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2.0 - 5.0 years

4 - 5 Lacs

Chennai, Bengaluru

Hybrid

We are hiring for Corporate action Job Title: Senor Associate Location: Bangalore & Chennai (Hybrid) Experience: 2 to 4 Years in Corporate action Shift: Rotational Shifts Key Responsibilities Core Responsibilities Scrub and set up corporate action events in internal systems (e.g., Picasso) Monitor global positions (settled/pending) for corporate action eligibility Manage corporate action lifecycle: announcement, notification, elections, and booking Handle voluntary event instructions and communicate with custodians/agents Ensure accurate processing and reconciliation of proceeds on payment date Serve as the main point of contact for corporate action operations (internal & external) Become SME on market-specific corporate actions and contribute expert insights Report regularly on event statuses and escalate issues where necessary Contributing Responsibilities Proactively identify and mitigate operational and reputational risk Reduce manual instructions and enhance STP rates with custodians Ensure accurate maintenance of static data Liaise effectively with traders, sales, custodians, and other ops teams Follow escalation protocols and compliance requirements diligently Key Skills & Requirements Bachelors degree or equivalent Minimum 2 years of experience in corporate actions (global markets preferred) Strong knowledge of corporate action types Familiarity with systems like Calypso, Picasso, Power, etc. Excellent communication and stakeholder management skills Strong analytical, reconciliation, and problem-solving abilities Interested candidates please mail on meghana.narasimhan@kiya.ai or call 9082501996

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5.0 - 8.0 years

3 - 7 Lacs

Chennai, Bengaluru, Mumbai (All Areas)

Work from Office

Company:Kiya.ai (Permanent Payroll) Client:BNy Location: Bangalore/Chennai Job Title: Senior Associate Corporate Actions Exp: 5-7 years Work Mode: Hybrid ** Interested candidates drop your resume to saarumathi.r@kiya.ai ** Position Summary We are seeking a detail-oriented and dynamic Senior Associate to join our Global Markets (GM) Operations team within the Prime Brokerage function at BNP Paribas , Mumbai. The successful candidate will play a key role in managing corporate actions across global markets, ensuring timely and accurate processing, client servicing, and risk control. Key Responsibilities Core Operations Scrub and set up corporate action events in operating systems (e.g., Picasso). Monitor corporate actions across all reliefs and identify eligible global positions including settled, pending, and SLAB trades. Ensure accurate and timely processing of announcements, forecasts, and bookings in systems such as Calypso, Power, and Picasso. Manage election processes for voluntary events by collaborating with GM CAIT teams and coordinating instructions to agents and custodians. Reconciliation & Controls Follow up rigorously on expected proceeds at payment dates and perform validation against forecasted assumptions. Investigate and resolve breaks resulting from reconciliation mismatches in a timely and compliant manner. Stakeholder Management Act as a central point of contact and subject matter expert (SME) for corporate action operations within BNP Paribas and with external entities (custodians, counterparties). Communicate and report regularly to management on issues, updates, and process improvements. Proactively participate in team meetings and contribute to decision-making. Contributing Responsibilities Ensure full compliance with internal procedures and regulatory guidelines. Mitigate operational risks by escalating issues promptly and accurately. Drive improvements in STP (Straight Through Processing) rates by updating static data and minimizing manual intervention. Build and maintain strong relationships with traders, sales, custodians, and operational partners. Candidate Profile Technical & Behavioral Competencies Strong analytical and organizational skills with attention to detail. Proven ability to adapt to evolving processes and international environments. Solid knowledge of financial markets, products, and corporate actions lifecycle. Proficient in MS Excel; knowledge of systems like Calypso, Picasso, or similar is a plus. Core Competencies Multi-cultural mindset Client-oriented approach Risk awareness and compliance focus Strong communication and interpersonal skills Team player with a result-driven attitude Qualifications Education: Bachelor's Degree (or equivalent); additional certifications in finance are a plus. Experience: Minimum of 5 years of experience in corporate actions, asset servicing, or related capital markets operations.

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4.0 - 5.0 years

2 - 5 Lacs

Mumbai, Maharashtra, India

On-site

Role- Senior Research Associate - Retail Segment Research - tracking sectors/ companies For Retail Culling out data using various databases such as Bloomberg, etc Assist in Financial modelling & valuations Conducting fundamental primary research of companies as per Assisting the lead analyst/ in building financial models, building and maintaining databases, preparing initiation note, quarterly result update note and event update note Assisting the lead analyst in meeting corporate, doing channel checks, arranging for roadshows & conference Independent responsibility to interact with select buy-side analysts Organizational Relationships Closely works with the analyst and associates in the same sector and across Excellent communication Proven skills of significantly improving the structure and readability of written communication Qualification: CA / CFA / MBA Experience: Minimum of 4 - 5 years of experience

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5.0 - 8.0 years

2 - 5 Lacs

Mumbai, Maharashtra, India

On-site

Role- Senior Equity Research Associate - Capital Goods Job Responsibilities Research - tracking sector/ companies Culling out data using various databases such as Bloomberg, etc Assist in Financial modelling & valuations Conducting fundamental primary research of companies as per Assisting the lead analyst/ in building financial models, building and maintaining databases, preparing initiation note, quarterly result update note and event update note Assisting the lead analyst in meeting corporate, doing channel checks, arranging for roadshows & conference Independent responsibility to interact with select buy-side analysts Organizational Relationships Closely works with the analyst and associates in the same sector and across research Skills Excellent communication Proven skills of significantly improving the structure and readability of written communication

