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4 - 9 years
20 - 23 Lacs
Hyderabad
Work from Office
Our Private Equity Portfolio Company practice serves both partnership and corporate companies, the majority of which are owned by Private Equity Funds. This particular role offers the opportunity to join the Pass Through, a high-performing, high-growth team that advises clients on their tax strategy and compliance obligations using both industry and technical expertise with our cross-functional teams, especially our Financial Services team. Our professionals help to guide their clients through M&A transactions and capital account analysis, all while delivering digitally-enabled services in conjunction with our world-class tax technology offerings. As a Tax Supervisor with RSM-USI , you will be responsible for the following job duties which are focused around two core concepts: your technical & quality expertise, and delivering excellent client service. Responsibilities: Provide detail review and analysis of tax returns Work on multiple complex issues while communicating in a non-technical manner to facilitate communication between the client and the service team while managing the risk for both the client and the firm Interact directly with clients handling questions, planning, concerns, etc. Develop, motivate, and train staff level team members. Performing, documenting, summarizing, and reviewing research conclusions regarding specific tax issues Remain up to date on current tax practices and changes in tax law Review research findings and ensure conclusions are consistent with firm policies and professional standard Assist to manage engagement workflow, engagement team resources, and engagement billing Basic Qualifications: Bachelor s & Master s Degree in Commerce or Accounts (B-Com/BBA & M-Com/MBA) Must have at least 4+ years of corporate federal tax compliance and tax consulting experience pertaining to planning, research and general mergers and acquisitions activities Experience in public accounting with at least 3+ of those years focusing on partnership taxation and S-corporation taxation. Experience with one or more of the following: S-Corps or Partnerships/LLCs Effective verbal and written communication skills Strong Microsoft Excel and Word skills required Preferred Qualifications: Enrolled Agent is a plus Experience with a national or large regional accounting firm Working knowledge of tax code and technical aspects of tax preparation and compliance Strong technical skills in accounting and tax preparation, industry specialization is a plus Familiarity with tax research tools (Bloomberg BNA, RIA Checkpoint, etc. ) and tax preparation technology (CCH Axcess preferred) Experience with partnership taxation Experience/familiarity with capital account analysis Experience/familiarity with 704 , 754 matters and M&A implications related to PPA International tax matters K-2/K-3 reporting At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus. com/careers/india. html . Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please send us an email at careers@rsmus. com .
Posted 3 months ago
7 - 11 years
14 - 18 Lacs
Kolkata
Work from Office
Our Private Equity Portfolio Company practice serves both partnership and corporate companies, the majority of which are owned by Private Equity Funds. This particular role offers the opportunity to join the Pass Through, a high-performing, high-growth team that advises clients on their tax strategy and compliance obligations using both industry and technical expertise with our cross-functional teams, especially our Financial Services team. Our professionals help to guide their clients through M&A transactions and capital account analysis, all while delivering digitally-enabled services in conjunction with our world-class tax technology offerings. RSM-USI is looking for a dynamic Tax Manager to join our growing tax team in our US-India office location. In your important role as Tax Manager for RSM-USI , you will use your expertise in taxation to provide compliance and consulting services to operating entities structured as partnerships/LLCS. Candidates must be familiar with the tax consulting process and possess the analytical skills necessary for the effective diagnosis, development, and implementation of solutions to clients tax needs. With RSM, youll have the opportunity to develop and pursue creative approaches to resolve client issues. This role has a strong focus on dealing with partnership transactions, allocations, and complex partnership taxation. Responsibilities: Advise clients on a full range of partnership tax services, including planning, research, compliance, allocations, and general transactional activities. Assist with new business development, extended service, and tax issue recognition for existing clients. Develop, motivate, and train staff level team members. Manage partnership client needs with respect to tax services and federal and state tax compliance. Develop and sustain strong client relationships. Keep up to date on current tax practices and changes in tax law. Provide industry knowledge and expertise . Work in harmony with the U. S. team and continue to develop the teams both in US and USI Serve as a Career Advisor, mentor, or coach to one or more employees, which will include providing honest and constructive performance feedback Provide detailed review and analysis of complex tax returns. Work on multiple complex issues while communicating in a non-technical manner to facilitate communication between the client and the service team while managing the risk for both the client and the firm. Serve as the Tax client service coordinator for appropriate clients. Advise clients on a full spectrum of tax services, including planning, research, compliance, and general mergers and acquisitions activities. Assist with new business development, extended service, and tax issue recognition for existing clients. Manage corporate client needs with respect to tax services and federal and state tax compliance. Basic Qualifications: Bachelors & Master s Degree in Commerce or Accounts (B-Com/BBA & M-Com/MBA) Enrolled Agent in mandatory Must have at least 7+ years of corporate federal tax compliance and tax consulting experience pertaining to planning, research and general mergers and acquisitions activities Experience in public accounting with at least 5+ of those years focusing on partnership taxation Experience with one or more of the following: S-Corps or Partnerships/LLCs Effective verbal and written communication skills Strong Microsoft Excel and Word skills required Preferred Qualifications: A proven record of building profitable, sustainable client relationships, simultaneously managing multiple projects and engagement teams for various clients Project management and critical thinking skills Outstanding organizational and time management skills; ability to prioritize multiple assignments Working knowledge of tax code and technical aspects of tax preparation and compliance Strong technical skills in accounting and tax preparation and industry specialization Ability to handle multiple tasks simultaneously Experience in dealing with international tax matters would be a plus Experience with tax research tools (Bloomberg BNA, RIA Checkpoint, etc. ) and tax preparation technology (CCH Axcess preferred) Experience with partnership taxation Experience/familiarity with capital account analysis Experience/familiarity with 704 , 754 matters and M&A implications related to PPA International tax matters K-2/K-3 reporting At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus. com/careers/india. html . Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please send us an email at careers@rsmus. com .
