuation techniques Strong logical, analytical skills and a systematic problem solving approach Ability to proficiently use Microsoft Office Applications Power Point and Excel Strong time management skills and ability to work under pressure and meet strict deadlines. Attention to detail and ability to ensure high quality of deliverables. Ability to interact with integrity and a high level of professionalism with all levels of team members and management. Results driven, accountable and ability to work with multiple priorities in a fast-paced and results-driven environment Job Expectations: Ability to proficiently use Microsoft Office Applications Power Point and Excel Knowledge of database tools Factset, Thomson one, Capital IQ, Factiva, and Bloomberg Impeccable communication and interpersonal relationship skills with the ability to interact with senior professionals and key stakeholders Strong time management skills and ability to work under pressure and meet strict deadlines Attention to detail and ability to ensure high quality of deliverables Ability to provide innovative ideas to efficiently execute the tasks Ability to identify proactive ways to contribute to firm's goals & mission
Posted 1 month ago
3.0 - 8.0 years
3 - 6 Lacs
Gurugram
Work from Office
Change Management and Transformation Consultant Capital Markets Find endless opportunities to solve our clients' toughestchallenges, as you work with exceptional people, the latest tech and leading companies across industries. Practice: Capital Markets, Industry Consulting, Capability Network I Areas of Work: Change Management and Transformation | Level: 11/9/7 / 6/5 | Location: Bengaluru/Gurugram/Mumbai| Years of Exp: 3-20 years Explore an Exciting Career at Accenture Are you an outcome-oriented problem solverDo you enjoy working on transformation strategies for global clientsDoes working in an inclusive and collaborative environment spark your interest Then, Accenture Strategy and Consulting is the right place for you to explore limitless possibilities. The Practice A Brief Sketch As a part of the Capital Markets practices within Accentures Capability Network, you will work with our global teams to help investment banks, asset and wealth managers, and exchanges, prepare for the digital future. Together, lets leverage global strategies and data-driven insights to pave way for digital-enabled capital markets. Help us unlock new value in a disruptive world, with the following initiatives: Collaborate with client challenges to solve complex client problems such as regulatory reforms and implementation. Define and manage the organization change with reference to process, technology and organization structure. Manage transformation project to migrate from legacy to target. Assess as-is process and suggest best industry practices to come up with to-be processes and implement them to remove inefficiencies. Support data governance and management and help optimize operations and drive business decision-making. Support in development of collateral, methodology refinements, best practices updates and trends tracking, create and support proposals incorporating Accenture value proposition. Incorporate Accenture best practices and help develop methodologies into every stage of the project management lifecycle. Bring your best skills forward to excel in the role: Good analytical and problem-solving skills Excellent communication, interpersonal and presentation skills Cross-cultural competence with an ability to thrive in a dynamic consulting environment Read more about us. Recent BlogsQualification Your experience counts! MBA from reputed business school with strong blend of consulting and functional skills FRM, CFA, PRM or other industry specific certification is a plus Prior experience of working on consulting projects is a must. Ideal candidate should be able to consult with clients offering their subject matter expertise in Investment Banking & Investment Management functions including below domains: Capital Markets (example:FO, MO, Market Data, Collateral Management, Liquidity Management) Asset & Wealth Management (Front Office Advisory, Salesforce) Front Office Advisory Experience with OMS systems (Charles River, Aladdin, Bloomberg AIM, Avaloq etc) Back Office applications (Clearing and Settlement etc.) Portfolio management for brokerage firms Collateral Management; MTM valuations Fund Management & Accounting Treasury front, mid & back-office functions Risk Management:Market Risk, Credit Risk, Operational Risk Post trade (example:Reference Data, Risk Management, Finance & Accounting) Exchange & Trading avenues, Clearing house Regulatory Change and Compliance (example:MiFID, EMIR, MiFID II, Basel, IFRS9) Robotics Process Automation Data profiling, data lineage and data analytics Data Migration and Change Management Trading platforms (example:Murex, Calypso, Fidessa, Kondor+ and so on) Data Governance and Management Agile and Hybrid SDLC Methodology Whats in it for you An opportunity to work on transformative projects with key G2000 clients Potential to Co-create with leaders in strategy, industry experts, enterprise function practitioners and, business intelligence professionals to shape and recommend innovative solutions that leverage emerging technologies. Ability to embed responsible business into everythingfrom how you service your clients to how you operate as a responsible professional. Personalized training modules to develop your strategy & consulting acumen to grow your skills, industry knowledge and capabilities Opportunity to thrive in a culture that is committed to accelerate equality for all. Engage in boundaryless collaboration across the entire organization. About Accenture: www.accenture.com About Accenture Strategy & Consulting: https://www.accenture.com/us-en/Careers/capability-network Accenture Capability Network | Accenture in One Word come and be a part of our team.
Posted 1 month ago
4.0 - 9.0 years
7 - 17 Lacs
Bengaluru
Work from Office
About this role: Wells Fargo is seeking a Senior Securities Research Assistant. In this role, you will: Support the editing and publishing functions within the Global Research and Economics Group in Wells Fargo Securities Generate research packet products, manually post research documents to market data vendors, update and maintain mailing lists, provide client access to web sites Maintain databases Generate research packet products, post research documents to market data vendors, update and maintain mailing lists Receive direction from supervisor and escalate non routine questions Assign reports to Editors and Supervisory Analysts to ensure the most efficient use of resources Required Qualifications: 4+ years of Securities Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. Desired Qualifications: Outstanding academic qualifications B. Com., CA or MBA MSc Finance from a premier educational institution 4+ yrs of experience in Investment Research/ Underwriting Credit Rating - experience in working with FSG team in IB structure will be preferred Excellent verbal and written communication skills Strong knowledge of accounting and financial concepts Proficient in Microsoft office tools Knowledge of database tools Factset, Pitchbook, Capital IQ and Bloomberg.
