2375 Fixed Income Jobs - Page 15

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging areaThis is a unique opportunity for you to work in our team and to partner with the Business in order to provide a comprehensive view As a Credit Risk Analyst within the Risk Management team, you would be at the center of keeping JPMorgan Chase strong and resilient. You would help the firm grow its business in a responsible way by anticipating, identifying and managing new and emerging risks, and delivering high quality credit analysis of TCIO s fixed income portfolio which includes diversified investments across securitized and non-securitized asset classes. Job responsibilities Perform in-depth credit analysis for various TCIO investments across the fixed income spectrum. Engage with senior members of TCIO Credit Risk and the Portfolio Management teams to complete risk analysis, present conclusions and facilitate timely investment approvals Participate in portfolio credit impairment projections as part of various Firmwide exercises including the industry-wide annual CCAR (Comprehensive Capital Analysis and Review) process and quarterly CECL (Current Expected Credit Losses) reserving process Work alongside senior team members on product specific analysis required to support risk discussions, including preparation and delivery of analytical presentations for various Senior Risk forums Participate in the development and maintenance of various credit loss models related to CCAR stress testing as well as CECL reserve projections. Liaise with independent Model Review teams to prepare model documentation, pass credible challenge and obtain usage approvals Partner with the Front Office, Finance, Valuation Control Group, Model Review Group, Policy, Finance, Technology and Middle Office for other ongoing projects, thus contributing to continued build-out of the TCIO Credit Risk franchise Required Qualification 1-3 years of relevant work experience in credit risk management within a financial organization or credit rating agency Undergraduate or Master s degree in a relevant discipline Strong analytical background with sound understanding of financial statements, including ratio analysis, cash flow analysis, and fundamental knowledge of key accounting standards Excellent verbal and written communication skills, with an ability to deliver effective presentations to senior management Proficiency in Python or other analytical tools such as Alteryx & Tableau Demonstrated ability to partner effectively across different businesses and functional areas Ability to work efficiently under pressure Independent and strong critical thinking skills, with thorough attention to detail Resourcefulness, and ability to multitask effectively Preferred qualifications, capabilities, and skills Knowledge of regulatory requirements for fixed income portfolio, including CCAR stress testing and CECL loss reserving

eam Overview The role sits in Aladdin Client Experience (ACX) within Aladdin Client Business (ACB), which is a centralized group who are responsible for supporting Aladdin clients and BlackRock Internal user services that covers Aladdin data of fixed income, equity, and alternatives products The chapter helps our clients and portfolio managers better understand their portfolio exposures, strategy, and risk & returns Every day, the ACX team tackles the hardest, most sophisticated analytical problems in FinTech We utilize our in-depth understanding of Aladdin, our clients businesses, and the investment management process to provide exceptional client service to our rapidly growing, global client base We all come from varied educational backgrounds, bring unique skills and experiences to the table, but share a serious passion for solving tough problems for our clients, adding value to their business and keeping our clients happy In addition, the team works with Business, Technology and Aladdin Data partners to extend and evolve the data platform This team is a fast paced and exciting environment with team members who all share a curiosity about Finance and Technology Role Responsibility Have a good understanding of Fixed Income, Equity, Derivatives and Alternatives products and how they are modeled and traded in Aladdin Use technical skills to ensure the accuracy of large analytical data sets, automate processes with scripts and macros and efficiently query information from a vast database WExhibit attention to detail when quality checking Green Package analytics and be accountable for the timely delivery of reports to our clients in accordance with Service Level Agreements Engage in meetings with end-users of Aladdin from all levels within the company from Portfolio and Risk Managers to Operations teams and also with our external Clients Support client/user requests related to the Aladdin analytics Be a Student of the Markets by following the global markets daily to understand how macro-economic factors can affect the analytics and portfolios management s risk and investment decisions Project work: engaging with other internal teams to think creatively and deliver innovative solutions to our sophisticated client demands Show desire to work in a constantly evolving, changing and challenging environment Experience 1-3 years in financial or technology industry Excellent problem-solving and critical-thinking skills and an ability to identify problems, design and articulate solutions and implement change Knowledge of financial products in Fixed Income, Equities and Derivatives, and familiarity with Risk analytics such as Durations, Spread, Beta and VaR would be an advantage Excellent communication and presentation skills Must possess strong verbal and written communication skills and be able to develop good working relationships with partners Good understanding of SQL to help dive into Aladdin Database for investigations Technical skills (UNIX, Python and PERL) are preferred but not necessary Must be detail orientated, possess initiative and work well under pressure Degree in Finance, Engineering or Technology would be preferred Given that the nature of this role is Finance and Technology (FinTech) centric, we would like candidates who demonstrate an interest in learning these aspects of the job This mission would not be possible without our smartest investment the one we make in our employees It s why we re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: wwwlinkedincom / company / blackrock BlackRock is proud to be an Equal Opportunity Employer We evaluate qualified applicants without regard to age, disability, family status, gender identity, race, religion, sex, sexual orientation and other protected attributes at law

Responsible for the accounting and valuation for complex investments, which may include complex derivative, fixed income, and international financial products. Career level professional leading small, moderately complex projects or working on complex tasks that require a high degree of judgement, resourcefulness, and self-initiative. Demonstrates specialized expertise to evaluate wide-ranging and complex issues and develop creative solutions. Recommends new procedures. Minimally requires a Masters degree and 1 years of related experience, Bachelors degree and 3 years of related experience, or high school degree and 5 years of related experience.