Posted 3 months ago
6 - 8 years
8 - 10 Lacs
Pune
Work from Office
Senior associate Location:Pune/ Hyderabad 6+ years 30 LPA NP- Immediate Strong experience in Testing Treasury Systems on Kondor product for UK bank hands on experience on K+TP (Kondor 3.5.x) suite (Front Office and Back Office mandatory) good to have Kondor middle office experience Strong knowledge of Treasury and FX trades. Good knowledge of E2E trade Lifecycle i.e. knowledge of functions of various treasury departments Treasury Markets, Operations, Market Liquidity, Credit Risk, Accounting and Finance. Good functional knowledge of trade executions for different instrument types for Collateral and derivatives - Forex, swaps, loans, deposits, Call accounts, repos, reverse repos and other related FX products. Hands on experience on Front office to Back office functions i.e. Capturing a trade, settling a trade and accounting. Good Knowledge of Operations of Position Keeping i.e. cash and liquidity management through cash flow planning and forecasting. Good Knowledge in treasury operations and controls (cash pooling/sweeping, forex hedging, etc) Good knowledge of SWIFT, CHAPS and Sterling payments processing and integration of Treasury Systems with Payments Gateways. Good knowledge of Nostro Management and Nostro Reconciliation tools. Good knowledge of treasury reports e.g. Regulatory Reporting, Financial Reporting, Statuary Reporting. Good understanding of Front Office and back office integration with Reporting Platform e.g. DeltaConX, DTCC etc. Monitoring compliance with financial regulations and reporting requirements Experience of working in Reg reporting ( MIFIR, FRTB etc. ) Good Knowledge of Collateral Management System e.g. CloudMargin. Ability to analyse and triage complex treasury functional issues reported by Business teams
Posted 3 months ago
4 - 9 years
5 - 14 Lacs
Pune, Delhi NCR, Mumbai (All Areas)
Work from Office
BAU Support and Incident Management Manage and resolve BAU tickets Report Design and Development Develop and maintain a wide range of Workday reports Continuous Improvement tay updated on the latest Workday reporting features and functionality Required Candidate profile Bachelor s degree in information technology Good experience in Workday report writing or a similar role Proven experience in creating Advanced, Matrix Highly proficient in Workday Report Writer
Posted 3 months ago
3 - 5 years
6 - 8 Lacs
Gurgaon
Work from Office
Job Overview: We are seeking experienced research professional to join Oliver Wyman Knowledge Department . You will work closely with partners and consultants in the Private Capital Practice Group to support secondary research efforts, ensure successful delivery of client work focused on due diligence projects as well as other corporate finance and advisory projects. Oliver Wyman's Private Capital Practice provides an array of capabilities to support investment decision making, backed by deep expertise across diverse industry sectors. Our clients include private equity funds, hedge funds, sovereign wealth funds, investment banks, commercial banks, arrangers, strategic investors, and insurers. The Knowledge Department supports our consultants with planning and execution of on-demand research projects as well as the interpretation, evaluation, and preparation of results. You will have expert level research skills and ability to quickly develop knowledge of research tools to facilitate effective and creative research approaches. You will be helping consultants and research colleagues to scope and develop their research needs, conduct timely, accurate and cost-effective research and deliver compelling synthesized research products. You will work with a wide range of information tools and proprietary databases to provide research for client projects and business development. Key Responsibilities Work with a wide range of information tools and proprietary databases, providing both quick solutions and in-depth research for the business. Synthesise information and glean key concepts and trends from the information, provide own point of view and basic insights in the deliverables. Ability to think critically and develop the most efficient solutions to information requirements is key in this role. Collaborate with consultants engaged in client service, business development or intellectual capital building by delivering highly relevant and well-synthesised research. Directly engage in strategic projects, together with our research specialists and consultants, contribute to updates and maintenance of customized knowledge products Develop strong trusted relationships with practice members and research colleagues to promote effective knowledge sharing and positive work environment. Independently manage the pipeline of industry-specific tasks, set priorities, and collaborate with a team of international colleagues to meet client demands. You will be required to exercise independent judgment to solve internal client demands. This will involve prioritizing your own work to satisfy competing needs and building excellent task management and time management skills Use MS Office tools to produce graphical portrayal of research findings, customised to project needs Experience and Skills Required 3-5 years experience of working in a research environment, providing business information on multiple sectors. Preferably in a private equity or venture capital firm, consulting firm, bank or rating agency Experience of working with specialised data sources is essential. For example: Preqin, Capital IQ, M&A databases (eg. Cortex/Dealogic, Mergermarket, Debtwire), Pitchbook, Bloomberg, Refinitiv and other databases. Knowledge of private capital markets (in particular PE, VC, LBO) Ability to operate under pressure and tight deadlines to meet the needs of a high paced globally focused. This requires the ability to manage several tasks effectively while prioritising and managing your own time Creative problem-solving skills and inquisitive nature with tenacious drive to solve complex research challenges. Attention to detail and high accuracy Excellent communication skills and research synthesis skills allowing you to draw out key insights and to provide basic data analysis. The ability to apply Generative AI tools to enhance efficiency and quality of research deliverables Excellent Excel skills. Proficiency with rest of MS Office suite. Experience with Power BI is an advantage.
Posted 3 months ago
7 - 11 years
9 - 13 Lacs
Mumbai
Work from Office
Skill required: NA - Business Transformation Designation: Business Transformation Specialist Qualifications: Any Graduation Years of Experience: 7 to 11 years What would you do? In this role, you will be expected to develop transformation vision, assess vision feasibility and capability gaps, plan journey management. Also, translate economic trends into industry competitive advantage, transform a business to enable profitable & sustainable growth.In this role, you will be expected to develop transformation vision, assess vision feasibility and capability gaps, plan journey management. Also, translate economic trends into industry competitive advantage, transform a business to enable profitable & sustainable growth. What are we looking for? Problem-solving skills Detail orientation Agility for quick learning Results orientation Commitment to quality Roles and Responsibilities: In this role you are required to do analysis and solving of moderately complex problems May create new solutions, leveraging and, where needed, adapting existing methods and procedures The person would require understanding of the strategic direction set by senior management as it relates to team goals Primary upward interaction is with direct supervisor May interact with peers and/or management levels at a client and/or within Accenture Guidance would be provided when determining methods and procedures on new assignments Decisions made by you will often impact the team in which they reside Individual would manage small teams and/or work efforts (if in an individual contributor role) at a client or within Accenture Please note that this role may require you to work in rotational shifts Qualifications Any Graduation
Posted 3 months ago
3 - 5 years
18 - 20 Lacs
Bengaluru, Hyderabad, Gurgaon
Work from Office
Work you will do Work closely with US engagement teams with services in support of security payment activity, including asset and portfolio criteria compliance, priority of cash flow distributions including redemption and refinancing procedures of CLO transactions. Interpreting various legal documents like Indentures, Swap Documents, Credit Agreements and Rate Reset Notices etc. Performing recalculations of tranche interest and principal payments, portfolio tests and their compliance as per the underlying documents. Performing due diligence on corporate loans which will be part of the CLO structure. Helping the US engagement team with letter issuance and roll forward of excel models for future payment dates. Coordinating and working closely with US team on daily basis. Work on assigned project responsibilities and meet project requirements.Qualifications and experience Required skills: MBA finance background and/or 2 to 4 years of relevant work experience in financial services with exposure to US Structured Finance Products. bility to read and interpret legal documents in the context of CLO/CDO products. - (CLO OR CDO) + (Modelling or Due Diligence or Waterfall) Strong analytical and computer skills with proficiency in MS Excel and MS Word. Preferred skills: Ability to explain difficult financial concepts to diverse, non-quantitative client contacts. Familiarity with industry platforms like Bloomberg, Capital IQ, Solvas etc. is a plus. Familiarity with technical tools such as Python, VBA is a plus. Good communication and interpersonal skills requisite for client interaction. Location - Hyderabad, Bangalore, Gurgaon, Mumbai, Chennai
Posted 3 months ago
5 - 10 years
10 - 14 Lacs
Bengaluru
Work from Office
Project Role : Application Lead Project Role Description : Lead the effort to design, build and configure applications, acting as the primary point of contact. Must have skills : SAP Concur Analytics Good to have skills : NA Minimum 5 year(s) of experience is required Educational Qualification : 15 Years continues education. Project Role :Application Lead Project Role Description :Lead the effort to design, build and configure applications, acting as the primary point of contact. Must have Skills :SAP Concur Analytics, SSI: NON SSI:Good to Have Skills :SSI:No Technology Specialization NON SSI :Job Requirements :Key Responsibilities :a Design, build and configure applications to meet business process and application requirements b Knowledge and experience with the Concur Travel and Expense system including Integration points Work experience on various middlewares, especially associated with Concur Product c Manage Design / Development Session with client in understanding the technical functionalities d Responsible for Technical Scope, Determine integrations, Design, Develop Interfaces Lead client IT through Integration Technical Experience :a Knowledge and experience with the Concur Travel and Expense system including Integration points with 5 years of work experience on various middlewareb With a strong technical background, be able to build and unit test per the business process requirements Professional Attributes :a Must have good team handling skillsb Attention to detail and strong interpersonal, communication and training skills required, as is the ability to work effectivelyc Should have good communication to interact with clients Educational Qualification:15 Years continues education.Additional Info :Should have good communication to interact with clients Qualification 15 Years continues education.