Posted 1 month ago
10.0 - 15.0 years
30 - 35 Lacs
Pune, Chennai
Work from Office
Vice President Infrastructure Services || We re seeking a future team member for the role of Vice President Infrastructure Services || to join our Production Services team team. This role is located in Pune-MH, HYBRID. In this role, you ll make an impact in the following ways: Assist in reviewing and processing IT Change Ensure change records are properly documented and updated in the ITSM tool Facilitate and attend Change Advisory Board (CAB) meetings, reviewing change requests for risks, impacts, and approvals. Monitor and report on Change Performance metrics. Provide guidance and training to teams on change governance Help assess the impact and risks of proposed changes Ensure all changes align with IT Governance and compliance requirements Maintain accurate records of change requests, meeting minutes, and training attestations doe audits and reporting Identify potential areas of improvement in change management process. Support automation initiatives for streamlining Technical Change Management Process. Enforce existing KPIs to track effectiveness of change governance To be successful in this role, we re seeking the following: 10+ years of experience in IT Change Management, governance or a related field Associate or bachelor s degree in information technology or a related field Familiarity with ITIL frameworks, change management processes, and governance best practices Experience with ITSM tools like ServiceNow Strong attention to detail and organizational skills Good Communication and teamwork skills ITIL Certification (ITIL v4 Foundation or higher) Experience in regulated industries such as finance, healthcare, or government Knowledge of DevOps, Agile, and CI/CD pipelines in relation to Change Management
Posted 1 month ago
10.0 - 15.0 years
6 - 10 Lacs
Pune
Work from Office
The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats 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 well 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 Geneva Reporting/Support Manager LocationPune Experience10-15 years Industry/DomainAdvent Geneva Business Support, Financial Services/Capital Markets/Fund Administration Apex Group Ltd has an immediate requirement for Geneva Support Manager. Functional/Business Expertise Required Good understanding of GLMAPs Able to connect with Business/Client to get requirement and convert the same into report. Worked on Geneva upgrade & migration. Dealing with complex investments (swaps, bank debt, and convertible bonds) and hedge fund structures Reconciliations and break resolutions Corporate Actions, Fee Accruals, Management/Performance fee Calculations, PnL Allocations and NAV/ GAV understanding. Good understanding of Geneva Fund Structures. Good understanding of Geneva Fund Setup & Allocation. Should have better knowledge of security & pricing setup. Should be expert on Hedge fund migration & new fund onboarding. Experience and Knowledge: 10-15 years of related experience in Geneva Support Manager. Connect with operation to understand & resolve their issues. Experience in fund migration from other system to Geneva. Good Knowledge of Geneva Data Browser & All Geneva Reports Connect with auditors & able to handle their queries. Experience working data vendors (Bloomberg/Refinitiv/Markit) Expertise in Market Value & Accrued Interest calculation for different product types. Able to handle reporting issue/New requirement raised by operations. Strong analytical, problem solving, and troubleshooting abilities. Strong Excel and Excel functions knowledge for business support. Create and maintain Business documentation, including user manuals and guides. Able to handle the team Other Skills: Good team player, ability to work on a local, regional, and global basis Good to have SQL knowledge Good communication & management skills Understanding of ETL/ Mapping Tools. DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
Posted 1 month ago
8.0 - 12.0 years
6 - 10 Lacs
Pune
Work from Office
The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats 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 well 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 Geneva Reporting/Support Analyst LocationPune Experience8-12 years Industry/DomainAdvent Geneva Development/Support (RSL/RDL), Financial Services/Capital Markets/Fund Administration Apex Group Ltd has an immediate requirement for Geneva Support Manager. Functional/Business Expertise Required Good understanding/writing experience in Advent Geneva RSL & RDL Good understanding of GLMAPs Good experience in fixing existing or creating custom rsl Able to connect with Business/Client to get requirement and convert the same into report. Worked on Geneva upgrade & migration. Dealing with complex investments (swaps, bank debt, and convertible bonds) and hedge fund structures Reconciliations and break resolutions Corporate Actions, Fee Accruals, Management/Performance fee Calculations, PnL Allocations and NAV/ GAV understanding. Good understanding of Geneva Fund Structures. Good understanding of Geneva Fund Setup & Allocation. Should have better knowledge of security & pricing setup. Should be expert on Hedge fund migration & new fund onboarding. Experience and Knowledge: 8-12 years of related experience in Geneva Support Manager. Connect with operation to understand & resolve their issues. Experience in fund migration from other system to Geneva. Good Knowledge of Geneva Data Browser & All Geneva Reports Connect with auditors & able to handle their queries. Experience working data vendors (Bloomberg/Refinitiv/Markit) Expertise in Market Value & Accrued Interest calculation for different product types. Able to handle reporting issue/New requirement raised by operations. Strong analytical, problem solving, and troubleshooting abilities. Strong Excel and Excel functions knowledge for business support. Create and maintain Business documentation, including user manuals and guides. Other Skills: Good team player, ability to work on a local, regional, and global basis Good to have SQL knowledge Good communication & management skills Understanding of ETL/ Mapping Tools. DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
Posted 1 month ago
0.0 - 2.0 years
6 - 11 Lacs
Bengaluru
Work from Office
: Job Title: Regulatory Reporting Operations Analyst LocationBangalore, India Role Description We are seeking a highly motivated and detail-oriented Operations Analyst to join our Regulatory Reporting team. The role involves executing a series of tasks to ensure compliance, accuracy, and efficiency in report preparation and submission. Processor needs to perform several key functions that support and control the business in complying with several regulatory requirements Executing assigned Regulatory Reporting BAU activities. Perform pre-checks to identify and resolve discrepancies in report, ensure 4 eye principles are being followed in the team. Conduct spot checks to ensure document adherence. Maintain accurate and detailed documentation for all process-related activities, including special requirements and deviations. Complete and maintain various checklists, pre-checks, and tracking lists to ensure all tasks are documented and executed accurately. Manage queries within a team and resolve them with help of onshore colleagues if required. Escalate all issues in time, to the appropriate level, to avoid any adverse impact on the business. Work closely with internal teams to coordinate report preparation, resolve issues, and meet deadlines. Maintain clear and prompt communication with departments like risk, front office, and performance measurement, IT etc. Ensure teamwork culture is practiced. Assist manager in reviewing process changes or optimization and update the procedures. Ensure proper back-ups created and assist other teams during contingencies (Staff shortage, high volumes etc.) Get involved in process improvement projects driven by the management. 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 To ensure processes are performed as per defined Key Operating Processes. (KOP). The Operation Analyst will be responsible for completion of day-to-day activity as per standards and ensure accurate and timely delivery of assigned production duties. You needs to ensure team adherence to all cut-off times/deadlines and quality of processing as maintained in SLAs. You should ensure that all queries/first-level escalations related to routine activities are responded to within the period specified. Needs to conduct checks and maintain documentation to ensure that there are sufficient records for future reference. Should take responsibility and act as backup for the team colleagues in their absence and share best practices with the team. To escalates unusual activity (new client activity, slow systems, delayed approvals, deviations form KOP). Awareness of risks attached to the processes and escalation of potential risks to the bank to Team Manager. To communicate with the stakeholders to share any process specific updates or to escalate any issues. Stay updated on basic regulatory requirements and changes with support from training provided by organization. Your skills and experience Good understanding of Regulatory Reporting & Asset Management. Should have 0-2 years of experience. (Regulatory experience of SFTR/ FinFrag/ MiFID/ EMIR or even ASIC) Knowledge & usage of applications/ tools like Aladdin, Bloomberg would be an added advantage. Good communication (verbal & written) and interpersonal skills. Willingness to take on responsibility, priorities work and mange time effectively and learn new tasks. Sound desktop PC skills including Microsoft Office. Basic German Language knowledge would be beneficial. Ability to work quick and accurately, even under tight deadlines. Team-playing skills and flexibility in working hours. How well support you About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm
Posted 1 month ago
10.0 - 15.0 years
35 - 40 Lacs
Pune
Work from Office