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2.0 - 7.0 years

14 - 16 Lacs

Pune, Bengaluru

Work from Office

Job Summary The candidate should be well versed with Pricing concepts like Pricing methodologies, Price types, vendor hierarchies and other related concepts. He/she must be a dynamic personality with ability to work tactically wherever needed with quality results. The candidate must be having a good communication and should be competitive to connect with stakeholders across the globe. The candidate must meet the deliverables on any given day and make sure all requests are attended and delivered. The candidate should be assisting in any ad hoc requests as needed by the stakeholders. He/she should be working with his team members/superiors to produce effective results. A self-starter and self-motivated individual is desired. Job Responsibilities: • Processing and verification of daily and monthly pricing across multiple asset classes. • Handling of various types of pricing exceptions and corrective measures in the relevant systems • Setup of OTC securities, including unlisted derivatives, illiquid stocks and private equity, bank debt and swaps, and their processing into the fund accounting platform will be an added advantage. • Processing and verification of daily market prices on listed securities from multiple vendors, including market research on large variances and stale/missing prices. • Strong knowledge on overall pricing concepts like price types, vendor hierarchy, price methodology, market value concept, etc. • Processing and verification of valuations on OTC securities from data vendors and counterparty statements. • 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 pricing workflows. • Working closely with multiple vendors to identify issues, track them and drive their resolution. Knowledge on API for BBG and Reuters is preferred. • Maintenance and creation of standard Operating Procedures Qualification & Experience required • Bachelors/Master’s degree in a financial domain • Operational experience in a financial institution will be a strong advantage. • Knowledge of the hedge fund administration business and/or industry will be a strong advantage. • Knowledge of either Advent Geneva ®, or Broadridge suite of applications related to the Fund Administration business, or both, will be a strong advantage. • Excellent Communication skills • 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 Management data securities,Pricing,Bloomberg and Reference data

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11.0 - 14.0 years

22 - 25 Lacs

Pune

Work from Office

Skills Required: Very good understanding of Fund Compliance or Reg Reporting or Risk Reporting or Investment Risk. Good understanding of various asset classes F&O, Fwds, OTCs, Swaps, Structured products. Experience with Bloomberg and/or other market data platforms. Previous exposure to Client Service roles. Strong Written and verbal communication skills. Dedication to work as team and deliver timely results. Candidates should be willing and flexible to work in any shifts. Qualification and Experience: MBA Finance, CA/CMA/CFA 9-11 years of Investment Operations / Risk Management experience

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3.0 - 6.0 years

3 - 7 Lacs

Pune

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For our business, for clients, and for you Middle Office - Analyst - Business Systems - Permanent Location: Pune Experience: 3 - 6 years Designation: Associate Industry/Domain: ETL/Mapping Tool, VBA, SQL, Capital Market knowledge, Bank Debts, Solvas Apex Group Ltd has an immediate requirement for Middle Office Tech Specialist. As an ETL Techno-Functional Support Specialist at Solvas, you will be the bridge between technical ETL processes and end-users, ensuring the effective functioning and support of data integration solutions. Your role involves addressing user queries, providing technical support for ETL-related issues, and collaborating with both technical and non-technical teams to ensure a seamless data integration environment. You will contribute to the development, maintenance, and enhancement of ETL processes for solvas application, ensuring they align with business requirements. Work Environment: Highly motivated, collaborative, and results driven. Growing business within a dynamic and evolving industry. Entrepreneurial approach to everything we do. Continual focus on process improvement and automation. Functional/ Business Expertise Required: Serve as the primary point of contact for end-users seeking technical assistance related to Solvas applications. Serve as a point of contact for end-users, addressing queries related to ETL processes, data transformations, and data loads. Provide clear and concise explanations to non-technical users regarding ETL functionalities and troubleshoot issues. Integrate Client Trade files into the Conversant system: design, develop, implement, and test technical solutions based on client and business requirements. Diagnose and troubleshoot ETL-related issues reported by end-users or identified through monitoring systems. Work closely with business analysts and end-users to understand and document ETL requirements. Monitor ETL jobs and processes to ensure optimal performance and identify potential issues. Create user documentation and guides to facilitate self-service issue resolution. Handsonexperienceinworkingon any ETL tools is mandatory. Strong command of SQL, VBA and Advance Excel. Good understanding of Solvas or any other loan operation system . Mandatory to have good knowledge of Solvas Bank Debt working . Intermediate knowledgeoffinancialinstruments,both listed and unlisted or OTCs , whichincludes and notlimited to derivatives,illiquidstocks,privateequity,bank-debts,andswaps. UnderstandingoftheLoan operation industryisnecessary. Should have knowledge of market data provider applications (Bloomberg, Refinitiv etc.). Proficiencyinany loan operationsystem,preferablysolvas. Anabilitytoworkunderpressurewithchangingpriorities. Stronganalyticalandproblem-solvingskills. Experience and Knowledge: 3+ years of related experience in support/ technical in any loan operation system & accounting system (Solvas/ Geneva). Connect with operation to understand & resolve their issues. Experience working data vendors (Bloomberg/ Refinitiv/ Markit) 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. Worked on system upgrade/ migration/ Integration. Other Skills: Good team player, ability to work on a local, regional, and global basis. Good communication & management skills Good understanding of Financial Services/ Capital Markets/ Fund Administration Disclaimer : Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct souring model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

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3.0 - 7.0 years

5 - 9 Lacs

Bengaluru

Work from Office

locationsBangalore - North time typeFull time posted onPosted 30+ Days Ago job requisition idJR-0009765 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.

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4.0 - 7.0 years

3 - 5 Lacs

Pune

Work from Office

locationsPune - West time typeFull time posted onPosted 4 Days Ago job requisition idJR-0012007 Details of required position Position(s) Reports to: Assistant Vice President Functional Title: Senior Associate Corporate Title: Senior Associate Work Location: Bangalore/Pune About Apex Apex Group Ltd., established in Bermuda in 2003, is a global financial services provider. With over 45 offices worldwide and 3,000+ employees, Apex delivers a broad range of solutions to asset managers, capital markets and private clients. The Group has continually improved and evolved its service suite to cover three key pillarsfund solutions, financial solutions and corporate solutions. Apex administers over $750 billion in assets globally. For more information please visit our website - Job Summary 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. He/she should be able to manage deliverables accurately and as per the agreed timelines. The candidate should be tactical in dealing with day to day issues wherever required. The candidate must have good communication skills and should be competitive to connect with stakeholders across the globe. He/she should be a team player, a self-starter and self-motivated individual. 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/Masters 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 a 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 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.