J. P. Morgan Wealth Management is a global leader in investment and wealth management, serving institutions, high-net-worth individuals, and retail investors worldwide. As an analyst in the Securities Based Lending Team at JP Morgans Asset and Wealth Management Credit Middle Office, you will support client credit needs by evaluating asset portfolios for lines of credit, focusing on creditworthiness and collateral analysis. Responsibilities include annual credit line reviews, client data analysis, and accurate loan documentation preparation. Job Responsibilities Prepare the analysis of a client prior to underwriting, including pulling client credit and generating a collateral analysis. Review lines of credit annually and build recommendations for renewal or modification. Analyze client data across multiple systems and conduct preliminary reviews for credit criteria. Review and prepare loan documentation with high accuracy. Ensure documentation consistency with federal and local regulations. Develop an understanding of the Underwriting process to grow into a Lender role. Collaborate with business partners to enhance process efficiency. Required qualifications, skills, and capabilities Minimum of 6 months of experience with Underwriting, Credit Risk, and/or Collateral Valuation. Bachelor s degree in Finance, Economics, or a related field. Working knowledge of financial markets and asset vehicles like Mutual Funds, Equities, and Fixed Income. Strong interpersonal skills, especially with business partners. Preferred qualifications, skills, and capabilities Intermediate Microsoft Office skills, particularly Excel, Word, and SharePoint. Strong understanding of controls for an error-free environment. Ability to review processes and recommend improvements. Excellent communication skills with various organizational levels.

COMPANY OVERVIEW KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR s insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR s investments may include the activities of its sponsored funds and insurance subsidiaries. KIOPL Management Solutions India Private Limited provides best in class services and solutions to our internal stakeholders and clients, drive organization wide process efficiency and transformation, and reflect KKRs global culture and values of teamwork and innovation. The office contains multifunctional business capabilities and will be integral in furthering the growth and transformation of KKR. TEAM OVERVIEW KKR s Compliance team is responsible for developing and enforcing compliance policies and procedures, as well as tracking ongoing regulatory changes that may affect the firm. The team is also involved in the investment process to monitor and advise on compliance with guidelines for both strategic partners and clients. The team implements and monitors the firm s compliance programs to train employees, review and analyze conflicts of interests, etc. The Compliance team also handles the due diligence process, assists with operational support for investing activities, and maintain compliance with the firm s Code of Ethics. POSITION SUMMARY We are seeking a highly motivated and detail-oriented professional to support compliance and operational oversight for the Firm s leverage facilities, FX and interest rate hedging programs. This role involves managing regulatory and lender reporting, coordinating cross-functional processes, and ensuring data integrity across systems. The ideal candidate will bring a strong understanding of private markets and credit operations, excellent project management skills, and the ability to thrive in a fast-paced, collaborative environment. ROLES & RESPONSIBILITIES: DLM Compliance Provide compliance support and oversight for the Firm s leverage facilities and FX/Interest Rate hedging platform, ensuring adherence to global and business-specific policies. Manage quarterly internal CERTS processes and compliance reporting obligations to lenders and investors. Support FX compliance, ISDA compliance programs, and handle ad hoc FX counterparty requests. Assist in escalation and resolution of covenant breaches, trade errors, and operational issues. Support onboarding and setup of new and follow-on debt facilities. Review Transparency Reports quarterly for both private and public funds. Ensure data accuracy and integrity across key platforms (Everest, Appian, Investran, Leo). Assist in quarterly and ad hoc lender reporting, including LP transfers and new fund closes. Contribute to capital activity reporting (e.g., capital calls, distributions). Coordinate preparation of quarterly compliance certificates in collaboration with internal teams. Liaise with Client Services to manage lender access to the KKR portal. Prepare and review lender compliance deliverables, including both scheduled and ad hoc reports. Monitor and update borrowing base calculations across fund facilities. Collaborate with Legal, Fund Finance, and Investment teams to ensure completeness and accuracy of reporting data. Draft and maintain compliance certificates, ensuring alignment with facility terms and fund covenants, and manage organized record-keeping for audit purposes. Re-allocation Review Conduct compliance oversight of investment re-allocations to ensure alignment with fund documentation and internal policies & procedures. Liaise with investment and legal teams to validate supporting documentation and approvals. Restricted List & Trading List Management Support the maintenance of the Insurance Restricted List in collaboration with relevant functions. Assist with the oversight and periodic review of approved trading lists, particularly for the Private Credit business. Coordinate updates to restricted lists and communicate changes to impacted teams in a timely manner. Private Markets Pre-Trading MNPI Review Review pre-trade requests to identify potential exposure to material non-public information (MNPI). Escalate any red flags and coordinate with various teams for resolution. Private Markets & Real Assets Documentation QC Support quality control (QC) confirmation of Investment Committee (IC) documentation for Private Markets transactions. Review Real Assets allocation documentation for compliance with internal protocols and fund-specific guidelines. QUALIFICATIONS Experience & Knowledge Minimum 2 3 years of experience in compliance or business operations. Familiarity with private markets, credit, loans, fixed income, and trading operations. Legal background is a plus, though not essential. Skills & Competencies Strong project management and organizational skills. Excellent attention to detail with the ability to manage multiple priorities in a fast-paced environment. Effective written and verbal communication skills, including report writing and analysis. Strong interpersonal skills and ability to build relationships across teams. Comfortable with technology and open to learning new systems; able to explain technical concepts clearly. Personal Attributes Proactive, motivated, and solution-oriented self-starter. High level of integrity and professionalism; maintains discretion and confidentiality. Collaborative team player with sound judgment and a structured, methodical approach. Education Strong academic background with a master s degree or equivalent.

