738 Bloomberg Jobs - Page 23

Role Description The primary goal is to Perform Account Reconciliation for the client across multiple portfolios Responsibilities Performing daily end to end cash reconciliation activities that includes conducting analysis and recording transactions Identifying reasons for variances in cash/assets through bank & custody statements and other supporting data. Interacting with designated internal teams, bank, custody and advisors for missing trades /corporate actions/ other transaction items Following up on actions for pending transactions/incorrect booking with trade team/bank/custody. Verifying prices and income, rate of interest etc. depending upon the security being booked through Bloomberg or other market data services and provide appropriate back-ups. Reporting the issues to supervisors and seek support on an immediate basis Performing administrative functions related to monthly closing and valuations. Developing and maintaining a solid working knowledge of the financial services industry and of all products, services and processes performed by the team

Being a self-starter is essential Strong negotiation and relationship skills to bring Engineering and Business project sponsors and stakeholders to the table to build complex solutions while balancing competing priorities Manage team of individuals involved in investigating and resolving product & pricing data exceptions and maintaining product data. Proactively solve data quality issues from both tactical and strategic perspectives Proactively work with market data and external vendors (e.g. Bloomberg, Reuters, S&P, etc..) to ensure we have the highest quality data in our systems The product & pricing team covers data related to: Equities: Common Stock, Preferred Stock, Rights, Warrants, Exchange traded funds, ADRs, GDRs Fixed income bonds: Corporate, Government, Agency, Emerging Market, Convertible, Structured notes Listed derivatives: Options, Future Options, Option Baskets, Flex Options, Futures, Flex Futures Other products: Mutual Funds, Indices, Baskets, Fiduciary Notes, Credit Indices BASIC QUALIFICATIONS Highly motivated Risk based judgement reviews problems and can research appropriately across systems to determine next steps including appropriate escalation Communication of ambiguous concepts – demonstrated ability to describe complex concepts across groups that do not always use the same jargon General communication – essential for interacting at all levels, across business disciplines and regions Workflow Prioritization – demonstrated ability to appropriately prioritize a diverse set of work tasks, takes ownership of completing tasks and works well under pressure to meet deadlines Technical ability – demonstrates ability to grasp complex processes and workflows Teamwork – works well within a team of diverse individuals and high standard of execution and delivery towards common goals and objectives Client service – demonstrates effective management of internal stakeholders and/or external clients through effective relationship management and high standard of service

Experience of 3- 7years in the financial services industry and a very strong knowledge of financial products across asset classes - equities, fixed income, commodities, FX, and Credit • An MBA and/or CFA, preferably • An in-depth understanding of the various stages of the trade life cycle An understanding of data sources such as Refinitiv, Bloomberg, IDC, Markit, etc. Experience in integration with different trade execution systems • Strong analytical skills, critical thinking skills, and attention to detail • The ability to be initiative-taking and to think independently along with solid organizational skills. • Strong people skills. • Effective oral/written communications skills The ability to work under pressure and take on additional operational responsibilities. • Proficiency in Microsoft Office applications and SQ Experience in VBA/Python is a big plus.

3 to 7 years of experience working in the Treasury coupled with in-depth domain / finance knowledge • Collateral management and financing agreements as well as margin methodologies • Experience in securities lending and borrowing as well as optimization of portfolio financing • An understanding of data sources such as Reuters, Bloomberg, Markit etc for Treasury related attributes Strong analytical skills, problem-solving skills and attention to detail • Proven track-record of handling projects and improving processes • Strong interpersonal skills with a collaborative attitude Effective oral/written communications skills • Ability to work under pressure and take on additional operational tasks • Proficient in Microsoft Office applications especially MS Excel • Hands on experience with VBA macros / Python will be a big plus

Role: The GAC SPOD – Commercial team conducts business, financial, and market research to support and contribute to our clients (Sales) business development initiatives. This role plays a vital part in assembling custom pitches, collaterals, pre-meeting packages, value books, reporting, operations, CDDQ’s and executing other key activities. Some of these activities include: Functional Responsibility & Domain Related Content Development: Create Pre-Meeting Briefings, Value Books, RFPs , and other presentation and research materials in PowerPoint, Word or Excel, tailored to specific companies or sectors. Project-Based Research: Conduct data management, analysis, and industry research to support business development. Market & Competitive Intelligence: Track client products, services, industry trends, and competitor activity to provide actionable insights. Client Due Diligence (CDD): Assist in preparing, reviewing, and completing Client Due Diligence Questionnaires, ensuring compliance and accurate reporting. Market Analysis & Forecasting: Perform market sizing, statistical modeling, and trend analysis to support Ratings sales strategies. Operational Efficiency: Manage queries, mailbox support, and optimize reporting mechanisms. Automated Business Intelligence: Create weekly/monthly reports and dashboards utilizing BI tools for seamless data management. Client & Stakeholder Management Cultivate strong, trust-based relationships with clients and internal teams across global markets, ensuring seamless service delivery. Collaborate actively with stakeholders to enhance operational efficiency and optimize business development processes. Candidate Profile: Understanding of international financial markets, credit rating systems, and financial instruments, with awareness of industry trends and market developments. Experience with financial tools such as Bloomberg, Capital IQ, IHS Markit, etc. Problem-solving skills and ability to work with large datasets Proficiency in Advanced Excel, PowerPoint, Power BI, and other BI tools. Strong verbal and written communication. Essential Qualification: Bachelor’s degree or equivalent with 0-1 years of relevant experience in research, business development, financial analysis, or operations.

