568 Fixed Income Jobs - Page 18

We are looking for a highly motivated and detail-oriented Branch Receivable Officer to join our team at Equitas Small Finance Bank Ltd. The ideal candidate should have 0-4 years of experience in the BFSI industry. Roles and Responsibility Manage and oversee the daily operations of the branch's receivables, ensuring timely payments and minimizing bad debts. Develop and implement strategies to improve collection efficiency and reduce delinquencies. Collaborate with the sales team to identify and address potential risks and opportunities. Maintain accurate records and reports on receivables, including aging analysis and credit risk assessments. Provide excellent customer service by responding promptly to customer inquiries and resolving issues professionally. Ensure compliance with regulatory requirements and internal policies related to receivables management. Job Requirements Strong understanding of financial concepts, including accounting principles and credit risk assessment techniques. Excellent communication and interpersonal skills, with the ability to work effectively with customers, colleagues, and management. Proficiency in MS Office applications, particularly Excel, and familiarity with banking software systems. Ability to analyze data and draw insights to inform business decisions. Strong problem-solving skills, with the ability to think critically and creatively. Commitment to delivering high-quality results and exceeding performance expectations.

We are looking for a skilled Branch Manager to lead our retail team in Equitas Small Finance Bank Ltd. The ideal candidate will have 4-6 years of experience in the BFSI industry. Roles and Responsibility Manage daily operations of the branch, ensuring efficient customer service and sales growth. Develop and implement strategies to increase revenue and expand the customer base. Lead and motivate a team of sales professionals to achieve their targets. Build strong relationships with customers, identifying their needs and providing tailored solutions. Ensure compliance with regulatory requirements and internal policies. Analyze market trends and competitor activity to stay ahead in the competition. Job Requirements Proven experience in managing retail teams in the BFSI industry. Strong leadership and communication skills are essential. Ability to work under pressure and meet deadlines is crucial. Excellent problem-solving and analytical skills are required. Knowledge of financial products and services is necessary. Experience in developing and implementing sales strategies is preferred.

We are looking for a highly motivated and experienced Business Development Executive to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 1-3 years of experience in the BFSI industry. Roles and Responsibility Develop and implement effective business strategies to achieve sales targets. Build and maintain strong relationships with clients and stakeholders. Identify new business opportunities and expand existing customer relationships. Collaborate with cross-functional teams to drive business growth. Analyze market trends and competitor activity to stay ahead in the market. Provide excellent customer service and support to ensure high levels of customer satisfaction. Job Requirements Proven track record of achieving sales targets and driving business growth. Strong knowledge of the BFSI industry and its regulations. Excellent communication, interpersonal, and negotiation skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills with attention to detail. Experience working with UCV products and services is an added advantage.

We are looking for a highly skilled and experienced Branch Receivable Officer to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 2-5 years of experience in the BFSI industry. Roles and Responsibility Manage and oversee the daily operations of the branch receivables function. Develop and implement strategies to improve collection efficiency and reduce delinquencies. Collaborate with cross-functional teams to resolve customer complaints and issues. Analyze financial data and reports to identify trends and areas for improvement. Ensure compliance with regulatory requirements and internal policies. Provide excellent customer service and support to clients and stakeholders. Job Requirements Strong knowledge of accounting principles and practices. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Proficient in Microsoft Office and other software applications. Strong analytical and problem-solving skills. Ability to maintain confidentiality and handle sensitive information. Experience working in a similar role within the BFSI industry is preferred. About Company Equitas Small Finance Bank Ltd is a leading player in the BFSI industry, committed to providing exceptional banking services to its customers. We offer a dynamic and supportive work environment, with opportunities for growth and development.

We are looking for a highly motivated and detail-oriented Branch Receivable Officer to join our team at Equitas Small Finance Bank Ltd. The ideal candidate should have 0-3 years of experience in the BFSI industry. Roles and Responsibility Manage and oversee the daily operations of the branch's receivables, ensuring timely payments and minimizing bad debts. Develop and implement effective strategies to improve cash flow and reduce outstanding amounts. Collaborate with the collections team to identify and resolve issues related to overdue accounts. Analyze financial data to provide insights on trends and areas for improvement in the bank's receivables. Maintain accurate records and reports of all transactions, including receipts, payments, and account balances. Ensure compliance with regulatory requirements and internal policies related to receivables management. Job Requirements Strong understanding of financial concepts, including accounting principles and credit risk assessment. Excellent communication and interpersonal skills, with the ability to work effectively with customers and colleagues. Proficiency in MS Office applications, particularly Excel, and familiarity with banking software systems. Ability to analyze financial data and provide actionable recommendations. Strong problem-solving skills, with the ability to think critically and creatively. Commitment to delivering high-quality customer service and maintaining a positive attitude towards clients.