Propel operational success with your expertise in technology support and a commitment to continuous improvement. As a Technology Support III team member in Commercial and Investment Banks Markets Tech Team, you will ensure the operational stability, availability, and performance of our production application flows. Encourage a culture of continuous improvement as you troubleshoot, maintain, identify, escalate, and resolve production service interruptions for all internally and externally developed systems, leading to a seamless user experience. Job responsibilities Provide end-to-end application or infrastructure service delivery to enable successful business operations of the firm Support the day-to-day maintenance of the firm s systems to ensure operational stability and availability Assist in the monitoring of production environments for anomalies and address issues utilizing standard observability tools Identify issues for escalation and communication, and provide solutions to the business and technology stakeholders Analyze complex situations and trends to anticipate and solve incident, problem, and change management in support of full stack technology systems, applications, or infrastructure Required qualifications, capabilities, and skills 3+ years of experience or equivalent expertise troubleshooting, resolving, and maintaining information technology services Experience in programming language - Python Strong Knowledge of applications or infrastructure in a large-scale technology environment on premises or public cloud Strong Exposure to observability and monitoring tools and techniques Strong understanding with processes in scope of the Information Technology Infrastructure Library (ITIL) framework Preferred qualifications, capabilities, and skills Knowledge of one or more general purpose programming languages or automation scripting Experience in Linux and Networking Language Experience in any Relational Database Experience supporting Fixed Income traders and risk management applications

About The Role Skill required: Asset Management - Asset Portfolio Analysis Designation: Capital Markets Operations Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years What would you do? Investment Compliance is a global team responsible for ensuring compliance with a diverse set of requirements, including regulatory, prospectus, client-directed, internal investment, and operational restrictions (Compliance Restrictions) for portfolios managed by our client This position sits within the Implementation team which is responsible for the on-boarding of new accounts and products, oversight of amendments to existing accounts, and programming of all restrictions into the firms investment compliance monitoring system, Charles River (CRD). The Investment Compliance Senior Analyst consults with and provides information to investment personnel, attorneys, client operations managers and other internal and external parties. The analyst assesses the impacts of regulatory changes, new investment strategies, and data changes on the CRD rule library. The analyst also participates in and manages projects assigned by the Investment Compliance leadership team. What are we looking for? Bachelor s degree or the equivalent combination of education and relevant experience AND2-4 years of total relevant work experienceExperience with Trading/IBOR/OMS systems, specifically with knowledge of Charles River Compliance System (CRD) or comparable compliance platformPractical understanding of investment security types (e.g. stocks, bonds, derivatives)Projects:Leads and collaborates on projects:Takes ownership of medium-sized projects of moderate complexity to achieve project goals and deliver impactful outcomesAssesses the impact of changeEvaluates the implications of regulatory changes, new investment strategies, products and derivative instruments on compliance processes and contributes to the development of impactful solutionsDevelops clear and comprehensive documentation:Develops user-friendly documentation, procedures and process controls to ensure clarity, consistency and transparency Preferred QualificationsProven analytical skills within the area of investment compliance or a related fieldStrong attention to detail; commitment to qualityStrong customer service orientationStrong interpersonal skills; effective written and oral communicationsAbility to adapt and thrive in a dynamic environment with evolving priorities. Ability to thrive in a trading related atmosphereStrong organizational skills; proficient in handling multiple tasks simultaneouslyStrong research and problem-solving skills Roles and Responsibilities: New account on-boarding, amendments to existing client documentation, and coding (using CRD)Liaises with client operations and/or product on new accounts or changes for existing clients to provide compliance feedback, manage priorities, and meet inception deadlinesReviews investment restrictions in proposed new account documentation and guideline amendment language to ensure ability to code the compliance system as well as clarify intent, if neededPrograms logic-based rules in CRD in order to effectively monitor client and regulatory requirementsCollaborates with investment staff to ensure rule coding achieves alignment between client/regulatory requirements and the investment strategy of each portfolioPerforms quality assurance testing and review of rules programmed by other team membersEvaluates compliance system functionality and available data elements to determine how restrictions can be captured in the compliance systemsProvides creative coding solutions and alternatives to capture complex requirementsAssesses impacts of code changes and tests restrictions to ensure they function as intendedEscalates any operational roadblocks or risks in new client requirements to managementProcess Improvement:Continuously seeks opportunities to enhance efficiency:Actively identifies process improvement opportunities. Champions risk reduction:Works to reduce risk by looking for opportunities to make the compliance monitoring process more accurate, concise, and efficientDrives automation and innovation:Recommends and implements solutions to automate manual rules, integrate new compliance functionality and leverage data as a result of system upgradesFosters knowledge sharing and collaboration:Develops deep expertise in the Charles River system, or other investment compliance monitoring system(s), and proactively shares knowledge to significantly increase depth of knowledge within the Monitoring teamChallenges the status quo:Critically evaluates existing policies and procedures, and practices and proposes innovative solutions to enhance effectiveness and address emerging challengesContributes to rule optimization:Actively monitors compliance alerts to identify trends and areas for improvement in the rule library ensuring it remains relevant and effective Qualification Any Graduation

About The Role Skill required: Asset Management - Asset Portfolio Analysis Designation: Capital Markets Operations Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years What would you do? Investment Performance and Analysis is the responsibility unit to measure performance against the benchmark.Manages a team of professionals and staff assigned to report on client portfolio performance and proactively solves for client needs.Manages professionals and/or supervisors is accountable for the performance and results of a team within the department. Executes business plans and contributes to the development of team and area strategy. Decisions are guided by policies, methods, standards, and business plans; receives guidance and oversight from manager What are we looking for? Bachelor s degree or the equivalent combination of education and relevant experience AND 6 years of total relevant work experienceStrong understanding of Portfolio Analysis including performance and attribution calculations methodologyExperience in using Factset (B-one, SPAR, and PA) is a plusExperience in using MorningStar Direct, Aladdin or Bloomberg is an advantageStrong Excel Skills and programing Language particularly Power query or SQL is high desirableStrong understanding of various investment processes (equity, fixed income, multi assets and alternative)Well rounded knowledge of Asset Management operational work flowsHighly organized and proactiveAbility to multi task and with strong attention to detailAbility to interact and communicate effectivelyAbility to work in a high pressure environment with tight deadlinesAudit and controls focusedMust be a team player Roles and Responsibilities: As a performance analyst, you will be focused on ensuring the accurate and timely delivery of investment performance and analytical reporting for various statekeholders that include Portfolio Managers, Client Groups (Sales and Marketing) and Senior ManagementReview performance and portfolio analytics for use in client reportsAttend to queries on fund and / or attribution resultsAttend to requests from fund managers, client portfolio managers, sales & marketing on performance and attributionProduce peer fund comparison analysis based on MorningStar DirectProvide support to the Transition team and the salles team for all transition activities (onboarding of new funds, asset transfer, fund termination, etc)Manage the performance specific change process with our partners (includes raising change requests, follow-up, testing and validations)Maintain the list of GIPs composite and provide assurance that the firms complies with GIPs standardsMaintain stateholder relationships and manage expectationsIdentify and execute continuous process improvement and automationsMaintain Portfolio data to ensure accurate performance calculations Qualification Any Graduation

