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5.0 - 10.0 years
6 - 14 Lacs
Mumbai Suburban, Navi Mumbai, Mumbai (All Areas)
Work from Office
Role & responsibilities Technical Support Specialist Desktop Support Engineer IT Service Desk Analyst Preferred candidate profile Ticketing tool and Inventory management (ServiceNow) Should have experience to support on trading and Finance applications like Bloomberg, Bloomberg Gateway, MarketView Terminal, MFI Explorer, MorningStar, CCIL (TREPS, CROMS, NDS-OM, eKuber), IRIS, ARCL Dealing System, Report Browser, Refinitiv, ACE Equity, SunSystems, Vision, TdsPac Desktop Support Specialist with expertise in Windows, Microsoft Applications, and Network Fundamentals, with excellent communication and customer service skills.
Posted 3 weeks ago
0.0 - 2.0 years
5 - 6 Lacs
Pune
Work from Office
Description of the role: Within Portfolio Administration, the individual will be responsible for the governance and oversight of all daily Reconciliation activities. This includes interaction with AB Sales and Portfolio Management teams, Auditors and Custodian banks. The individual will be expected to manage the manage the Investment management operations and will need to be able to communicate effectively with various internal and external clients. Description of the applications and business or enterprise functions the role support s: The Portfolio Administration team services a number of internal and external applications. On a daily basis the Analyst will use reconciliation systems (CTC), Portfolio Management System, Cash flow management tool (AceWin), Microsoft Office, other internal applications such as EPA, ERP, BOSS, APEX, AB Advantage, etc. Along with external and potentially new applications that include Bloomberg as well as a number of custodian websites. Responsibilities Daily monitoring and evidencing of oversight controls related to reconciliation. Working collaboratively internal and external stakeholders. Participation in various firm initiatives and working groups Participation in internal/external audit best practice discussions Managing vendor relationship & building service delivery benchmarks Leading automations & efficiency projects What makes this role unique or interesting? Fast paced, dynamic environment which includes daily interaction with a large number of internal and external stakeholders. Problem solving, out of the box thinking, managing escalations & analyzing risk before taking any action. What is the professional development value of this role ? The Oversight manager will learn about the various products that AB offers and the differences amongst them. They will also have significant contact with the front and middle offices, as well as external clients, making this a demanding and rewarding position. The goal is also to develop this individual into strategic leadership. Qualifications The ideal candidate should have a Bachelor s degree in Finance, Economics, Accounting or another relevant discipline. Has experience in business operations, working with a team and meeting time sensitive deadlines. Skills: Our analysts typically have track records of outstanding professional performance or academic achievement, along with excellent analytical skills, financial skills, technical skills, attentions to detail and as well as strong communication skills. Candidates should have a strong ability to work and manage in a collaborative environment and to present results to both expert and non-expert audiences. Special Knowledge: The Candidate should be outgoing, work well in a team setting, and handle changes with a positive outlook. Knowledge of strategic outsourcing relationships preferred. Pune, India
Posted 3 weeks ago
1.0 - 4.0 years
2 - 6 Lacs
Mumbai
Work from Office
Job Details: Role Associate Process Manager- Collateral | Full-time (FT) | Financial Markets| Location Mumbai- Maharashtra- India Shift Timings: EMEA (1:00 PM to 10:00 PM IST) Minimum Academic Qualifications :Graduation (B. Com /BBM) / Post Graduation (M.Com/MBA/PGDM) Experience Span: 3 to 6 years of experience inCollateral Process/Activities with Experience: Good understanding of Trade Life Cycle and Financial markets Knowledge of Collateral & Margins Knowledge of ISDA Regulations, CSAs, MTM Knowledge of products - OTC, Repo Margins, IM & VM margins Preferably experienced with the applications- Bloomberg, DTCC, Murex, TriOptima Experience in handling Collateral interest bookings and margin calls Experience in handling discrepancies/disputes and liaising with multiple teams to get the issues resolved Should be well versed in preparing procedure documents, process flows, event trackers Should be capable to maintain SLAs and monitor quality of the deliverable Should be able to lead daily/weekly/monthly calls to update clients on day to day progress, challenges Good knowledge of MS Excel Should be able to implement strategic initiatives and identify process improvements in the daily workflow with the help of Automation enhancements Excellent presentation and communication skills (written and verbal) Ability to work with teams across time-zones and cultures Organized, detail oriented, flexible, self-starter & highly motivated Should be able to act fast and decisively when dealing with critical situations Good with numbers and ability to derive information from data Excellent multi-tasking and creative problem solving Should be able to train, coach, mentor other members of the team Financial Products Knowhow: Collateral/Margins, OTC & Repo Margins Tools/industry utilities Preferred hands-on & understanding of Collateral financial markets Reporting/Client Management: We follow a practice of managing reports & matrices within deadlines and with 100% accuracy. Understanding the requirements, data to be used & distribution list on the reports. Reporting the BAU & KRIs to senior management & client. We give utmost priority to our clients and their requirements, adhere to the requirements and follow a strict procedure of reporting Role and Responsibility: As part of the Collateral team, you will be working with our client partners to ensure the counterparty overall exposure risk is reduced, all the interest bookings and margin calls are settled in a timely manner. You work will be to execute the bookings on a monthly basis and margin calls on a daily basis for both OTC and Repo margins, work with internal team, control team and external counterparties to resolve issues and escalation emails. Taking full ownership of the process, managing BAU and other tasks effectively Settling the collateral interest on a monthly basis, and margin calls on a daily basis with 100% accuracy Highlighting the issues and escalations to the client and get it rectified Daily and weekly catch-up calls with clients to discuss the issues and future initiatives Handling client/counterparties queries and escalatio ns Tracking KPI/KRI, Utilization for Vendor Management Grooming As and SAs to manage process and risk effectively Help knowledge management endeavor by sharing process knowledge and best practices within the teams Build domain expertise and lead from the front Lead various quality initiatives Responsible for Business continuity, transformation and various audits
Posted 3 weeks ago
2.0 - 5.0 years
14 - 16 Lacs
Hyderabad
Work from Office