Assets Servicing Job Location:Gurgaon, Bangalore and Mumbai Shift Time:2:00 PM-11:30 PM JOB DESCRIPTION: Responsibilities: Hands on experience with asset servicing, processing of paydown, interest and corporate actions for bonds- both mandatory and voluntary corporate actions. Hands on experience of using Bloomberg / Refinitiv / DTC for checking trade tickets, accrued interest, corporate actions etc. Good to have knowledge on deal documents for private bonds. Good to have knowledge on waterfall payments. Reconcile cash and positions across all funds on daily basis using DUCO platform Work across multiple groups to troubleshoot technical and accounting. Ensure all the activities are processed and updated in Geneva. Reach out to Agents / Custody / Internal team for resolving exceptions on daily basis. Escalation of unresolved cash and position breaks to Manager and onshore team Create SOP and participate in training program Liaise with global teams and support ongoing projects, system integration, perform UAT, as needed Review and action incorrect PNL changes in the system (Geneva) vs Thirdparty or Day over day changes. Understanding of Accounting knowledge like PNL, Realized and Unrealized, FX PNL, Accrued Interest / Daily Interest on the various asset class like Bonds, Pvt Deal etc Review Deal Document / Credit Agreements / Notices for the asset setup in Geneva Desired Candidate Profile: Knowledge of Private Deals / Bonds Processing experience of using Geneva as a tool for booking capital activities, bond paydowns and interest (both fixed and variable bond) Reconciliation experience of Cash and Position using DUCO or any other Recon platform Hands on experience of processing activities manually in Geneva related to Credit events. Good to have knowledge on private placements, Bloomberg, Refinitiv/DTC, Bond Trade lifecycle Awareness of Agents Banks, Trustees and Custodian role in supporting Private Credit assets Strong Microsoft Office skills (MS Excel, MS PowerPoint and MS Word) with high proficiency in Microsoft Excel Highly motivated and the ability to effectively work as an individual contributor and possess strong analytical, problem solving, critical thinking and decision-making skills, multitask and deliver under tight deadlines The profile involves effective communication across Clients' facilities globally and hence possessing excellent interpersonal and communication skills in verbal and written English is a must Do Support process by managing transactions as per required quality standards Fielding all incoming help requests from clients via telephone and/or emails in a courteous manner Document all pertinent end user identification information, including name, department, contact information and nature of problem or issue Update own availability in the RAVE system to ensure productivity of the process Record, track, and document all queries received, problem-solving steps taken and total successful and unsuccessful resolutions Follow standard processes and procedures to resolve all client queries Resolve client queries as per the SLAs defined in the contract Access and maintain internal knowledge bases, resources and frequently asked questions to aid in and provide effective problem resolution to clients Identify and learn appropriate product details to facilitate better client interaction and troubleshooting Document and analyze call logs to spot most occurring trends to prevent future problems Maintain and update self-help documents for customers to speed up resolution time Identify red flags and escalate serious client issues to Team leader in cases of untimely resolution Ensure all product information and disclosures are given to clients before and after the call/email requests Avoids legal challenges by complying with service agreements Deliver excellent customer service through effective diagnosis and troubleshooting of client queries Provide product support and resolution to clients by performing a question diagnosis while guiding users through step-by-step solutions Assist clients with navigating around product menus and facilitate better understanding of product features Troubleshoot all client queries in a user-friendly, courteous and professional manner Maintain logs and records of all customer queries as per the standard procedures and guidelines Accurately process and record all incoming call and email using the designated tracking software Offer alternative solutions to clients (where appropriate) with the objective of retaining customers and clients business Organize ideas and effectively communicate oral messages appropriate to listeners and situations Follow up and make scheduled call backs to customers to record feedback and ensure compliance to contract /SLAs Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/client Undertake product trainings to stay current with product features, changes and updates Enroll in product specific and any other trainings per client requirements/recommendations Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client Update job knowledge by participating in self learning opportunities and maintaining personal networks Deliver NoPerformance ParameterMeasure1ProcessNo. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback2Self- ManagementProductivity, efficiency, absenteeism, Training Hours, No of technical training completed

About The Role : Job Title:Sr. Analyst Location:Gurgaon, India About The Role :: Candidates will gain exposure to a wide range of industries and investment structures. As a result of the breadth of the experience, candidates will develop a unique understanding of companies, capital structures, and credit markets. Responsibilities: Analyzing investment guidelines and interpret them to build logic-based rules to implement into automated investment compliance system for monitoring. Deliver daily/monthly/quarterly compliance reports to PM team for the new violations across all investment policies. Support onshore team by assisting them in post trade compliance monitoring activities across all the investment strategies. Assist in identifying the data governance and data reconciliation issues. Must be good with people management skills, must have on papers experience Qualifications: Bachelors degree with a preference to advanced degree or progression towards CFA/FRM/CAIA 4-6 years of relevant experience in investment compliance monitoring with an exposure towards rule coding. Knowledge of guideline monitoring or coding in compliance systems e.g., Charles River, Bloomberg, LZ Sentinel, Aladdin or Clearwater Analytics would be an added advantage. Good to have experience in querying database and analyzing large data sets Deliver NoPerformance ParameterMeasure1ProcessNo. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback2Self- ManagementProductivity, efficiency, absenteeism, Training Hours, No of technical training completed