About The Role Skill required: Asset Management - Asset Portfolio Analysis Designation: Capital Markets Operations Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years What would you do? Investment Compliance is a global team responsible for ensuring compliance with a diverse set of requirements, including regulatory, prospectus, client-directed, internal investment, and operational restrictions (Compliance Restrictions) for portfolios managed by our client This position sits within the Implementation team which is responsible for the on-boarding of new accounts and products, oversight of amendments to existing accounts, and programming of all restrictions into the firms investment compliance monitoring system, Charles River (CRD). The Investment Compliance Senior Analyst consults with and provides information to investment personnel, attorneys, client operations managers and other internal and external parties. The analyst assesses the impacts of regulatory changes, new investment strategies, and data changes on the CRD rule library. The analyst also participates in and manages projects assigned by the Investment Compliance leadership team. What are we looking for? Bachelor s degree or the equivalent combination of education and relevant experience AND4-7+ years of total relevant work experienceExperience with Trading/IBOR/OMS systems, specifically with knowledge of Charles River Compliance System (CRD) or comparable compliance platformPractical understanding of investment security types (e.g. stocks, bonds, derivatives)Preferred QualificationsProven analytical skills within the area of investment compliance or a related fieldStrong attention to detail; commitment to qualityStrong customer service orientationStrong interpersonal skills; effective written and oral communicationsAbility to adapt and thrive in a dynamic environment with evolving priorities. Ability to thrive in a trading related atmosphereStrong organizational skills; proficient in handling multiple tasks simultaneouslyStrong research and problem-solving skillsProjects:Leads and collaborates on projects:Takes ownership of medium-sized projects of moderate complexity to achieve project goals and deliver impactful outcomesAssesses the impact of changeEvaluates the implications of regulatory changes, new investment strategies, products and derivative instruments on compliance processes and contributes to the development of impactful solutionsDevelops clear and comprehensive documentation:Develops user-friendly documentation, procedures and process controls to ensure clarity, consistency and transparency Roles and Responsibilities: ResponsibilitiesNew account on-boarding, amendments to existing client documentation, and coding (using CRD)Liaises with client operations and/or product on new accounts or changes for existing clients to provide compliance feedback, manage priorities, and meet inception deadlinesReviews investment restrictions in proposed new account documentation and guideline amendment language to ensure ability to code the compliance system as well as clarify intent, if neededPrograms logic-based rules in CRD in order to effectively monitor client and regulatory requirementsCollaborates with investment staff to ensure rule coding achieves alignment between client/regulatory requirements and the investment strategy of each portfolioPerforms quality assurance testing and review of rules programmed by other team membersEvaluates compliance system functionality and available data elements to determine how restrictions can be captured in the compliance systemsProvides creative coding solutions and alternatives to capture complex requirementsAssesses impacts of code changes and tests restrictions to ensure they function as intendedEscalates any operational roadblocks or risks in new client requirements to managementProcess Improvement:Continuously seeks opportunities to enhance efficiency:Actively identifies process improvement opportunities. Champions risk reduction:Works to reduce risk by looking for opportunities to make the compliance monitoring process more accurate, concise, and efficientDrives automation and innovation:Recommends and implements solutions to automate manual rules, integrate new compliance functionality and leverage data as a result of system upgradesFosters knowledge sharing and collaboration:Develops deep expertise in the Charles River system, or other investment compliance monitoring system(s), and proactively shares knowledge to significantly increase depth of knowledge within the Monitoring teamChallenges the status quo:Critically evaluates existing policies and procedures, and practices and proposes innovative solutions to enhance effectiveness and address emerging challengesContributes to rule optimization:Actively monitors compliance alerts to identify trends and areas for improvement in the rule library ensuring it remains relevant and effective Qualification Any Graduation

About the RolePepper Content is seeking a skilled, dedicated, and detail-oriented full-time BFSI Content Writer to join our team at a leading financial services clients office in Gurugram. This is an exciting opportunity to work closely with industry experts, create impactful content across the BFSI domain, and contribute directly to the clients content strategy and brand voice. What Youll DoDevelop high-quality, compelling, and original content tailored to briefs and business objectives across the BFSI sector. Collaborate with internal teams and subject matter experts to create articles, blogs, guides, and other content formats that engage and inform the target audience. Optimize all content using SEO best practices to maximize reach and impact. Conduct thorough research on industry trends, financial products, and regulatory updates to ensure content is accurate and relevant. Edit, proofread, and revise content to ensure clarity, coherence, and adherence to brand guidelines. Manage multiple projects simultaneously, consistently meeting deadlines without compromising on quality. Must HavesMinimum 2 years of proven experience writing for BFSI clients (banking, financial services, or insurance). Strong command of English (UK/US) with excellent grammar, style, and attention to detail. Ability to interpret and deliver on detailed client briefs. Deep understanding of financial concepts, products, and industry-specific terminology. Demonstrated ability to communicate complex financial topics in a clear and accessible manner. Familiarity with SEO concepts and ability to implement them effectively in content. Strong time management skills and the ability to thrive in a fast-paced, deadline-driven environment. Good to HaveExperience working onsite with BFSI brands or agencies. Knowledge of digital content management systems. Exposure to content strategy or editorial planning.