Posted 3 months ago
0 - 6 years
2 - 8 Lacs
Bengaluru
Work from Office
Structured Finance - Transactions - CLO EY is the only professional services firm with a separate business unit ( FSO ) that is dedicated to the financial services marketplace. Our FSO teams have been at the forefront of every event that has reshaped and redefined the financial services industry. If you have a passion for rallying together to solve the most complex challenges in the financial services industry, come join our dynamic FSO team! The opportunity The Structured Finance Team specializes in addressing varying needs of market participants in the securitization marketplace across asset classes, including asset- backed securities (ABS), commercial mortgage- backed securities (CMBS), residential mortgage- backed securities (RMBS) and collateralized loan obligations (CLO). The securitization market is a dynamic marketplace, continuously evolving with new regulations and technological advances every day. This a great opportunity to work in this fast-paced transaction business, support diverse engagement teams, work with a wide variety of clients and lead business development activities on strategic and global priority accounts. Your Key The primary role of the SFT transaction team is to perform agreed-upon procedures (AUP) to help clients execute securitization transactions successfully. Checking the accuracy of our financial models by comparing calculations to the governing documents Creating cashflow/analytics models for securitized products, including but not limited to CDOs/CLOs (Collateralized Debt Obligations/Collateralized Loan Obligations) Transaction modeling and analytics, which involves cash flow modeling, recalculating certain collateral quality and concentration limitations set out in each transaction s indenture, including bond principal and interest payments, credit-enhancement, hedging instruments, fees and waterfalls for structured deals Construct independent cash flow and collateral models for various structured products utilizing Microsoft Excel Create and update detailed agreed upon procedure reports summarizing our results Comprehensive and methodical interpretation of prospectus/indenture information and deal structural features including but not limited to collateral, waterfall, triggers, hedges, paydown rules, loss allocation rules, and the ability to extract other pertinent information from prospectuses and indentures Perform various analyses on complex excel and third party models (Like Bloomberg, various Rating Agency Portal, Markit etc.) for the valuation of Structured Products Establish relationships with client personnel at appropriate levels. Consistently deliver quality client services. Monitor progress, manage risk and ensure key stakeholders are kept informed about progress and expected outcomes Demonstrate in-depth technical capabilities and professional knowledge. Remain current on new developments in advisory services capabilities and industry knowledge. Skills and attributes for success Strong leadership, teaming, technical and relationship- building skills and integrity. These skills along with having a consistent commitment to delivering only the highest quality of work products to your clients, will allow you to easily integrate into the SFT transaction team and reach your professional development goals. To qualify for the role, you must have A Post-graduation in Accounting, Finance, Economics, or a related discipline and approximately 2 years of related work experience. Excellent prioritization skills and a commitment to meeting client deadlines Strong communication skills for report writing, client presentations and client interactions Proficient skills with MS Office, including Excel, Word, and PowerPoint Flexibility and willingness to work more than standard hours when necessary to meet client deadlines Willingness to work in shift based on the role hired for Ideally, you ll also have Prior structured finance experience Individuals who demonstrate in-depth technical capabilities and professional knowledge Strong analytical skills with attention to detail & accuracy Ability to quickly assimilate to new knowledge and possess good business acumen Polished verbal and written communication skills in English What we offer EY Global Delivery Services (GDS) is a dynamic and truly global delivery network. We work across six locations - Argentina, China, India, the Philippines, Poland, and the UK - and with teams from all EY service lines, geographies, and sectors, playing a vital role in the delivery of the EY growth strategy. From accountants to coders to advisory consultants, we offer a wide variety of fulfilling career opportunities that span all business disciplines. In GDS, you will collaborate with EY teams on exciting projects and work with well-known brands from across the globe. We ll introduce you to an ever-expanding ecosystem of people, learning, skills, and insights that will stay with you throughout your career. Continuous learning You ll develop the mindset and skills to navigate whatever comes next. Success as defined by you We ll provide the tools and flexibility, so you can make a meaningful impact, your way. Transformative leadership We ll give you the insights, coaching and confidence to be the leader the world needs. Diverse and inclusive culture You ll be embraced for who you are and empowered to use your voice to help others find theirs. yours to build.
Posted 3 months ago
1 - 2 years
3 - 4 Lacs
Bengaluru
Work from Office
Senior - Structured Finance - Collateralized Loan Obligations - CDO/CLO We currently are seeking a highly motivated Senior to support engagement teams, work with a wide variety of clients to deliver professional services, and lead business development activities on strategic and global priority accounts. Ernst & Youngs Financial Services Office (FSO) is a uniquely industry-focused business unit that provides a broad range of integrated services to financial institutions and other capital markets participants, including retail and mortgage banking, commercial banks, investment banks, broker-dealers, asset managers (traditional and alternative), insurance and energy trading companies, and other organizations. Our Financial Services Risk Management (FSRM) practice focuses on financial services risk management, trading, regulatory, quantitative, technology, operations and accounting backgrounds. The breadth of experiences of FSRM professionals enables the practice to coordinate the delivery of a broad array of risk management services to capital market participants throughout the world in a well-integrated manner. Within FSRM, the Structured Finance Group specializes exclusively in addressing the varying needs of issuers, underwriters, investors and other market participants in the ABS, CMBS, RMBS and CDO/CLO markets. We have a dedicated team of full-time structured finance professionals with substantial securitization knowledge and experience. Within the Structured Finance Group, the CLO/CDO team provides an array of services including portfolio due diligence, collateral analysis, cash flow modeling, payment date recalculation, effective date procedures for our clients on various CLO/CDO transactions. Our team leverages our market knowledge and third party technology platforms in order to provide in depth analysis on structured product securities including collateralized debt and loan obligations. Ernst & Young FSO Advisory Services is a fast-moving, high-growth area with huge potential. It offers variety, challenge, responsibility and the opportunity to realize your leadership potential. Being a member of our FSO Advisory team means you will specialize in a particular competency within Risk, Performance Improvement, or Information Technology Advisory Services (ITAS). The opportunity is now! If you are interested in being part of a dynamic team, serving clients and reaching your full potential, Ernst & Young Advisory Services is for you! Candidates will support a variety of structured product lines that include but are not limited to CDO and CLO securities. Creating cashflow/analytics models for securitized products, including but not limited to CDOs/CLOs (Collateralized Debt Obligations/Collateralized Loan Obligations) Transaction modeling and analytics, which involves cash flow modeling, recalculating certain collateral quality and concentration limitations set out in each transaction s indenture, including bond principal and interest payments, credit-enhancement, hedging instruments, fees and waterfalls for structured deals Construct independent cash flow and collateral models for various structured products utilizing Microsoft Excel Create and update detailed agreed upon procedure reports summarizing our results Comprehensive and methodical interpretation of prospectus/indenture information and deal structural features including but not limited to collateral, waterfall, triggers, hedges, paydown rules, loss allocation rules, and the ability to extract other pertinent information from prospectuses and indentures. Establish relationships with client personnel at appropriate levels. Consistently deliver quality client services. Monitor progress, manage risk and ensure key stakeholders are kept informed about progress and expected outcomes Demonstrate in-depth technical capabilities and professional knowledge. Remain current on new developments in advisory services capabilities and industry knowledge. Requirement a bachelors degree and approximately 2 years of related work experience; or a graduate degree and approximately 1-2 years of related work experience a degree in finance, economics, accounting, mathematics, engineering or a related discipline; MBA or MS preferred prior structured finance experience is strongly preferred strong written and verbal communication skills for report writing and client presentations analytical skills; specifically, the ability to assess and decompose financial services industry processes utilizing a risk and control focus Excellent interpersonal, leadership and project management skills and the ability to work within a team setting prior experience in consulting preferred Experience working at a consulting firm, rating agency, investment bank, collateral manager, trustee bank or corporate trust operations