About The Role : Role Purpose The purpose of the role is to provide effective technical support to the process and actively resolve client issues directly or through timely escalation to meet process SLAs. Reconciliation Job Location:Gurgaon, Bangalore and Mumbai Shift Time:2:00 PM-11:30 PM JOB DESCRIPTION: Responsibilities: Hands on experience with asset servicing, processing of paydown, interest and corporate actions for bonds- both mandatory and voluntary corporate actions. Hands on experience of using Bloomberg / Refinitiv / DTC for checking trade tickets, accrued interest, corporate actions etc. Good to have knowledge on deal documents for private bonds. Good to have knowledge on waterfall payments. Reconcile cash and positions across all funds on daily basis using DUCO platform Work across multiple groups to troubleshoot technical and accounting. Ensure all the activities are processed and updated in Geneva. Reach out to Agents / Custody / Internal team for resolving exceptions on daily basis. Escalation of unresolved cash and position breaks to Manager and onshore team Create SOP and participate in training program Liaise with global teams and support ongoing projects, system integration, perform UAT, as needed Review and action incorrect PNL changes in the system (Geneva) vs Thirdparty or Day over day changes. Understanding of Accounting knowledge like PNL, Realized and Unrealized, FX PNL, Accrued Interest / Daily Interest on the various asset class like Bonds, Pvt Deal etc Review Deal Document / Credit Agreements / Notices for the asset setup in Geneva Desired Candidate Profile: Knowledge of Private Deals / Bonds Processing experience of using Geneva as a tool for booking capital activities, bond paydowns and interest (both fixed and variable bond) Reconciliation experience of Cash and Position using DUCO or any other Recon platform Hands on experience of processing activities manually in Geneva related to Credit events. Good to have knowledge on private placements, Bloomberg, Refinitiv/DTC, Bond Trade lifecycle Awareness of Agents Banks, Trustees and Custodian role in supporting Private Credit assets Strong Microsoft Office skills (MS Excel, MS PowerPoint and MS Word) with high proficiency in Microsoft Excel Highly motivated and the ability to effectively work as an individual contributor and possess strong analytical, problem solving, critical thinking and decision-making skills, multitask and deliver under tight deadlines The profile involves effective communication across Clients' facilities globally and hence possessing excellent interpersonal and communication skills in verbal and written English is a must Deliver excellent customer service through effective diagnosis and troubleshooting of client queries Provide product support and resolution to clients by performing a question diagnosis while guiding users through step-by-step solutions Assist clients with navigating around product menus and facilitate better understanding of product features Troubleshoot all client queries in a user-friendly, courteous and professional manner Maintain logs and records of all customer queries as per the standard procedures and guidelines Accurately process and record all incoming call and email using the designated tracking software Offer alternative solutions to clients (where appropriate) with the objective of retaining customers and clients business Organize ideas and effectively communicate oral messages appropriate to listeners and situations Follow up and make scheduled call backs to customers to record feedback and ensure compliance to contract /SLAs Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/client Undertake product trainings to stay current with product features, changes and updates Enroll in product specific and any other trainings per client requirements/recommendations Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client Update job knowledge by participating in self learning opportunities and maintaining personal networks Deliver NoPerformance ParameterMeasure1ProcessNo. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback2Self- ManagementProductivity, efficiency, absenteeism, Training Hours, No of technical training completed

Wipro Limited (NYSEWIT, BSE507685, NSEWIPRO) is a leading technology services and consulting company focused on building innovative solutions that address clients’ most complex digital transformation needs. Leveraging our holistic portfolio of capabilities in consulting, design, engineering, and operations, we help clients realize their boldest ambitions and build future-ready, sustainable businesses. With over 230,000 employees and business partners across 65 countries, we deliver on the promise of helping our customers, colleagues, and communities thrive in an ever-changing world. For additional information, visit us at www.wipro.com. About The Role Timings 07 PM to 4.30 AM IST. The role also demands support to various process related project initiatives, Monthly MIS Reporting, stakeholder management, risk management, handling escalations, and addressing queries of Data Governance team. Working closely with Trade support Team for smooth flow of Transactions. Fund Master Data Management: Maintain and manage the fund master database, ensuring data integrity and accuracy. Collaborate with investment teams to gather and validate fund-related data. Implement processes for the onboarding and offboarding of funds. Data Quality ManagementExpertise in Data Quality processes and Reference Data Maintenance for Term Loans, Bonds, Equities, Derivatives, and Structured Products. Analytical ExcellenceConduct detailed analyses to ensure timely, accurate delivery within a compliant, "no error" framework. Application ProficiencyExperience with Reuters Eikon, Markit, Bloomberg, and familiarity with BlackRock Aladdin preferred. Corporate Structure KnowledgeUnderstanding of corporate structures and relationship between legal entities and parent issuers, and proficient in researching government registry database. Ratings Agency InsightKnowledge of ratings agencies and their relevance to financial products, especially Term Loans. Client InteractionCollaborate with clients and onshore teams to gather requirements and identify process improvements. Operational SupportAssist Middle and Back Office operations, ensuring efficient and accurate task completion. Qualifications: Bachelor’s degree in Finance. Proven experience in data governance, data management, or fund administration. Strong understanding of data quality principles and data governance frameworks. Familiarity with regulatory requirements in the financial services industry. Excellent analytical, problem-solving, and communication skills. Proficiency in data management tools and software (e.g., SQL, data visualization tools,Excel). Ability to work collaboratively in a team-oriented environment. Preferred Skills: Experience with fund accounting or investment management systems. ? Deliver NoPerformance ParameterMeasure1ProcessNo. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback2Self- ManagementProductivity, efficiency, absenteeism, Training Hours, No of technical training completed Reinvent your world.We are building a modern Wipro. We are an end-to-end digital transformation partner with the boldest ambitions. To realize them, we need people inspired by reinvention. Of yourself, your career, and your skills. We want to see the constant evolution of our business and our industry. It has always been in our DNA - as the world around us changes, so do we. Join a business powered by purpose and a place that empowers you to design your own reinvention. Come to Wipro. Realize your ambitions. Applications from people with disabilities are explicitly welcome.

