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5.0 - 9.0 years
0 Lacs
haryana
On-site
You will be joining the CFT team as a skilled team member responsible for managing Retirals Trusts investments, financials, and other related functions of MSIL Provident Fund, Gratuity Fund, and Superannuation Fund Trusts. Your role will involve a deep understanding of financial markets, credit risk, liquidity risk, and more. Your responsibilities will include: - Monitoring cash flow forecasting and liquidity planning for retiral trust & for MSIL - Formulating and implementing strategies for equity and debt investments in G-sec, SDLs, corporate bonds, and mutual funds - Analyzing and proposing investment proposals for perusal to senior management ensuring compliance to EPFO/ other regulatory requirements - Dealing with various brokers/ market participants for purchase/sale of securities (G-sec, SDLs, corporate bonds) - Post-investments monitoring of credit quality analysis of Investment portfolio and related sectors - Exploring alternate investments opportunities to optimize returns - ALM management for retiral fund investments - Coordinating with market participants to understand developments impacting retirals trust - Managing operational aspects and related accounting for investment activities Additionally, you will be responsible for: - Monitoring cash flow forecasting and liquidity planning for retiral trust & MSIL - Record keeping and management of transactions related to Investment of retiral trusts - Periodic reconciliation of Investment register - Timely submission of data for actuarial valuation of Investment of Retirals trust - Preparation and finalization of financial statements of retiral trust, ensuring compliance with EPFO/Income tax/other regulations - Dealing with internal and external stakeholders including auditors - Exploring strategies for Equity and Debt portfolio churning to improve the return on Investment Other responsibilities will include identifying opportunities for digitization and automation to optimize processes, using tools like Power BI, Power Automate, and being ready to take up challenging assignments as required.,
Posted 6 days ago
3.0 - 8.0 years
8 - 11 Lacs
Mumbai, Chennai
Work from Office
Position Title: Dealing – Institution Empanelment of new Institutions & Corporations. Actively prospect and engage in Client Activation,generate revenue Getting and executing the Block trades/Deals Activating clients for FD Currency corporate bond Required Candidate profile Education: Graduate/ Post Graduate Certification in NISM/NCFM 2-3 years of experience as a Sales trader & stock broking firm, mutual fund or AMC. Ruhi @ 9113961458 hr@2srinnovations.com
Posted 6 days ago
3.0 - 8.0 years
0 Lacs
karnataka
On-site
The Market Risk team at Infosys Limited is seeking experienced professionals to expand its presence in India and support activities in data management, risk operations, product, and research. We are looking for individuals who have hands-on experience with real-world data and are proficient in statistical analyses. The ideal candidates should be motivated self-starters and team players, eager to collaborate, learn new skills, and go the extra mile for both internal and external clients. Key Responsibilities: - Minimum of 3-8 years of experience in market risk measurement within an investment bank or financial institution, with previous experience in VaR or Credit Risk. - Knowledge of Asset Classes, focusing on at least 1-2 of the following: Equity, Fixed Income, FX, Commodities, Derivatives, and Structured Products. - Expertise in Fixed Income and Derivatives, particularly Corporate Bonds, Interest Rate derivatives, Total Return Swaps (TRS), Credit Derivatives, CVA, FVA, etc. - Basic understanding of pricing and valuation of financial products. - Familiarity with key risk and profitability concepts such as Probability of Default, Event of Default, Jump to Default, Present Value of basis point, Mark to Market, volatility, Yield curve parallel and point shifts, etc. - Ability to break down the price of a security into its various constituent components, including interest rate curves and relevant term structure sensitivity. - A higher degree in finance or a relevant area, or a professional qualification like CFA, FRM, PRIMA would be advantageous. - General knowledge of risk issues, investment products, and some programming skills would be desirable. - Strong teamwork and relationship-building skills. - Capability to deliver high-quality and accurate work under pressure and tight deadlines. - Willingness to challenge the status quo, provide alternative approaches, and question existing norms. Preferred Skills: - Financial Risk Management: Credit Risk Management, Market Risk Measurement & Control.,
Posted 1 week ago
7.0 - 11.0 years
0 Lacs
maharashtra
On-site