About The Role Skill required: Asset Management - Asset Portfolio Analysis Designation: Capital Markets Operations Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years What would you do? Investment Compliance is a global team responsible for ensuring compliance with a diverse set of requirements, including regulatory, prospectus, client-directed, internal investment, and operational restrictions (Compliance Restrictions) for portfolios managed by our client This position sits within the Implementation team which is responsible for the on-boarding of new accounts and products, oversight of amendments to existing accounts, and programming of all restrictions into the firms investment compliance monitoring system, Charles River (CRD). The Investment Compliance Senior Analyst consults with and provides information to investment personnel, attorneys, client operations managers and other internal and external parties. The analyst assesses the impacts of regulatory changes, new investment strategies, and data changes on the CRD rule library. The analyst also participates in and manages projects assigned by the Investment Compliance leadership team. What are we looking for? Bachelor s degree or the equivalent combination of education and relevant experience AND4-7+ years of total relevant work experienceExperience with Trading/IBOR/OMS systems, specifically with knowledge of Charles River Compliance System (CRD) or comparable compliance platformPractical understanding of investment security types (e.g. stocks, bonds, derivatives)Proven analytical skills within the area of investment compliance or a related fieldStrong attention to detail; commitment to qualityStrong customer service orientationStrong interpersonal skills; effective written and oral communicationsAbility to adapt and thrive in a dynamic environment with evolving priorities. Ability to thrive in a trading related atmosphereStrong organizational skills; proficient in handling multiple tasks simultaneouslyStrong research and problem-solving skillsProjects:Leads and collaborates on projects:Takes ownership of medium-sized projects of moderate complexity to achieve project goals and deliver impactful outcomesAssesses the impact of changeEvaluates the implications of regulatory changes, new investment strategies, products and derivative instruments on compliance processes and contributes to the development of impactful solutionsDevelops clear and comprehensive documentation:Develops user-friendly documentation, procedures and process controls to ensure clarity, consistency and transparency Roles and Responsibilities: New account on-boarding, amendments to existing client documentation, and coding (using CRD)Liaises with client operations and/or product on new accounts or changes for existing clients to provide compliance feedback, manage priorities, and meet inception deadlinesReviews investment restrictions in proposed new account documentation and guideline amendment language to ensure ability to code the compliance system as well as clarify intent, if neededPrograms logic-based rules in CRD in order to effectively monitor client and regulatory requirementsCollaborates with investment staff to ensure rule coding achieves alignment between client/regulatory requirements and the investment strategy of each portfolioPerforms quality assurance testing and review of rules programmed by other team membersEvaluates compliance system functionality and available data elements to determine how restrictions can be captured in the compliance systemsProvides creative coding solutions and alternatives to capture complex requirementsAssesses impacts of code changes and tests restrictions to ensure they function as intendedEscalates any operational roadblocks or risks in new client requirements to managementProcess Improvement:Continuously seeks opportunities to enhance efficiency:Actively identifies process improvement opportunities. Champions risk reduction:Works to reduce risk by looking for opportunities to make the compliance monitoring process more accurate, concise, and efficientDrives automation and innovation:Recommends and implements solutions to automate manual rules, integrate new compliance functionality and leverage data as a result of system upgradesFosters knowledge sharing and collaboration:Develops deep expertise in the Charles River system, or other investment compliance monitoring system(s), and proactively shares knowledge to significantly increase depth of knowledge within the Monitoring teamChallenges the status quo:Critically evaluates existing policies and procedures, and practices and proposes innovative solutions to enhance effectiveness and address emerging challengesContributes to rule optimization:Actively monitors compliance alerts to identify trends and areas for improvement in the rule library ensuring it remains relevant and effective Qualification Any Graduation

Role & responsibilities Bachelors degree in computer science or related field 8+ years of experience in test Functional and Automation process. Should be aware of QA process and understand functional aspect of application. Looking for someone with investment banking( Trading flow) experience , who understand how the process happens, and platform works. Strong expertise in database (SQL) writing complex queries , Joins, tables. Should be proficient with Scripting , Python scripting is good to have. Someone with hands on with Murex application testing would be a plus. Strong communication skills in English and detail-oriented with good analytical skills. Eager to learn and understand end-to-end processes.

Resource should have good communication skills. Should have working knowledge of Accounts, TDS, GST. Looking for a skilled professional to join our team as an Executive - Financial Planning & Analysis (FP&A) in Hexaware Technologies Ltd. The ideal candidate will have a strong background in financial planning and analysis, with excellent analytical and problem-solving skills. Roles and Responsibility Develop and implement comprehensive financial plans and forecasts to drive business growth. Analyze financial data to identify trends and areas for improvement, providing recommendations to senior management. Prepare and review financial reports, including balance sheets and income statements. Collaborate with cross-functional teams to develop and implement financial strategies. Conduct market research and competitor analysis to inform business decisions. Develop and maintain relationships with external stakeholders, including auditors and bankers. Job Requirements Strong knowledge of financial concepts, including accounting, budgeting, and forecasting. Excellent analytical and problem-solving skills, with the ability to interpret complex financial data. Effective communication and interpersonal skills, with the ability to work with diverse stakeholders. Ability to prioritize tasks and manage multiple projects in a fast-paced environment. Strong attention to detail, with a focus on accuracy and quality in all work. Proficiency in financial software and systems, including Excel and financial planning tools.