thyssenkrupp nucera offers world-leading technologies for high-efficiency electrolysis plants. The company has extensive in-depth knowledge in the engineering, procurement, and construction of electrochemical plants and a strong track record of more than 600 projects with a total rating of over 10 gigawatts already successfully installed. With its water electrolysis technology to produce green hydrogen, the company offers an innovative solution on an industrial scale for green value chains and an industry fueled by clean energy - a major step towards a climate-neutrality. Your responsibilities Implement & steer the global market intelligence process of nucera (e.g. newsletter, quarterly report, market sizing update, etc.) with focus on gH2 Conduct analysis and forecasts of market development, customer and competitive activities for the green hydrogen and chlor-alkali markets. Provide regular market and cross-industry updates to the management. Be the first point of contact for competitor activities and update competitor portfolio on a regular basis Support review & update of market beliefs and market sizing forecast in strategy review projects Support specific strategic initiatives with market view & screening (e.g. M&A). Develop and maintain market intelligence network & partners (internally & externally) including budget planning & monitoring. Establish an excellent working relationship in the team and collaboration with the global nucera network to ensure knowledge transfer Your profile Master degree in: business administration, economics, industrial engineer, or comparable degree with professional qualification, preferably 2-3 years of working experience in a comparable field. Proactive and self-motivated, organized and methodical, adaptable and able to thrive in a fast-paced, dynamic environment. Enthusiasm for new industries and challenges for the future. High affinity to data research and sound skills in PowerPoint and Excel etc. Experiences in the use of research service provider such as Bloomberg NEF, S&P and market intelligence monitoring platform. Excellent communication skills for top management, cross-functional and international communication. Fluent English, both written and spoken. Knowledge of the German language is preferred but not essential. Your benefits Electrolysis Green Hydrogen & Chlor Alkali Technology Provider for a livable planet. Working on Global clients. You will be part of new establishment for upcoming generation. Company believes in Innovation and Employee Empowerment. Excellent work culture

Conduct quantitative analysis of Exchange Trading Funds replication metrics and trading data to identify and on-board appropriate solutions. Conduct analysis of underlying index structures and portfolio exposures to align Exchange Trading Funds with investment themes. Conduct monthly, quarterly and annual monitoring of Recommended Exchange Trading Funds , working with Exchange Trading Funds issuers to understand any exceptions identified. Proactively engage with various HSBC business lines to understand and manage their requirements for Exchange Trading Funds Ongoing monitoring of the Exchange Trading Funds shelf and suggesting changes based on market environment, business requirements, etc. Preparation and editing of thought leadership research pieces on relevant Exchange Trading Funds industry topics, as well as organizing webinars on relevant topics for a global audience. To keep abreast with the market economics and asset class idiosyncrasies to capture and analyze dynamic information that may have a potential impact on the underlying investments in the Exchange Trading Funds under coverage. Requirements Proven expertise in Exchange Trading Funds analysis and selection. Prior experience should ideally include experience in Exchange Trading Funds research, structuring, trading or portfolio management. An analytical mindset and attention to detail. Excellent writing and communication skills. Proactive, positive attitude and ability to multi-task especially under pressure to meet time sensitive deadlines. Team player, strong organizational and time management skills. Strong excel skills and working knowledge of Bloomberg. Practical knowledge / experience of financial markets, macroeconomic environment, risk management, regulations and their application to the financial markets is desirable. Professional qualifications / certifications like a Charted Financial Analyst or Master s degree are a positive.

We are currently seeking an experienced professional to join our team in the role of VP- Data Management Support Business: Asset Management Principal responsibilities The role demands a highly motivated, pro-active approach to data management with excellent communication skills and a keen attention to detail. Candidates should have experience of the Asset management industry, significant data management experience, be highly numerate and able to come up with solutions to unanticipated problems where required (ideally drawing on industry expertise and prior experience). The primary purpose of the role will be to ensure that the Investor data requirements are met with high quality and deliverables are achieved within the framework. Data management knowledge should include a thorough understanding of Investor management datasets including transactions, holdings, Fund and Client datasets. The candidate should have a functional understanding of the Trade life cycle, Client and Fund Onboarding, Reference Data Management and Reconciliations. Sees the bigger picture and assesses relationships between solutions / projects and business performance. The role demands building lasting and trusted relationships with Upstream and downstream Adherence to the global policies and standards within all projects, processes and outputs. Ability to manage multiple work-streams simultaneously, effectively prioritizing personal and team workload and actively seek guidance for wider priority decisions. Should be flexible to work as an Individual contributor or/and team manager. Maintain accuracy and completeness in all outputs, processes, systems and communications as an integral part of delivery. The candidate will also be expected to achieve results through influence and persuasion as well as exercise direct authority. The candidate will also adhere to and be able to demonstrate adherence to internal controls. This will be achieved by adherence to all relevant procedures, keeping appropriate records and, where appropriate, by the timely implementation of internal and external audit points, including issues raised by external regulators. The candidate will implement the Group compliance policy by containing compliance risk in liaison with Global Head of Compliance, Global Compliance Officer, Area Compliance Officer or Local Compliance Officer. The term compliance embraces all relevant financial services laws, rules and codes with which the business must comply. This will be achieved by adhering to all relevant processes/procedures and by liaising with Compliance department about new business initiatives at the earliest opportunity. Also, and when applicable, by ensuring adequate resources are in place and training is provided, fostering a compliance culture and optimizing relations with regulators. To maintain HSBC internal control standards, including the timely implementation of internal and external audit points together with any issues raised by external regulators. The candidate will be required to work within the overall framework of the Asset Management Group Operations Requirements Work with internal and external audit and ensure that the framework is implemented and maintained. Develop and maintain relationships and work well with peers at each level. Support to develop a culture committed to the delivery of outstanding customer service and healthy, open, transparent, honest team environment. Encourages the sharing of knowledge and information across teams and leverages from experience and learning from others Establishes goals, success criteria and performance measures to evaluate the success of major strategic initiatives Work with the local management to deliver collaboration and team-work At least 12+ years experience within asset management firms/roles. Preferably 8-9+ years work experience in the areas of Investment Operations, Product / Fund Launch, understanding Life cycle of a Fund / Trade. Familiarity technical skillset as relating to data management / reference data Specific technical skills including SQL, Python and Tableau will be advantageous Familiarity with data platforms such as Bloomberg, Reuters, IDC etc. will be advantageous Familiarity with Data Governance will be advantageous. Engage with various stakeholders on SIT and UAT. Effective communication and strong analytical and Effective Stake-holder Management skills is a must.