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0.0 - 2.0 years

0 Lacs

Kolkata, Mumbai, New Delhi

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We are seeking a skilled individual to join our team as a Full Stack Developer. Position: Full Stack Developer Intern (Django, React) Type: Internship About Us: Digital Alpha Platforms is a NY-based data and AI firm with a focus on financial services. In the realm of digital transformation, our distinctiveness lies in the seamless fusion of transformative solutions, cloud technologies, and a dynamic team comprising financial technology experts from prestigious institutions such as McKinsey, Bloomberg, Goldman Sachs, JP Morgan Chase, and Deloitte. As AWS partners with badges including AWS Financial Services Competency, AWS Data Analytics Competency, and Well-Architected Partner status, we harness the power of innovative cloud capabilities. This allows us not only to redefine current business operations but also to propel your enterprise toward a future marked by unrivalled digital excellence. Beyond tackling todays challenges, our commitment is to sculpt a path for your business that outpaces the expectations of tomorrows digital landscape. Requirements: - Strong experience with Django and Django REST Framework, including building scalable APIs and backend systems. Should also know how to work with Celery and Redis for background task processing. Solid understanding of React.js and Next.js for dynamic frontend development Experience with Tailwind CSS, JavaScript, and responsive design principles Familiarity with Git, API integration, and async data handling (e.g., fetch, Axios) A personal portfolio, GitHub projects, or past internships that demonstrate your full-stack or frontend skills Bonus: Exposure to React Native, animation libraries, or Vercel deployment Bonus: Basic awareness of cloud platforms (AWS/GCP) or interest in AI-integrated applications

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6.0 - 13.0 years

10 - 14 Lacs

Pune

Work from Office

We are seeking a skilled and detail-oriented professional to lead and support the migration from Quantis to Bloomberg AIM. The ideal candidate will have hands-on experience with Bloomberg AIM implementation; investment management systems; and system integration. This role involves end-to-end migration activities; testing; documentation; and user access management. Lead the migration of portfolios from Quantis to Bloomberg AIM; ensuring accurate holding reconciliation. Verify and configure investment limits in Bloomberg AIM; including comprehensive testing with both positive and negative scenarios. Set up and validate master data; including watchlists and reference data. Document existing and new workflows; and update Standard Operating Procedures (SOPs) accordingly. Establish and test integration with Trillium iWay for seamless data flow. Manage user access provisioning and ensure appropriate role-based access controls. Collaborate with internal stakeholders including compliance; operations; and IT teams to ensure smooth transition and minimal disruption. Provide post-migration support and troubleshooting.Required Skills & Qualifications: Proven experience with Bloomberg AIM implementation or migration projects. Strong understanding of investment management systems and portfolio operations. Experience with Quantis and Trillium iWay integration is a strong advantage. Familiarity with limit monitoring; compliance rules; and portfolio reconciliation. Excellent documentation skills and experience updating SOPs. Strong analytical and problem-solving skills. Effective communication and stakeholder management abilities. Preferred Qualifications: Bachelors degree in Finance; Computer Science; or a related field. Bloomberg AIM certification or relevant training. Experience in asset management or financial services domain. Aim, Bloomberg, Quants Definition

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14.0 - 20.0 years

30 - 45 Lacs

Bengaluru

Hybrid

Hiring, Middle and Back Office Data Analyst (Senior Manager) with following skills and experience. 14+ years Data Analysis / Business Analysis Excellent knowledge of data life cycle that drives Middle and Back Office capabilities Snowflake - must Asset Management industry - must Technical Skills (Must Have): 14+yrs with minimum 5 years as a senior business/technical/data analyst adhering to agile methodology, delivering data solutions using industry leading data platforms such as Snowflake, State Street Alpha Data, Refinitiv Eikon, SimCorp Dimension, BlackRock Aladdin, FactSet etc. Excellent knowledge of data life cycle that drives Middle and Back Office capabilities such as trade execution, matching, confirmation, trade settlement, record keeping, accounting, fund & cash positions, custody, collaterals/margin movements, corporate actions , derivations and calculations such as holiday handling, portfolio turnover rates, funds of funds look through. Excellent hands-on SQL, Advanced Excel, Python, ML (optional)

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5.0 - 10.0 years

8 - 12 Lacs

Bengaluru

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|Hands on exp in Reference Data BA; Goldensource. He should have well communication skill and good in BA operations. Over all 5+ years of capital Markets expCandidate should have good understanding on Trade Life Cycle + Financial Products: Equities; Fixed Income; Listed & OTC Derivatives etcCandidate should have hands-on BA experience (atleast 8 years) - Capital Markets and Investment Banking; Strongly preferred if they worked on Reference Data Domain and integrated vendor feeds like Bloomberg; LSEG Refinitiv (Reuters); S&P/Moodys/Fitch Ratings; IDC/ICE etc. Business & Data Analysis, Golden Source, Trade Life Cycle