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 2 to 7 years of experience in the BFSI industry, preferably in micro mortgages. Roles and Responsibility Manage relationships with existing clients to ensure timely payment of EMIs and minimize defaults. Identify new business opportunities through networking and referrals to expand the client base. Conduct site visits to assess client needs and provide personalized solutions. Develop and implement strategies to increase sales revenue and cross-sell products. Collaborate with internal teams to resolve customer queries and issues promptly. Maintain accurate records of client interactions and transactions. Job Requirements Strong knowledge of micro mortgage products and services. Excellent communication and interpersonal skills. Ability to work independently and as part of a team. Strong analytical and problem-solving skills. Familiarity with financial regulations and compliance requirements. Proficiency in using technology and software applications.

Join us as a Reference Data Developer" at Barclays, where youll spearhead the evolution of our digital landscape, driving innovation and excellence. Youll harness cutting-edge technology to revolutionise our digital offerings, ensuring unapparelled customer experiences. You may be assessed on the key critical skills relevant for success in role, such as experience with, skills to meet business requirement as well as job-specific skillsets. To be successful as a Reference Data Developer", you should have experience with: Basic/ Essential Qualifications: Educational Qualification : BE/B. Tech/MCA. Good years of IT experience. Skillset - GoldenSource, Java is must . Reference data SME having essential knowledge to build Ref data platform using GoldenSource product. Development experience in MDX, Business rules, Publishing and UI in GS8. 8. Database Oracle/PostgreSQL. Desirable skillsets/ good to have: Cloud : Experience in AWS/GCP will be preferred. Domain knowledge - Fixed income/ Equities/Listed derivatives . Python , Shell scripting good to have. This role will be based out of Pune. Purpose of the role To design, develop and improve software, utilising various engineering methodologies, that provides business, platform, and technology capabilities for our customers and colleagues. Accountabilities Development and delivery of high-quality software solutions by using industry aligned programming languages, frameworks, and tools. Ensuring that code is scalable, maintainable, and optimized for performance. Cross-functional collaboration with product managers, designers, and other engineers to define software requirements, devise solution strategies, and ensure seamless integration and alignment with business objectives. Collaboration with peers, participate in code reviews, and promote a culture of code quality and knowledge sharing. Stay informed of industry technology trends and innovations and actively contribute to the organization s technology communities to foster a culture of technical excellence and growth. Adherence to secure coding practices to mitigate vulnerabilities, protect sensitive data, and ensure secure software solutions. Implementation of effective unit testing practices to ensure proper code design, readability, and reliability. Assistant Vice President Expectations Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues. Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda. Take ownership for managing risk and strengthening controls in relation to the work done. Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy. Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc). to solve problems creatively and effectively. Communicate complex information. Complex information could include sensitive information or information that is difficult to communicate because of its content or its audience. Influence or convince stakeholders to achieve outcomes.

Key deliverables: Perform business analysis and quality assurance for investment management applications Validate portfolio, fixed income, and risk-related functionalities through testing Collaborate with stakeholders to gather requirements and ensure test coverage Execute UAT and support defect management throughout the testing lifecycle Role responsibilities: Analyze business requirements and translate them into test cases for investment management systems Conduct functional, integration, and regression testing with a focus on fixed income and risk domains Coordinate with developers and product owners to resolve issues and ensure quality delivery Maintain documentation of test cases, test results, and defect reports in line with QA standards

Key deliverables: Develop expertise in Structured Products (RMBS, CMBS, CLO) and Vichara's platform Scope out platform improvements, mitigate risks, and troubleshoot issues Create and monitor daily dashboards using Power BI and SQL Collaborate with teams to enhance investment system analytics and fixed income workflows Role responsibilities: Analyze and support investment systems related to fixed income asset classes Work with loan and order management systems such as WSO, Virtus, Broadridge Sentry OMS, and Geneva Develop SQL queries and Power BI dashboards for data visualization and monitoring Provide insights on risk, valuation, and portfolio analytics for structured products