Qualifications Bachelor's /Master's degree with 4+ years of experience in Due Diligence or investigative research roles, including experience in leadership or project management. Proven ability to oversee complex research projects and mentor junior team members. Skills Required Preparation of different levels of Due Diligence Reports for Global Clients. To conduct qualitative research in a timely manner on companies and individuals for the varying businesses and/or compliance requirements of the clients, performing due diligence checks. Preparing of reports with corporate records research, directorship, regulatory, bankruptcy and litigation checks for subject company/individual from various countries. Research and analyse the politically exposed persons (PEP's), their family members and potentially high-risk associates worldwide. Utilize the latest media sources and other proprietary databases to obtain in depth information on the subject Company and/or individual. Analysing the various media sources, credit history, court website and press articles to evaluate positive as well as negative coverage on the subject Company and/or individual to understand the risk involved. Assessing various risks relating to sanctions, white collar crimes, corporate frauds, money laundering, regulatory breaches, and various other risk factors and operational risks. Reports aimed to identify any potential risk factors associated with companies and individuals so that the clients can make informed decisions. Drafting skills based on effective comprehension and summarization. Enriching the existing sources of databases. Identifying data inconsistencies during initial investigations in order to correct errors and ensure the highest standards of quality. Proficiency in utilizing various research tools and databasesincluding Lexis Nexis, Factiva, Comply Advantage, World Compliance, World Check, Dow Jones, etc. Strong analytical skills with the ability to interpret complex data from multiple sources. Excellent written and verbal communication skills, with the ability to convey findings clearly and concisely. Attention to detail and accuracy in data collection and analysis. Ability to work efficiently under tight deadlines and manage multiple projects simultaneously. Effective time management skills and close attention to detail Proficiency in using various research tools, databases, and Microsoft Office Suite. Effective time management skills and close attention to detail Proficiency in using various research tools, databases, and Microsoft Office Suite.

Experience of 3+ years working with financial products and market risk while employed at an asset management firm or risk technology vendor. Solid working knowledge of all financial products with an emphasis on MBS, ABS and structured products. Strong knowledge of key market risk analytics including DV01/CS01/OAS/option Greeks and Value at Risk (VaR). Some experience in quantitative models and methods. Strong technical expertise in Excel and Bloomberg. BS or MS in Finance / Financial Engineering Strong communication skills, both verbally and written. Proven ability to multi task in support of multiple processes.Position and responsibilities Analyze risk position data validation, calculation & reporting of market risk exposures and metrics. Communicate with clients in support of daily market risk analytics and reporting. Support sales by responding to client questions during the trial period, implementation and on-going.Mandatory Skills: Market risk,quantitative,python,Dv01,Var** work from home option is available

we're seeking a future team member for the role of Senior Associate, Compliance & Control - I grade to join our Compliance Trade Surveillance team. This role will be based in Pune, MH - Hybrid. In this role, you'll make an impact in the following ways: Supports the day-to-day efforts related to assessing whether employees globally are in compliance with relevant laws, rules, regulations based on review of 1LoD closed surveillance alerts. Provide oversight for surveillance team across multiple disciplines and ensures employees are technically apt in carrying out daily responsibilities Conduct thorough daily analysis of automated surveillance alerts through various trade surveillance systems Under minimal supervision, assists with the monitoring and reporting of established controls and the implementation of new control procedures in response to regulatory changes or compliance issues. Identify and escalate any potential concerns or risks relating to - but not limited to - regulatory rules such as MAR, MIFID 2 and firmwide policies As an experienced team member, suggests changes to improve work processes, counsel s employees, and business personnel on compliance with policies and guides lower-level peers on procedures and reviews the quality of their work. With minimal guidance, researches and collects data on compliance and control-related activities. Compiles data into a useable format for more senior team members and may conduct basic, preliminary analyses of collected data. May review the work completed by more junior support staff for accuracy and completeness. Reviews and verifies that the activities of the assigned areas are aligning with the overall control procedures and compliance strategy. With minimal guidance, recommend remedial action if/when issues arise within the team or found within the output of work conducted by 1LoD/Primary review. To be successful in this role, we're seeking the following: BA/BS degree (Finance, Economics, or Business degree preferred) Minimum of 3 to 4 years surveillance or regulatory experience. Knowledge of equity and fixed Income cash and derivatives (swaps, CDS, OTC options, treasuries, corporate bonds, agency securities, and financial futures) products. Good knowledge of market abuse regulations and potential market abuse-related scenarios Able to demonstrate in-depth trading/product knowledge around trading correlations, use of derivatives and hedging Knowledge of FINRA, SEC (including security-based swaps), CFTC Dodd Frank, and NFA/CME regulations as we'll as Treasury Market Best Practices. Working knowledge of various trade surveillance monitoring systems. Strong verbal and written communication skills. Ability to interact with front office and technology personnel. Strong analytical and project management skills. Strong Excel and/or data analysis skills Ability to think creatively to solve problems and anticipate potential questions or issues. Effective time management and prioritization; strong multi-tasking abilities. Excellent judgment in handling sensitive and confidential information. BNY offers highly competitive compensation, benefits, and we'llbeing 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.