: Job TitleOperations Manager, VP LocationPune, India Role Description Today, markets face a whole new set of pressures but also a whole lot of opportunity too. Opportunity to innovate differently. Opportunity to invest responsibly. And opportunity to make change. Join us at DWS, and you can be part of an industry-leading firm with a global presence. You can lead ambitious opportunities and shape the future of investing. You can support our clients, local communities, and the environment. Were looking for creative thinkers and innovators to join us as the world continues to transform. As whole markets change, one thing remains clear; our people always work together to capture the opportunities of tomorrow. Thats why we are Investors for a new now. As investors on behalf of our clients, it is our role to find investment solutions. Ensuring the best possible foundation for our clients financial future. And in return, well give you the support and platform to develop new skills, make an impact and work alongside some of the industrys greatest thought leaders. This is your chance to achieve your goals and lead an extraordinary career. This is your chance to invest in your future. Read more about DWS and who we are here. 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 Role requires leadership at both the site level in the DWS Pune location as well as direct engagement with our day-to-day DQM (Data Quality Management) business activities working directly with DWS senior leadership from US and India locations to support critical business activities that ties into Trading, Cash Management, Risk, Performance, Investment Guidelines and Client Reporting activities. Candidate should be well rounded and have a good understanding of all business lines/functions across Operations along the value chain from trade execution until final settlement. Being the DQM Operations Team Lead, responsibilities include managing the quality, integrity and validity of security reference, time series, pricing and analytics data for DWS. The DQM Lead is considered an escalation point as well as someone who can process updates, maintaining Security Master data to align with current market standards this includes pricing and those market data feeds/factors impacting security characteristics, market values and analytics (Yield, Duration, and Convexity). The DQM rep will work closely with and considered as an extension of our India DQM processing team to proactively address Run the Bank (RTB) data management activities and assist with Change the bank (CTB) initiatives. The Data Management team provides technical advice/support to both the business and internal stakeholders that includes the identification and resolution of security and pricing data quality issues. The DQM Lead acts as a key point of contact for liaising and consulting with stakeholders to ensure best practice is followed, data integrity issues are effectively escalated and resolved in an efficient manner. The team is expected to address all facets of the security set-up process and determine possible downstream negative impacts. This requires a good understanding of the life cycle of a trade. The team is exposed to many financial products which includes Equities, Fixed Income (MBS, ABS, Corporate, Municipals), Derivatives (Swaps, Options, Futures), and Cash (CP, CD, TD, Repos). The team is responsible for maintaining Security Master and updating pricing using authoritative market data sources; validating security set-ups for accuracy, maintaining SSIs and working with various operational teams (Transaction Processing Group security trade related issues, Reconciliations cash break resolution and Client Onboarding team in-kind asset transfers) as well as external vendors, market data sources and IT teams to investigate, understand and remediate root cause. Your skills and experience Skills Youll Need Bachelor's degree required. 10+ years in the buy or sell side financial industry experience (asset management, private banking, investment banking). Ability to lead/guide through issues and mentor teams during time sensitive and high pressure situations. Understanding of Security Master data set-ups and the impact of that data on Pricing and Analytics. Drive continuous data quality improvements within the organization and with our vendors, proactively track multiple data related issues at once and able prioritize outstanding tasks based on highest risks. Hands on experience with Bloomberg and Reuters. Experience working with portfolios, trading platforms (Aladdin) as well as excellent understanding of life cycle of a trade. Understanding of maintaining Data Quality with current market standards, identifying issues and perform root cause analysis when there are gaps. Escalate with management in the event processing or control issues identified. Subject matter expert for Security Master set-ups and drive to obtain root cause of security reference data and pricing issues. Ability to make recommendations in efforts to create processing efficiencies. Ensure tasks are followed according to Operating Procedures and provide support to offshore teams. Act as escalation point for Front Office queries work closely with India staff to ensure issues are addressed in timely manner and escalate processing delays or when SLAs are not met. Good understanding of Pricing and Analytics. Skills That Will Help You Excel Effectively manages own time and complete tasks on time. Proactively engage team on issues where there are challenges and step in to help clear aging items. Focusing on continually improving on our practices and seeking out more efficient solutions. Taking personal ownership for delivering and achieving outcomes. Effectively communicate obstacles, business opportunities and challenges up the value chain. Demonstrates commitment to the organizational - behaviors and practices tied to DWS values & beliefs. Actively seeks and responds to feedback on own performance in a positive manner. Ability to make sound judgment when to raise concerns and escalate with management. Good critical thinking skills. Ability to quickly learn under a time sensitive and high-pressure environment. Build and maintain strong internal and external working relationships. Excellent organization and communication skills. Thoroughness and attention to detail a must. Ability to identify and prioritize multiple tasks. How well support you About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm
Posted 1 month ago
6.0 years
6 - 11 Lacs
Jaipur
Work from Office
: Job TitleReference Data Analyst LocationJaipur, India Role Description The Reference Data Analyst focuses on effective oversight of strategic data used across the banks systems and infrastructure. The Reference Data Analyst supports various elements of the data lifecycle, from ensuring that data is captured from the best source, to validating and classifying, and operating controls that optimize its quality and maximize coverage. The Reference Data Analyst has responsibility for maintaining robust processes related to data set-up, storage and distribution, as well as system configuration, together with participation in projects designed to streamline infrastructure and improve efficiency. Reference data is integral to the banks response to regulatory requirements. Close partnership is needed with stakeholders such as Front Office, Middle Office, Audit, Compliance and Regulatory. Reporting to deliver solutions that balance immediate business priorities with long term strategic objectives. An Analyst primarily handles data operations and generates reports from data interpretation. CAM analyst performs checks to authenticate the requests on the basis of the documents received, completeness and correctness. Processing the Static requests on the various downstream systems as per the process guidelines. Investigate open items/Risk items and resolve as required. Escalate unresolved open items per departmental policy. 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 Process Data input & approval of Account opening, maintenance process & SSI functions in downstream system. Ensuring the processing guidelines (KOP) are followed with diligence. Monitoring the mailboxes in terms of processing and queries. Participating in employee engagement activities & effective participation in team huddle and contribution in regular meetings. Ensuring the mandatory trainings are completed within the time. Leaves and breaks needs to plan in line with process deliverables, ensuring timely updates on HR- Workday. Meet productivity target of 100% and makes sure the 2 eye processing is completed within agreed SLA & 100% accuracy. Assisting the team and the process in reviewing the KOP. Control: Account opening, maintenance process & SSI has to be followed as per CAM KOP. Owning the issues, resolve it on priority and escalating wherever required as per escalation matrix. Change: Identify possible automation opportunities and reduce manual intervention. To work in the direction of finding process gaps and ideas to remediate the same. Your skills and experience Minimum Bachelors degree or equivalent in relevant field 0.6 to 6 years of work experience in corporate Banking Basic knowledge of Banking operations/Financial Products (Fixed income cash & derivatives Financial Products and financial instruments including Futures, Options, Swaps). Microsoft Office/Suite proficient (Word, Excel, PowerPoint, etc.) Good communication skills. Interaction with the Middle Office and/or Clients to ensure the timely and accurate processing of all life cycle events. Must be able to work well and adapt to change in a fast-paced environment Ensure that all work is delivered, meet the agreed production standards, and SLA timeframes & responsible for all process related MI reports Adherence to STARC standards and procedures and ensuring that there are no lapses or gaps in control. Keep team management informed of status of cases and proactively identify and flag issues. Creating the EOD (Log reports) for the transactions processed on a daily basis. Ensure EOD controls Should be flexible in working hours, also should be able to support in different time zones on rotational basis Able to work under pressure and against challenging timescales. 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.