Key deliverables: Develop expertise in Structured Products (RMBS, CMBS, CLO) and Vichara's platform Scope out platform improvements, mitigate risks, and troubleshoot issues Create and monitor daily dashboards using Power BI and SQL Collaborate with teams to enhance investment system analytics and fixed income workflows Role responsibilities: Analyze and support investment systems related to fixed income asset classes Work with loan and order management systems such as WSO, Virtus, Broadridge Sentry OMS, and Geneva Develop SQL queries and Power BI dashboards for data visualization and monitoring Provide insights on risk, valuation, and portfolio analytics for structured products

Key deliverables: Develop expertise in Structured Products (RMBS, CMBS, CLO) and Vichara's platform Scope out platform improvements, mitigate risks, and troubleshoot issues Create and monitor daily dashboards using Power BI and SQL Collaborate with teams to enhance investment system analytics and fixed income workflows Role responsibilities: Analyze and support investment systems related to fixed income asset classes Work with loan and order management systems such as WSO, Virtus, Broadridge Sentry OMS, and Geneva Develop SQL queries and Power BI dashboards for data visualization and monitoring Provide insights on risk, valuation, and portfolio analytics for structured products

As one of the world s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If youre looking for challenging work, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day! Job Description JOB PURPOSE (JOB SUMMARY): Under necessary supervision, provides operational support for Trade Confirmation, settlement and deal with broker, custodian and traders for timely settlement of trades.. Exercises independent judgment while researching and resolving time critical and risk sensitive issues. KEY RESPONSIBILITIES / DUTIES: Match the trades between Invesco and Brokers and liaise with broker for unconfirmed mismatch of trades. Research on discrepancies with trading desks, custodians and brokers to facilitate timely and accurate settlement of trades. Report and track fail trades with broker, custodian and communicate to appropriate Internal teams. Capture performance of Brokers related to confirmation and settlement of trade and produce Analysis report Proactively contribute ideas and participate in continuous improvement initiatives Process manual trades in Accounting systems as required Match the Derivatives trades like Futures, Swaps, and Options and raise discrepancies with appropriate internal parties and brokers. Match the margins with brokers and facilitate movement of margin between broker and custodians. Support Collateral Management process by matching the collaterals with broker and report excess/deficit collateral. Maintain and update documentation on Trade Processing global operational procedures Perform User Acceptance Testing and rollout support on upgrade/enhancement of applications used in the daily operation Maintain and update broker, custodian contact sheet and SSI Serve as a mentor to Trade Admin I and provide support / cover for Senior Trade Admin WORKING CONDITIONS: Staggering shift work is required on a rotational basis and as defined by manager to provide global business coverage depending on project, assignment or daily trade activity Normal office environment with little exposure to noise, dust and temperatures. Rotating support coverage is required for international markets that are open during statutory holidays Participate in Business Recovery testing on an as-needed basis as defined by manager WORK EXPERIENCE / KNOWLEDGE: Sound knowledge of investment products globally is required Knowledge of Trade Life Cycle Must have a working knowledge of 2-5 years of experience in Investment Industry A good understanding of the Derivatives Products (Futures, Swaps, Options) and the confirmation and settlement processes for these instruments Good knowledge of Fixed Income product and FI trade life cycle. SKILLS / OTHER PERSONAL ATTRIBUTES REQUIRED: Interpersonal skills necessary to communicate effectively with a variety of individuals is required. Must show the ability to make quick decisions, establish priorities and concentrate on detailed information under pressure on a daily basis. This includes the ability to handle time critical situations while meeting rigorous deadlines. Must have the ability to analyse detailed numerical data. Attention to detail is critical. Must be adept in all Microsoft Office programs, with a special emphasis in Excel. Ability to cooperate in a team environment is critical. Must establish and maintain relationships with internal teams. Problem solving skills. Ability to actively participate in projects. Desire to learn new and complex financial instruments and processes. Willingness to participate in the development and enhancement processes and productivity. FORMAL EDUCATION: (minimum requirement to perform job duties)