As an Account Manager, you will be responsible for engaging our buy-side solutions users to drive value-add product adoption, workflow optimization and expansion within our buy-side client community. This role heavily interacts with multiple internal business areas across regions, ensuring effective collaboration in providing best solutions and service to our clients. Strong communication and project management skills are essential for this client-facing role. you'll work closely with Implementation, Support, and Operations to ensure firms are using the enterprise solution as intended and supported at the level the buy-side community expects from a strategic investment technology partner. you'll build strong relationships across your coverage and find opportunities to expand the firm s use of buy-side enterprise services. you'll demonstrate credibility with competency and knowledge of the buy-side community. we'll trust you to: Develop and maintain strong buy-side client relationships through consultative engagement Strategically look across your clients to determine gaps in workflow to expand Bloomberg product footprint Proactively find and monitor at-risk users to defend the Bloomberg business Develop a sound understanding of Bloomberg s products, how they integrate with financial markets, and have the ability to position our solutions appropriately Collaborate with other teams across Sales to identify cross-selling opportunities for additional products Contribute innovative ideas that anticipate and address client needs Provide detailed product feedback from clients to internal business managers in an effort to continually improve our products Participate actively in new projects that drive departmental and firm-wide initiatives you'll need to have: Strong understanding of financial markets including Equities, Fixed Income, and derivatives A competent grasp of the buy-side workflow and trade life cycle Demonstrable ability to identify new prospects, and build and maintain solid client relationships Proven track record of outstanding customer service, ideally servicing Financial Institutions Ability to identify opportunities to grow existing business relationships Excellent communication and presentation skills Aptitude to excel in a fast paced, rapidly growing environment

General electronic communications and trading surveillance reviews, including focus on potential insider trading and market manipulation. Monitor daily surveillance reports using exception reports and other tools. Review surveillance alerts, conduct analysis and escalate findings as needed. Assist the investigation and handling of the inadvertent receipt of material non-public information (MNPI). Interact with the business and compliance teams on a daily basis to provide advice and guidance to firm personnel on compliance matters. Assist with regulatory examinations, inquiries, investigations and projects, as necessary. Draft and amend compliance related policies and procedures. Monitor regulatory changes, updates and industry-wide compliance initiatives. Undertake and lead special compliance related projects involving various inter-department stakeholders. Qualifications bachelors degree in finance, Economics or a related field is preferred, with a strong academic record. 3+ years of experience; prior surveillance or related experience at regulatory authority, bank/broker or buy-side firm is ideal. Experience in the securities and trading industry preferred. Knowledge of US financial markets preferred. Previous experience working with third-party surveillance platforms. Exceptional written, analytical, and research skills and the ability to apply both quantitative and qualitative analysis. Strong attention to detail, organization, and effective communication skills, both verbal and written. Ability to work effectively and independently with all levels of management and staff. Candidate must have strong communication, analytical skills and a desire to learn. Ability to handle several tasks simultaneously. Attention to detail and the ability to identify complex problems, review related information to develop and evaluate options. Must be a phenomenal teammate, able to work with others, enthusiasm for trading markets. Proficient to advanced computer skills including Bloomberg, MS Outlook, Word, Excel and PowerPoint.

Join us as a Desk Strategy Associate we're looking for someone with an economics background to join our Trading Flow Sales business you'll be developing strategies to enhance trading or sales opportunities for the business This is a high profile role that offers considerable exposure as we'll as the opportunity to make a significant impact we're offering this role at associate level What you'll do This key role will see you building economic forecasting models and performing statistical analysis of economic data using time series techniques. As such, you'll be analysing market related data, trends and events, and formulating trade ideas or investment opportunities. you'll also be: Assisting with internal and external client requests Tracking macroeconomic data releases and drafting global economic insights for indicators Conducting macroeconomic indicator analysis for the relevant teams Ensuring customer satisfaction by delivering your work on time and to the highest quality Managing projects and initiatives to improve processes The skills you'll need To join us in this role, you'll need to hold an MA in Economics or an MSc in Econometrics. you'll have experience in a research oriented role across economies, together with the ability to summarise and analyse complex data and topics. In addition, you'll bring: Working knowledge of databases such as REviews, Matlab and SAS Good communication and presentation skills Knowledge of databases such as Bloomberg, Haver and CEIC Expertise in Microsoft Office applications Hours 45 Job Posting Closing Date: 26/06/2025