Posted 1 month ago
5.0 - 10.0 years
6 - 10 Lacs
Pune
Work from Office
: Job Title Team Manager Operations Global Reporting & Performance Measurement, Associate LocationPune, India Role Description The Associate/Team Manager Operations is typically responsible for the supervision and oversight of the team and/or workflow and functions. The calculation, analysis and reporting of monthly performance attributions, in coordination with portfolio management and other reporting recipients. Performing calculations of performance metrics, and if required, explaining the findings and underlying methodology to Relationship Managers and institutional clients. Responsible for defining procedures and operating processes in line with regulatory/ industry/functional specifications, striving to continuously improve these processes. Measure, manage and articulate (potential) procedural risks and define appropriate actions for mitigation and long-term avoidance. 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 The calculation, analysis and reporting of monthly performance attributions, in coordination with portfolio management and other reporting recipients. Performing calculations of performance metrics, and if required, explaining the findings and underlying methodology to Relationship Managers and institutional clients. Responsible for defining procedures and operating processes in line with regulatory/ industry/functional specifications, striving to continuously improve these processes. Measure, manage and articulate (potential) procedural risks and define appropriate actions for mitigation and long-term avoidance. Create a professional atmosphere and working culture fostering the values of Team spirit by being a true team player Ensure no policy violation, No Red Flags - Mandatory Courses, ERTA - Personal tradings etc The team manager needs to collaborate with the various internal teams to make sure that the reporting platforms are up and running and no impact on Daily BAUs, Adhoc evaluations and analyses. /Urgent tasks in their functions (MeasuresKPIs per process) Optimum Utilization of team strength & Cross trainings wherever required Operational Excellence Successful completion of Ongoing projects, streamlining and stabilizing the process after Go Live Suggest/Implement Process improvement ideas by removing the non-value-added process - Cost Efficiency Ideas Involvement with the functional leads in Global Client reporting, taking leads in strategic initiatives - (KOPs migration, Knowledge Sharing sessions) , connects within the global leads- Client, Performance, Regulatory Reporting Client Centricity: Provide structured reporting services, working with cross functional teams to enhance the service delivery levels across all process within GRPM Work towards timely and effective resolution on all client (internal/external) queries within agreed SLAs Synergies between Tech & Ops for possible automation People, Talent Development. Have expertise or deeper understanding of process, product and/or the business and play a key role in facilitating communication between functional teams, sharing knowledge, collaborative approach. Talent Retention, Effective back up planning and managing team staffing within respective sub functions Motivating and keep the team engaged specially during WFH (Virtual connects) very important Provide constructive and on-going feedback to the direct reports and team members to achieve common goals of DWS/RPM as a whole Stakeholder Management Engage with function wide, DWS India wide initiatives representing /leading the events Collaboration, effective communication with onshore colleagues and key stakeholders of current & any upcoming topics in the team Foster the culture of One Global Team and Partner with the respective sub functions colleagues (FFT) to improve the existing processes within RPM India Ops - Working on Strategic projects and other topics along with the respective functional leads in GRPM Compliance and Control Inculcate Positive growth and open mindset for self, team. Your skills and experience Exposure to Performance attribution analysis experience of 5+ years. Professionals certifications such as CFA / CIPM, is must. Understanding of Asset Management Operations preferred not mandatory. People management experience, preferred but not mandatory Knowledge & usage of applications like Aladdin, Bloomberg would be an added advantage. Experience of Setting up of a team, transitioning of work from Onshore location would be an added advantage Ability to work under tight deadlines. Team-player and Flexibility in working hours. How well support you About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm
Posted 1 month ago
0.0 - 4.0 years
3 - 7 Lacs
Hyderabad
Work from Office
The Fellowship Program is designed for emerging stars, looking to grow as Venture Partners in the VC PE & entrepreneurial ecosystem. The program is rooted in our belief that SucSEED s core purpose in the early-stage ecosystem is to Nurture Talent - either entrepreneurial talent through capital or VC talent through early exposure to building blocks of Venture ecosystem. Entrepreneurship is about fearless reimagination of the world, and the Fellowship is our endeavour to bring together a group of passionate minds and provide them the unique opportunity to get first-hand experience of the startup ecosystem. With this philosophy in mind, we are running Fellowship program from the #SucSEEDfamily, aimed at constantly bringing in fresh inflow of ideas & enthusiasm into the fund and challenge every bit of our thinking & knowledge. If you think you are up for it, keep on reading Job Description: The Research Program Fellow will drive, structure, and professionalize our research initiatives, overseeing 15+ buy-side research projects working closely Research Interns, Analyst, Curators, Partners and Community, ensuring that the research gets finalised and published within expected time frames. This role demands strong analytical skills, leadership, and a structured approach to research execution. Key Responsibilities: Manage and execute 12-15 Buy-side research reports and atleast 2-3 Sell-side research, developing deep market and investment analysis. Define standardized research frameworks, methodologies, and best practices and after approval implement it within the system. Oversee data collection, financial modeling, and qualitative analysis to produce actionable insights. Using Trend research methodology, the candidate shall be able to predict future developments and changes in various fields. To this end, various approach could be used : Observation / Participant Observation. Surveys. Interviews. Focus Groups. Experiments. Secondary Data Analysis / Archival Study. Mixed Methods (combination of some of the above) Establish quality benchmarks and editorial standards for research reports. Implement structured workflows for research efficiency