ASSET AND WEALTH MANAGEMENT Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. As the firm s primary investment area, we provide investment and advisory services for some of the world s leading pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals, for which we oversee more than $2 trillion in assets under supervision. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. We are: Investors , spanning traditional and alternative markets offering products and services. Advisors , understanding our clients priorities and poised to help provide investment advice and strategies that make sense for their portfolios. Thought Leaders , providing timely insights across macro and secular themes to help inform our clients investment decisions. Innovators , using our suite of digital solutions to help our clients address complex challenges and meet their financial goals. OPERATIONS Operations is a dynamic, multi-faceted function that partners with all parts of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world. In addition, Operations provides essential risk management and control to preserve and enhance the firm s assets and its reputation. For every trade agreed, every new product launched, or market entered, every transaction completed, it is Operations that develops the processes and controls that makes business flow. YOUR IMPACT Are you looking to apply your client service and analytical skills while deepening your understanding of asset managementOur Client operations team is seeking a professional who is looking to partner with our diversified client base and global business counterparts to provide best in-class client experience, define solutions and lead change across the operational infrastructure. Funds Oversight and Vendor Management team sits within Client Operations and has primary responsibility for all aspects of portfolio accounting, regulatory monitoring and reporting, service provider oversight and serves as the single point of contact for all operations related funds inquiries. These functions cover a wide range of funds structures including mutual funds and hedge funds in various jurisdictions like US registered 40 act funds/ Luxemburg/ Offshore funds and a complex product range, which include equities, fixed income, currency and derivatives, money markets, ETFs. The group supports portfolio managers, Fund Boards, Controllers, Sales and Client relationship professionals by providing accurate and timely client account information and overseeing all aspects of operational risk across portfolios. This involves extensive interaction with internal and external parties to ensure effective oversight for existing business. The group continues to focus on best in-class client experience and working closely with the business to maintain and enhance client relationships. JOB SUMMARY AND RESPONSIBILITIES Relationship management with service providers to ensure excellent service delivery to Goldman Sachs and Liaise with internal Teams (Valuation group, Controllers, Trade management etc) to provide comprehensive service feedback to Vendors Assisting with the evaluation, selection, negotiation and onboarding of new vendors and ongoing compliance with Firm vendor policies Comply with internal risk frameworks and industry regulations to reduce risk and extract maximum value from our global network, connecting with stakeholders to lobby for internal or market change Holistic ownership and understanding of funds from a GSAM Operations perspective by understanding various fund structures, coordinating client issues across all operations teams and business partners, and act as a single point of contact for GSAM Operations Ensure accounting data accuracy and provide accounting policy oversight in order to create controlled environment for investment management process Trading desk support to include ad-hoc queries as well as ongoing business initiatives Proactively review indicators of operational issues/concerns with the goal of resolving such issues before client impact Review account level metrics (i.e. reconciling items on cash/position reconciliations, daily corporate actions, NAV Reconciliations, failing trades, standard/non-standard reporting deliverables), guidelines and regulatory breaches as defined by operating standards and research, escalate, remediate exceptions as appropriate Providing effective thought leadership in navigating evolving financial regulatory landscape and helping to develop technological solutions to build appropriate architecture Scalability analysis of workflow cost drivers and trends to help drive process improvements and efficiency, budgeting and cost allocation to various revenue producing desks BASIC QUALIFICATIONS Minimum of 4 years of professional experience Proficient in Microsoft Office, specifically Word, Excel, and PowerPoint Bachelor s degree required Be highly collaborative, team-oriented and strong consensus builder Demonstrate strong communication and interpersonal skills both written and oral PREFERRED QUALIFICATIONS Previous experience in Operations, Accounting and/or Financial Services industry Demonstrate ability to partner across product groups, regions and functional responsibilities Be a strategic thinker, possesses strong facilitation and data gathering skills Attention to detail and ability to work to tight deadlines under pressure and to provide practical solutions Risk management focus

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 Associate Director, Product Development Specialist In this role, you will: Work with product managers, solutions architects, and business analysts. Design, develop and maintain applications utilizing Spring Boot and Microservices Have hands-on experience who can code, architect/design systems and understand building highly available and scalable micro services on cloud infrastructure. Build solutions with an engineering mind-set that not just achieve functional objectives but also cater to non-functional requirements with consistent performance that help our business to grow revenue. Develop and manage the professionalism, foster collaboration, adopt best practices and ensure on-time and top quality deliveries. Collaborate with a global team where co-ordination activities would cross regional boundaries Proactively remove impediments, see risks, and communicate issues to Program Management Identify process inefficiencies and find innovative and pragmatic ways to eliminate them Requirements To be successful in this role, you should meet the following requirements: 10-14 years of experience in Software Engineering with proven expertise in designing, developing and deploying Java based applications In-depth knowledge of Java 8/11, Micro-Services architecture and MongoDB, Very good understanding of Containers and Container Orchestration Technology such as Docker / Kubernetes and Cloud Platforms Understanding and experience of developing application with Core Java with automated testing deployment Hands-on experience with Unix, Git, Gradle, Jenkins, Ansible Proficiency in using JIRA and Confluence Comprehensive knowledge of Modern DevOps Tools Techniques Understanding of the platforms built for observability e.g. Elastic Stack Extensive experience of working in Agile Teams and as Scrum Master role Good to have functional understanding of Investment Banking and Fixed Income Business You ll achieve more when you join HSBC. .