About Citco: The market leader. The premier provider. The best in the business. At Citco, we ve been the front-runner in our field since our incorporation in 1948 led to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide us today as we innovate and expand, push beyond the boundaries of our industry, and shape its future. From working exclusively with hedge funds to serving all alternatives, corporations and private clients, our organization has grown immensely across asset classes and geographies. For us, this progress is a pattern that we ll only maintain as we move forward, always prioritizing our performance. So for those who want to play at the top of their game and be at the vanguard of their space, we say: Welcome to Citco. About the Team & Business Line: Fund Administration is Citco s core business, and our alternative asset and accounting service is one of the industry s most respected. Our continuous investment in learning and technology solutions means our people are equipped to deliver a seamless client experience. About You: You have a quantitative background with a Bachelor/higher level degree or professional qualification (MSc, PhD, CQF, FRM, PRMIA, GARP, CFA, FIA) A quick learner who is self-motivated and demonstrates a strong attention to detail while multi-tasking Excellent oral and written communication skills and interpersonal skills Proficient in Excel, VBA, SQL and Python 2-5 years of experience in Financial Services, preferably with detailed knowledge of pricing/valuing/risk management of OTC derivatives using both in-house models/financial libraries/risk systems and specialist vendors such as Bloomberg BVAL, SuperDerivatives and IHS Markit Knowledge of investment risk measurement and management under regulatory frameworks such as Form PF, Form CPO-PQR, Annex IV, Basel III/CRD IV/CRR and Solvency II is advantageous Our Benefits Your well-being is of paramount importance to us, and central to our success. We provide a range of benefits, training and education support, and flexible working arrangements to help you achieve success in your career while balancing personal needs. Ask us about specific benefits in your location. We embrace diversity, prioritizing the hiring of people from diverse backgrounds. Our inclusive culture is a source of pride and strength, fostering innovation and mutual respect. Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection. Your Role: You will produce accurate custom and regulatory risk management and fund performance analytics reports to be distributed to hedge fund clients, their investors and regulatory bodies in a timely manner Resolve all queries to risk reports Support the new business process - on-boarding new clients, assisting in the preparation of demos, marketing literature, maintaining demo risk system and product development (eg exploring/researching/bringing to market possible new revenue streams such as in response to emerging regulations) Be involved in the maintenance, prototyping and user acceptance testing of internally developed valuation models and risk tools Perform operational risk management - risk reporting process documentation, improving processes through increasing level of automation, ensure consistent application of CFS policies and procedures, identify and appropriately communicate potential internal and external risks. Assist relationship managers by participating in monthly calls or any escalation relating to day-to-day risk reporting issues, participate in communication/escalation aspects of complex issues resolution Contribute to cross functional training initiatives
Posted 3 weeks ago
5.0 - 8.0 years
9 - 13 Lacs
Chennai
Work from Office
Title: Senior Treasury Analyst Title: Senior Analyst - Treasury KBR Delivering Solutions, Changing the World. KBR brings together the best and brightest to deliver science, technology and engineering solutions that help governments and companies around the world accomplish their most critical missions and objectives. In everything we do, we are guided by our ONE KBR Values: We Value Our People - We create diverse, inclusive environments in which each person can feel safe, respected and valued, and where everyone has opportunities to grow and reach their full potential. We Deliver - We are uncompromising in our commitment to deliver innovative, high-quality, technology-led solutions for our customers and exceptional, sustainable value for all our stakeholders. We Are People of Integrity - We value honesty, trust, courage, fairness, prudence and tenacity. We believe doing what s right for the planet, the communities where we work, and our people is good for business. We Empower - We empower our people with a shared purpose, the right tools and the supportive culture they need to be proactive decision-makers, to be adaptive to change, and to succeed. We Are a Team of Teams - We have a will to succeed, but we value the achievements of our team of teams over individual accomplishments. Our collective focus makes us a better, stronger, more effective company We have also embedded environmental, social and governance (ESG) principles in every business operation and corporate function. Not only are we committed to operating safely, sustainably and equitably, but we are also committed to using our capabilities and expertise to help our customers accomplish their sustainability goals. Worldwide, KBR employs a diverse workforce approximately 29, 000 people strong, with customers in more than 80 countries and operations in 40 countries. At KBR, We Deliver. Position Description The Treasury Senior Analyst is responsible for supporting the execution of KBR s Treasury strategy. The Treasury function drives efficient and comprehensive results to deliver accurate cash positions, forecasts, financial analysis for debt and investing activities. This position will primarily support Liquidity and Foreign Exchange(FX) activities while driving towards Treasury/Finance & Accounting best practices, efficiency and automation. Scope of roles and responsibilities include the following: Manage cash position activities including reviewing incoming and outgoing transactions, executing payments and FX spot transactions, investing excess funds, repaying debt, credit reviews and applications as required. Working with business partners and other corporate departments to maximize cash, reduce financial risks, and comply with internal /external banking regulations/standards Completes management dashboards and reports in Excel, Power BI, PowerPoint, Word, Visio/other related to liquidity, intercompany, collections and payments and performs analytics to drive actionable insights and enhance Treasury decision making Prepares documentation, process flows ensuring adherence to internal controls and identifying opportunities for process optimization and efficiencies Supports the Global Bank Account Mgmt. & Compliance Manager with activities to open/close and update commercial bank accounts, accessing various online bank platforms, maintaining accurate bank account records within the Treasury Management System, audit and track global signers, and completion of annual Report of Foreign Bank & Financial Accounts (FBAR) certification process. Participates in various Treasury related activities within risk management incl. FX, credit, letters of credit, and insurance. Lead month and quarter close activities and ensure timely and accurate reporting. Provide Technical and Operational guidance to team members to drive results The Treasury Senior Analyst actively monitors bank accounts globally to make recommendations to improve cash flow, reduce bank fees, and build operational efficiencies through automation, data analytics and standardization. Qualifications Requirements: 5 to 8 years of related work experience (Treasury, Financial Planning & Analysis, Accounting) B. Com/BBM/ M. Com/ MBA in Finance or Accounting Solid MS Suite application skills: Excel (i. e. pivot tables, formulas), Word, PowerPoint, Visio, Project. Adobe/PDF, MS Teams. Macros and Power - BI skill would be an added advantage. Apps incl. : FIS, Bloomberg, Workiva, SharePoint, Power BI, Cognos, CostPoint/Deltek a plus Strong interpersonal skills in an environment emphasizing teamwork, high-quality service, and collaboration Strong organizational skills and attention to detail Ability to manage multiple tasks and prioritize work Solid communication skills, critical thinking, and problem solving Possess confidence, flexibility and is a team player Job: Accounting/Financial Primary Location: Chennai - India Organization: FINANCE AND TREASURER