You will be responsible for participating in the development and maintenance of regulatory and internal risk models such as IMM, VaR, IRC, CRM, and Regulatory CVA. Your tasks will include theoretical modeling, empirical testing, historical back-testing, statistical analysis of market data, numerical implementations, model documentation, supporting risk applications, and providing analytical assistance to Risk Managers. In addition, you will be managing a local team to ensure smooth integration and strong cross-regional engagement with global teams. Your key accountabilities will involve applying cutting-edge quantitative risk methodologies to enhance Market and Counterparty credit risk monitoring, developing computational methods and mathematical models, researching and implementing quantitative solutions for financial product pricing and risk management, performing computations and assessing numerical implementations, validating pricing models, implementing analytics models within Python library, building optimization tools, defining data requirements, and collaborating effectively with colleagues across different time zones. You must possess strong communication and presentation skills to effectively engage with stakeholders and colleagues. Your decision-making and problem-solving abilities will be crucial in evaluating alternatives, making decisions about the best approach, and achieving consensus. As a quantitative analyst, you will need to be a strong leader, excellent communicator, team player, and creative thinker. Essential qualifications for this role include a Masters degree, PhD, or foreign equivalents in Mathematics, Computer Science, Physics, Statistics, or a related quantitative field, along with 7-10 years of experience in a financial quantitative analyst or financial software developer/engineer role. Desirable skills include experience in counterparty/market risk development, knowledge of financial products, analytic skills, programming skills, and familiarity with VaR-type models, statistics, and pricing models. Your main purpose will be to design, develop, implement, and support mathematical, statistical, and machine learning models and analytics for business decision-making. Collaborating with technology, developing high-performing analytics solutions, implementing models, providing ongoing support, and ensuring compliance with risk management policies are some of the key responsibilities associated with this role. As a Director, you will manage a business function, contribute to strategic initiatives, lead a team, provide expert advice, manage resourcing and budgeting, escalate policy breaches, ensure compliance, and focus on external relationships. Your leadership behaviors will be crucial in creating an environment for colleagues to excel, following the LEAD principles of Listening, Energizing, Aligning, and Developing others. Demonstrating Barclays Values and Mindset will also be expected from all team members.,
Posted 3 weeks ago
3.0 - 8.0 years
0 Lacs
Bengaluru, Karnataka, India
On-site
Job Description: The Market Risk team at Infosys Limited is looking to expand its presence in India to support its activities in data management Risk operations product and research We are looking for experienced professionals who have experience working with real world data and are comfortable with statistical analyses We seek motivated self starters and team players who are eager to collaborate learn new things and go the extra mile for our internal and external clients Key Responsibilities: At least 3 8 years of experience in market risk measurement within an investment bank or other financial institution previous VaR or Credit Risk experience is required Knowledge in Asset Classes any 1 2 of these Equity Fixed Income FX Commodities Derivatives Structured Products Experience knowledge of Fixed Income and Derivatives especially Corporate Bonds Interest Rate derivatives Total Return Swaps TRS Credit Derivatives CVA FVA etc Basic understanding of pricing and valuation of these products Understanding of key risk profitability concepts such as Probability of Default Event of Default Jump to Default Present Value of basis point Mark to Market volatility Yield curve parallel and point shifts in yield curve etc Ability to dissect price of a security onto its various constituent components such as interest rate curves and the corresponding relevant term structure sensitivity A higher degree in one of those areas or in finance or a professional qualification e g CFA FRM PRIMA would be an advantage General knowledge of risk issues and investment products together with some programming skills would be also desirable Ability to work well in a team and building relationships Ability to produce high quality accurate work under pressure and to tight deadlines Willingness to question and challenge the status quo and ability to provide alternative approaches Preferred Skills: Domain->Financial Risk Management->Credit Risk Management,Domain->Financial Risk Management->Market Risk Measurement & Control
Posted 1 month ago
1.0 - 4.0 years
3 - 7 Lacs
Bengaluru
Work from Office
Business Unit Overview: The Liquid Credit Strategies Team (LCS) manages diversified portfolios of fixed income investments, primarily consisting of senior secured floating rate bank loans of non-investment grade companies. LCS also invests opportunistically across the capital structure in instruments including mezzanine debt, high yield bonds, distressed securities, convertible bonds, preferred stock and other credit-related instruments. The group manages and sub-advises over 75 funds accounts in US and Europe, including Collateralized Loan Obligations, Separately Managed Accounts, Commingled Funds, Closed End Funds and Business Development Companies. LCS also invests in the debt and equity tranches of CLOs. Responsibilities: The COE LCS credit analyst is an integral part of the investment team. The candidate will support the onshore LCS credit analysts in their daily work. The credit analyst will develop both quantitative and qualitative skills through the credit research process and will have the opportunity to gain exposure to a wide range of industries and investment types. As a result of the breadth of the experience, the credit analyst will develop a unique understanding of companies and capital structures. If a credit analyst demonstrates the ability to take on additional responsibilities, the onshore