and consistency. Develop data visualization & reporting templates to enhance readability and impact. Track emerging trends, sector shifts, and competitive landscapes across industries. Leverage financial data, macroeconomic trends, and strategic analysis to drive insights. Guiding Interns, ensuring structured research execution. Create individual Launch strategy (physical, Social, digital launch approach) to suit to every Research theme and collect feedback, stats from the market to innovate for the next release. Collaborate with investment teams, portfolio managers, and external experts. Present research findings to senior stakeholders, investors, and decision-makers. Identify key investment opportunities, risks, and valuation considerations for our two funds, specifically. Key Skills required: Strong inclination / background in buy-side/sell-side research, investment banking, or consulting. Good control on Tableau or similar tools Proven ability to conduct sector analysis, and data-driven insights. Ability to structure workflows, maintain quality standards, and drive research excellence. Ability to translate complex data into clear, simple yet actionable insights. Deep understanding of competitive benchmarking. Decent understanding of analyzing financial statements, valuation techniques, and market trends. Strong proficiency in research tools (Bloomberg, Capital IQ, PitchBook, Refinitiv, etc.). Ability to identify emerging trends and investment opportunities across industries. Critical thinking and problem-solving skills to assess risks and evaluate investment potential. Strong stakeholder management and collaboration skills to engage with investors, founders, and research partners. Preferred Qualifications MBA Master s in Finance, Economics, or related fields. Experience with investment research tools (Bloomberg, Capital IQ, PitchBook, etc.). Prior experience in leading research teams, publishing reports, or managing academic research projects. Work Location: SucSEED s office is based at Centre of Innovation & Entrepreneurship (CIE) at IIIT Hyd Campus at Gachibowli
Posted 1 month ago
0.0 - 1.0 years
10 - 12 Lacs
Mumbai, Pune
Work from Office
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 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. 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.
Posted 1 month ago
1.0 - 3.0 years
11 - 12 Lacs
Kolkata, Mumbai, New Delhi
Work from Office
Role The role involves supporting the investment research team of a nowcasting service provider Build and maintain detailed topline-focused financial models for active and new positions Should be skilled in estimating impacts to company s revenue resulting from M&A transactions Ability to track changes in industry trends and having good understanding of key macro-economic indicators Work closely with key stakeholders at client end and provide highly integrated research support Analyse and share insights on the sector and companies tracked (sector agnostic, US region) Handle bespoke research tasks and maintaining sector databases Candidate Profile Excellent financial modelling and advanced excel skills Prior experience in equity research and data handling will be advantageous Strong interpersonal communication skills and client relationship skills Strong understanding of finance and accounting concepts Attention to detail, ability to stretch and learn, high analytical rigor Good problem-solving skills Advanced MS Excel, MS Office tools, Bloomberg, Canalyst Role The role involves supporting the investment research team of a nowcasting service provider Build and maintain detailed topline-focused financial models for active and new positions Should be skilled in estimating impacts to company s revenue resulting from M&A transactions Ability to track changes in industry trends and having good understanding of key macro-economic indicators Work closely with key stakeholders at client end and provide highly integrated research support Analyse and share insights on the sector and companies tracked (sector agnostic, US region) Handle bespoke research tasks and maintaining sector databases Candidate Profile Excellent financial modelling and advanced excel skills Prior experience in equity research and data handling will be advantageous Strong interpersonal communication skills and client relationship skills Strong understanding of finance and accounting concepts Attention to detail, ability to stretch and learn, high analytical rigor Good problem-solving skills Advanced MS Excel, MS Office tools, Bloomberg, Canalyst
Posted 1 month ago
5.0 - 8.0 years
20 - 25 Lacs
Kolkata, Mumbai, New Delhi
Work from Office
Role The role involves supporting the investment research team of a nowcasting service provider The role involves leading a team and proactive communication and out of the box thinking for building more efficiency in tthe process Build and maintain detailed topline-focused financial models for active and new positions Should be skilled in estimating impacts to company s revenue resulting from M&A transactions Ability to track changes in industry trends and having good understanding of key macro-economic indicators Work closely with key stakeholders at client end and provide highly integrated research support Analyse and share insights on the sector and companies tracked (sector agnostic, US region) Strong understanding of macro economic indicators Handle bespoke research tasks and maintaining sector databases Candidate Profil e Excellent financial modelling and advanced excel skills Prior experience in equity research and data handling on US companies across consumer and industrial sectors will be advantageous Ability to handle a team and critial thinking is a must Strong interpersonal communication skills and client relationship skills Strong understanding of finance and accounting concepts Attention to detail, ability to stretch and learn, high analytical rigor Good problem-solving skills Advanced MS Excel, MS Office tools, Bloomberg, Canalyst Knowledge of python, or other automation tools is advantageous Role The role involves supporting the investment research team of a nowcasting service provider The role involves leading a team and proactive communication and out of the box thinking for building more efficiency in tthe process Build and maintain detailed topline-focused financial models for active and new positions Should be skilled in estimating impacts to company s revenue resulting from M&A transactions Ability to track changes in industry trends and having good understanding of key macro-economic indicators Work closely with key stakeholders at client end and provide highly integrated research support Analyse and share insights on the sector and companies tracked (sector agnostic, US region) Strong understanding of macro economic indicators Handle bespoke research tasks and maintaining sector databases Candidate Profil e Excellent financial modelling and advanced excel skills Prior experience in equity research and data handling on US companies across consumer and industrial sectors will be advantageous Ability to handle a team and critial thinking is a must Strong interpersonal communication skills and client relationship skills Strong understanding of finance and accounting concepts Attention to detail, ability to stretch and learn, high analytical rigor Good problem-solving skills Advanced MS Excel, MS Office tools, Bloomberg, Canalyst Knowledge of python, or other automation tools is advantageous