Posted 3 weeks ago
3.0 - 5.0 years
6 - 9 Lacs
Chennai
Work from Office
Title: Associate Treasury Description Title: Treasury Analyst (TA) Position Description The Treasury Analyst is responsible for supporting the execution of KBR s Treasury strategy. The Treasury function drives efficient and comprehensive results to deliver accurate cash positions, forecasts, financial analysis for debt and investing activities. This position will primarily support Liquidity and Foreign Exchange(FX) activities while driving towards Treasury/Finance & Accounting best practices, efficiency and automation. Scope of roles and responsibilities include the following: Supports cash position activities including reviewing incoming and outgoing transactions, executing payments and FX spot transactions, investing excess funds, repaying debt, credit reviews and applications as required. Completes management dashboards and reports in Excel, Power BI, PowerPoint, Word, Visio/other related to liquidity, intercompany, collections and payments. Prepares documentation, process flows and follows procedures to comply with internal controls. Supports the Global Bank Account Mgmt. & Compliance Manager with activities to open/close and update commercial bank accounts, accessing various online bank platforms, maintaining accurate bank account records within the Treasury Management System, audit and track global signers, and completion of annual Report of Foreign. Bank & Financial Accounts (FBAR) certification process. Participates in various Treasury related activities within risk management incl. FX, credit, letters of credit, and insurance. Supports month and quarter close activities Qualifications Requirements: 3 to 5 years of related work experience (Treasury, Financial Planning & Analysis, Accounting) B. Com/BBM/ M. Com/ MBA in Finance or Accounting Solid MS Suite application skills: Excel (i. e. pivot tables, formulas), Word, PowerPoint, Visio, Project. Adobe/PDF, MS Teams. Macros and Power - BI skill would be an added advantage. Apps incl. : FIS, Bloomberg, Workiva, SharePoint, Cognos, CostPoint/Deltek a plus Strong organizational skills and attention to detail Ability to manage multiple tasks and prioritize work Solid communication skills, critical thinking, and problem solving Possess confidence, flexibility and is a team player Job: Accounting/Financial Primary Location: Chennai - India Organization: FINANCE AND TREASURER
Posted 3 weeks ago
3.0 - 4.0 years
10 - 11 Lacs
Mumbai
Work from Office
Some careers open more doors than others. If you re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Job purpose/Key responsibilities Support in the origination and execution of Infrastructure Finance (IF) transactions. Key tasks include: Preparing pitch books, financial models, internal credit papers, Information Memorandum for IF transactions. Run the proprietary tools such as slotting, ORC, etc. to come up with relevant outputs for management. Support the work on documentation for loans. Support the work on project / infrastructure bonds. Developing / populating relevant MIS for the IF business in India including CME. Requirements Strong quantitative and qualitative analytical skills with a proficiency in financial modelling including operational model, accounting, debt facilities, credit metrics and valuation analysis. Proficiency in Microsoft Office applications and market data services (e. g. Bloomberg, FactSet, Factiva, Datastream, etc. ) A strong understanding of the financial markets, including an understanding of HSBC Group and products. Experience in the processes undertaken for a bond issuance, acquisition financing, export finance, project finance and/or refinancing. High levels of motivation and strong work ethic underpinned by an interest and passion for the sector. Strong organisational and project management skills with ability to multitask, schedule time effectively and digest and convey complex information in an understandable and succinct story. 3-4 years experience in debt advisory, structured finance, project finance, ratings advisory and/or other lending products, coupled with a strong understanding of the financial markets and experience. An ability to model a broad range of debt products including term loans, RCF, bonds, inflation linked debt and derivatives. Have an understanding of core credit analysis including financial covenants, rating agency methodologies and credit metrics. Understand and ability to model valuation metrics including IRR, FCFE, DCF and Comparables. Ability to review, understand and summarise due diligence (Commercial, Environmental, Insurance etc. ) as well as the underlying legal documentation required for Loan facilities. Understand security principles and able to negotiate and develop appropriate financial structures across sectors. Understanding of HSBC internal tools and systems such as CME, ORC, Navigator, etc. Useful Link Link to Careers Site: Click HERE HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Posted 3 weeks ago
2.0 - 7.0 years
13 - 17 Lacs
Bengaluru
Work from Office
We are looking for a highly skilled and experienced Senior Associate to join our Corporate Private Equity Portfolio Company team in Bengaluru. The ideal candidate will have 2-7 years of experience in corporate federal tax compliance and tax consulting, with expertise in planning, research, and general mergers and acquisitions activities. Roles and Responsibility Prepare high-quality federal, state, and partnership income tax returns and workpapers. Detail review simple, moderate, and complex tax returns and workpapers. Advise clients on a full spectrum of corporate and partnership tax services, including planning, research, compliance, and general mergers and acquisitions activities. Develop, motivate, and train staff-level team members. Build and maintain strong client relationships. Review and research tax questions related to income tax compliance for federal and state purposes. Stay updated on current tax practices and changes in tax law. Provide industry knowledge and expertise. Job Requirements Bachelor's degree in Commerce, Business Administration (Finance), or Business Management (Finance). At least 2+ years of corporate federal tax compliance and tax consulting experience in planning, research, and general mergers and acquisitions activities. Experience in preparing and detailing reviewing tax returns and workpapers. Excellent verbal and written communication skills. Experience working in a public accounting firm. Strong Microsoft Excel and Word skills. Outstanding organizational and time management skills, with the ability to prioritize tasks effectively. Highly developed problem-solving and analytical skills. Project management and critical thinking skills. Familiarity with tax research tools such as Bloomberg BNA, RIA/Thompson Checkpoint, and CCH Answer Connect is preferred. Experience with OneSource Tax Provision Software, OneSource Income Tax tax return preparation, and CCH Access tax return preparation is desirable. Knowledge of ASC 740 Purchase Accounting, M&A Purchase Price Allocations, and Gain Calculations is beneficial. Experience with large multi-state consolidated C corporations is advantageous.