LCS team can evolve the role over time. Initial Responsibilities include: Work as part of a team-based structure, sourcing key data inputs to assist the lead LCS analyst in the evaluation of higher quality new credit investments in the US and European Primary and Secondary Credit Markets. Ability to learn alongside the lead LCS analyst who will perform a thorough analysis of the Borrowers business, industry drivers, inherent credit risks, and valuation/recovery prospects. Provide support for ongoing credit monitoring including the collection and storing of financials and diligence items from data rooms; enriching internal credit database with key deal statistics; enhancing declined deal statistics, in order to provide data to Marketing / PMs as to why we declined a deal and/or reference the deal vs. a peer. Respond to ad-hoc requests from the lead LCS credit analysts and provide relevant information as needed. Provide support to lead LCS analyst in updating and maintaining credit shell financials for higher quality credit names. In the medium / longer term - additional responsibilities could expand to include drafting of summary notes on earnings and newsworthy events. The LCS lead analyst will maintain sign-off of credit shell financials, summary notes, and commentary before distribution to the Portfolio Management teams. Desired Candidate Profile: The candidate should have basic experience working with US/European companies and having knowledge of US/European Financial Statements, Accounting Principles and Capital Structures. Candidates having experience in working with US/European Corporate Bonds, Financial Modelling will be an added advantage. The candidate should have hands on experience in working with or covering US/European credit companies. 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
Posted 1 month ago
7.0 - 12.0 years
7 - 12 Lacs
Mumbai, Maharashtra, India
On-site
We are looking for a person to join the Advanced Data Analytics team with AFE Single Security.Advanced Data Analytics is a team of Quantitative Data and Product Specialists, focused on delivering Single Security Data Content, Governance and Product Solutions and Research Platform.The teamleveragesdata, cloud, and emerging technologies in buildinganinnovativedata platform, with the focus on business and research use cases in theSingleSecurity space.The team uses variousstatistical/mathematicalmethodologies to derive insights and generate content to help develop predictive models, clustering, and classification solutions and enable Governance.The team works on Mortgage, Structured & Credit Products. We are looking for a person to help build andexpandData & Analytics Content in the Credit space.The person willbe responsible forbuilding,enhancing,andmaintainingthe Credit Content Suite.The person willwork on the below- Credit DerivedData Content Model & DataGovernance Credit Model & Analytics Experience Experience on Scala Knowledge of ETL, data curation and analytical jobs using distributed computing framework with Spark Knowledge and Experience of working with large enterprisedatabaseslike Snowflake, Cassandra& Cloud manged services likeDataproc, Databricks Knowledge of financial instruments like Corporate Bonds, Derivatives etc. Knowledge of regression methodologies Aptitude for design and building tools forDataGovernance Pythonknowledge is a plus Qualifications Bachelors/masters in computer sciencewitha majorin Math,Econ,or related field 7+ years of relevant experience
Posted 1 month ago
0.0 - 3.0 years
1 - 3 Lacs
Agra
Work from Office
Objectives of this role Building and maintaining solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences. Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement. Developing personalised financial plans and investment strategies aligned with client's objectives and risk profiles. Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, NCDs, Insurances, structured product MLD based on through market research and analysis. Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients' changing needs. Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions. Helping the company meet its financial objectives through personalised financial planning. Staying updated with market trends, economic developments and regulatory changes to provide accurate and timely advice to clients. Required skills and qualifications BA bachelor's degree in finance, economics, business administration or a related field. 3+ years of experience as a wealth manager or in financial services, including knowledge of developing and implementing financial plans and managing investments. Understanding of financial markets, investment products, and wealth management principles. Proficiency in financial analysis tools, portfolio management software, CRM systems and MS Office suite. Excellent interpersonal skills and the ability to build trust and rapport with clients. Strong analytical and problem-solving abilities with quick decision-making and a results-oriented mindset. Exceptional verbal and written communication skills in explaining complex financial concepts to clients. Integrity, ethical conduct, and adherence to regulatory guidelines and industry best practices. Preferred skills and qualifications A master's degree in finance, accounting, economics, or a related field. NISM V-A MF Certified. Experience in serving high-net-worth individuals and understanding their unique wealth management needs. Proven track record of achieving sales targets and building a successful client portfolio. Ability to develop innovative financial solutions and effectively manage multiple projects simultaneously.