Position Overview ABOUT APOLLO Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three investing strategies: yield, hybrid, and equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes. OUR PURPOSE AND CORE VALUES Our clients rely on our investment acumen to help secure their future. We must never lose our focus and determination to be the best investors and most trusted partners on their behalf. We strive to be: The leading provider of retirement income solutions to institutions, companies, and individuals. The leading provider of capital solutions to companies. Our breadth and scale enable us to deliver capital for even the largest projects - and our small firm mindset ensures we will be a thoughtful and dedicated partner to these organizations. We are committed to helping them build stronger businesses. A leading contributor to addressing some of the biggest issues facing the world today - such as energy transition, accelerating the adoption of new technologies, and social impact - where innovative approaches to investing can make a positive difference. We are building a unique firm of extraordinary colleagues who: Outperform expectations Challenge Convention Champion Opportunity Lead responsibly Drive collaboration As One Apollo team, we believe that doing great work and having fun go hand in hand, and we are proud of what we can achieve together. OUR BENEFITS Apollo relies on its people to keep it a leader in alternative investment management, and the firm s benefit programs are crafted to offer meaningful coverage for both you and your family. Please reach out to your Human Capital Business Partner for more detailed information on specific benefits. POSITION OVERVIEW: The candidate will be responsible for conducting fundamental financial statement analysis and credit research that will enhance credit leads ability to monitor and effectively manage risk within various portfolios of private investment grade fixed income investments. This individual will formulate and maintain forward-looking internal ratings and outlook recommendations, subject to approval from credit leads. This will include proactive and comprehensive communication (both written and verbal) with credit leads on relevant credit issues, covenant compliance and industry developments. The candidate may also assist with other portfolio management activities such as ESG scorecard reviews, portfolio pricing and management reporting activities. Primary Responsibility: Track investment grade portfolio credits across multiple sectors, utilizing quantitative and qualitative credit monitoring skills Update financial models and credit reviews Review public earnings updates, MD&A, news flow, and share credit views and recommendations Track credit rating & outlook changes Track covenant compliance Update annual ESG scorecards Internally communicate issues and improvements on portfolio Raise red flags of any credit concerns to credit leads / portfolio managers Determine credit watchlist status Provide credit commentary for external reports Produce sector reviews and broader portfolio reviews Qualifications & Experience Bachelor s Degree and above 4+ years relevant experience in Credit monitoring and Financial Statement Analysis Familiarity with CapIQ, Bloomberg, Moody s Rating Methodology a plus Ability to take initiative and be accountable for designated tasks Strong written and verbal communication skills including ability to synthesize and summarize credit views Ability to work in a fast-paced environment Proficient in Microsoft Excel and PowerPoint

Number of Openings 1 ECMS ID in sourcing stage 528352 Assignment Duration 12 Months Total Yrs. of Experience 10 12 years Relevant Yrs. of experience 10 years Detailed JD (Roles and Responsibilities) Must have below: Strong knowledge on capital Markets and various asset classes Eg. FX MM, IRD Strong knowledge about Back office operations like confirmations, settlements process Good Knowledge on Interfaces like Bloomberg, Marketwire etc. Hands on experience in MXML config and support Willingness to work on prod support /Devops way of working Experience in Agile (scrum) and Devops Mentoring and Guiding Team members Stakeholders(PO, Business, Client) Management Nice to have: Experience in Collateral Management module in Murex. Datamart experience Unix scripting and SQL Basics Mandatory skills Murex BO, MXML and workflows, Stakeholder Mgmt and mentoring Team members Desired/ Secondary skills Collateral, Murex DataMart, Unix and Sql Domain Capital Markets domain Max Vendor Rate in Per Day (Currency in relevance to work location) 25000 INR/Day Delivery Anchor for tracking the sourcing statistics, technical evaluation, interviews, and feedback etc. vinay_ramegowda@infosys.com Work Location given in ECMS ID Pune/Bangalore WFO/WFH/Hybrid WFO Hybrid WFO BG Check (Before OR After onboarding) After onboarding Is there any working in shifts from standard Daylight (to avoid confusions post onboarding) YES/ NO Normal Shift timings 9AM to 5 PM CET and based on Support requirement team will decide Rota for support in shifts during 8AM to 7PM CET.

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

We are seeking an experienced professional to support our Market and Fundamental Data Content where you will facilitate delivering Index products to our clients. Our Market and Fundamental Data Content function sits between our internal users (R&D and Index Portfolio Management) and our Technology partners, playing a central role in delivering mission-critical data verification and monitoring. You will collaborate with stakeholders to identify opportunities to improve documentation and refine workflows. You will be a front-line product support specialist, tasked with ensuring data is accurately and efficiently delivered to our stakeholders, and fielding and triaging inbound support requests from Research, Client Services, and Production Development. This role is focused on operations support (timeliness, accuracy, and completeness). Domain knowledge of vendor aggregators (such as Refinitiv, Factset and Bloomberg), Equity and Fundamental Data, and data navigation with SQL and R are essential. Responsible for the quality (Completeness, Accuracy, and Timeliness) of data used in index development, rebalance, and reconstitution Resolution of security mapping conflicts with understanding of Corporate Actions Resolution of ad-hoc mapping requests from internal stakeholders Providing solutions for data-related requests Holding responsibility over scheduled jobs and various toolkits Providing support to our ETL processes Gather and triage issues for technical remediation on an ongoing basis Work cross-functionally to resolve systems and client issues Gather, understand, and analyze stakeholder pain points Create training materials Equity Index industry experience preferred Bachelor s Degree and 5+ years professional experience Expert in financial industry data and data aggregators Understanding of financial instruments and statements Self-sufficient with programming languages (SQL & R) Exposure to big data technologies (SQL databases, Databricks, Apache Spark) Knowledge of Microsoft Excel Well-developed written and oral communication skills Analytical and problem-solving skills Excellent time management skillset