Posted 3 weeks ago
4.0 - 6.0 years
7 - 10 Lacs
Bengaluru
Work from Office
We are looking for a highly skilled and experienced Tax Supervisor to join our team in Bengaluru. The ideal candidate will have 4-6 years of experience in public accounting with an emphasis on High Net-Worth Taxation. Roles and Responsibility Review medium/complex tax returns, Form 1040, and Multi-State Returns. Work on returns with multiple state filings, including knowledge of state pass-through entity tax credits, state tax credits, reverse tax credit, and any state-specific additional credits and deductions. Collaborate closely with clients to answer questions or collect necessary information for tax service requirements. Achieve target billing and ensure projects are completed efficiently within budgeted time and cost. Complete tax planning and research. Develop strong working relationships with clients built on understanding their needs and challenges. Stay current on tax legislation relevant to Private Client Service clients. Gain a general understanding of reporting requirements of different entity structures and the compliance process. Contribute to developing cutting-edge tax ideas that could significantly reduce clients' overall effective tax rates. Leverage tax knowledge and understanding of the tax review process to finalize overall return. Demonstrate awareness of differing levels of assurance as it relates to tax positions through writing memoranda and other written documentation on complex tax issues for business and private tax clients. Job Requirements A degree in Accounting or a related field (Masters degree a plus) is required. Possess knowledge of tax tools such as SurePrep, TaxCaddy, and CCH Access. Demonstrate the ability to handle highly confidential information. Exhibit excellent written, verbal communication, and presentation skills. Be capable of enhancing client satisfaction by supporting the design and implementation of processes. Have good knowledge of Microsoft Office (Word, Excel, Outlook, PowerPoint), Adobe Acrobat, and research skills like Checkpoint, BNA, Bloomberg, and Written Tax research memos. Supervise tax professionals assignments and manage the day-to-day delivery of tax compliance/consulting services to clients. Develop and motivate tax seniors and associates by reviewing their work and providing counseling, leadership, and career guidance. Ability to prioritize tasks based on comparative importance and urgency. Strong analytical and problem-solving skills.
Posted 3 weeks ago
6.0 - 11.0 years
11 - 15 Lacs
Hyderabad, Gurugram, Bengaluru
Work from Office
We are looking for a highly skilled and experienced Senior Associate to join our Private Equity Portfolio Company team in Bengaluru. The ideal candidate will have 2-7 years of experience in corporate federal tax compliance and tax consulting, with a strong background in planning, research, and general mergers and acquisitions activities. Roles and Responsibility Provide detailed review and analysis of tax returns, ensuring accuracy and compliance. Work on complex issues, communicating technical information clearly to facilitate communication between clients and the service team. Stay updated on current tax practices and changes in tax law to provide expert advice. Review research findings, ensuring consistency with firm policies and professional standards. Collaborate with cross-functional teams to deliver high-quality services to clients. Develop and maintain strong relationships with clients, providing exceptional customer service. Job Requirements Bachelor's and Master's Degree in Commerce or Accounts (B-Com/BBA & M-Com/MBA). At least 2+ years of corporate federal tax compliance and tax consulting experience. Experience with S-Corps, Partnerships/LLCs, and familiarity with tax code and technical aspects of tax preparation and compliance. Strong Microsoft Excel and Word skills, along with effective verbal and written communication skills. Ability to work in a fast-paced environment, delivering high-quality results and meeting deadlines. Familiarity with tax research tools such as Bloomberg BNA and RIA Checkpoint, and tax preparation technology like CCH Axcess.
Posted 3 weeks ago
3.0 - 8.0 years
5 - 9 Lacs
Guwahati
Work from Office
Profile Senior Associate - Investment Operations Job description: Roles and Responsibility: - Evaluate and reconcile various types of funds, including mutual, commingled, and collective funds, to produce client month-end reports and daily valuations. - Verifies transactions, audits income reports within scheduled timeframes, and resolves exceptions daily for fund accounts. - Build and maintain credibility-based relationships with stakeholders and partners across all organizational levels and functions. - Escalate critical risks and instances of non-compliance with established policies, standards, and limits. - Participating in projects that may be defined from time to time in connection with the continuing expansion and evolution of the business. - Maintaining books and records. Required Skill Sets: - 2+ years of experience in Capital Markets, with a specialization in Core Fund Accounting. - Proficiency in market data providers such as Telekurs, Bloomberg, Thomson Reuters, IDC, etc. - Possess a strong understanding of financial and capital markets, including financial instruments, trade lifecycles, and valuations. - Strong understanding of various capital markets product areas, including OTC and exchange-traded derivatives, equity and fixed-income securities, ABS, MBS, repo/stock lending, commodities, and FX. - Working knowledge of Derivatives, Equity, and Fixed Income products within capital markets. - Strong analytical, logical reasoning, and problem-solving skills. - Excellent verbal and written communication skills and effective interpersonal skills. Behavioral Skills: - Ability to deliver within tight deadlines under high pressure.- Collaborative team player with the ability to work effectively in a team environment.- Actively seeks and utilizes feedback to improve performance.- Articulates ideas and issues clearly.- Listens well, incorporates feedback and ideas, and responds appropriately.- Fosters open, honest communication with both management and colleagues.ApplySaveSaveProInsights Location - Gujarat,Guwahati,Odisha,Cuttack,Bhubaneshwar,Jammu,Mumbai,Maharashtra
Posted 3 weeks ago
7.0 - 10.0 years
14 - 18 Lacs
Hyderabad, Gurugram, Bengaluru
Work from Office
We are looking for a skilled Tax Manager to join our team in Bengaluru. The ideal candidate will have 7-10 years of experience in corporate federal tax compliance and tax consulting, with a strong background in partnership taxation. Roles and Responsibility 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, 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 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. Job Requirements Bachelor's & Master's Degree in Commerce or Accounts (B-Com/BBA & M-Com/MBA). Enrolled Agent is mandatory. 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+ years focusing on partnership taxation. Experience with S-Corps or Partnerships/LLCs. Effective verbal and written communication skills. Strong Microsoft Excel and Word skills required. 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 704C, 754 matters, and M&A implications related to PPA. International tax matters K-2/K-3 reporting.