supporting structured products Strong knowledge of finance and accounting and proficient in Bloomberg Highly organized, detail oriented and excellent prioritization skills with a commitment to meeting deadlines with minimal supervision Strong quantitative and analytical skill Superior Excel skills with VBA experience Manager - Structured Finance - Collateralized Loan Obligations (CDO/CLO) We currently are seeking a highly motivated Senior to support engagement teams, work with a wide variety of clients to deliver professional services, and lead business development activities on strategic and global priority accounts. Ernst & Youngs Financial Services Office (FSO) is a uniquely industry-focused business unit that provides a broad range of integrated services to financial institutions and other capital markets participants, including retail and mortgage banking, commercial banks, investment banks, broker-dealers, asset managers (traditional and alternative), insurance and energy trading companies, and other organizations. Our Financial Services Risk Management (FSRM) practice focuses on financial services risk management, trading, regulatory, quantitative, technology, operations and accounting backgrounds. The breadth of experiences of FSRM professionals enables the practice to coordinate the delivery of a broad array of risk management services to capital market participants throughout the world in a well-integrated manner. Within FSRM, the Structured Finance Group specializes exclusively in addressing the varying needs of issuers, underwriters, investors and other market participants in the ABS, CMBS, RMBS and CDO/CLO markets. We have a dedicated team of full-time structured finance professionals with substantial securitization knowledge and experience. Within the Structured Finance Group, the CLO/CDO team provides an array of services including portfolio due diligence, collateral analysis, cash flow modeling, payment date recalculation, effective date procedures for our clients on various CLO/CDO transactions. Our team leverages our market knowledge and third party technology platforms in order to provide in depth analysis on structured product securities including collateralized debt and loan obligations. Ernst & Young FSO Advisory Services is a fast-moving, high-growth area with huge potential. It offers variety, challenge, responsibility and the opportunity to realize your leadership potential. Being a member of our FSO Advisory team means you will specialize in a particular competency within Risk, Performance Improvement, or Information Technology Advisory Services (ITAS). The opportunity is now! If you are interested in being part of a dynamic team, serving clients and reaching your full potential, Ernst & Young Advisory Services is for you! Lead a team of staff and seniors in serving our clients in the analysis of structured products with a primary focus on CDO/CLO structured products Candidates will support a variety of structured product lines that include but are not limited to CDO and CLO securities. Lead a team in creating cashflow/analytics models for securitized products, including but not limited to CDOs/CLOs (Collateralized Debt Obligations/Collateralized Loan Obligations) Review transaction modeling and analytics, which involves cash flow modeling, recalculating certain collateral quality and concentration limitations set out in each transaction s indenture, including bond principal and interest payments, credit-enhancement, hedging instruments, fees and waterfalls for structured deals Review and lead a team to construct independent cash flow and collateral models for various structured products utilizing Microsoft Excel Review detailed agreed upon procedure reports summarizing our results Comprehensive and methodical interpretation of prospectus/indenture information and deal structural features including but not limited to collateral, waterfall, triggers, hedges, paydown rules, loss allocation rules, and the ability to extract other pertinent information from prospectuses and indentures. Establish relationships with client personnel at appropriate levels. Consistently deliver quality client services. Monitor progress, manage risk and ensure key stakeholders are kept informed about progress and expected outcomes Demonstrate in-depth technical capabilities and professional knowledge. Remain current on new developments in advisory services capabilities and industry knowledge. Write engagement letters, proposal letters and Agreed upon Procedures Reports which detail due diligence, cash flow modeling, and deal structuring and auditing procedures. Provide constructive on-the-job feedback/coaching to team members and foster an innovative and inclusive team-oriented work environment Play an active role in counseling and mentoring junior team members and have the ability to foster relationships with clients Effectively lead and motivate teams with diverse skills and backgrounds Generate new business opportunities and develop and maintain long-term client relationships and networks Requirement Masters degree + 12 years structured experience a degree in finance, economics, accounting, mathematics, engineering or a related discipline; MBA or MS preferred Must have experience leading advisory projects within the field of structured finance and managing all aspects of the project within a large financial institution or consulting firm. Must have experience developing project approach, work plans, resource estimates, and cost estimates Ability to manage tight deadlines while handling multiple responsibilities at the same time strong written and verbal communication skills for report writing and client presentations Excellent interpersonal, leadership and project management skills and the ability to work within a team setting Strong knowledge of finance and accounting and proficient in Bloomberg Highly organized, detail oriented and excellent prioritization skills with a commitment to meeting deadlines with minimal supervision Strong quantitative and analytical skills Superior Excel skills
Posted 3 months ago
4 - 6 years
6 - 8 Lacs
Noida
Work from Office
EY- Strategy and Transaction - Turnaround and Restructuring Strategy Within SaT, the TRS services helps clients deal with different forms of threats including economic change, competitor innovation, capital constraints, operational challenges, etc The EY global network of restructuring professionals, along with our transaction and sector professionals, have experience with some of the largest and most complex in and out-of-court restructuring situations. We work with a variety of stakeholders to provide leadership and actionable advice to identify financial and operational strategies to generate liquidity, improve earnings and extract value across underperforming, stressed and distressed businesses. We re looking for Senior Analyst to be a part of business development assignments and perform qualitative and quantitative research on the markets and target companies and join the leadership group of our GDS- SaT Restructuring Team. This is a fantastic opportunity to be part of a leading firm whilst being instrumental in the growth of restructuring and turnaround related offering. Your key responsibilities Be a part of business development assignments, and perform qualitative and quantitative research on the markets and/or target companies Understand, analyze and assess information from external and internal (EY) sources, including financial statements and KPI analysis Develop understanding and knowledge on focus sectors for EY SaT, to be able to interpret and derive insights from financial, strategic and market information Write sections of reports to synthesis and present the findings, and analysis from research Participate on client calls, and stay abreast of current business and industry trends Provide coaching and training to junior team members Maintain positive, productive and professional relationships with client personnel and colleagues Direct the progress of engagement work and inform supervisors of the engagement status Comply with EY policies and guidelines Skills and attributes for success Hands on experience of restructuring and turnaround services, performance improvement, supply diligence, ESG Comprehensive knowledge in research databases such as Capital IQ, Bloomberg, Factiva, Reorg, Debtwire Strong project management and interpersonal skills Eye for details and strive to delight clients by delivering high quality and accurate output within expected timelines Strong written and verbal communication skills with experience in preparing presentations Experience of working with clients in global landscape Ability to determine risks and opportunity areas, assess findings and communicate insights To qualify for the role, you must have Chartered Accountancy/ MBA in Finance from a premiere institute 4-6 years of PQE in Management Consultancy firms, preferably Big 4 or financial analytics firms McKinsey, Bain, BCG, Deloitte, PwC or KPMG Large Indian corporates with exposure in business development, restructuring activities and analytics Ideally, you ll also have Project management skills Strong communication and presentation skills What you can look for A Team of people with commercial acumen, technical experience and enthusiasm to learn new things in this fast-moving environment Opportunities to work with EY SaT practices globally with leading businesses across a range of industries EY Global Delivery Services (GDS) is a dynamic and truly global delivery network. We work across locations - Argentina, China, India, the Philippines, Poland and the UK - and with teams from all EY service lines, geographies and sectors, playing a vital role in the delivery of the EY growth strategy. From accountants to coders to advisory consultants, we offer a wide variety of fulfilling career opportunities that span all business disciplines. In GDS, you will collaborate with EY teams on exciting projects and work with well-known brands from across the globe. We ll introduce you to an ever-expanding ecosystem of people, learning, skills and insights that will stay with you throughout your career. EY is committed to being inclusive in all dimensions of diversity to ensure every employee is able to be and bring their authentic self to work, every day.