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9.0 - 12.0 years

30 - 35 Lacs

Pune, Chennai

Work from Office

Vice President, Middle Office Manager I We re seeking a future team member for the role of Vice President, Middle Office Manager I to join our MO IBOR team. This role is located in Pune, MH - HYBRID. In this role, you ll make an impact in the following ways: Manages a team of Middle Office staff responsible for researching and analyzing transactions on behalf of assigned clients. Handles reconciliations and inquiries. Also responsible for oversight of processing, trend analysis, client engagement, TPG review (SLA), process improvement, industry specialist, architecturally aware, incident management, and on shore recovery (processing). Manages the performance of assigned staff and sets team priorities. Manages day to day work of Middle Office team responsible for researching and analyzing transactions on behalf of more complex assigned clients. Handles reconciliations and inquiries. Manages the performance of assigned staff and sets team priorities. Manages relationships with assigned clients and ensures all questions are answered and issues with transactions are resolved. Manages processes and provides oversight of team to ensure that records are maintained in accordance with departmental policies and procedures. Communicates with internal stakeholders and clients to ensure needs are being addressed by the Middle Office function and provides input to Unit Managers. Supports evaluation of new clients and determine how to allocate that client against the various teams. Makes decisions on how to implement new clients in relatively straightforward situations. Provides input to Unit Managers. Recruits, directs, motivates and develops staff, maximizing their individual contribution, their professional growth and their ability to function effectively with their colleagues as a team. Receives input from Middle Office Team Leader. Manages a team of Middle Office staff. Responsible for the achievement of team goals and objectives, talent management and supervision of Middle Office staff. To be successful in this role, we re seeking the following: Bachelors degree in finance or the equivalent combination of education and experience is required. 9-12 years experience in Ops, preferred is Reconciliation and Fund Accounting with at least 0-1 years of management experience preferred. Candidate with Corporate Action or Trades experience can also be considered. People management experience is preferred but IC roles can be considered. Knowledge of financial products such Equities, Fixed Income/Bonds, Derivatives, Bank Loans, Private Equities etc.

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3.0 - 7.0 years

11 - 12 Lacs

Hyderabad

Work from Office

The Benchmark Client Support team responds to client questions about benchmark content used across performance, risk management, compliance, research, and client reporting workflows. Our team is dedicated to innovation and to providing best-in-class support for our continually growing user base. We focus on third party index datasets sourced from over a hundred index providers including Bloomberg, S&P Dow Jones, FTSE Russell, MSCI, IHS Markit, NASDAQ, Euronext, and many others. On a daily basis, we work with FactSets Sales and Consulting teams to support client requests and work closely with our Content Collection and Content Integration Engineering counterparts to support new content and develop new ways of surfacing data - all with a focus on usability and discoverability. The Content Specialist will be providing effective and polite support to customers in relation to our products through a ticketing system. This includes active focus on enquiry resolution, a positive client centric demeanor and ensuring that all the vital action is taken to resolve a customer s enquiry. Content Analyst is responsible for support and operations areas of development including such tasks as troubleshooting, administration, QA testing, and documentation. They will assist in the preparation of product specifications for enhancements and new products. What Youll Do Develops an understanding of clients needs and workflows for specific product/content area. Contributes to remediating topics around index methodology including documenting findings and providing background analysis, troubleshooting, and testing. Correspond with 3rd party data suppliers to query data integrity issues. Contributes to ad-hoc projects. Effectively communicates data integrity fixes with appropriate content and engineering team and follows through until resolution. Call out problems affecting several customers or influencing the timely resolution of one customer s enquiry. Recognize and raise recurring problems, inferior processes, or outdated procedures. What Were Looking For Bachelor s degree required (in Finance, Economics, Accounting or equivalent) Advanced degree preferred Effective verbal and written communication skills Strong analytical, problem solving skills Ability to work independently Quick learner; ability to apply skills and past experiences in new situations Has a basic understanding of indices/benchmarks Knowledge of the financial industry, a big plus Whats In It For You At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a FactSetter means: The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start-up. Support for your total well-being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and company-wide wellness days. Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives. A global community dedicated to volunteerism and sustainability, where collaboration is always encouraged, and individuality drives solutions. Career progression planning with dedicated time each month for learning and development. Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging.

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0.0 - 1.0 years

2 - 3 Lacs

Mumbai

Work from Office

- Covering insights of large firm mapping, prospect building and lead generation - Working closely with the AVP\u2019s and Managing Partner on various clients and helping them maintain the relationship by making utilization presentations, SOPs and consulting them with different approach on various projects. - Collating market information data of clients using various databases and other public web information. - Preparing weekly reports to analyze client movements, prospects, and conversion - Generating lead and sourcing prospects for various sector niches and geographies - Preparing business expansion and client educational decks - Assisting Manager in client relationship management, marketing, and strategizing prospect outreach methods to improve response rate - Performing research for client acquisition and building customized trackers to monitor progress - Identifying cross selling opportunities and preparing draft proposals and RFP/RFQ replies - Complying with IT policies and procedures - Maintaining security of information at all times. Requirements - Excellent written and verbal communication skill - Comprehensive understanding of business development and marketing processes in the financial services industry - Proven expertise in E-mail marketing and conducting market research. - Experience utilizing financial and CRM research databases such as Bloomberg, Pitchbook, Preqin etc. - Detail-oriented with the ability to multitask and prioritize effectively. Qualifications- - Bachelors/master\u2019s degree in marketing or finance. Experience- - 0-1 years of experience (preferred in financial services firm is mandatory).