Posted 1 month ago
3.0 - 6.0 years
11 - 15 Lacs
Mumbai
Work from Office
About this role Your team The Investment and Portfolio Solutions (IPS) team is a key part of BlackRocks Global Product Solutions group. We work closely with global clients to help them achieve their desired portfolio outcomes using a range of BlackRock products, including alpha-seeking, factor, and index options. Our team is made up of experts in portfolio construction and financial markets, and we use this knowledge to deliver investment research, Multi-Asset portfolios, and portfolio consulting capabilities. Your role and impact Seeking an enthusiastic and quantitively minded software developer, the team is looking for an Associate to become a founding member of the IPS Technology Team in Mumbai. With a focus on business impact, the ideal candidate will build highly efficient, sophisticated applications. These must be crafted in a modular fashion for deployment in multiple environments. Although predominantly a Python role, demonstrable experience across multiple technologies is a plus, focusing on the best tool for the job! Situated in a fast-paced environment, this role will give significant exposure to BlackRocks client businesses as well as a fantastic platform to learn about portfolio analytics and construction techniques. Previous experience in a highly collaborative role is beneficial, as it will allow the successful candidate to contribute to the teams culture and play an active part in the business. The how is as important as the what! Your responsibilities Understand the business to devise both short term and long-term software solutions to improve efficiency and drive future business growth. Plan and scope technology projects with a forward-looking approach to software architecture. Provide meaningful contribution to strategy, planning and be able to independently drive and deliver execution phases of strategic projects within the team. Team accomplishments are celebrated by all members and the success of the team is prioritised. Stay up to date with the latest technology improvements within BlackRock, finance and the wider technology industry to ensure quality of work remains high and the technology being built is cutting edge. Ideally, you should have 3-6 years experience as a self-sufficient software developer. Strong knowledge of Python/SQL is a must, TypeScript/UI knowledge is a plus. Experience in any of the following technologies would be beneficial: Snowflake, Flask API, Streamlit, Angular/React, Azure, Redis, Docker Understanding of agile project management frameworks Flexibility and willingness to accepting new challenges; ability to work effectively and efficiently on multiple projects at a time in a dynamic, demanding and constantly evolving environment, while maintaining the highest standards and attention to detail Outstanding communication skills and a great teammate Interest in working with financial data platforms like Aladdin, MPI, Bloomberg, Morningstar & FactSet Our benefits . Our hybrid work model . At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It s why we re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: www. linkedin. com/company/blackrock BlackRock is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to age, disability, family status, gender identity, race, religion, sex, sexual orientation and other protected attributes at law.
Posted 1 month ago
6.0 - 10.0 years
9 - 13 Lacs
Mumbai, Pune, Gurugram
Work from Office
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
Posted 1 month ago
2.0 - 6.0 years
5 - 8 Lacs
Mumbai
Hybrid
Market Research - Secondary Research - Mumbai (Hybrid) We're hiring a Senior Research Analyst with a sharp analytical mind and a passion for transforming data into insights. This is a cross-industry role where youll work on impactful research, thought leadership, and strategic consulting projects. Location- Mumbai (Hybrid) Your Future Employer: A global leader in insight-led solutions, helping Fortune 500 companies make data-driven decisions. Responsibilities: 1. Conducting in-depth secondary research across industries 2. Supporting primary research with expert interviews and qualitative insights 3. Leveraging AI tools and automation for efficient data collection and analysis 4. Creating high-quality reports, whitepapers, and thought leadership content 5. Collaborating with internal stakeholders to deliver impactful business insights Requirements: 1. 35 years of experience in secondary research , market intelligence, or consulting in cross domains 2. Strong knowledge of financial concepts, private equity, M&A, and company analysis 3. Proficiency in research platforms like Factiva, Bloomberg, Crunchbase 4. Advanced Excel and PowerPoint skills; familiarity with data visualization tools 5. Strong communication skills and a detail-oriented mindset What’s in it for you? A collaborative, growth-oriented workplace where you’ll gain exposure to global projects, cutting-edge research tools, and industry-leading practices. Reach Us: If you feel this opportunity is well aligned with your career progression plans, please feel free to reach me with your updated profile at vanika.arora@crescendogroup.in for a confidential discussion on role.
Posted 1 month ago
1.0 - 4.0 years
2 - 7 Lacs
Delhi, India
On-site
Key Responsibilities: Conduct in-depth market research and financial analysis across sectors and asset classes. Assist in managing investment portfolios by identifying high-performing and undervalued assets. Build and maintain financial models for valuation, scenario planning, and forecasting. Monitor macroeconomic indicators, industry trends, and geopolitical factors affecting investments. Analyze risk and return profiles and support portfolio optimization efforts. Prepare detailed investment reports and present strategic recommendations to senior leadership. Key Skills & Experience: Strong analytical and quantitative skills with proven experience in financial modeling. Solid background in market research, equity valuation, and asset management principles. Proficiency in financial tools and software (e.g., Excel, Bloomberg, Reuters, or similar platforms). Excellent communication and presentation skills for stakeholder reporting. Bachelor's degree in Finance, Economics, Business, or a related field (CFA certification is a plus).