Posted 3 months ago
2 - 6 years
8 - 12 Lacs
Chennai, Pune, Delhi
Work from Office
Monitor and support market data systems to ensure high availability and performance. Troubleshoot and resolve issues related to market data feeds, applications, and infrastructure. Collaborate with internal teams and external vendors to address and resolve data discrepancies and outages. Maintain and update market data configurations, entitlements, and permissions. Assist in the onboarding of new data sources and the integration of market data into various platforms. Provide technical support and training to end-users on market data tools and applications. Conduct regular audits to ensure data accuracy and compliance with industry standards. Develop and maintain documentation for market data processes, procedures, and support activities. Stay updated with industry trends and advancements in market data technologies and services. Participate in projects related to market data enhancements and system upgrades. Required qualifications, capabilities, and skills 2 years of experience in market data support or a similar role within the financial services industry. Strong understanding of financial markets, instruments, and market data products. Proficiency in market data platforms such as Bloomberg, Reuters, or similar. Experience with data feed technologies and protocols (e.g., FIX, API). Excellent analytical and problem-solving skills. Strong communication and interpersonal skills. Ability to work independently and as part of a team in a fast-paced environment. Detail-oriented with a focus on data accuracy and quality. Preferred qualifications, capabilities and skills Experience with scripting or programming languages (e.g., Python, SQL) for data analysis and automation. Familiarity with cloud-based data services and platforms. Knowledge of regulatory requirements related to market data usage and distribution.
Posted 3 months ago
7 - 11 years
12 - 17 Lacs
Bengaluru
Work from Office
Skill required: NA - Business Transformation Designation: Business Transformation Specialist Qualifications: Any Graduation Years of Experience: 7 to 11 years What would you do? In this role, you will be expected to develop transformation vision, assess vision feasibility and capability gaps, plan journey management. Also, translate economic trends into industry competitive advantage, transform a business to enable profitable & sustainable growth.In this role, you will be expected to develop transformation vision, assess vision feasibility and capability gaps, plan journey management. Also, translate economic trends into industry competitive advantage, transform a business to enable profitable & sustainable growth. What are we looking for? Problem-solving skills Ability to perform under pressure Agility for quick learning Results orientation Ability to work well in a team Roles and Responsibilities: In this role you are required to do analysis and solving of moderately complex problems May create new solutions, leveraging and, where needed, adapting existing methods and procedures The person would require understanding of the strategic direction set by senior management as it relates to team goals Primary upward interaction is with direct supervisor May interact with peers and/or management levels at a client and/or within Accenture Guidance would be provided when determining methods and procedures on new assignments Decisions made by you will often impact the team in which they reside Individual would manage small teams and/or work efforts (if in an individual contributor role) at a client or within Accenture Please note that this role may require you to work in rotational shifts Qualifications Any Graduation
Posted 3 months ago
7 - 11 years
12 - 17 Lacs
Bengaluru
Work from Office
Skill required: NA - Business Transformation Designation: Specialist Qualifications: Any Graduation Years of Experience: 7 - 11 Years What would you do? Driving transformation in F&A domain for the client globally leveraging LSS approach by leveraging standardization, policy, automation, platform etc enablers. Flexible toward work-timing (incl US timing) and work from officeIn this role, you will be expected to develop transformation vision, assess vision feasibility and capability gaps, plan journey management. Also, translate economic trends into industry competitive advantage, transform a business to enable profitable & sustainable growth. What are we looking for? Transformation experience F&A domain Roles and Responsibilities: In this role you are required to do analysis and solving of moderately complex problems May create new solutions, leveraging and, where needed, adapting existing methods and procedures The person would require understanding of the strategic direction set by senior management as it relates to team goals Primary upward interaction is with direct supervisor May interact with peers and/or management levels at a client and/or within Accenture Guidance would be provided when determining methods and procedures on new assignments Decisions made by you will often impact the team in which they reside Individual would manage small teams and/or work efforts (if in an individual contributor role) at a client or within Accenture Please note that this role may require you to work in rotational shifts Qualification Any Graduation
Posted 3 months ago
4 - 7 years
8 - 12 Lacs
Mumbai
Work from Office
Why were hiring: WPP Group Indian operations are well established in the areas of Advertising; Media Investment Management; Information, Insight Consultancy; Public Relations; Branding Identity; Direct, Internet and Interactive. WPP SSC India was created by WPP to provide the back-office functions and transactional finance work for the WPP agencies in India. Our customers are the agencies of WPP. We want to add value to the work we do and the service we provide by making our processes and systems efficient, consistent, and transparent. What youll be doing: In this role, we are looking for an accounting professional with prior accounting experience and should have handled a team size of approx. 20 people. In this role, you will be encouraged to work on strict deadlines and in a fairly high-pressure business environment. Collaborate with the team to ensure all month-end activities are completed accurately and on time, meeting the established critical metrics and SLA targets. Implement effective processes and controls to ensure the highest quality of work and compliance with accounting standards. Proactively identify and resolve any issues or discrepancies during the month-end close process to minimize disruption and ensure the smooth execution of tasks. Foster strong relationships with clients, addressing their concerns and ensuring their satisfaction with the teams performance. Work closely with internal and external auditors to provide necessary documentation and support, ensuring successful audits and maintaining a high level of compliance. Lead and manage teams to ensure timely deliverable Collaborate with cross-functional teams to ensure effective communication and resolution of any obstacles Stay up to date with industry trends and best practices, and incorporate them into RTR processes and procedures Provide guidance and training to staff, and promote a culture of continuous improvement and learning Ensure compliance with ethical standards and professional guidelines, and maintain confidentiality of audit information What youll need: Minimum of 12 years of experience in handling audits Strong knowledge of accounting principles and financial reporting standards Excellent analytical and problem-solving skills Ability to manage and lead a team Excellent communication and interpersonal skills Ability to work under pressure and meet deadlines Chartered Accountant from India. Knowledge of IFRS will be additional benefit. Experience in a Media industry (preferred) Good working knowledge in MS office - Excel and Word Who you are: Youre open : We are inclusive and collaborative; we encourage the free exchange of ideas; we respect and celebrate diverse views. We are accepting: of new ideas, new partnerships, new ways of working. Youre optimistic : We believe in the power of creativity, technology and talent to create brighter futures or our people, our clients and our communities. We approach all that we do with conviction: to try the new and to seek the unexpected. Youre extraordinary: we are stronger together: through collaboration we achieve the amazing. We are creative leaders and pioneers of our industry; we provide extraordinary every day. What well give you: Passionate, inspired people - We promote a culture of people that do extraordinary work. Scale and opportunity - We offer the opportunity to create, influence and complete projects at a scale that is unparalleled in the industry. Challenging and stimulating work - Unique work and the opportunity to join a group of creative problem solvers. Are you up for the challenge #LI-Onsite
Posted 3 months ago
3 - 4 years
8 - 12 Lacs
Chennai
Work from Office