Posted 2 months ago
1 - 3 years
3 - 7 Lacs
Bengaluru
Work from Office
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 Business Unit Overview: The Liquid Credit Strategies Team (“LCS”) manages diversified portfolios of fixed income investments, primarily consisting of senior secured floating rate bank loans of non-investment grade companies. LCS also invests opportunistically across the capital structure in instruments including mezzanine debt, high yield bonds, distressed securities, convertible bonds, preferred stock and other credit-related instruments. The group manages and sub-advises over 75 funds accounts in US and Europe, including Collateralized Loan Obligations, Separately Managed Accounts, Commingled Funds, Closed End Funds and Business Development Companies. LCS also invests in the debt and equity tranches of CLOs. Responsibilities: The COE LCS credit analyst is an integral part of the investment team. The candidate will support the onshore LCS credit analysts in their daily work. The credit analyst will develop both quantitative and qualitative skills through the credit research process and will have the opportunity to gain exposure to a wide range of industries and investment types. As a result of the breadth of the experience, the credit analyst will develop a unique understanding of companies and capital structures. If a credit analyst demonstrates the ability to take on additional responsibilities, the onshore LCS team can evolve the role over time. Initial Responsibilities include: Work as part of a team-based structure, sourcing key data inputs to assist the lead LCS analyst in the evaluation of higher quality new credit investments in the US and European Primary and Secondary Credit Markets. Ability to learn alongside the lead LCS analyst who will perform a thorough analysis of the Borrowers’ business, industry drivers, inherent credit risks, and valuation/recovery prospects. Provide support for ongoing credit monitoring including the collection and storing of financials and diligence items from data rooms; enriching internal credit database with key deal statistics; enhancing declined deal statistics, in order to provide data to Marketing / PMs as to why we declined a deal and/or reference the deal vs. a peer. Respond to ad-hoc requests from the lead LCS credit analysts and provide relevant information as needed. Provide support to lead LCS analyst in updating and maintaining credit shell financials for higher quality credit names. In the medium / longer term - additional responsibilities could expand to include drafting of summary notes on earnings and newsworthy events. The LCS lead analyst will maintain sign-off of credit shell financials, summary notes, and commentary before distribution to the Portfolio Management teams. ? Desired Candidate Profile: The candidate should have basic experience working with US/European companies and having knowledge of US/European Financial Statements, Accounting Principles and Capital Structures. Candidates having experience in working with US/European Corporate Bonds, Financial Modelling will be an added advantage. The candidate should have hands on experience in working with or covering US/European credit companies. 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 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.
Posted 2 months ago
3 - 8 years
25 - 35 Lacs
Mumbai
Work from Office
Role & responsibilities Manage fixed income portfolios, ensuring alignment with investment objectives and risk tolerance. Conduct fundamental credit research and analysis of fixed income securities including G-secs, corporate bonds and other debt securities. Monitor and analyze macroeconomic indicators, interest rate trends, credit spreads and demand-supply dynamics of bonds to identify investment opportunities. Prepare investment notes, memos, and provide investment recommendations. Execute purchase and sale transactions for the portfolio. Manage and monitor performance, duration, credit exposures and other risks while ensuring compliance with limits and regulations. Prepare portfolio factsheets, presentations, client reports and performance commentaries. Regularly communicate with internal teams, clients and other stakeholders, providing updates on portfolio performance, market outlook and strategies. Preferred candidate profile Education: CA / CFA / MBA (Finance) / Postgraduate in Economics / Finance Experience: 37 years of experience in debt markets, credit research, or fixed income portfolio management Preference for candidates with prior exposure in PMS, mutual funds or wealth firms Strong understanding of fixed income products: G-Secs, SDLs, corporate bonds, money market instruments Sound knowledge of credit and interest rate risk Analytical mindset with financial modelling and valuation skills Proficiency in Excel, Bloomberg, and financial databases Attention to detail, strong communication, and ability to work under tight timelines
Posted 2 months ago
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