Posted 3 weeks ago
2.0 - 4.0 years
4 - 4 Lacs
Bengaluru
Work from Office
Job Opportunity Acuity is currently looking for dedicated and motivated individuals who have strong leadership, organizational and teamwork skills for its Business Information Services team (BIS) based in Bangalore. Role & responsibilities Supporting the onshore bankers in meeting their financial and qualitative information requirements across multiple sectors such as TMT, Energy, Real Estate, Automotive, Consumer, Healthcare and Banking for various companies and sectors across the globe. Tasks include: Information Retrieval: Provision of Company information packs, comprising company filings, broker research, new runs and other specified information. Company and Sector Analysis: Company research and industry specific or macro-economic research News Runs: Filtering of relevant news related to M&A, management, material company announcements using google or third party paid sources Market Analysis: Sourcing of market data such as share prices, currency, ratios covering all asset types and products from multiple third party data sources Screening Peer identification or M&A/ DCM/ ECM deal runs from market data sources Other Research: Researching technical publications, regulatory frameworks, and data and analytical research Other activities include structuring deliverables/ teams & developing efficient processes • Managing a shift of junior research analysts and conducting quality control check of the outgoing reports/packs of juniors Demonstrate strength and experience in client/requester relationship building and management, information/knowledge needs assessmen Preferred candidate profile Any Graduate degree Experience of 2-4 years in information research. Should be comfortable working in rotational shifts Expert knowledge on third party sector & country specific data sources such as Bloomberg, Thomson Eikon, Factiva, Capital IQ, MergerMarket, Euromonitor etc. Should be able work on MS Office applications
Posted 3 weeks ago
10.0 - 15.0 years
20 - 25 Lacs
Pune
Work from Office
Senior Vice President, POM Product Owner We re seeking a future team member for the role of Senior Vice President, POM Product Owner to join our Loans Enablement Platform team. This role is located in Pune, MH/ Chennai- HYBRID . In this role, you ll make an impact in the following ways: Leads product development and strategy for multiple software products resulting in a seamless platform experience. Ideate with the Business, SMEs to come up with innovative solutions including adoption of AI. Collaborate with the Business, SMEs, and End Users to gather and develop story level requirements in JIRA that allows the Development Team to deliver consistent level of high-quality code. Deliver committed value associated with the initiatives identified. Improve predictability and adoption of new functionality/capability by client platforms. Required to lead two Technology POD and participate in all agile /sprint activities (planning, backlog refinement, retrospective, standups, and design) Create and Maintain Story level functional, non-functional requirements and Acceptance Criteria in JIRA (excluding technical tasks). Write and elaborate stories to align with Product definition of Ready for Development . Review test cases with testers to ensure test results meet expected outcomes as defined in acceptance criteria. Prepare and circulate release notes, as a part of operational readiness To be successful in this role, we re seeking the following: Agile methodology using JIRA Confluence Investment Banking Loan products knowledge. Fintech experience would be preferred. Experience in delivering AI enabled digital products 10+ years of total work experience in Product delivery (Agile delivery preferred). 7+ years of experience collaborating with and advising executive and senior leaders to set strategy, define the product, and make tough judgements between time to market and features This role requires deep product management expertise, excellent leadership and influencing skills and strong business judgement. Bachelor s or post graduate degree or the equivalent combination of education and experience in business management or related field is required.
Posted 3 weeks ago
10.0 - 12.0 years
37 - 45 Lacs
Pune, Chennai
Work from Office
Senior Vice President, Treasury and ALM Manager We re seeking a future team member for the role of Senior Vice President- Treasury to join our Treasury Team. This role is located in Chennai/Pune, HYBRID In this role, you ll make an impact in the following ways: Manages a large team (or multiple small teams) of professional staff responsible for asset/liability management, liquidity funding, capital management, ALM committee support, interest rate risk management and measurement for an assigned risk or asset category and/or across a business unit/legal entity. Contributes to the development of the operational framework for assigned area and develops approaches to achieve desired goals while balancing risk and ensuring regulatory compliance. May lead a discrete specialty within Treasury (e.g. Intraday Liquidity, Currency Risk, etc.)Manages the collection, validation and analyses of financial data underpinning the Banks asset-liability model(s), liquidity funding model(s), capital management framework and/or currency and interest rate risks for assigned area. As part of a management team, monitors risks inherent in new or changing Bank products and implements adjustments to technical processes as needed.Monitors industry developments and applies best practices in order to establish policies and procedures that support the ALM, liquidity, capital management, interest rate risk and/or currency risk strategies for the assigned entity(ies) and balance regulatory requirements. Establishes team policies and procedures related to all technical activities such as documentation requirements, underlying assumptions, data limitations, etc. Develops reports and briefings for senior management, highlighting operational activities/outcomes, identifying risks and recommending proposed solutions. Ensures recommendations align to the corporate Treasury strategies and the strategies of the assigned entity(ies).Builds and cultivates relationships with internal peers in Treasury and Finance and externally with rating agencies, regulators, investors and domestic and international financial institutions. Recruits, directs, motivates and develops staff, maximizing their individual contribution, their professional growth and their ability to function effectively with their colleagues as a team. Provides feedback at the most critical times.Manages a large team or multiple small teams of professional staff.Responsible for a large team or multiple small teams achievement of team objectives. Modified based upon local regulations / requirements.Bachelor s degree or the equivalent combination of education and experience is required. To be successful in this role, we re seeking the following: Degree in math, engineering, statistics, computational finance or economics preferred. MBA, CFA, or CPA/CA preferred. 10-12 years of total work experience, with 1-3 years of management experience, preferred. Experience with liquidity stress testing, liquidity risk management, interest rate risk management, and/or asset-liability management within large complex financial organizations preferred.