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4.0 - 8.0 years

20 - 25 Lacs

Mumbai, Pune

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Key responsbilities Monitoring and analysing countries, sectors & companies across emerging markets. Performing qualitative and quantitative research to draw conclusions and set the strategic direction for the portfolio. Analysing data from quantitative research and qualitative research and identifying patterns, trends and insights to inform business decisions. Macro-economic analysis and allocation strategy including relative cross asset valuations and flows, currency valuations (REER), Implied Volatility models including skew and Smile, CDS spreads, global risk appetite and economic momentum models, relative real yields etc. Develop and maintain management contacts in companies under coverage and interact with them on a regular basis. Gathering data from various sources, including primary and secondary research, to support strategic initiatives. Collaborating with cross-functional teams to support the development and execution of business strategies. Preparing comprehensive reports, presentations, and visualisations to communicate findings to stakeholders. Providing actionable recommendations based on research findings to drive business growth and improvement. Tasks Collect and analyse data using statistical software and tools, ensuring accuracy, relevancy and reliability. Manage and organise the collected data to ensure easy access and retrieval. Interpret and present research findings in a clear and concise manner, tailored to the needs of different stakeholders. Monitor and report on key performance indicators (KPIs) and metrics related to research projects. Support the development of business plans, market entry strategies and product development initiatives. Conduct competitive analysis to benchmark the company s performance against industry peers and competitors. Collaborate with marketing, product and sales teams to align research efforts with business objectives. Correspond and coordinate with external research partners and agencies when necessary. Stay updated on industry developments and emerging trends to ensure the company remains competitive and innovative. Skills Deep understanding of various valuation approaches and methodologies. Relevant certification in market research, data analysis, research methodologies, etc. Knowledge of advanced data analysis techniques and methodologies. Familiarity with market research and competitive analysis. Proficiency in database management, microsoft office, bloomberg etc Key responsbilities Monitoring and analysing countries, sectors & companies across emerging markets. Performing qualitative and quantitative research to draw conclusions and set the strategic direction for the portfolio. Analysing data from quantitative research and qualitative research and identifying patterns, trends and insights to inform business decisions. Macro-economic analysis and allocation strategy including relative cross asset valuations and flows, currency valuations (REER), Implied Volatility models including skew and Smile, CDS spreads, global risk appetite and economic momentum models, relative real yields etc. Develop and maintain management contacts in companies under coverage and interact with them on a regular basis. Gathering data from various sources, including primary and secondary research, to support strategic initiatives. Collaborating with cross-functional teams to support the development and execution of business strategies. Preparing comprehensive reports, presentations, and visualisations to communicate findings to stakeholders. Providing actionable recommendations based on research findings to drive business growth and improvement. Tasks Collect and analyse data using statistical software and tools, ensuring accuracy, relevancy and reliability. Manage and organise the collected data to ensure easy access and retrieval. Interpret and present research findings in a clear and concise manner, tailored to the needs of different stakeholders. Monitor and report on key performance indicators (KPIs) and metrics related to research projects. Support the development of business plans, market entry strategies and product development initiatives. Conduct competitive analysis to benchmark the company s performance against industry peers and competitors. Collaborate with marketing, product and sales teams to align research efforts with business objectives. Correspond and coordinate with external research partners and agencies when necessary. Stay updated on industry developments and emerging trends to ensure the company remains competitive and innovative. Skills Deep understanding of various valuation approaches and methodologies. Relevant certification in market research, data analysis, research methodologies, etc. Knowledge of advanced data analysis techniques and methodologies. Familiarity with market research and competitive analysis. Proficiency in database management, microsoft office, bloomberg etc

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2.0 - 3.0 years

8 - 9 Lacs

Mumbai

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Business Unit: Global Operations Reporting To: Manager, Global Operations Shift: EMEA (1:30 pm - 10:30 pm IST) (India) About Russell Investments, Mumbai: Russell Investments is a leading outsourced financial partner and global investment solutions firm providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Building on an 89-year legacy of continuous innovation to deliver exceptional value to clients, Russell Investments works every day to improve the financial security of its clients. The firm is Top 12 Ranked Consultant (2009-2024) in P&I survey 2024 with $906 billion in assets under advisement (as of December 31, 2024) and $331.9 billion in assets under management (as of March 31, 2025) for clients in 30 countries. Headquartered in Seattle, Washington in the United States, Russell Investments has offices around the world, including London, New York, Toronto, Sydney, Tokyo, Shanghai - and has opened a new office in Mumbai, India in June 2023. Joining the Mumbai office is an incredible opportunity to work closely with global stakeholders to support the technology and infrastructure that drives the investment and trading processes of a globally recognized asset management firm. Be part of the team based out of Goregaon (East) and contribute to the foundation and culture of the firm s growing operations in India. The Mumbai office operates with varying shifts to accommodate time zones around the world. For more information, please visit https: / / www.russellinvestments.com . Role Summary As an Investment Operations Analyst, you will provide operational support and services representing Global Operations supporting successful outcomes for both internal and external clients. The operations team supports product operations, account opening, trade lifecycle management, reconciliation, systematic rebalancing and reporting across equity, fixed income, ETD, OTC derivatives and foreign exchange products globally. This position will primarily focus on supporting the trade lifecycle including Settlements, Commission Recapture, MIFID/CSDR regulations and Collateral Management. The role will collaborate closely with internal teams at Russell Investments, including portfolio managers, analysts, and traders, as well as external partners such as custodians, counterparties, and brokers, to provide accurate and scalable operational support. Years of Experience A minimum of 2-3 years of previous experience in the financial services industry, preferably in a trading operations capacity within an asset management firm. Qualifications Bachelors degree in finance, economics, or business administration. CFA or progress towards is preferred (not required). 2-3 years of experience in asset management operations, banking operations, finance, or a related function is preferred. Familiarity with custodian, broker, and money manager operations Organized, analytical, detail-oriented, and precise with numbers, possessing a solid understanding of the securities/fund industry, as well as investment concepts and strategies. Strong individual contributor and team player in a fast-paced environment, with the ability to prioritize and complete multiple assignments under short deadlines. Ability to identify potential issues, promote efficient resolution, set and pursue goals, and demonstrate a commitment to organizational success. Excellent communication skills, understanding how to tailor communication style to the situation at hand. Responsibilities Work closely with internal teams (portfolio managers, analysts, traders) and external partners (custodians, counterparties & brokers) to ensure seamless communication and resolution of operational issues. Support the end-to-end trade lifecycle for a wide range of products, including equity, fixed income, ETD, OTC derivatives, and foreign exchange, ensuring accurate and timely processing of trade settlements, confirmations, and settlements. Manage commission recapture processes, ensuring all opportunities are identified and implemented to improve operational efficiency and cost savings. Ensure compliance with relevant regulations such as MIFID II and CSDR. Monitor and implement processes to meet regulatory requirements for trade reporting, settlement discipline, and collateral management. Ensure Day-to-day operational responsibilities are managed, coordinated, and delivered to the core business clients. Effectively and collaboratively identify, escalate, mitigate, and resolve operational risk Evaluate and improve existing operational processes and maintaining up-to-date procedures to reduce risk, increase efficiency, and support regulatory requirements and business initiatives Display exemplary conduct and live by our organizations Code of Conduct Candidate Requirements Strong computer skills, including advanced proficiency with Excel Prior experience with Bloomberg AIM or Charles River Prior experience with trading and portfolio management systems. Core Values Strong interpersonal, oral, and written communication and collaboration skills with all levels of management Strong organizational skills including the ability to adapt to shifting priorities and meet frequent deadlines, Demonstrated proactive approach to problem-solving with strong judgment and decision-making capability. Highly resourceful and collaborative team-player, with the ability to also be independently effective and exude initiative and a sense of urgency. Exemplifies our customer-focused, action-oriented, results-driven culture. Forward looking thinker, who actively seeks opportunities, has a desire for continuous learning, and proposes solutions. Ability to act with discretion and maintain complete confidentiality. Dedicated to the firm s values of non-negotiable integrity, valuing our people, exceeding client expectations, and embracing intellectual curiosity and rigor. Visit us: https: / / russellinvestments.com / us / careers