About this role Team 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 in both Spanish and English. 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. change SQL to required skill, updated Aladdin Service to ACX #EarlyCareers Our benefits . Our hybrid work model . About BlackRock . 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: www.linkedin.com / 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.

Overview To provide investment operations support to Fund Operations boutique fund managers covering a range of portfolio administration functions namely valuations, corporate actions, cash forecasting, performance reporting, trade settlement management, cash movements, broker and custodian liaison, and relationship management. The role covers a range functions working on managed funds, private equity funds and listed investment companies. Investment types covers both domestic and international types including Equities, Futures, Options, FX, Currency forwards, Swaps, Fixed Income, and Managed Funds. Key Accountabilities and main responsibilities Strategic Focus Provide support in the onboarding of new clients and ensuring the effective and timely implementation of client change requests Contribute to project work to improve service quality e.g. system implementations, automation Build and maintain effective relationships with internal stakeholders Regularly review processes and procedures with a view to implementing efficiency and accuracy improvements Operational Management Accurately prepare and review unit prices for managed investment funds, private equity funds and listed investment companies Produce and review Gross Asset Value (GAV) and Net Asset Value (NAV) including unit pricing calculation for NAV Reconcile cash records, positions and trades to the custodian/ PB Update portfolio system relating to investment trades, settlements, corporate actions, income receipts and cash movements Prepare periodic reports to fund managers, their clients, and asset consultants Ensure timely delivery of various reporting requirements to the Sydney team Preparation of reconciled month end portfolios for accountants to complete unit pricing Preparation of periodic reports to fund managers, their clients, and asset consultants Update portfolio system relating to investment trades, settlements, corporate actions, income receipts and cash movements People Leadership Partner effectively with cross functional teams, including offshore counterparts, ensuring clear communication and knowledge sharing Provide support, review and preparation of Investment Operations daily deliverables Collaborate closely with the team and the broader organisation to achieve shared goals, treating all colleagues and clients as valued partners Governance Risk Ongoing monitoring and improvement of risk and compliance controls. Post trade compliance monitoring Liaising with financial reporting team to answer audit queries. Adopt a risk management culture, and effectively limit risk exposure to MUFG Corporate Markets with strategies to mitigate risk The above list of key accountabilities is not an exhaustive list and may change from time-to-time based on business needs. Experience Personal Attributes 3+ years registry experience in a custody, fund administrator or fund manager environment within a high volume, client focused working environment Tertiary degree in relevant field such as Finance, Accounting or Commerce is required Strong technical knowledge in financial markets including investment products, markets and securities Process expert knowledge in the investment process and trading instruments across various asset classes Comprehensive understanding of performance measurement, attribution analysis, and risk assessment models for evaluating investment outcomes. Skilled in problem solving and implementing practical solutions Proactively responds and adapts to change - supports and influences strategies to enable business transformation and enhancement Excellent written verbal communication to engage with people at all levels of the organisation and build strong relationships and trust with clients and internal stakeholders Excellent organization skill - ability to multi-task in a high-pressure environment Attention