Posted 1 month ago
1.0 - 5.0 years
1 - 2 Lacs
Gurugram
Work from Office
Opportunity Acuity KP is currently looking for dedicated and motivated individuals who have strong organizational and teamwork skills for its Business Information Services team based in Gurgaon supporting a Global Investment Bank. The team work 24 x 7 in multiple shifts. Responsibilities: Supporting our client in meeting their financial and qualitative information requirements across sectors such as TMT, Energy, Real Estate, Automotive, Consumer, Healthcare and Banking for various companies and sectors across the globe Information Retrieval: Provision of Company information packs, comprising company filings, broker research, news runs and other specified information. Company and Sector Analysis: Company research and industry specific or macro-economic research Market Analysis: Sourcing of market data, such as share prices, currency, ratios from covering all asset types and products from multiple third party data sources News Runs: Filtering of relevant news related to M&A, management, material company announcements using google or third party paid sources Other Research: Researching technical publications, regulatory frameworks, and data and analytical research Required Background: Strong Communication Skills: Candidate needs to have very good communication skills both written and verbal. He/she must be able to understand the client requirements well Self starter: Should be able to work independently and apply his insights to client ideas Additional Responsibilities: Should be having team handling and workflow management experience. Should be good in fulfilling different MIS/SLA related requirements and should have good command in client engagement. Qualifications / Requirements: 1. Any Graduate degree 2. Job requires working in shifts including night shifts and on weekends 3. Experience of 2+ years in information research 4. Working knowledge of databases such as Bloomberg, Thomson, Factset and Factiva will be an advantage 5. Should be able work on MS Office applications
Posted 1 month ago
3.0 - 5.0 years
7 - 8 Lacs
Mumbai
Work from Office
CMBS Structured Finance (SF) Senior Analyst (Mumbai) The Team : DBRS Morningstar is a global credit ratings business with about 800 employees in eight offices globally. Formed through the acquisition of DBRS by Morningstar, Inc., the credit ratings business is the fourth-largest provider of credit ratings in the world. DBRS Morningstar is committed to empowering investor success, serving the market through leading-edge technology, and raising the bar for the industry. DBRS Morningstar is a market leader in Canada, the U.S. and Europe in multiple asset classes. DBRS Morningstar rates more than 4,000 issuers and 56,000 securities worldwide, and is driven to bring more clarity, diversity, and responsiveness to the ratings process. Visit https: / / www.dbrsmorningstar.com / learn / dbrsmorningstar to learn more. About the Role : DBRS Morningstar CMBS team is looking for candidate with good problem-solving skills and analytical thinking in the securitization space with experience in the credit rating process and basic understanding of SQL/VBA. Knowledge of Python is a plus. This role will provide unique opportunities for mastering the key aspects of the credit ratings business including in-depth collateral and deal analysis. Responsibilities Analyze the credit risk in CMBS securities by performing tasks that include reviewing deal documents, investigating periodic data, setting up net cashflow templates Underwriting of loans for all property types in CMBS Assist the primary analyst in preparing rating committee note, rationale and building and maintaining various databases relating to mortgages Collect, organize, and study data from internal and external sources for use in criteria development, ratings, and research reports. Compile and prepare periodic portfolio reports for use by senior staff and identify material changes for research causes. Maintain regular and open communication with the operations team and technology team about assigned tasks, priorities and ensure applications under development meet the defined requirements and pass the user acceptance testing prior to its release. Take ownership of the tasks with focus on quality and accuracy of the deliverables Demonstrate strong learning curve and eagerness to move up the rating value chain Ensure compliance with all applicable policies and procedures. Highly organized and efficient, with ability to multi-task and meet tight deadlines Requirements Postgraduate in Finance or CA or CFA charter holder or such equivalent qualification Minimum of 3-5 years of relevant experience in capital markets, structured finance credit analysis, experience at a rating agency is a plus. Expertise on Microsoft Excel, Visual Basic for Applications (VBA), MSSQL. Knowledge on Python is a plus Excellent writing, communication, and quantitative/analytical skills. Ability to communicate analytical thoughts in a crisp, concise, and precise manner Creative thinker who is adept at taking an analytical approach to problem solving. Experience with REIS, Intex, and Bloomberg is a plus. Robust quantitative and analytical skills supported by strong attention to detail and accuracy Good inter-personal skills and ability to participate/ contribute as a team player Highly motivated, self-starter with a positive attitude and a strong work ethic. Morningstar DBRS is an equal opportunity employer. About Us Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally. Rating more than 4,000 issuers and 60,000 securities, it is one of the top four credit rating agencies in the world. Morningstar DBRS empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry. Our approach and size allow us to be nimble enough to respond to customers needs in their local markets, but large enough to provide the necessary expertise and resources they require. Market innovators choose to work with us because of our agility, tech-forward approach, and exceptional customer service. Morningstar DBRS is the next generation of credit ratings. If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker. Morningstar s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we ve found that we re at our best when we re purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you ll have tools and resources to engage meaningfully with your global colleagues. R11_DBRSRatingsGmbHIndia DBRS Ratings GmbH, Branch India Legal Entity
Posted 1 month ago
0.0 - 1.0 years
6 - 10 Lacs
Mumbai, Pune
Work from Office
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 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. 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.
Posted 1 month ago
1.0 - 4.0 years
2 - 6 Lacs
Mumbai
Work from Office
Institutional Dealer Operations About the Company iRage was founded in 2009 with a view to be the leader in algorithmic trading in India. Leveraging its combined strengths in both quantitative finance and technology, iRage has emerged as one of the pioneers in the field of high frequency trading in India. We are an ambitious, innovative company and identified early on the importance technology would play in the fast-paced evolution of trading. This spirit still drives us today. About the Role As an Institutional Equity Dealer, you will be responsible for executing trades for various institutional clients, including AMCs, DIIs, FIIs, Insurance Companies, and DFIs. This role requires a deep understanding of market trends, algorithms, and trading strategies across multiple segments. Key Responsibilities: Trade Execution: Accurately execute trades in Equity and Future & Options (F&O) Segments with precision and timeliness. Utilize various ALGO strategies such as CD Orders, VWAP Orders, Volume Participation, Basket Orders, Blocks, F&O Directional & Spread Trades, and Arbitrage. Market Analysis & Reporting: Monitor and analyze market trends, providing relevant updates to stakeholders. Prepare and present market reports using Bloomberg & MS Excel. Client Interaction: Maintain regular communication with clients to understand their requirements and provide trading solutions. Build and strengthen relationships by meeting clients regularly and offering insights into market movements. Collaboration: Work closely with the back-office team to ensure smooth and error-free trade settlement processes. Qualifications: Essential: A graduate in any discipline. Preferred: Postgraduate degree or MBA.