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5.0 - 7.0 years

9 - 13 Lacs

Hyderabad

Work from Office

As one of the world s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If youre looking for challenging work, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day! Job Description Preparation and submission of N-CSR, N PORT and N-CEN filings for Invesco s US Investment Products Work as part of a team, ensuring SLAs (Service Level Agreement)/all relevant regulatory requirements are met and maintained, and escalating issues to Team Leader/Assistant Manager. Provide cover for other team members in their absence and assists other areas, as required. Contribute to overall team progress via team meetings / ideas / initiatives / training and development. Escalate breaches to relevant parties in a timely manner. Check other team members output to ensure accuracy, in a timely manner in line with regulatory deadlines/internal service standards. Ability to document the procedures, develop training plans and other business process relevant documentation. To deal with ad hoc activities and maintaining information systems To update and maintain control checks while preparing and reviewing the process. To liaise with internal and external auditors and assist with the yearend/interim audit process via a monitored timetable and audit requirement list if required. Should have excellent Time management skills. Should be able to provide training to the new joinees. WORK EXPERIENCE/KNOWLEDGE: 5-7years of experience in financial services (investment management / banking / insurance) , is required MS Office skills. Preferred technical knowledge on Bloomberg, CADIS, FundSuite, ArcReporting Applications. Preferred knowledge of Fund Accounting and Fund Financial Reporting Procedures Knowledge of various security types and instruments used in the industry Knowledge of Mutual Funds industry and various types of Mutual funds. FORMAL EDUCATION: Post Graduation in Commerce/Post Graduation in Business Administration. SKILLS/COMPETENCIES/ATTRIBUTES: Team player Knowledge of Investment Management industry, data and processes Understanding of trade and client lifecycle is desirable Strong Accounting skills Must be able to analyse and interpret the data/numbers. Strong communication skills (verbal/written) Proven ability to work under pressure and meet strict deadlines Excellent interpersonal skills Flexible team player and ability to multi task and flexible to work additional hours, when needed. Proven ability to work accurately Full Time / Part Time Full time Worker Type Employee Job Exempt (Yes / No) No Workplace Model At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least three days a week, with two days working outside an Invesco office. Why Invesco In Invesco, we act with integrity and do meaningful work to create impact for our stakeholders. We believe our culture is stronger when we all feel we belong, and we respect each other s identities, lives, health, and well-being. We come together to create better solutions for our clients, our business and each other by building on different voices and perspectives. We nurture and encourage each other to ensure our meaningful growth, both personally and professionally. We believe in diverse, inclusive, and supportive workplace where everyone feels equally valued, and this starts at the top with our senior leaders having diversity and inclusion goals. Our global focus on diversity and inclusion has grown exponentially and we encourage connection and community through our many employee-led Business Resource Groups (BRGs). What s in it for you As an organization we support personal needs, diverse backgrounds and provide internal networks, as well as opportunities to get involved in the community and in the world. Our benefit policy includes but not limited to: Competitive Compensation Flexible, Hybrid Work 30 days Annual Leave + Public Holidays Life Insurance Retirement Planning Group Personal Accident Insurance Medical Insurance for Employee and Family Annual Health Check-up 26 weeks Maternity Leave Paternal Leave Adoption Leave Near site Childcare Facility Employee Assistance Program Study Support Employee Stock Purchase Plan ESG Commitments and Goals Business Resource Groups Career Development Programs Mentoring Programs Invesco Cares Dress for your Day In Invesco, we offer development opportunities that help you thrive as a lifelong learner in a constantly evolving business environment and ensure your constant growth. Our AI enabled learning platform delivers curated content based on your role and interest. We ensure our manager and leaders also have many opportunities to advance their skills and competencies that becomes pivotal in their continuous pursuit of performance excellence. To know more about us About Invesco: https: / / www.invesco.com / corporate / en / home.html About our Culture: https: / / www.invesco.com / corporate / en / about-us / our-culture.html About our D&I policy: https: / / www.invesco.com / corporate / en / our-commitments / diversity-and-inclusion.html About our CR program: https: / / www.invesco.com / corporate / en / our-commitments / corporate-responsibility.html Apply for the role @ Invesco Careers : https: / / careers.invesco.com / india /

