2.0 - 6.0 years

0 Lacs

haryana

On-site

As a Middle Office professional in the Leveraged Credit Operations team at KKR's Gurugram office, you will play a crucial role in supporting a variety of activities within the CLO Operations team. Your primary focus will be on CLO Trustee Reporting and assisting in Trustee Relationship Management, with additional responsibilities including Asset Maintenance, Daily Trade Activity, and MIS. This role will offer you the opportunity to collaborate with colleagues from various KKR offices globally, including Dublin, San Francisco, London, and New York. Your key responsibilities will include providing end-to-end support for the reporting process, pre-emptive break resolution, reporting MIS with exception reporting, FundRec management, Top of the Waterfall reconciliation, Cure Calculation mechanics, quarterly financial support, audit query support, cash oversight, and assisting in daily par and cash oversight. You will also be involved in tasks such as Management Fee, AUM, and Coupon metrics, rebate calculations, and reviewing daily exception reporting, along with providing ad-hoc support to team members when required. To excel in this role, you should have 2-4 years of relevant experience and demonstrate a keen interest in the financial market and investment products. Your ability to work proactively, adapt to a fast-paced environment, and communicate effectively will be essential. Strong analytical skills, proficiency in MS Excel, and prior knowledge of CLO operations and related tools such as Advent Geneva and Allvue BMS Everest will be advantageous. Additionally, a mindset focused on process improvement and an interest in leveraging AI for team scalability will be beneficial. Joining KKR's Gurugram office will provide you with the opportunity to contribute to the growth and transformation of the organization while upholding its global culture of teamwork and innovation. If you are looking to further your career in Middle Office operations and thrive in a dynamic and collaborative environment, this role could be the perfect fit for you.,

Posted 2 days ago

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Asset & Wealth Management - WSS - Associate Goldman Sachs

0.0 - 5.0 years

0 - 5 Lacs

Bengaluru / Bangalore, Karnataka, India

On-site

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra- high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporationsandtheiremployees.Ourconsumerbusiness providesdigitalsolutions forcustomerstobetter spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data anddesign. Job Responsibilities Wealth Service Specialist work as part of our PWM sales teams to provide exceptional client service, operational support and risk management. They are responsible for the operational management and oversight of the client experience and ensure excellence in operational execution across all elements of the client relationship. How you will fulfill your potential: Assist Advisor teams, who work directly with high-net-worth individuals providing high quality, comprehensive investments and related services Perform new account onboarding, asset transfers, account maintenance and other account service requests Leverage your operational background and experience to contribute to a growing business Proactively anticipate, determine and recommend solutions to meet client needs and/or resolve issues surrounding client/account related activities Assist with various aspects of client portfolio performance reporting Facilitate cash balance oversight and private banking services in accounts Ensure clients and accounts remain compliant with regulatory requirements and the latest internal policy standards Resolve time sensitive client service-related issues, including but not limited to complex situations Managing the pipeline of new business opportunities in Salesforce

Posted 1 month ago

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