to detail - ensures accuracy and efficiency of daily tasks and high personal standards in all work areas Takes ownership and pride of quality of work delivered to ensure exceptional client focussed approach Overview To provide investment operations support to Fund Operations boutique fund managers covering a range of portfolio administration functions namely valuations, corporate actions, cash forecasting, performance reporting, trade settlement management, cash movements, broker and custodian liaison, and relationship management. The role covers a range functions working on managed funds, private equity funds and listed investment companies. Investment types covers both domestic and international types including Equities, Futures, Options, FX, Currency forwards, Swaps, Fixed Income, and Managed Funds. Key Accountabilities and main responsibilities Strategic Focus Provide support in the onboarding of new clients and ensuring the effective and timely implementation of client change requests Contribute to project work to improve service quality e.g. system implementations, automation Build and maintain effective relationships with internal stakeholders Regularly review processes and procedures with a view to implementing efficiency and accuracy improvements Operational Management Accurately prepare and review unit prices for managed investment funds, private equity funds and listed investment companies Produce and review Gross Asset Value (GAV) and Net Asset Value (NAV) including unit pricing calculation for NAV Reconcile cash records, positions and trades to the custodian/ PB Update portfolio system relating to investment trades, settlements, corporate actions, income receipts and cash movements Prepare periodic reports to fund managers, their clients, and asset consultants Ensure timely delivery of various reporting requirements to the Sydney team Preparation of reconciled month end portfolios for accountants to complete unit pricing Preparation of periodic reports to fund managers, their clients, and asset consultants Update portfolio system relating to investment trades, settlements, corporate actions, income receipts and cash movements People Leadership Partner effectively with cross functional teams, including offshore counterparts, ensuring clear communication and knowledge sharing Provide support, review and preparation of Investment Operations daily deliverables Collaborate closely with the team and the broader organisation to achieve shared goals, treating all colleagues and clients as valued partners Governance Risk Ongoing monitoring and improvement of risk and compliance controls. Post trade compliance monitoring Liaising with financial reporting team to answer audit queries. Adopt a risk management culture, and effectively limit risk exposure to MUFG Corporate Markets with strategies to mitigate risk The above list of key accountabilities is not an exhaustive list and may change from time-to-time based on business needs. Experience Personal Attributes 3+ years registry experience in a custody, fund administrator or fund manager environment within a high volume, client focused working environment Tertiary degree in relevant field such as Finance, Accounting or Commerce is required Strong technical knowledge in financial markets including investment products, markets and securities Process expert knowledge in the investment process and trading instruments across various asset classes Comprehensive understanding of performance measurement, attribution analysis, and risk assessment models for evaluating investment outcomes. Skilled in problem solving and implementing practical solutions Proactively responds and adapts to change - supports and influences strategies to enable business transformation and enhancement Excellent written verbal communication to engage with people at all levels of the organisation and build strong relationships and trust with clients and internal stakeholders Excellent organization skill - ability to multi-task in a high-pressure environment Attention to detail - ensures accuracy and efficiency of daily tasks and high personal standards in all work areas Takes ownership and pride of quality of work delivered to ensure exceptional client focussed approach