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2.0 - 5.0 years

7 - 10 Lacs

Mumbai

Work from Office

Kroll provides clients with Valuation Advisory Services, Corporate Finance, Governance Risk Investigations & Disputes and Cyber Risk operational support services to the firm s subsidiaries across the globe. The Global Business Solutions (GBS) - Valuations Advisory Services teams in India operates as an extension of our global offices and works very closely with their counterparts in the US and EMEA on diverse nature of valuation engagements across industries. Kroll is looking for Consultant s who will be involved in providing support to our global valuation practice. The opportunity is ideal for professionals who are interested in learning best practices, tools and techniques by working on valuation engagements for our clients. Day-to day responsibilities : Performing valuation analysis on a wide range of public and private entities across various industries using globally accepted relevant approaches and theory. Managing client engagements from day-to-day interaction with the client through to staffing and managing the resources and work plan through to timely completion Designing financial models for discounted cash flow, market multiple, market transaction, and option pricing analysis. Reporting and presenting analyses and conclusions including writing valuation reports. Contributing directly to the development of proposals, presentations, and publications. Working with internal management in building and maintaining internal client relationships. Identifying and communicating potential engagements to internal/ external management and writing engagement letters. Managing administrative responsibilities towards the engagement such as code creation, reporting and invoicing. Essential traits: Masters degree in Finance, Accounting or Economics or MBA or a professional qualification in Finance or Accounting (ACCA, CFA, CPA, CA etc. ). Minimum 2 years of constructing and reviewing valuation models and other financial models including: DCF, comparable company, stock option, and intangible asset models. Strong analytical and problem-solving skills. Excellent written and verbal communication skills that help represent diverse communities. Experience working with diverse teams. Knowledge of software packages including MS Word, Excel, and PowerPoint. Knowledge of working with databases including Capital IQ, Bloomberg, MergerMarket, KTMine, etc is recommended. Ability and willingness to travel at short notice, including to overseas destinations About Kroll Join the global leader in risk and financial advisory solutions Kroll. With a nearly century-long legacy, we blend trusted expertise with cutting-edge technology to navigate and redefine industry complexities. As a part of One Team, One Kroll, youll contribute to a collaborative and empowering environment, propelling your career to new heights. Ready to build, protect, restore and maximize our clients valueYour journey begins with Kroll. In order to be considered for a position, you must formally apply via careers. kroll. com Kroll is committed to equal opportunity and diversity, and recruits people based on merit. #LI-SC1 #LI-Hybrid

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3.0 - 5.0 years

7 - 11 Lacs

Mumbai

Work from Office

Kroll provides clients with Valuation Advisory Services, Corporate Finance, Governance Risk Investigations & Disputes and Cyber Risk operational support services to the firm s subsidiaries across the globe. The Global Business Solutions (GBS) - Valuations Advisory Services teams in India operates as an extension of our global offices and works very closely with their counterparts in the US and EMEA on diverse nature of valuation engagements across industries. Kroll is looking for a Senior Consultant who will be involved in providing support to our global valuation practice. The opportunity is ideal for professionals who are interested in learning best practices, tools and techniques by working on valuation engagements for our clients. Day-to day responsibilities : Performing valuation analysis on a wide range of public and private entities across various industries using globally accepted relevant approaches and theory. Managing client engagements from day-to-day interaction with the client through to staffing and managing the resources and work plan through to timely completion Designing financial models for discounted cash flow, market multiple, market transaction, and option pricing analysis. Reporting and presenting analyses and conclusions including writing valuation reports. Contributing directly to the development of proposals, presentations, and publications. Working with internal management in building and maintaining internal client relationships. Identifying and communicating potential engagements to internal/ external management and writing engagement letters. Managing administrative responsibilities towards the engagement such as code creation, reporting and invoicing. Essential traits: Masters degree in Finance, Accounting or Economics or MBA or a professional qualification in Finance or Accounting (ACCA, CFA, CPA, CA etc. ). Minimum 3 -5 years of constructing and reviewing valuation models and other financial models including: DCF, comparable company, stock option, and intangible asset models. Strong analytical and problem-solving skills. Excellent written and verbal communication skills that help represent diverse communities. Experience working with diverse teams. Knowledge of software packages including MS Word, Excel, and PowerPoint. Knowledge of working with databases including Capital IQ, Bloomberg, MergerMarket, KTMine, etc. is recommended. Ability and willingness to travel at short notice, including to overseas destinations About Kroll Join the global leader in risk and financial advisory solutions Kroll. With a nearly century-long legacy, we blend trusted expertise with cutting-edge technology to navigate and redefine industry complexities. As a part of One Team, One Kroll, youll contribute to a collaborative and empowering environment, propelling your career to new heights. Ready to build, protect, restore and maximize our clients valueYour journey begins with Kroll. In order to be considered for a position, you must formally apply via careers. kroll. com . Kroll is committed to equal opportunity and diversity, and recruits people based on merit. #LI-SC1 #LI-Hybrid

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6.0 years

8 - 9 Lacs

Mumbai

Work from Office

MAIN RESPONSIBILITIES The compliance analyst will be responsible for: Working with the Senior Compliance Manager to facilitate onboarding and training of new team members locally for respective Center of Expertise (CoEs). Working with the Assessment and Testing team to identify and develop testing protocols for all aspects of the Global Compliance program. Working with the Assessment and Testing team, to support each region and the Global Compliance program to continuously evaluate the reasonableness and effectiveness of the advisers policies and procedures. Assist with the development, implementation, and execution of different forms of compliance testing including periodic, annual and forensic. Analyze documents and escalate report findings to the head of Assessment and Testing. Participate in discussions with corresponding control and process owners. Interact with internal and external auditors, the risk team and other control functions as applicable. Assist with coordination of documents and responses for the company s annual SOC 1 exam and all other relevant exams. Assist with the preparation and development of effective management reporting. QUALIFICATIONS Be detail oriented with an emphasis on organization, formatting and time management. Have strong inter-personal and communication skills, including verbal, technical writing and editing. Exhibit problem-solving skills and be able to analyze data. Have a strong work ethic, high standards, being able to take accountability and responsibility. Be a team player and have an interest in building connections across the global firm. Exhibit strong listening and probing skills. Have personal integrity and be client service oriented. Be enthusiastic, adaptable, forward thinking, self-motivated and energetic. Be able to work independently and in collaboration with team members. Global industry exposure a plus. Familiarity with the Investment Advisers Act of 1940, Investment Company Act of 1940, ERISA, MIFID or other adviser related regulatory regimes. Good critical-thinking, research and social media tools familiarity is critical, as well as a sense of curiosity. Audit or securities operations experience. Experience reviewing investment management agreements, prospectuses, etc. Technical Qualifications: Bachelor s degree, preferably in business, finance or economics. Advanced knowledge of Microsoft Outlook, Word, Excel, PowerPoint. Experience in Bloomberg AIM or other Order Management Systems.