Posted 3 weeks ago
4.0 - 6.0 years
5 - 10 Lacs
Pune, Chennai
Work from Office
Senior Associate, Proposal Development We re seeking a future team member for the role of Senior Associate, Proposal Development to join our Marketing team. This role is located in Pune, MH - HYBRID. In this role, you ll make an impact in the following ways: Completion of due diligence questionnaires (DDQ) and request for proposals (RFP) using various sources of information available, primary being content library Update quarterly product summaries, FAQs, and similar standard documents for firmwide usage Coordinate with subject matter experts (SME) to gather non-standard information Coordinate with stakeholders for reviews Manage timelines for multiple deliverables simultaneously Ensure the content library is updated with any new information To be successful in this role, we re seeking the following: 4 - 6 years of relevant experience in proposal development for global clients Proficiency with proposal management tools like, RocketDocs, Qvidian, Loopio, etc. Proficiency in project management and owning end-to-end proposal development process Bachelor s / Master s in Marketing, Business Development, Economics or Finance
Posted 3 weeks ago
3.0 - 8.0 years
9 - 18 Lacs
Gurugram
Work from Office
Job Description: Support Investment Bankers in the US on various financial and business research products, primarily: Writing Company Profiles / Industry Reports Comparable Company Analysis and Comparable Transaction Analysis Business Information Services Working on various applications and databases such as Capital IQ, Bloomberg, Thomson Research, Thomson One, Factiva etc. In-depth knowledge of financial instruments / terminologies Proficient in MS Office Prior experience in Excel, Word and PowerPoint Regular interaction with the client to ensure efficient process management and effective client support Working on Critical Projects / Pilots Qualifications: BA (Finance), CFA/ CA/ Graduate (B.COM/ BBA) + CFA Pursuing (at least Level 1 Qualified)/ Masters in Finance/ FRM Minimum 5 years of experience in Investment Banking and Financial Research Additional Information Work under high pressure and long hours Analytical mindset Good communication skills Problem solving capabilities Ability to work independently Handling client communication Attention to minute details To apply, Call Miss Linda at 9910022541
Posted 3 weeks ago
1.0 - 3.0 years
11 - 15 Lacs
Mumbai
Work from Office
The Data Technology team at MSCI is responsible for meeting the data requirements across various business areas, including Index, Analytics, and Sustainability. Our team collates data from multiple sources such as vendors (eg, Bloomberg, Reuters), website acquisitions, and web scraping (eg, financial news sites, company websites, exchange websites, filings). This data can be in structured or semi-structured formats. We normalize the data, perform quality checks, assign internal identifiers, and release it to downstream applications. Your Key Responsibilities As data engineers, we build scalable systems to process data in various formats and volumes, ranging from megabytes to terabytes. Our systems perform quality checks, match data across various sources, and release it in multiple formats. We leverage the latest technologies, sources, and tools to process the data. Some of the exciting technologies we work with include Snowflake, Databricks, and Apache Spark. Your skills and experience that will help you excel Core Java, Spring Boot, Apache Spark, Spring Batch, Python. Exposure to sql databases like Oracle, Mysql, Microsoft Sql is a must. Any experience / knowledge / certification on Cloud technology preferrably Microsoft Azure or Google cloud platform is good to have. Exposures to non sql databases like Neo4j or Document database is again good to have. What we offer you Transparent compensation schemes and comprehensive employee benefits, tailored to your location, ensuring your financial security, health, and overall we'llbeing. Flexible working arrangements, advanced technology, and collaborative workspaces. A culture of high performance and innovation where we experiment with new ideas and take responsibility for achieving results. A global network of talented colleagues, who inspire, support, and share their expertise to innovate and deliver for our clients. Global Orientation program to kickstart your journey, followe'd by access to our Learning at MSCI platform, LinkedIn Learning Pro and tailored learning opportunities for ongoing skills development. Multi-directional career paths that offer professional growth and development through new challenges, internal mobility and expanded roles. We actively nurture an environment that builds a sense of inclusion belonging and connection, including eight Employee Resource Groups. All Abilities, Asian Support Network, Black Leadership Network, Climate Action Network, Hola! MSCI, Pride Allies, Women in Tech, and Women s Leadership Forum
Posted 3 weeks ago
8.0 - 13.0 years
3 - 6 Lacs
Bengaluru
Work from Office
Become a part of our Investment Operations team as a Fund Servicing Associate, where your skills will drive client service excellence. Engage in a dynamic environment that fosters innovation and creativity, while ensuring smooth operations and timely issue resolution. Elevate your leadership capabilities and contribute significantly to our teams success. Job Summary As a Fund Servicing Associate within our Investment Operations team, you will have the opportunity to provide premium quality client service to our Fund Services clients. You will play a crucial role in ensuring deadlines are met and maintaining the smooth operation of our team. While working closely with various teams within JPM Fund Services, you will also have the responsibility of ensuring a standardized, efficient process and timely escalation of any potential issues. Job Responsibilities Oversee day-to-day operations of a team within Investment Operations. Lead review and monitoring of Client Satisfaction for Bank Loans transactions. Review daily/monthly work processes for team members. Ensure staff awareness of daily tasks and deadlines. Conduct group meetings with Group Managers for feedback and communication. Communicate with JPM Fund Services Client Service, Product, Sales, and Technology. Ensure standardized, efficient processes and timely escalation of issues. Required qualifications, capabilities, and skills Possess 8 years of experience within financial services, specifically Fund Services. Demonstrate experience in end-to-end Reconciliation, Trades, and Settlement. Understand the NAV delivery process completely. Communicate effectively with internal and external clients. Exhibit strong knowledge of all investment types. Maintain a keen eye for detail, processes, and deadlines. Motivate staff and provide feedback when needed. Preferred qualifications, capabilities, and skills Hold a bachelors Degree. Possess detailed working knowledge of financial data providers like Bloomberg. Experience working with syndicated bank loans
Posted 3 weeks ago
14.0 - 19.0 years
32 - 40 Lacs
Bengaluru
Work from Office
Lead a team in Global Bank Loan Administration, focusing on client satisfaction and operational excellence in trade booking, settlement, and reconciliations. Job Summary As a Fund Services Manager - Vice President within our Bank Loans team, you will be responsible for ensuring client satisfaction through the accurate and timely execution of transactions. You will collaborate with senior leadership to meet team objectives, manage daily operations, and improve processes. Your role will also involve managing credit facilities, addressing client issues, and ensuring the team is aware of tasks and deadlines. Job Responsibilities - Ensure accurate and timely booking of Bank Loans transactions; collaborate with leadership on team goals. - Oversee daily operations, manage credit facilities, and resolve client issues. - Review team processes, ensure task completion, and communicate instructions effectively. - Assess new product feasibility and ensure SLA deliverables. - Adhere to controls, onboard new funds, and conduct cross-team training. - Hold regular meetings and coordinate with other JPM Fund Services areas. - Ensure efficient processes and participate in strategy execution. - Understand NAV delivery and interface with management and clients. - Proactively identify and resolve issues, maintaining quality and accuracy. - Exhibit excellent interpersonal and customer service skills. Required Qualifications, Capabilities, and Skills - bachelors Degree or equivalent experience, with 5 years in operations or related functions. - Minimum 4 years of management experience. - Finance-related study or accounting qualification - Knowledge of financial data providers (eg, Bloomberg). - Strong understanding of investment types and process improvement. - Effective communication with clients and staff motivation skills. - Detail-oriented and deadline-focused.