Overview To provide investment operations support to Fund Operations boutique fund managers covering a range of portfolio administration functions namely valuations, corporate actions, cash forecasting, performance reporting, trade settlement management, cash movements, broker and custodian liaison, and relationship management. The role covers a range functions working on managed funds, private equity funds and listed investment companies. Investment types covers both domestic and international types including Equities, Futures, Options, FX, Currency forwards, Swaps, Fixed Income, and Managed Funds. Key Accountabilities and main responsibilities Strategic Focus Provide support in the onboarding of new clients and ensuring the effective and timely implementation of client change requests Contribute to project work to improve service quality e.g. system implementations, automation Build and maintain effective relationships with stakeholders such as wholesale and retail clients, custodians, fund managers and brokers Regularly review processes and procedures with a view to implementing efficiency and accuracy improvements Operational Management Accurately prepare and review unit prices for managed investment funds, private equity funds and listed investment companies Produce and review Gross Asset Value (GAV) and Net Asset Value (NAV) including unit pricing calculation for NAV Reconcile cash records, positions and trades to the custodian/ PB Update portfolio system relating to investment trades, settlements, corporate actions, income receipts and cash movements Prepare periodic reports to fund managers, their clients, and asset consultants Ensure timely delivery of various reporting requirements to fund managers Preparation of reconciled month end portfolios for accountants to complete unit pricing Preparation of periodic reports to fund managers, their clients, and asset consultants Update portfolio system relating to investment trades, settlements, corporate actions, income receipts and cash movements People Leadership Partner effectively with cross functional teams, including Australian teams, ensuring clear communication and knowledge sharing Provide support, review and preparation of Investment Operations daily deliverables Collaborate closely with the team and the broader organisation to achieve shared goals, treating all colleagues and clients as valued partners Governance Risk Ongoing monitoring and improvement of risk and compliance controls. Post trade compliance monitoring Adopt a risk management culture, and effectively limit risk exposure to MUFG Corporate Markets with strategies to mitigate risk The above list of key accountabilities is not an exhaustive list and may change from time-to-time based on business needs. Experience Personal Attributes 2+ years registry experience in a custody, fund administrator or fund manager environment within a high volume, client focused working environment Tertiary degree in relevant field such as Finance, Accounting or Commerce is required Strong technical knowledge in financial markets including investment products, markets and securities Process expert knowledge in the investment process and trading instruments across various asset classes Comprehensive understanding of performance measurement, attribution analysis, and risk assessment models for evaluating investment outcomes. Skilled in problem solving and implementing practical solutions Proactively responds and adapts to change - supports and influences strategies to enable business transformation and enhancement Excellent written verbal communication to engage with people at all levels of the organisation and build strong relationships and trust with clients and internal stakeholders Excellent organization skill - ability to multi-task in a high-pressure environment Attention to detail - ensures accuracy and efficiency of daily tasks and high personal standards in all work areas Takes ownership and pride of quality of work delivered to ensure exceptional client focussed approach Overview To provide investment operations support to Fund Operations boutique fund managers covering a range of portfolio administration functions namely valuations, corporate actions, cash forecasting, performance reporting, trade settlement management, cash movements, broker and custodian liaison, and relationship management. The role covers a range functions working on managed funds, private equity funds and listed investment companies. Investment types covers both domestic and international types including Equities, Futures, Options, FX, Currency forwards, Swaps, Fixed Income, and Managed Funds. Key Accountabilities and main responsibilities Strategic Focus Provide support in the onboarding of new clients and ensuring the effective and timely implementation of client change requests Contribute to project work to improve service quality e.g. system implementations, automation Build and maintain effective relationships with stakeholders such as wholesale and retail clients, custodians, fund managers and brokers Regularly review processes and procedures with a view to implementing efficiency and accuracy improvements Operational Management Accurately prepare and review unit prices for managed investment funds, private equity funds and listed investment companies Produce and review Gross Asset Value (GAV) and Net Asset Value (NAV) including unit pricing calculation for NAV Reconcile cash records, positions and trades to the custodian/ PB Update portfolio system relating to investment trades, settlements, corporate actions, income receipts and cash movements Prepare periodic reports to fund managers, their clients, and asset consultants Ensure timely delivery of various reporting requirements to fund managers Preparation of reconciled month end portfolios for accountants to complete unit pricing Preparation of periodic reports to fund managers, their clients, and asset consultants Update portfolio system relating to investment trades, settlements, corporate actions, income receipts and cash movements People Leadership Partner effectively with cross functional teams, including Australian teams, ensuring clear communication and knowledge sharing Provide support, review and preparation of Investment Operations daily deliverables Collaborate closely with the team and the broader organisation to achieve shared goals, treating all colleagues and clients as valued partners Governance Risk Ongoing monitoring and improvement of risk and compliance controls. Post trade compliance monitoring Adopt a risk management culture, and effectively limit risk exposure to MUFG Corporate Markets with strategies to mitigate risk The above list of key accountabilities is not an exhaustive list and may change from time-to-time based on business needs. Experience Personal Attributes 2+ years registry experience in a custody, fund administrator or fund manager environment within a high volume, client focused working environment Tertiary degree in relevant field such as Finance, Accounting or Commerce is required Strong technical knowledge in financial markets including investment products, markets and securities Process expert knowledge in the investment process and trading instruments across various asset classes Comprehensive understanding of performance measurement, attribution analysis, and risk assessment models for evaluating investment outcomes. Skilled in problem solving and implementing practical solutions Proactively responds and adapts to change - supports and influences strategies to enable business transformation and enhancement Excellent written verbal communication to engage with people at all levels of the organisation and build strong relationships and trust with clients and internal stakeholders Excellent organization skill - ability to multi-task in a high-pressure environment Attention to detail - ensures accuracy and efficiency of daily tasks and high personal standards in all work areas Takes ownership and pride of quality of work delivered to ensure exceptional client focussed approach