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4.0 - 12.0 years

10 - 11 Lacs

Pune, Chennai

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SENIOR ASSOCIATE, FUND/CLIENT ACCOUNTING At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world s financial system we touch nearly 20% of the world s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about. We re seeking a future team member for the role of Senior Associate, Fund/Client Accounting to join our Private Equity - Credit team. This role is located in Pune, MH - HYBRID. In this role, you ll make an impact in the following ways: Confirm trade bookings against trade tickets as per client. Liaise with counterparty/client/agent for unusual trades, settlement, coordination, trade confirms or documentation. Review key economic details included on standard LMA/LSTA PAR via Markit Clearpar system. Process/review global events like paydown, drawdown, rate reset, contract roll overs in system. Validation of corporate action/restructure events. Daily cash reconciliations and break resolution with custodian records. Perform position reconciliations with loan agents/client positions. Research and resolve position breaks. Prepare daily, monthly and quarterly fund accounting reports. Ensure timely and accurate net asset value calculation. Assist in the annual audit and tax return preparation process. Assist with other accounting projects. To be successful, we re seeking the following: B.com/MBA/ degree in Accounting, Finance or the equivalent combination of education and experience is required. 6 plus years of experience in Credit, Fund Accounting, Private Equity, NAV, Reconciliation. Proven work experience as a fund accountant in Private credit/Bank debt/Bank loan or similar asset class. Hands on experience in syndicated/private loans - Good at booking/validation of credit activities (Draw-down, pay-down, roll over define global amount), interest calculation. Checking/creating contracts and credit facilities in Geneva application. Experience in Loan Settlements, worked with corporate trust team on term loan, delayed draw term loan, PIK loan and revolver credits. Good at reading funding memos and credit agreements. Good at reconciliation of cash, position, un-settled trade recon and accrued interest of bank debt, bond and ABS investments. Hands-on experience with accounting software like Geneva, TLM and Investran. Advanced MS Excel skills including VLOOKUP and pivot tables. Experience with Journal entries posting of expenses and payments. Strong attention to detail and good analytical skills. At BNY, our culture speaks for itself. Here s a few of our awards: 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 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

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5.0 - 15.0 years

30 - 35 Lacs

Pune, Chennai

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Job Title: Senior Vice President, Client Processing Manager At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world s financial system, we touch nearly 20% of the world s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities, and people everywhere. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about. We re seeking a future team member for the role of Senior Vice President, Client Processing Manager to join our team. This role is in Pune - HYBRID role. In this role, you ll make an impact in the following ways: Manages a medium to large-sized team or multiple small Client Processing teams. Handles any/all aspects of client accounts, including solicitation, inquiries, transactional processing, and problem resolution. Manages Client Processing activities through other managers or a large team of senior professionals. Serves as a top level of support for external clients who were not able to have problems resolved at a lower level. Ensures the volume of work produced meets product/service standards and exceeds quality standards and is properly reviewed and documented. Identifies and implements process improvements to improve the experience for all stakeholders. Recruits, directs, motivates, and develops staff, maximizing their individual contribution, their professional growth, and their ability to function effectively with their colleagues as a team. Provides input into departmental budgets and planning. May develop business plans for team/group operations. Manages one or more Client Processing teams. Contributes to the achievement of team objectives. To be successful in this role, we are seeking the following: Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. 12 to 15 years of total work experience is preferred with at least 5-6 years in management. Experience in brokerage processing is preferred. Applicable local/regional licenses or certifications as required by the business. At BNY, our culture speaks for itself. Here s a few of our awards: 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 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, which can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

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5.0 - 6.0 years

37 - 45 Lacs

Pune, Chennai

Work from Office

Job Title - SENIOR VICE PRESIDENT, SERVICE DELIVERY GENERAL MANAGEMENT At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world s financial system, we touch nearly 20% of the world s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities, and people everywhere. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about. We re seeking a future team member for the role of Senior Vice President, Service Delivery General Management to join our team. This role is in Pune, HYBRID. In this role, you ll make an impact in the following ways: Provides oversight and sets priorities for multiple teams responsible for delivering high-quality services to internal and/or external clients. Partners with various groups to define and implement process improvements and controls. Hands-on experience in managing operational risk events and associated resolution plans. Provides guidance on work and manages the performance of multiple teams, setting area priorities. Designs metrics customized to respective clients and monitors work output to ensure client satisfaction. Presents analysis and recommendations to clients pertaining to service delivery improvements. Oversees allocation of resources across multiple teams and processes. Assists clients in addressing complex service delivery questions. Partners with internal teams to monitor and implement changes in service delivery operations. Recruits, directs, motivates, and develops staff, maximizing their individual contribution and professional growth. Manages multiple teams of service delivery professionals and support staff. Responsible for the achievement of multiple team goals and objectives, talent management, and supervision of team members. To be successful in this role, we are seeking the following: Bachelor s degree in a business discipline or the equivalent combination of education and experience is required. 12 plus years of total work experience in core operations and 5 to 6 years of management experience preferred. Knowledge of service delivery operations and management is preferred. At BNY, our culture speaks for itself. Here s a few of our awards: 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 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, which can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

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