Posted 1 month ago
4.0 - 7.0 years
14 - 19 Lacs
Bengaluru
Work from Office
Reference 25000CUV Responsibilities Responsibilities Preparing credit applications / annual reviews of counterparties to assess their credit quality, recommending appropriate credit limits, obligor rating, terms and conditions that address client credit risk and transaction risk Assure Annual Reviews and obligor risk ratings of assigned portfolio are done within prescribed timelines Assure post approval activities and other credit related tasks are completed on time Interact regularly with onshore stakeholders on deliverables and timelines and deliver as per expectations Reviewing all relevant legal documentation (i e credit agreements, Guaranty, ISDA, CSA) and proposing changes as necessary to comply with SG policies Ensure compliance with all applicable regulatory requirements and credit policies for the portfolios assigned Perform ongoing monitoring of client credit quality to identify a possible deterioration of credit quality including monitoring covenants and watch list triggers Assist Team Lead in managing workload Be proactive to take up ad-hoc and complex assignments while not impacting the scheduled annual reviews Required Profile required 2-5 years of relevant experience Strong financial analytical skills and understanding of accounting (local GAAP and IFRS), legal, and regulatory issues governing relevant sectors Good understanding of various legal agreements (term sheet, Credit Agreement, ISDA & CSA, GMRA, GMSLA, SBLC agreement) and ability to assess credit terms and conditions, including financial covenants, security and collateral Knowledge of capital markets / traded products, commercial financing facilities and investment banking products Strong writing skills particularly assessing and summarizing financial transactions (credit requests, covenant waivers, etc ) and making a recommendation Ability to prepare financial models / forecasts for various scenarios Ability to complete work with minimal or no supervision and accommodate shifting priorities Proficiency in MS Word, MS Excel, MS PowerPoint Knowledge of market data tools like Thomson Reuters, Capital IQ, Bloomberg, SNL, etc Why join us We are committed to creating a diverse environment and are proud to be an equal opportunity employer All qualified applicants receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status? Business insight At SocitGnrale, we are convinced that people are drivers of change, and that the world of tomorrow will be shaped by all their initiatives, from the smallest to the most ambitious Whether youre joining us for a period of months, years or your entire career, together we can have a positive impact on the future Creating, daring, innovating, and taking action are part of our DNA If you too want to be directly involved, grow in a stimulating and caring environment, feel useful on a daily basis and develop or strengthen your expertise, you will feel right at home with us! Still hesitating You should know that our employees can dedicate several days per year to solidarity actions during their working hours, including sponsoring people struggling with their orientation or professional integration, participating in the financial education of young apprentices, and sharing their skills with charities There are many ways to get involved We are committed to support accelerating our Groups ESG strategy by implementing ESG principles in all our activities and policies They are translated in our business activity (ESG assessment, reporting, project management or IT activities), our work environment and in our responsible practices for environment protection Diversity and Inclusion We are an equal opportunities employer and we are proud to make diversity a strength for our company Societe Generale is committed to recognizing and promoting all talents, regardless of their beliefs, age, disability, parental status, ethnic origin, nationality, gender identity, sexual orientation, membership of a political, religious, trade union or minority organisation, or any other characteristic that could be subject to discrimination
Posted 1 month ago
2.0 - 6.0 years
6 - 11 Lacs
Bengaluru
Work from Office
Role Description The Reference Data Analyst focuses on effective oversight of strategic data used across the banks systems and infrastructure. The Reference Data Analyst supports various elements of the data lifecycle, from ensuring that data is captured from the best source, to validating and classifying, and operating controls that optimize its quality and maximize coverage. The Reference Data Analyst has responsibility for maintaining robust processes related to data set-up, storage and distribution, as well as system configuration, together with participation in projects designed to streamline infrastructure and improve efficiency. Reference data is integral to the banks response to regulatory requirements. Close partnership is needed with stakeholders such as Front Office, Middle Office, Audit, Compliance and Regulatory. Reporting to deliver solutions that balance immediate business priorities with long term strategic objectives. An Analyst primarily handles data operations and generates reports from data interpretation. CAM analyst performs checks to authenticate the requests on the basis of the documents received, completeness and correctness. Processing the Static requests on the various downstream systems as per the process guidelines. Investigate open items/Risk items and resolve as required. Escalate unresolved open items per departmental policy. Your key responsibilities Process: Data input & approval of Account opening, maintenance process & SSI functions in downstream system. Ensuring the processing guidelines (KOP) are followed with diligence. Monitoring the mailboxes in terms of processing and queries. Participating in employee engagement activities & effective participation in team huddle and contribution in regular meetings. Ensuring the mandatory trainings are completed within the time. Leaves and breaks needs to plan in line with process deliverables, ensuring timely updates on HR- Workday. Meet productivity target of 100% and makes sure the 2 eye processing is completed within agreed SLA & 100% accuracy. Assisting the team and the process in reviewing the KOP. Control: Account opening, maintenance process & SSI has to be followed as per CAM KOP. Owning the issues, resolve it on priority and escalating wherever required as per escalation matrix. Change: Identify possible automation opportunities and reduce manual intervention. To work in the direction of finding process gaps and ideas to remediate the same. Your skills and experience Minimum Bachelors degree or equivalent in relevant field 0.6 to 6 years of work experience in corporate Banking Basic knowledge of Banking operations/Financial Products (Fixed income cash & derivatives Financial Products and financial instruments including Futures, Options, Swaps). Microsoft Office/Suite proficient (Word, Excel, PowerPoint, etc.) Good communication skills. Interaction with the Middle Office and/or Clients to ensure the timely and accurate processing of all life cycle events. Must be able to work well and adapt to change in a fast-paced environment Ensure that all work is delivered, meet the agreed production standards, and SLA timeframes & responsible for all process related MI reports Adherence to STARC standards and procedures and ensuring that there are no lapses or gaps in control. Keep team management informed of status of cases and proactively identify and flag issues. Creating the EOD (Log reports) for the transactions processed on a daily basis. Ensure EOD controls Should be flexible in working hours, also should be able to support in different time zones on rotational basis Able to work under pressure and against challenging timescales.
Posted 1 month ago
2.0 - 5.0 years
2 - 5 Lacs
Hyderabad, Telangana, India
On-site
Your Team Compliance Surveillance is a sub function of Global Compliance team. Compliance Surveillance undertakes investigation of trade surveillance, trade monitoring , Best -ex, cross trading and other Surveillance activities to identify any irregularities by examining data and helps find trends and draw conclusions about the information. Your Role Responsibilities would include conducting review of alerts triggered for Market Abuse modules within Surveillance tool on daily basis. Review of alert completion related to Portfolio manager s trading activities by researching and documenting detailed notes as to resolutions given in relevant systems. Review Best execution activities, meetings logs, perform ecomm surveillance to identify any potential conflict of interest. Prepare documentation to support reviews conducted and to substantiate/demonstrate adequate processes/controls to meet applicable regulatory requirements. Assist with ongoing review of relevant processes and procedures to ensure best practice is followed. Assist in delivery of compliance related projects and initiatives including ad-hoc requirements. Total relevant work experience of 2-5 years required with investment advisor or mutual fund group in Compliance or regulatory environment The Experience You Bring Knowledge of Financial products and Mutual fund industry Experience on Trade surveillance platforms & tools Understand of trading principals and fundamentals Good analytical skills and attention to detail Excellent interpersonal skills to work effectively with a network of colleagues spread across different time zones Proficiency in MS Office Strong written and verbal communication skills A positive attitude and willingness to learn Open to flexible working hours Familiarity with trading systems and compliance components such as Charles River, Bloomberg & Aladdin would be given preference. Knowledge of MS Power BI, Tableau would be an added advantage. Academic requirements Bachelors or Masters (preferred) degree in Commerce / Finance
Posted 1 month ago
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