10+ years of experience in BlackRock Aladdin in techno functional roles The ideal candidate will have a strong background in IT Services & Consulting, with expertise in capital markets and excellent communication skills. Roles and Responsibility Collaborate with cross-functional teams to deliver high-quality solutions to clients. Provide expert guidance on capital markets-related projects and initiatives. Develop and maintain strong relationships with key stakeholders and clients. Analyze complex business problems and develop innovative solutions. Stay up-to-date with industry trends and developments in capital markets. Mentor junior consultants and provide training and support as needed. Job Requirements Proven experience in IT Services & Consulting, preferably in capital markets. Strong understanding of financial markets and instruments. Excellent communication and interpersonal skills. Ability to work effectively in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Experience working with various technologies and tools used in capital markets.

1. Strong Knowledge of Capital Markets with domain expertise 2. Should be experienced in managing processes transitions, critical activities migration, risk assessment of onboarding tasks 3. Should be able to manage team of ~60 -90 team size and lead an engaged, skilled and motivated work force 4. Lead the process and experience of managing teams for Calculation of NAV, Reconciliations, Corporate Actions, Fund Accounting, Fund Admins 5. Well versed with performing daily / weekly / quarterly reconciliation across various products like Equities, Fixed Income, Derivatives

As a Client Services Specialist at Deutsche Bank's Corporate Bank (CB) in Mumbai, India, you will be an integral part of the Trust and Agency Services (TAS) team. TAS provides administrative and fiduciary services to global debt and equities markets, supporting various structures like Asset Backed Securities, CLOs, Corporate Debt, Loan Agency, and more. Your role will involve engaging directly with transaction parties to administer structured and non-structured debt issuances, ensuring accurate and timely service delivery to clients. Your responsibilities will include processing client transactions, maintaining internal systems, generating reports for front office support, and covering European working hours to support the EMEA business. You will play a crucial role in managing a portfolio of CLO deals within the Structured Finance vertical, ensuring the accuracy of data, and promptly escalating any issues to team leaders or department heads. To excel in this role, you should have relevant experience in investment banking or corporate banking administration, particularly in CLO administration and/or loan operations. A solid understanding of the global financial services industry, Fixed income, Debt Capital Markets, and basic accounting knowledge will be beneficial. Additionally, you should possess strong communication skills, attention to detail, and the ability to work effectively both independently and as part of a team. At Deutsche Bank, you can expect a supportive environment with training, coaching, and opportunities for continuous learning and career development. We value diversity, inclusivity, and collaboration, striving to empower our employees to excel together every day. If you are a proactive and adaptable professional with a passion for financial services, we invite you to join our team in Mumbai and contribute to the success of Deutsche Bank Group. For more information about our company and culture, please visit our website at https://www.db.com/company/company.htm. We look forward to receiving applications from individuals who share our values and commitment to excellence in a positive and inclusive work environment.,

As an Assistant Vice President Fund Research at HSBC, you will play a key role in the Wealth & Personal Banking business by conducting high-quality fund research and selection across multi asset funds. Your responsibilities will include performing in-depth investment due diligence, monitoring the multi asset fund shelf, preparing thought leadership material, actively participating in fund selection committees, and collaborating with local fund specialists and frontline teams. To excel in this role, you should have a minimum of 7 years of experience in the Funds/Asset Management industry with exposure to equity, fixed income, or multi assets. Professional qualifications such as CFA, FRM, MBA, or Masters with Finance specialization are desirable. You should possess practical knowledge and experience of financial markets, macroeconomic environment, risk management, regulations, and their application to the equity markets. An analytical mindset, attention to detail, and strong writing and communication skills are essential for success in this position. Joining HSBC means being part of a workplace where all employees are valued, respected, and encouraged to voice their opinions. The company is dedicated to creating a culture that supports continuous professional development, offers flexible working arrangements, and provides opportunities for growth in an inclusive and diverse environment. Your personal data will be handled in accordance with HSBC's Privacy Statement. If you are looking for a career that allows you to make a real impact and be valued for your expertise, consider joining HSBC and contribute to the growth and success of the organization.,

The Securities & Derivatives Rep 5 position entails processing orders and transactions from trading desks and branch offices in collaboration with the Operations - Transaction Services team. The primary responsibility is to support in the clearance, settlement, and investigation of client securities and derivatives transactions. Key Responsibilities: - Identify and implement process improvements for securities and derivatives settlement using data analysis tools. - Prior experience in Income/Corp Action processing or Capital Markets is preferred. - Must have knowledge of Dividends/Interest and their role in the Investment world. - Perform operational tasks related to administering procedures, analyses, and report preparation. - Possess extensive knowledge of products including Equities, fixed income, fed securities & Mortgage-backed securities. - Analyze data to suggest new products/services or platform upgrades. - Monitor errors to minimize risks, ensure compliance with audit and control policies. - Identify policy gaps and propose enhancements to streamline settlement processes. - Evaluate processes and data to ensure accuracy and quality of settlement tasks. - Maintain a deep understanding of team collaboration and task accomplishment. - Assess risks in business decisions with a focus on compliance and ethical conduct. Qualifications: - 2-4 years of relevant experience in Income/Corp Action processing or Capital Markets. - Fundamental knowledge of securities/derivatives activities, policies, and procedures. - Strong operational knowledge of Securities Operations for US and Non-US securities. - Analytical nature required for engagement in Transaction processing (Night Shift). - Clear and concise communication skills, both written and verbal. Education: - Graduate from a reputed university or Postgraduate/master's degree in any discipline. Note: This job description provides an overview of the work performed, with additional duties assigned as needed.,