Why were hiring: At WPP, technology is at the heart of everything we do, and it is WPP IT s mission to enable everyone to collaborate, create and thrive. WPP IT is undergoing a significant transformation to modernise ways of working, shift to cloud and micro-service-based architectures, drive automation, digitise colleague and client experiences and deliver insight from WPP s petabytes of data. As we continue this journey, there is a need for a Maconomy Reporting Lead to support the Maconomy Global ERP rollout programmes along with resolving BAU reporting issues and requests. The Maconomy Reporting Lead will lead be the first point of contact for all reporting needs from both the Maconomy rollout projects and existing users. The Reporting Lead will need to be able to create, interrogate, amend, and test reports. What youll be doing: Lead the reporting development for all new Maconomy projects Maintain, develop, and enhance the reporting capabilities for the Maconomy Core and Legacy systems Customise the standard reporting solution to WPP specifics and standards Resolve reporting issues raised by end users Work with parties and providers Document reporting system related changes for new and existing reports, ensuring an audit trail Optimise the solution and improve performance where possible Liaise with Business key users to understand and deliver reporting needs Lead the implementation of a data warehouse to provide a greater reporting offering What youll need: Experience of Finance ERP Solutions Basic financial, AP, AR, projects, and HR knowledge SAP Business Objects /suite including report design and universe design. Administration, setup, installation Understanding of Business Intelligence requirements Database, MS SQL*SERVER, SQL, PL/SQL Data Warehouse, ETL, Pentaho An understanding of the Software development lifecycle Excellent interpersonal and communication skills both with technical and non-technical audiences Who you are: Youre open : We are inclusive and collaborative; we encourage the free exchange of ideas; we respect and celebrate diverse views. We are accepting: of new ideas, new partnerships, new ways of working. Youre optimistic : We believe in the power of creativity, technology and talent to create brighter futures or our people, our clients and our communities. We approach all that we do with conviction: to try the new and to seek the unexpected. Youre extraordinary: we are stronger together: through collaboration we achieve the amazing. We are creative leaders and pioneers of our industry; we provide extraordinary every day. What well give you: Passionate, inspired people - We promote a culture of people that do extraordinary work. Scale and opportunity - We offer the opportunity to create, influence and complete projects at a scale that is unparalleled in the industry. Challenging and stimulating work - Unique work and the opportunity to join a group of creative problem solvers. Are you up for the challenge #LI-Onsite
Posted 3 months ago
2 - 4 years
4 - 6 Lacs
Mumbai
Work from Office
Job Information Work Experience 2-3 years Employment Type Full time ( In office) City Mumbai Country India Job Description Role Overview: We are seeking a meticulous and analytical Technical Research Associate to join our research team. This role involves conducting in-depth technical analysis research, backtesting trading systems, and creating valuable resources for research and educational purposes. You will be responsible for handling daily operations related to assigned courses, drafting research reports, and ensuring a high-quality learning experience for students. Key Responsibilities: Daily Operations: Manage and oversee the daily operations of assigned courses, ensuring smooth and effective delivery of content. Technical Analysis Research: Conduct detailed technical analysis research and develop trade setups as part of the technical analysis research team. Backtesting: Perform backtesting using various methodologies to evaluate and refine trading systems. Enhance existing backtested systems with available resources. Scanners and Screeners: Create and maintain scanners and screeners to support research activities and improve analysis accuracy. Knowledge Enhancement: Continuously research, read, and view relevant content to stay updated with the latest industry trends, tools, and techniques. Research Reports: Draft and prepare daily and weekly research reports, summarizing findings from your research and contributions from the team. Batch Admission Process: Assist the operations team with the batch admission process, including enrollment and onboarding activities. Student Experience: Ensure that students have a positive and enriching learning experience by addressing their queries and providing necessary support. Qualifications: Educational Background: Bachelor s degree in Finance, Economics, Computer Science, Mathematics, or a related field. Experience: Minimum of 2-4 years of experience in technical analysis, research, or a related field. Experience in educational or training environments is preferred. Technical Skills: Proficiency in technical analysis tools and techniques. Experience with backtesting trading strategies and systems. Knowledge of creating and utilizing scanners and screeners for market research. Soft Skills: Strong analytical and problem-solving abilities. Excellent written and verbal communication skills. Ability to work independently and as part of a collaborative team. Detail-oriented with a commitment to producing high-quality work. Preferred Skills: Experience with financial software and platforms (e.g., MetaTrader, Bloomberg Terminal). Knowledge of data visualization tools (e.g., Tableau, Power BI). Experience in educational or training environments Why Join Us: Opportunity to make a significant impact on the growth and success of the organization. Collaborative and supportive work environment. Competitive salary and comprehensive benefits package.
Posted 3 months ago
3 - 8 years
11 - 12 Lacs
Pune, Mumbai
Work from Office
Job ID Job Title Senior Research Analyst or Lead Analyst (Buy-side Equity) Division FR Department Buy-side Hiring Level 11A or 12A Location Pune / Mumbai / Chennai / Gurgaon No. of Positions 1 Brief description Seeking an Equity Research Analyst to provide in-depth analysis of Indian equities, sectors, and macroeconomic trends. Responsibilities include financial modeling, fundamental research, market tracking, and investment idea generation. Key Responsibilities: Provide equity research support to a large asset manager. Work closely with the Portfolio Manager in an integrated team structure. Analyze and provide insights on companies and sectors. Conduct financial modeling and valuation (DCF, multiples, etc. ). Track market trends, earnings, IPOs, corporate actions, and regulatory updates. Prepare investment notes, research reports, and presentations. Engage with company management, brokers, and investors. Contribute to bottom-up thematic research for stock selection. Candidate Profile 3-8 years of equity research experience (SRA: 3-5 years; LA: 5-8 years) Strong communication and client relationship skills Deep understanding of finance and accounting concepts Detail-oriented with high analytical rigor and a problem-solving mindset Self-starter with the ability to adapt and learn Proficiency in financial databases (Bloomberg, Thomson Reuters, Visible Alpha, Daloopa, Canalyst, etc. ) MBA (Finance), CA (CPA equivalent), or CFA (US) Strong analytical skills, financial expertise, and market awareness
Posted 3 months ago
7 - 11 years
9 - 13 Lacs
Pune
Work from Office
Skill required: NA - Business Transformation Designation: Business Transformation Specialist Qualifications: Any Graduation Years of Experience: 7 to 11 years What would you do? In this role, you will be expected to develop transformation vision, assess vision feasibility and capability gaps, plan journey management. Also, translate economic trends into industry competitive advantage, transform a business to enable profitable & sustainable growth.Experience in LPO and KPO would be an added advantageIn this role, you will be expected to develop transformation vision, assess vision feasibility and capability gaps, plan journey management. Also, translate economic trends into industry competitive advantage, transform a business to enable profitable & sustainable growth. What are we looking for? Adaptable and flexible Ability to perform under pressure Problem-solving skills Detail orientation Ability to establish strong client relationship Roles and Responsibilities: In this role you are required to do analysis and solving of moderately complex problems May create new solutions, leveraging and, where needed, adapting existing methods and procedures The person would require understanding of the strategic direction set by senior management as it relates to team goals Primary upward interaction is with direct supervisor May interact with peers and/or management levels at a client and/or within Accenture Guidance would be provided when determining methods and procedures on new assignments Decisions made by you will often impact the team in which they reside Individual would manage small teams and/or work efforts (if in an individual contributor role) at a client or within Accenture Please note that this role may require you to work in rotational shifts Qualifications Any Graduation
Posted 3 months ago
7 - 11 years
9 - 13 Lacs
Gurgaon
Work from Office