Posted 3 weeks ago
8.0 - 10.0 years
20 - 25 Lacs
Pune
Work from Office
Vice President, Proposal Development I We re seeking a future team member for the role of Vice President, Proposal Development I to join our Marketing team. This role is located in Pune, MH - HYBRID. In this role, you ll make an impact in the following ways: Completion of due diligence questionnaires (DDQ) and request for proposals (RFP) using various sources of information available, primary being content library Update quarterly product summaries, FAQs, and similar standard documents for firmwide usage Coordinate with subject matter experts (SME) to gather non-standard information Coordinate with stakeholders for reviews Manage timelines for multiple deliverables simultaneously Ensure the content library is updated with any new information To be successful in this role, we re seeking the following: 8 - 10 years of relevant experience in proposal development for global clients Proficiency with proposal management tools like, RocketDocs, Qvidian, Loopio, etc. Proficiency in project management and owning end-to-end proposal development process Bachelor s / Master s in Marketing, Business Development, Economics or Finance CFA or FRM preferable America s Most Innovative Companies, Fortune, 2024 World s Most Admired Companies, Fortune 2024 Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024 Best Places to Work for Disability Inclusion , Disability: IN - 100% score, 2023-2024 Most Just Companies , Just Capital and CNBC, 2024 Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024 Bloomberg s Gender Equality Index (GEI), 2023
Posted 3 weeks ago
0.0 - 4.0 years
4 - 7 Lacs
Mumbai
Work from Office
The Data Technology team at MSCI is responsible for meeting the data requirements across various business areas, including Index, Analytics, and Sustainability. Our team collates data from multiple sources such as vendors (e.g., Bloomberg, Reuters), website acquisitions, and web scraping (e.g., financial news sites, company websites, exchange websites, filings). This data can be in structured or semi-structured formats. We normalize the data, perform quality checks, assign internal identifiers, and release it to downstream applications. Your Key Responsibilities As data engineers, we build scalable systems to process data in various formats and volumes, ranging from megabytes to terabytes. Our systems perform quality checks, match data across various sources, and release it in multiple formats. We leverage the latest technologies, sources, and tools to process the data. Some of the exciting technologies we work with include Snowflake, Databricks, and Apache Spark. Your skills and experience that will help you excel Core Java, Spring Boot, Apache Spark, Spring Batch, Python. Exposure to sql databases like Oracle, Mysql, Microsoft Sql is a must. Any experience / knowledge / certification on Cloud technology preferrably Microsoft Azure or Google cloud platform is good to have. Exposures to non sql databases like Neo4j or Document database is again good to have. About MSCI What we offer you Transparent compensation schemes and comprehensive employee benefits, tailored to your location, ensuring your financial security, health, and overall wellbeing. Flexible working arrangements, advanced technology, and collaborative workspaces. A culture of high performance and innovation where we experiment with new ideas and take responsibility for achieving results. A global network of talented colleagues, who inspire, support, and share their expertise to innovate and deliver for for ongoing skills development. Multi-directional career paths that offer professional growth and development through new challenges, internal mobility and expanded roles. We actively nurture an environment that builds a sense of inclusion belonging and connection, including eight Employee Resource Groups. All Abilities, Asian Support Network, Black Leadership Network, Climate Action Network, Hola! MSCI, Pride Allies, Women in Tech, and Women s Leadership Forum. . MSCI Inc. is an equal opportunity employer. It is the policy of the firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected parental leave), veteran status, or any other characteristic protected by law. MSCI is also committed to working with and providing reasonable accommodations to individuals with disabilities. If you are an individual with a disability and would like to request a reasonable accommodation for . Please note, this e-mail is intended only for individuals who are requesting a reasonable workplace accommodation; it is not intended for other inquiries. To all recruitment agencies . Note on recruitment scams
Posted 3 weeks ago
5.0 - 6.0 years
7 - 12 Lacs
Chennai
Work from Office
Frost Sullivan s Healthcare Life Sciences Growth Advisory practice has a powerhouse team of analysts and strategists working across the Digital Health, Medical Devices, Bio-Pharmaceuticals and Clinical Diagnostics Space. Our team generates value for Healthcare Life Sciences companies offering strategic insights and recommendations in areas ranging from Product Positioning Innovation, Competitive Insights, Digital Transformation, Value-Based Healthcare (VBHC), Physician + Patient Journey Mapping and Brand Communication + Strategy. FS can provide strategic options, insights and opportunities for existing and new entrants to tap into areas of unmet needs and drive product and technology innovation in the value chain. In addition, we help our clients understanding the voice of customer (patient goals and desires, and physicians perceptions, emotional attitudes and treatment goals) to improve customer engagement, marketing strategy (support launch plans, communication materials), enhance product development, differentiate their proposition and build brand loyalty. Frost Sullivans India operations are currently hiring a Consultant to join their European Healthcare team. This role requires a senior professional with extensive project management experience in research and strategy consulting within the healthcare sector. The Consultant will work both independently and collaboratively as part of project teams, playing a pivotal role in managing client relationships and overseeing project delivery across regions. Key responsibilities include leading, coordinating, and managing consulting and implementation projects while maintaining close collaboration with clients on all aspects of project management. Reporting directly to the Head of Advisory in Europe, the Consultant will ensure seamless execution of projects and deliver high-quality outcomes. The ideal candidate must have excellent written and verbal communication skills in English, as effective business communication is critical for this position. This is an exciting opportunity to contribute to impactful projects in the dynamic healthcare sector while working with a global team. Core responsibilities will include, but not be limited to, the following: To be responsible for developing, managing and delivering strategic consulting engagements for the Life Sciences and Healthcare domain The Consultant will serve as the primary analyst on most projects, play a supporting research role, working with internal consultants. Sometimes the consultant will hold full responsibility for the leadership of consulting engagements, ensuring the integrity of strategic tactical recommendations and the development of detailed business/market strategies. The Consultant can also at times be the definitive point of contact for clients and will be required to demonstrate expert market knowledge and develop strong business partnerships Excellent secondary research skills - Candidates should be experienced in utilizing secondary research databases, such as Factiva, Bloomberg, Hovers, Capital IQ, etc, for profiling companies/industries, identifying marketing opportunities, etc. Strong PowerPoint and Excel skills, including experience with