The Reference Data Analyst position at Deutsche Bank in Pune, India focuses on managing strategic data utilized across the bank's systems and infrastructure. The role involves handling reference data, which includes crucial enterprise-wide information such as pricing, securities, financial products, clients, legal entities, and mandates. The Reference Data Analyst is responsible for ensuring the accuracy and quality of data, from its capture to validation, classification, and implementing controls to optimize its quality and coverage. Additionally, the role involves maintaining processes related to data setup, storage, and distribution, as well as system configuration, and participating in projects to enhance infrastructure efficiency. Collaboration with various stakeholders such as Front Office, Middle Office, Audit, Compliance, and Regulatory Reporting is crucial for delivering solutions that align with immediate business priorities and long-term strategic objectives. The role also involves supporting daily MIS activities, participating in reviews, updating SOP/KOP, and working closely with different teams and stakeholders in the securities services domain. Candidates for this role should have knowledge of asset classes like Fixed Income, Equities & Derivatives, familiarity with applications such as SCD, PACE, Aladdin, and awareness of data vendors like Refinitiv and Bloomberg. Strong collaboration, communication skills, ability to work within tight deadlines, and meet Key Performance Indicators (KPIs) are essential for success in this position. Deutsche Bank offers a range of benefits including a leave policy, gender-neutral parental leaves, childcare assistance benefit, sponsorship for industry certifications, employee assistance program, hospitalization insurance, life insurance, and health screening. Training, coaching, and a culture of continuous learning are provided to support employees in their career progression. Deutsche Bank Group aims to create an inclusive work environment where employees are empowered to excel together, act responsibly, think commercially, take initiative, and collaborate effectively. Applicants from all backgrounds are encouraged to apply for positions within the organization. For more information about Deutsche Bank, visit their company website: https://www.db.com/company/company.htm.,

As a member of the Portfolio Analytics team at Morgan Stanley Fund Services in Mumbai, you will play a crucial role in analyzing, understanding, and reporting investment risk and performance for the global hedge fund clientele. Your responsibilities will include preparing custom client reports, building automation solutions using VBA coding, streamlining processes, and actively contributing to the development of new analytical tools. You will collaborate with teams across the globe, particularly in New York, Hong Kong, and London, to ensure timely client deliverables and operational efficiency. This role requires a combination of business knowledge, analytical skills, and the ability to work independently to drive tasks to completion. To succeed in this role, you should possess a BE/BTech + MBA(Finance) with 6+ years of experience in financial services, preferably in hedge funds. A CFA/FRM certification would be an added advantage. Hands-on experience with coding languages like Excel-VBA or R is required, along with a strong understanding of equities, fixed income, and derivatives products. Exceptional analytical and problem-solving abilities, as well as effective communication skills, are essential for this position. You will be expected to work in shifts from 12 pm - 9 pm or 1 pm - 10 pm, following the US holiday calendar. Morgan Stanley is committed to providing a supportive and inclusive environment where individuals from diverse backgrounds can thrive and maximize their potential. Join us to be part of a collaborative and creative workforce that values diversity, inclusion, and excellence.,

Responsibilities: * Manage client portfolios with focus on wealth creation & preservation * Collaborate with cross-functional teams to deliver exceptional service * Monitor market trends & optimize investment strategies Annual bonus Travel allowance Sales incentives Performance bonus Office cab/shuttle Provident fund Health insurance

Job description Some careers shine brighter than others. If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. 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. HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions. We are currently seeking an experienced professional to join our team in the role of Senior Consultant Specialist In this role, you will: Produce a well-defined project plan, identifying the key milestones by assigning responsibilities & resources. Create a detailed project plan capturing low level activities and assigning owners, tracking the progress closely. Provides timely reports on project status. Identify risks/issues/dependencies as they arise throughout the project lifecycle and escalate them in the appropriate governance forums with proper mitigation plan. Maintains project change control, ensuring any changes to baseline are managed through change request. Collaborates and builds positive stakeholder relationships providing regular updates, obtains buy-in from all project stakeholders encompassing key project activities. Promotes and takes accountability for project quality identifies opportunities to improve delivery. Manages Change Adoption to ensure the change lands well and sticks, contributing to benefits realization. Analyses management reports and derives insights from it to drive the right business decisions. Drive project discussions autonomously towards logical conclusion. Drives project governance / assurance activities (e.g. Non-Financial Risk assessment, Data control, product approvals etc. ) with business, legal, regulatory compliance, financial crime risk teams etc. Coordinate with internal and external third-party vendors for flawless execution of project. Escalate the risks to project delivery, budget, resourcing gaps with mitigation plan in relevant governance forums. Requirements To be successful in this role, you should meet the following requirements: 12+ years of experience in project management in the banking and financial institutions. In depth understanding of the project lifecycle. Proficient in change adoption techniques. In depth knowledge and experience of project execution in agile framework with extensive hands-on experience in tools such as Clarity/ JIRA/ MS Project/ confluence etc. Experience in executing projects/ programme for Avaloq wealth management suite. parameterizing and maintaining business IT solutions in Avaloq. Defining the access controls in Avaloq. Exposure to Financial Planning and Insurance domain project execution Experience with Wealth Management or Investment Banking or Banking Operations project execution Experience in Capital Markets (Equities, Bonds/ Fixed income. Mutual funds, Futures and options, structured product etc.) project execution Exposure to trade settlement life cycle, Data mapping, trade reports and statements project execution Ability to analyze and comprehend the regulatory requirements and assess their impact on the business processes Ability to interact and influence senior stakeholders to drive decisions in achieving desired project outcome. Problem solving ability with adherence to stringent timelines in fast paced environment. Experience in project tracking (setting up project plan, managing risk and issue log, tollgates, reporting and governance) Outstanding communication and interpersonal skills. Proficient in financial and budget management. Driving consistency & lead team/s by sharing best practices around how complex & multi market projects are defined, managed, and monitored. What additional skills will be good to have PMP / Prince 2 / MSP/ PgMP/ Leading SAFe Certifications You'll achieve more when you join HSBC. www.hsbc.com/careers 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. Issued by - HSBC Software Development India