Skill required: NA - Business Transformation Designation: Business Transformation Specialist Qualifications: Any Graduation Years of Experience: 7 to 11 years What would you do? In this role, you will be expected to develop transformation vision, assess vision feasibility and capability gaps, plan journey management. Also, translate economic trends into industry competitive advantage, transform a business to enable profitable & sustainable growth.Experience in LPO and KPO would be an added advantageIn this role, you will be expected to develop transformation vision, assess vision feasibility and capability gaps, plan journey management. Also, translate economic trends into industry competitive advantage, transform a business to enable profitable & sustainable growth. What are we looking for? Adaptable and flexible Ability to perform under pressure Problem-solving skills Detail orientation Ability to establish strong client relationship Roles and Responsibilities: In this role you are required to do analysis and solving of moderately complex problems May create new solutions, leveraging and, where needed, adapting existing methods and procedures The person would require understanding of the strategic direction set by senior management as it relates to team goals Primary upward interaction is with direct supervisor May interact with peers and/or management levels at a client and/or within Accenture Guidance would be provided when determining methods and procedures on new assignments Decisions made by you will often impact the team in which they reside Individual would manage small teams and/or work efforts (if in an individual contributor role) at a client or within Accenture Please note that this role may require you to work in rotational shifts Qualifications Any Graduation
Posted 3 months ago
7 - 11 years
9 - 13 Lacs
Navi Mumbai
Work from Office
Skill required: NA - Business Transformation Designation: Business Transformation Specialist Qualifications: Any Graduation Years of Experience: 7 - 11 Years Language - Ability: English - Expert What would you do? n this role, you will be expected to develop transformation vision, assess vision feasibility and capability gaps, plan journey management. Also, translate economic trends into industry competitive advantage, transform a business to enable profitable & sustainable growth.NAIn this role, you will be expected to develop transformation vision, assess vision feasibility and capability gaps, plan journey management. Also, translate economic trends into industry competitive advantage, transform a business to enable profitable & sustainable growth. What are we looking for? Ability to manage multiple stakeholders Collaboration and interpersonal skills Agility for quick learning Written and verbal communication Roles and Responsibilities: In this role you are required to do analysis and solving of moderately complex problems Typically creates new solutions, leveraging and, where needed, adapting existing methods and procedures The person requires understanding of the strategic direction set by senior management as it relates to team goals Primary upward interaction is with direct supervisor or team leads Generally interacts with peers and/or management levels at a client and/or within Accenture The person should require minimal guidance when determining methods and procedures on new assignments Decisions often impact the team in which they reside and occasionally impact other teams Individual would manage medium-small sized teams and/or work efforts (if in an individual contributor role) at a client or within Accenture Please note that this role may require you to work in rotational shifts Qualifications Any Graduation
Posted 3 months ago
2 - 7 years
10 - 20 Lacs
Hyderabad
Work from Office
SUMMARY Trade Operation Specialist at Leading IT MNC Location: Hyderabad Experience: 4+ Years Responsibilities: Reconciling breaks/exceptions by validating against data masters and proposing/performing corrective action Critically evaluating information gathered from multiple sources and ensuring exhaustive scenario analysis Engaging support functions and stakeholders via mail/chat/calls to secure necessary guidance and approvals Meeting daily, weekly, and monthly targets with utmost quality Multitasking by switching between various tasks and handling large volumes without compromising on quality Requirements: Good written, analytical, and spoken communication skills Proficiency in Microsoft Excel, Word, and PowerPoint 1-3 years of experience in Investment Banking or equivalent Capital markets industry Ability to work individually, think out of the box, generate ideas, and execute them to completion Good business knowledge of data vendors such as Thomson Reuters, Bloomberg, etc., along with a background in Reference Data will be preferred Strong team player --- Requirements Requirements: Good written, analytical, and spoken communication skills Proficiency in Microsoft Excel, Word, and PowerPoint 1-3 years of experience in Investment Banking or equivalent Capital markets industry Ability to work individually, think out of the box, generate ideas, and execute them to completion Good business knowledge of data vendors such as Thomson Reuters, Bloomberg, etc., along with a background in Reference Data will be preferred Strong team player
Posted 3 months ago
1 - 2 years
3 - 4 Lacs
Pune
Work from Office
About The Role : Job Title:Marketing Support Analyst Corporate Title:NCT Location:Pune, India Role Description Marketing is responsible for developing internal and external communications to support business strategy and go-to-market initiatives. Marketing translates technical & product positioning into key market messaging that supports the brand and is compliant with regulatory requirements. Work includes: Coordinating client contact points to ensure consistent messaging to clients Defining targeted client segments and associated messaging Managing marketing infrastructure and content creation Creating or coordinating the production and distribution of advertising and promotional materials Identifying and executing key launch strategies and marketing plans ensuring messaging is consistent with brand marketing Monitoring and reporting of marketing performance against defined metrics What we'll offer you As part of our flexible scheme, here are just some of the benefits that youll enjoy, Best in class leave policy. Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities Support US Production Marketing teams strategic book of work, with a focus on client marketing materials for the US Insurance Coverage segment. This includes client presentations and general marketing to this specific client set. Support business stakeholders and ensure alignment with local regulatory, compliance and legal requirements This role will require flexibility to meet evolving business needs in a fast-paced environment. Your skills and experience 1-2 years of relevant professional experience in marketing, sales support, and/or administrative services within a financial services environment. The ideal candidate will have a passion for marketing and improving the client experience, with a proven track record of supporting strategic priorities and delivering results. Ability to navigate areas that may not be clearly defined and work independently to address and take a hands-on approach to ensure that projects stay on track. Strong organizational skills and ability to managing multiple tasks in the course of a given day. Strong communication skills are a must as well as ability to work well in teams across the globe. Collaborative, passionate, detail-oriented, and flexible to adapt to changing needs and manage multiple priorities in a fast-paced environment Proactively looking for ways to identify actionable insights and improve existing processes to drive efficiencies; and willingness to ask questions that can drive positive change Effective communicator and responds well to constructive feedback Bachelor's Degree in Business, Marketing, or similar fields; Familiarity with Bloomberg workstation a plus. How we'll support you Training and development to help you excel in your career. Coaching and support from experts in your team. A culture of continuous learning to aid progression. A range of flexible benefits that you can tailor to suit your needs. About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm
Posted 3 months ago
10 - 15 years
12 - 17 Lacs
Mumbai
Work from Office
