14 Financial Platforms Jobs

As a Financial Planning and Analysis Manager at Citi, your role involves providing management with analysis and insights into the company's financial results in coordination with the broader Finance team. Your primary objective is to apply analytical thinking and data analysis methodologies to create and analyze reports that assess Citis alignment with forecasted performance. **Key Responsibilities:** - Develop and maintain appropriate documentation to ensure integrity of financial, regulatory, and management information in line with established records management policies - Standardize reporting requirements to ensure financial and management reporting is properly identified and addressed -...

As a Financial Planning and Analysis AVP at Citi, you will be responsible for providing management with analysis and insights into the financial results. Your role will involve generating and analyzing reports, contributing to process improvement, and addressing strategic issues. Key Responsibilities: - Address strategic issues on an ad hoc basis - Contribute to Quarterly Competitor Reviews, Quarterly Annotated Supplement, and Quarterly Investment Reports - Generate flash results for Board of Directors and Executive Management reports - Develop and coordinate processes such as annual planning and periodic forecasting - Participate in budget forecasts, strategic plans, and monthly estimate ou...

Role Overview: As an Associate Director in the implementation team, you will be a seasoned leader responsible for leading complex platform implementation efforts across the clients" private markets portfolio monitoring and valuation platform. This role demands strategic thinking, hands-on leadership, and deep expertise in project delivery, stakeholder management, and domain knowledge of private markets. Your primary location will be in Mumbai, working on-site. Key Responsibilities: - Lead complex, enterprise-grade implementation of financial platforms, being the primary point of accountability - Independently manage the full lifecycle of implementations from project planning to execution and...

Role Overview: As a Credit Processing Associate at Yubi, you will be an integral part of the credit operations team in Chennai, supporting Yubiloans operations in UAE and MENA. Your role will involve ensuring the timely completion of borrower profiles on the platform and managing the full credit operations lifecycle. With your meticulous attention to detail and strong communication skills, you will play a key role in advancing deal progress and maintaining high-quality standards. Key Responsibilities: - Verify the completeness of borrower profiles by identifying and checking missing documents. - Follow up directly with borrowers to ensure prompt submission of all required documentation. - Re...

Role Description We are seeking an experienced and client-focused Service Manager to join our Relationship Management team in the Wealth Management division. The successful candidate will be responsible for managing and enhancing relationships with our clients, ensuring exceptional service delivery, and driving client satisfaction. Key Responsibilities Act as a liaison between front-office relationship managers and various back-office departments to resolve client inquiries and requests efficiently Process and monitor client transactions, account maintenance requests, and documentation Manage and update client information in CRM and other relevant systems, ensuring data accuracy and complete...

As an experienced Test Manager, you will be responsible for leading the end-to-end Quality Engineering strategy for the implementation of a Digital Wealth platform using Comarch. Your role will involve deep expertise in digital wealth management and test leadership, requiring you to design test strategies, manage cross-functional teams, and ensure compliance with client and organizational quality standards. Collaboration with Comarch product teams, banking stakeholders, and offshore QE resources will be essential for the overall testing quality, timely delivery, and continuous improvement initiatives. Your key responsibilities will include defining test strategies across wealth use cases, in...

The Financial Planning and Analysis Senior Analyst position at Citi requires an intermediate level professional to provide management with analysis and insights into the company's financial results in collaboration with the broader Finance team. The main goal is to leverage in-depth disciplinary knowledge to generate and analyze reports while also contributing to the development of new techniques to enhance processes and workflow. Responsibilities include addressing strategic issues on an ad hoc basis, contributing to various quarterly reports such as Competitor Reviews and Investment Reports, generating flash results for Board of Directors and Executive Management reports, coordinating proc...

The Financial Planning and Analysis AVP role at Citi is an intermediate position where you will be responsible for providing management with a thorough analysis and insights into the financial results of the organization in coordination with the broader Finance team. Your main objective will be to leverage your in-depth disciplinary knowledge to generate and analyze reports, as well as contribute to the development of new techniques aimed at improving processes and work-flow. Your responsibilities will include addressing strategic issues on an ad hoc basis that complement the regular planning and analysis processes. You will also be contributing to Quarterly Competitor Reviews, Quarterly Ann...

We are looking for a female executive to join our team as a Client & Strategy Coordinator for Algo Trading. In this role, you will be responsible for facilitating communication and coordination among clients, the internal strategy development team, and senior management in the field of share market algorithmic trading. Your primary responsibilities will include gathering detailed requirements from clients for algorithmic trading strategies, acting as a bridge between clients and the internal team, tracking the development and testing of algo strategies for NSE/BSE markets, and ensuring timely updates are provided to management. You will also be involved in organizing client feedback sessions...

Role Description We are seeking an experienced and client-focused Service Manager to join our Relationship Management team in the Wealth Management division. The successful candidate will be responsible for managing and enhancing relationships with our clients, ensuring exceptional service delivery, and driving client satisfaction. Key Responsibilities Act as a liaison between front-office relationship managers and various back-office departments to resolve client inquiries and requests efficiently Process and monitor client transactions, account maintenance requests, and documentation Manage and update client information in CRM and other relevant systems, ensuring data accuracy and complete...

This job is with Finastra, an inclusive employer and a member of myGwork the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Who are we At Finastra, we are a dynamic global provider of open finance software solutions, dedicated to expanding access to financial services. Our innovative applications span Lending, Payments, Treasury and Capital Markets, and Universal Banking. Proudly serving over 8,000 customers, including 45 of the world&aposs top 50 banks, we aim to boost financial inclusion for all. Join us and be part of a vibrant company that embraces diverse perspectives, and is committed to doing well by doing good. What will you c...

Role Description We are seeking an experienced and client-focused Service Manager to join our Relationship Management team in the Wealth Management division. The successful candidate will be responsible for managing and enhancing relationships with our clients, ensuring exceptional service delivery, and driving client satisfaction. Key Responsibilities Act as a liaison between front-office relationship managers and various back-office departments to resolve client inquiries and requests efficiently Process and monitor client transactions, account maintenance requests, and documentation Manage and update client information in CRM and other relevant systems, ensuring data accuracy and complete...

You will be joining the Yubi credit operations team in Chennai as a Credit Processing Associate with 3 to 5 years of experience. Your role will involve ensuring the timely completion of borrower profiles on the platform, managing the full credit operations lifecycle, and coordinating effectively with various stakeholders to drive seamless processing of credit deals. Your proactive follow-up and strong communication skills will be crucial in advancing deal progress and upholding high quality standards. Responsibilities: - Verify the completeness of borrower profiles and follow up with borrowers to ensure all required documentation is promptly submitted. - Respond to queries from lenders, borr...

Role Description We are seeking an experienced and client-focused Service Manager to join our Relationship Management team in the Wealth Management division. The successful candidate will be responsible for managing and enhancing relationships with our clients, ensuring exceptional service delivery, and driving client satisfaction. Key Responsibilities Act as a liaison between front-office relationship managers and various back-office departments to resolve client inquiries and requests efficiently Process and monitor client transactions, account maintenance requests, and documentation Manage and update client information in CRM and other relevant systems, ensuring data accuracy and complete...