Job description 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. Risk and Compliance is a global function that brings together all aspects of regulatory and financial crime risk management. Acting as risk stewards, and incorporating a range of specialist teams, we work together with the business and leverage advanced technology to help HSBC navigate a complex regulatory landscape and embed a sustainable approach to compliance risk management that supports safe growth and ensures fair outcomes for clients. Compliance aspires to continuously raise the bar and set leading standards across the industry to help HSBC safeguard its customers and the communities within which it operates. India Surveillance team is currently seeking an experienced individual to join the team in the role ofVICE PRESIDENT - COMPLIANCE SURVEILLANCE.This role will be responsible for supporting India Compliance for conducting surveillance viz Transactional Surveillance E-communication Surveillance and Audio Surveillance over monitored employees of all applicable lines of businesses in HSBC to identify incidences of market abuse or misconduct. This role requires detailed knowledge forex and fixed income markets & activities and surveillance methods (including bespoke surveillance systems). This role will bring financial efficiencies through significantly reducing HSBC's exposure to regulatory censure and financial penalties. Role Specification : Perform (review and analyze) trade surveillance on alerts generated via automated trade surveillance systems from across an array of asset classes including forex & fixed income for potential market abuse and escalate them where appropriate. Conduct Manual/Tactical Surveillance Controls as per the applicable Surveillance Procedures. Contribute to continuously enhancing our investigatory capabilities by identifying new internal and external data sources, systems capabilities and investigative techniques Support ongoing strategic endeavours such as the roll out of next generation trade surveillance capabilities across business lines and asset classes Forge strong working relationships with stakeholders from the businesses we protect and enable as well as colleagues in Compliance, Risk and the Control Offices, acting as an ambassador for Surveillance, showcasing successful outcomes where appropriate Strive to be the SME for Trade Surveillance function. Co-ordinate with colleagues across the wider Surveillance function, ensuring consistency where appropriate and promoting best practices. Required Skillset & Capabilities for this role : A strong understanding of financial markets specifically Forex/ Fixed income and experiences of working in banking / financial industry. Understanding of market abuse risks and information control barrier risks. Experience of working in a dealing/trading environment is preferable but not essential Experience of working in a surveillance monitoring or investigative function is preferable Knowledge of surveillance tools such as TradingHub, BTCA and Digital Reasoning is preferable but not essential A working understanding of the market abuse aspects of RBI, SEBI, SFC, HKMA rules and regulations as well as other relevant global and regional regulation (MAR, MiFID) Possession of an inquisitive and investigative mind-set and a willingness to learn and develop is key to success in this role A team player that can contribute to team development, effectiveness and success by sharing knowledge and good practice, working collaboratively with others to create a productive, diverse and supportive working environment. Requirements Minimum Graduation and Minimum 5 years of experience in preferably in surveillance or forex/bond market operations or trading desk 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.

You should have 3-8 years of experience in Investment Banking or related roles within the investment management industry. Your expertise should include financial modeling, valuation techniques, and risk assessment across various asset classes like equities, fixed income, alternatives, and derivatives. Your responsibilities will involve conducting detailed financial analysis of potential investment opportunities, using advanced financial models to evaluate risk and return profiles, and leading industry and company research to identify growth drivers and investment risks. You will be expected to generate investment reports, mentor junior analysts, and communicate investment strategies to clients effectively. Proficiency in financial research tools, data analysis software, and Microsoft Office suite is required. Professional certifications like CFA are a plus. Strong analytical skills, ethical conduct, and adherence to industry regulations are essential. You will participate in investment committee meetings, contribute insights, and refine investment strategies. This is a full-time position based in Indore, Madhya Pradesh. The compensation is open (4-10 LPA) with benefits including paid sick time, Provident Fund, performance bonus, and yearly bonus. You must be able to reliably commute or plan to relocate to Indore before starting work.,

Wealth Delivery - GSD Trust Accounting Ireland Wealth Delivery - GSD Trust Accounting is seeking candidates for the following position based at the DLF Gurgaon office. Senior Analyst B2 Grade What can you expect? We are looking to hire a Senior Analyst in Wealth Delivery GSD Trust Accounting Ireland The role will be responsible for Daily Work Management and processing, providing timely updates. Effectively handle audit queries, validate call listing for peers and coordinate for resolution of Fund accounting related activities. What is in it for you? Holidays (As Per the location) Shared Transport (Provided the address falls in service zone) We will count on you for: Daily Work Management and processing Written and Verbal communication with onshore business partners Process reporting and training Ensuring compliance of all internal and client policies Providing timely updates to AM and Onshore counterparts Conduct Fund/Trust Accounting related activities Assists staff with general project and administrative support while learning the job Supports and assists in data entry and data management activities Assists in the processing and distribution of monthly reports Attends training sessions and assessment clearance Provide support on special projects Note: Applicants should be flexible working in shifts What you need to have: Knowledge on Fund or Trust Accounts/ Reconciliations required Good analytical, planning and communication skills Good command on MS Office applications (MS-Excel, MS-Word) Problem solving skills and attention to detail Ability to multi-task, self-starter Knowledge about new work transition is preferred Eligibility: Minimum 1 -3 years of experience overall Experience in accounting role is a must Good foundation in basic accounting principals Preferred location Delhi/NCR No planning for regular studies in near future Education: Graduate/post graduate in Commerce stream Six month MS office certification is preferred What makes you stand out? Adaptable communicator, facilitator, influencer and problem solver High attention to detail Good relationship skills, Proven ability to work on own initiative as well as in a team Adaptable communicator, facilitator and problem solver High attention to detail Ability to multi-task and prioritize time effectively