formulas, conditional formatting, pivot tables, etc Prepare written final reports for each project and present key findings in analyst briefings to clients Help in preparing various Business development documents, marketing collaterals, white papers etc Ability to multi-task and work closely with external clients in various time zones Develop excellent quality content Work with a global team of experts to create a powerful customer experience The successful candidate will be a professional and committed business consultant, with a thorough understanding of consulting methodologies. Proven success with direct client interaction, custom research project fulfillment and a pro-active, methodical and innovative working practice is essential, with a proven ability to deliver accurate results within a fast paced, client focused environment. Key Skills: Ability to interact comfortably at all levels of seniority Proven report writing, verbal and written communication and presentation skills Understanding functional requirements Strong analytical and problem solving skills Ability to cope with pressure and challenges Strong commercial knowledge Financially numerate Strong interpersonal skills Strong team working skills High process and detail orientation Resourceful, reliant, energetic and persuasive character Able to work overtime and meet travel requirements The preferred candidate for this position would have the following: At least 5-6 years of working experience in consulting of which at least 3 years of experience in healthcare industry (Life Sciences / Advanced Medical Technologies and/or Connected Health) Experience with research, strategy consulting or implementation Broad understanding /desire to learn of the current market/ technology trends Conceptualize research framework and approach and successfully execute projects within defined timelines Experience in managing projects independently Master s Degree in Business Administration will be a plus You need to be- Wildly curious and entrepreneurial Committed to customer success A self-starter invested in your future A persuasive communicator Deeply Analytical A friendly work environment with an open door policy A strong career path with growth opportunities. Be part of a global team that strives for excellence, and fosters an Olympic spirit Feed your intellectual curiosity by collaborating across all levels of the company across the globe Global Recognition - President s Club Chairman s Club Awards Continuous learning and coaching Flexible working hours
Posted 3 weeks ago
2.0 - 5.0 years
6 - 7 Lacs
Pune, Chennai
Work from Office
Associate, Anti Money Laundering/Prevention/KYC Representative I We re seeking a future team member for the role of Associate, Anti Money Laundering/Prevention/KYC Representative I to join our Investment Management team. This role is located in Chennai, Tamil Nadu - HYBRID. In this role, you ll make an impact in the following ways: The KYC Analyst is responsible for ensuring robust Client Due Diligence (CDD) and maintaining compliance with AML/KYC regulation. This role involves verifying client identities, analysing documentation, performing sanctions screening across different jurisdictions, conducting periodic reviews of existing clients, and from time to time providing KYC information to third parties as required Perform detailed KYC checks on new and existing clients by liaising with onshore teams to gather and verify all necessary information Maintain accurate, up-to-date customer profiles Screen clients against sanctions list for the UK (FCA/HM Treasury), US (OFAC) and EU (EU Sanctions List) using an automated system Identify and escalate potential matches or red flags to the Compliance Team for further investigation Conduct regular reviews of existing KYC records to ensure ongoing compliance with regulatory requirements Referring to compliance for second review should any high-risk clients be identified as part of the periodic review Update and amend client records as needed to reflect any changes in status or information Maintain comprehensive records of all KYC documentation and sanctions screening outcomes Provide verified KYC information to internal and external third parties as necessary, ensuring adherence to data protection and confidentiality standards Work closely with internal stakeholders including Compliance to ensure consistent application of KYC standards and sanctions screening procedures Contribute to ongoing enhancements of KYC processes and the integration of new regulatory requirements To be successful in this role, we re seeking the following: Any graduate / post-graduate with 2-5 years of experience in KYC, periodic review. Should be detailed-oriented, proactive in maintaining regulatory compliance, and skilled in both periodic reviews and effective dissemination of KYC information to support business and compliance requirements should be a self-starter, ability to multi-task, have good communication and written skills, have ability to facilitate change, and work with all levels of management. Should be self-motivated and organized and have working knowledge of Lexis Nexis, Microsoft Word, Power Point and Excel.
Posted 3 weeks ago
6.0 - 8.0 years
3 - 8 Lacs
Pune, Chennai
Work from Office
Senior Associate, Anti Money Laundering/Prevention/Know Your Client We re seeking a future team member for the role of Senior Associate, Anti Money Laundering/Prevention/Know Your Client to join our Investment Management team. This role is located in Chennai, Tamil Nadu - HYBRID. In this role, you ll make an impact in the following ways: The KYC Analyst is responsible for ensuring robust Client Due Diligence (CDD) and maintaining compliance with AML/KYC regulation. This role involves verifying client identities, analysing documentation, performing sanctions screening across different jurisdictions, conducting periodic reviews of existing clients, and from time to time providing KYC information to third parties as required Perform detailed KYC checks on new and existing clients by liaising with onshore teams to gather and verify all necessary information Maintain accurate, up-to-date customer profiles Screen clients against sanctions list for the UK (FCA/HM Treasury), US (OFAC) and EU (EU Sanctions List) using an automated system Identify and escalate potential matches or red flags to the Compliance Team for further investigation Conduct regular reviews of existing KYC records to ensure ongoing compliance with regulatory requirements Referring to compliance for second review should any high-risk clients be identified as part of the periodic review Update and amend client records as needed to reflect any changes in status or information Maintain comprehensive records of all KYC documentation and sanctions screening outcomes Provide verified KYC information to internal and external third parties as necessary, ensuring adherence to data protection and confidentiality standards Work closely with internal stakeholders including Compliance to ensure consistent application of KYC standards and sanctions screening procedures Contribute to ongoing enhancements of KYC processes and the integration of new regulatory requirements To be successful in this role, we re seeking the following: Any graduate / post-graduate with 6-8 years of experience in KYC, periodic review. Should be detailed-oriented, proactive in maintaining regulatory compliance, and skilled in both periodic reviews and effective dissemination of KYC information to support business and compliance requirements should be a self-starter, ability to multi-task, have good communication and written skills, have ability to facilitate change, and work with all levels of management. Should be self-motivated and organized and have working knowledge of Lexis Nexis, Microsoft Word, Power Point and Excel.
Posted 3 weeks 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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