The Role We are currently seeking a Market Data Operations Lead. This role is based in Addepar’s office in Pune, India. The Market Data Operations team is responsible for ensuring Addepar's clients have timely and accurate data to make investment decisions. This will include leading all aspects of the processing of market data feeds, ensuring data quality through verification checks, and collaborating with our engineers. As Addepar launches new products to cover the entire investment process including security / market data operations, trading, and an investment book of record, the Data Operations team will take on the responsibility to handle all aspects of the operations process. The Market Data Operations team sits at the nexus of Addepar's activity and requires daily communications with data providers, clients, and other personnel within Data Operations and across the firm. What You’ll Do Pioneer the Market Data Operations function and establish a team of world-class analysts. Design procedures for internal verification checks, ensuring market data integrity and availability within SLAs. Develop and complete quality assurance tests for market data product features and integrations. Manage market data pipeline workflows and client inquiries regarding benchmarks, FX rates, and general security reference data. Work with Product and Engineering teams to acquire, validate, and update related referential security data for all asset classes supported by Addepar. Manage the onboarding, mentorship, and career development of individuals on the team through timely and effective performance feedback and by providing learning and growth opportunities Lead the team to accomplish goals that are aligned with the organization’s business and culture objectives and hold self and everyone accountable for meeting expectations Collaborate with leads of different teams on new data related initiatives, product offerings and technology transformation/automation initiatives. Who You Are Minimum 12+ years experience at a financial services or financial data organization. Need experience managing medium size teams. Deep knowledge and experience within the Investment Management or Wealth Management industry required. Strong experience building client sensitive and business critical operational processes with clear client SLA and operational KPIs. Proven track record of leading teams and excelling in a forward-thinking fast paced environment enabling decisions to achieve the desired results in the shortest amount of time. Possess good knowledge on trade processing, NAV review, corporate actions, income processing, security valuation, financial reports, production, query handling, and other ad-hoc reporting for funds. Technical skills preferred in any or all of the following: Microsoft Excel, Google Suite, Atlassian Jira/Confluence, SQL, Salesforce, Bloomberg, Thomson Reuters, or other common financial services systems and applications.

We are seeking a skilled individual to join our team as a Business Development Intern. Position: Business Development Intern Type: Internship Duration: 3 Months About Us: Digital Alpha Platforms is a NY-headquartered data and AI firm specializing in 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 an AWS partner 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 enables us not only to redefine business operations but also to propel your enterprise toward a future of unrivaled digital excellence. Beyond addressing today s challenges, we are committed to shaping a path that outpaces the expectations of tomorrow s digital landscape. Exciting Internship Opportunity in Cloud, Data, AI, and SaaS Sales Gain Hands-On Experience in High-Growth Industries : This internship offers an excellent opportunity to enter the rapidly growing markets of cloud, data, AI, and SaaS sales, providing you with valuable industry exposure and experience. Comprehensive Sales Training : Learn the fundamentals of sales from prospecting to closing with a focus on cloud, data, AI, and SaaS solutions, setting you up for success in today s competitive job market. Real-World Business Exposure : Work closely with industry professionals, engage in live projects, and develop practical skills in B2B sales and business development. Pathway to Future Opportunities : Outstanding interns may have the potential to transition into full-time roles based on performance and business needs. Internship Requirements: Currently pursuing or recently completed a degree in Business, Marketing, IT, Finance, or a related field. Strong interest in cloud services, AI, data, and SaaS solutions. Basic understanding of business development, sales, or account management. Exposure to or willingness to learn about the US market and B2B sales. Excellent communication and interpersonal skills, with the ability to present ideas clearly. Highly motivated, goal-oriented, and eager to learn in a fast-paced environment. Ability to work independently and manage multiple tasks efficiently. What We Offer: A fully remote internship with the flexibility to work from anywhere. Hands-on learning and mentorship from industry experts. Access to sales training and resources to build your expertise in cloud and SaaS sales. The opportunity to work with a growing company and contribute to its success in the AWS space. If you re passionate about technology, sales, and business development, this is your chance to gain real-world experience in one of the most in-demand industries today!

Must have below: Strong knowledge on capital Markets and various asset classes Eg. FX MM, IRD Strong knowledge about Back office operations like confirmations, settlements process Good Knowledge on Interfaces like Bloomberg, Marketwire etc. Hands on experience in MXML config and support Willingness to work on prod support /Devops way of working Experience in Agile (scrum) and Devops Mentoring and Guiding Team members Stakeholders(PO, Business, Client) Management Nice to have: Experience in Collateral Management module in Murex. Datamart experience Unix scripting and SQL Basics Mandatory skills Murex BO, MXML and workflows, Stakeholder Mgmt and mentoring Team members Desired/ Secondary skills Collateral, Murex DataMart, Unix and Sql Domain Capital Markets domain Max Vendor Rate in Per Day (Currency in relevance to work location) 25000 INR/Day Delivery Anchor for tracking the sourcing statistics, technical evaluation, interviews, and feedback etc. vinay_ramegowda@infosys.com Work Location given in ECMS ID Pune/Bangalore WFO/WFH/Hybrid WFO Hybrid WFO BG Check (Before OR After onboarding) After onboarding Is there any working in shifts from standard Daylight (to avoid confusions post onboarding) YES/ NO Normal Shift timings 9AM to 5 PM CET and based on Support requirement team will decide Rota for support in shifts during 8AM to 7PM CET.