About The Role : Job Title:Strategic Sales, Analytics and Investor relations support Corporate Title:AVP Location:Mumbai, India Role Description Overview: Deutsche Banks Corporate Bank (CB) is a market leader incash management,trade finance & lending,securities services, and Trust & Agency Services. Focusing on the treasurers and finance departments ofcorporate and commercial clients and financial institutionsacross the globe, our universal expertise and global network allows us to offer truly integrated and effective solutions. Trust and Agency Service (TAS): With offices in New York, California, London, Frankfurt, Milan, Lisbon, Dublin, Hong Kong, Singapore and Tokyo, the Trust and Agency Services team at Deutsche Bank has long been recognized as a leader in the provision of administrative and fiduciary services to the global debt and equities markets. It supports structures from the simplest to the most complex, covering Asset Backed Securities, CLOs and Managed accounts, Corporate Debt, Escrows, Project Finance, Loan Agency, and Depositary Receipts. Summary: The Trust & Agency Services (TAS) business is responsible for a broad portfolio of Depositary Receipts (DR), conventional debt and securitization transactions and service teams are required to engage directly with transaction parties supporting the administration of structured and non-structured debt issuances in accordance with the contractual terms. This role is exciting and broad ranging:the successful candidate will be responsible for specific functional duties supporting the TAS business globally and will have interaction across the initial transaction value chain. The successful candidate will be required to work during APAC/European working hours supporting the APAC, EMEA business and cross over to the Americas based on the requirements time to time. Corporate title will depend on the relative experience of candidate. What we'll offer you As part of our flexible scheme, here are just some of the benefits that youll enjoy, Best in class leave policy. Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities Key Responsibilities to support the Global Sales team within TAS business in the following areas: Pre-sales Sales support by preparation of sales strategy, market assessment, industry scan, opportunity maps, wallet sizing, target client list, cross-sell, etc. Track developments in the industry, provide market intelligence, identify new-age opportunities, generate Ideas, and appraise the Sales/Business heads to support business growth Facilitate internal workshops to support lead generation, idea generation Liaising with other divisions within the bank to identify sales related best practices Sales Support (Live deals) Create presentations, sales material, pitch books, respond to Request for Proposals/Request for Information (RFP/RFI), under the guidance of the Sales/Business Heads within tight deadlines Analyze client and market information, draw customized solutions, define DBs value proposition, highlight DBs competitive advantage and showcase new initiatives withing the sales material/presentations Coordinate with subject matter experts within the bank (Audit, Financial Crime, ESG, Risk, legal and compliance, Forex, KYC etc.) to collect and present key information required for the sales pitch Provide logistics support (ensure set-up of communication tools, prepare due diligence checklists, suggest ideas to improve customer experience) to sales team during clients due diligence visit. Post sales Follow-up/track action items resulting from the sales meetings, client pitches Coordinate responses preparation to client clarifications Facilitate post-sales-deep-dive session to understand client feedback, lessons learnt, outline actionable initiatives, assign responsibilities & timelines, track progress Prepare Sales related MIS support in terms of win/loss analysis, target vs actual performance, sales pipeline, cross-sell, etc. Knowledge management Prepare a repository of sales material (presentation slides, content, past submissions, cover letter formats etc.) to achieve efficiency in sales efforts Maintenance of Sales Material i.e. validate accuracy and quality of information, presentably, adherence to internal marketing guidelines. Prepare talking points, white paper drafts, briefing memos for Global Head of Sales, as and when required. Prepare white papers and research articles, market shares on the areas of business. Perform management reporting on sales revenues and forecasts. Interact with marketing and branding teams to publish monthly, quarterly, yearly reports on specific products, industry, country wise, regional and global outlook. Additional Responsibilities Involved in liaising and support the client in account related activities through their strong understanding of the roles, responsibilities and processes that are pertinent to the clients interaction with the Bank. In addition, Sales Coverage personnel to ensure adherence to applicable internal policies and external legal/regulatory frameworks. Ongoing relationships with Sales Coverage team and business heads. Working relationships with origination, trading, client services, operations staff if applicable & to the degree that is commensurate with the business area - to both gather information and direct client, prospect enquiries the most appropriate point to effectively support sales generation. Administration support- Adding individuals to Deal logs when PSI is cleansed or NDA is expired; Tracking deal logs created by CSG or TMG related to existing business; Bulk updates to deal logs when new joiners/team members get access to PSI requiring all logs to be updated (e.g. Sales, KYC) Content updates of online channels of business products and reviews. Work in Salesforce, deal management, pipeline process and validate status; PSI field checks in DB systems. Quarterly report from Salesforce showing the number of logs vs. number of deals not logged (also shared with BCU for QA checks. Work Hours:Work in APAC/UK hours, which will cover either overlap with APAC, UK OR UK and US till noon time. Your skills and experience At least 10 years experience working as part of a globally distributed team Experience in usage of market products like Bloomberg, Factiva, Sales Force, Reuters Good knowledge of the MS Office Suite, in particular strong knowledge of Excel and PowerPoint Flexibility, ability to plan and organize, responsiveness, creativity, self-starter. Financial experience & Strong analytical skills and attention to detail Ability to integrate well into a team and build relationships with senior stakeholders. Ability to demonstrate strong written, verbal communication and presentation skills to all levels of seniority and disciplines within the organization. Capable of handling different important tasks simultaneously, with ability to challenge & prioritize. How we'll support you Training and development to help you excel in your career. Coaching and support from experts in your team. A culture of continuous learning to aid progression. A range of flexible benefits that you can tailor to suit your needs. 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 3 months ago
3 - 7 years
9 - 12 Lacs
Bengaluru
Hybrid
Role & responsibilities The role involves acting as the primary liaison for external data vendors, managing data and digital innovation contract renewals, and facilitating future expansions. Responsibilities include overseeing strategic data vendor relationships, negotiating contracts, and ensuring compliance with contractual terms. Additionally, the role requires expanding data sourcing services, onboarding new business unit managed data contracts, and supporting digital innovation initiatives. Regular monitoring of service usage, optimizing data programs, and providing compliance oversight are also essential. Commercial management duties include cost control, identifying savings opportunities, and consolidating products Be the key liaison for the external information vendors; supports existing data and digital innovation contract renewals, and future expansion and new demands. Total Relationship management with our strategic data vendors; Be responsible for managing these relationships including contract negotiations for new subscriptions, renewal or termination. Managed > 100 data vendor contracts renewals (including newly onboarded contracts). Ensure ongoing compliance with contractual terms, including usage restrictions, data distribution rights, and renewal schedules Preferred candidate profile Demonstrated experience with Bloomberg, S&P, FactSet, Refinitiv and MSCI tools Excellent written and verbal communication skills Driven, self-starter, adaptable, organised, with experience and ability to multi-task well in a fast-paced and demanding environmen 3+ years of experience in a data management role, in Investment Asset Management industry will be an advantage Notably strong commercial negotiation skills and a good knowledge of compliance ideally from a market data background
Posted 3 months ago
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Bloomberg is a global financial information and technology company that provides data, news, and analytics to financial professionals. With a strong presence in India, Bloomberg offers various job opportunities for individuals looking to build a career in the financial and technology sectors.
The average salary range for Bloomberg professionals in India varies based on experience level: - Entry-level: INR 6-10 lakhs per annum - Mid-level: INR 12-20 lakhs per annum - Experienced: INR 25-40 lakhs per annum
A typical career path in the Bloomberg skill area may include roles such as: - Junior Analyst - Data Specialist - Financial Engineer - Senior Software Engineer - Technology Lead
In addition to Bloomberg expertise, professionals in this field may benefit from skills such as: - Financial modeling - Data analysis - Programming languages (e.g., Python, Java) - Market research - Risk management
As you explore job opportunities at Bloomberg in India, remember to showcase your expertise, experience, and passion for the financial and technology sectors. Prepare thoroughly for interviews by familiarizing yourself with Bloomberg products, industry trends, and common interview questions. With dedication and confidence, you can excel in your career and make a significant impact in the dynamic world of financial technology. Good luck in your job search!
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