Develop deep knowledge Structured Products (RMBS, CMBS, CLO) & Vichara's platform scope out improvements, mitigate risk, troubleshooting. Create/Monitor Daily Monitoring Dashboards on Power BI and in SQL. Required Candidate profile 5+ years of work exp in investment systems and fixed income asset class & analytics and experience working with loan systems (e.g. WSO, Virtus, iLevel) and or Broadridge Sentry OMS & Geneva

Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world s most innovative financial organizations. As a Senior Product Associate in the Engage platform team, you contribute to the team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve existing offerings. Yoou will collaborate closely with cross-functional teams and play a crucial role in shaping the future of our products and ongoing success. Job responsibilities Act as a Product Owner who is responsible for the integration of analytics across advisor and client platforms leading to introduction of new products and capabilities. Collaborate with various stakeholders to enrich the existing operating models to develop and maintain new Analytics and portfolio metrics Act as SME on the Portfolio analytics, own the end-to-end implementation of these metrics and educate product specialists and investor support on calculation methodologies, data sources and assumptions. Work independently to drive the product s vision and execute strategy to realize it, while rigorously applying product best practices to stay abreast of the latest market and technology opportunities. Complement a strong product intuition with data-informed evidence to actively manage the product backlog in an agile development environment. Critically evaluate data, information, ideas, and arguments when determining what should be built. Drive data quality testing, proof of concepts, and improvement efforts for financial portfolio risk tools. Required qualifications, capabilities, and skills Graduate or Post-Graduate with a minimum of 6 years of experience in Banking, Financial Services, or Technology, with knowledge of different asset classes and investment products- either in the technology or business space. Understanding of financial markets across asset classes (equity, fixed income, alternative assets). 3+ years of hands-on, demonstrable recent experience in agile product practices throughout the product lifecycle. Familiarity with the Product Ownership model and Agile Development, including project planning, Jira story writing, requirements management (elicitation, documentation, prioritization, etc), process design, procedure authoring, capacity sizing, etc Organized and effective execution - work independently, set and manage expectations, and proactively manage efforts across multiple teams with effective communication. Applies innovation and design thinking techniques to continually challenge and improve the efficiency, scale, and resilience of our platform. Preferred qualifications, capabilities, and skills Certified Scrum Product Owner (CSPO) certification preferred. Graduate degree in a Math, Statistics, Finance, Economics, Engineering, etc, Past experience in financial data handling, retrieving and visualization and familiarity with Python or any programming language and Tech stack

Join our team to play a vital role in supporting Investment Banking reconciliation across diverse products, including Payment Operations and Security Services. you'll be the central operations contact for Cash account reconciliations, investigations, and queries, ensuring exceptional client experiences. Embrace the opportunity to work in a dynamic environment where your contributions uphold the highest control standards. Job Summary As a Trade Lifecycle - Operations Analyst in our Investment Banking team, you will play a vital role in supporting reconciliation across various products, with a focus on Nostro and Cash accounts. You will serve as the central operations contact for reconciliations and queries, ensuring exceptional client experiences while maintaining high control standards. This role requires collaboration, problem-solving, and a commitment to accuracy and efficiency. Job Responsibilities Collaborate with the team to manage client service delivery, focusing on account reconciliation. Respond promptly to queries from internal and external business partners. Ensure timely and accurate delivery of services. Learn and adapt to different scenarios as required. Participate in and support Team Lead during review activities. Step in as a cover for Team Leaders when needed. Support Team Leads and Managers in audits, controls, and process reviews. Take end-to-end ownership of operational support, including issue management and escalation. Engage with internal partners to troubleshoot issues and define remediation. Leverage knowledge to identify and implement process improvements. Work with Technical Specialists to achieve operational and client service enhancements. Required Qualifications, capabilities, and skills Demonstrate a basic understanding of accounting and reconciliation. Minimum 1 year of experience in reconciliation payments and related operations. Understand SWIFT/MX messages and their formats. Exhibit strong proficiency in Windows Office systems, especially Excel. Communicate effectively with strong verbal and written skills. Apply knowledge of financial instruments and their accounting treatment. Experience in Nostro reconciliation Preferred Qualifications, capabilities, and skills Exhibit experience in Nostro reconciliation with an understanding of payment or securities services. Demonstrate familiarity with FX, Equities, and Fixed Income. Show ability to analyze large data sets efficiently. Display strong problem-solving and analytical skills. Adapt quickly to new technologies and processes. Collaborate effectively with cross-functional teams. Maintain a proactive approach to continuous improvement.

As an Analyst within the Currencies and Emerging Market (CEM) Operation team, you will manage and support operations for various financial products, ensuring compliance with regulatory guidelines. You will work closely with stakeholders to maintain high standards of operational excellence and drive efficiency through automation. Your role is essential in supporting the firms global businesses and functions. We value leadership, integrity, and diversity, and we are committed to supporting your professional growth. Job responsibilities Manage and support operations for Foreign Exchange, Rates Derivatives, and Fixed Income products Ensure compliance with Clearing Corporation of India Ltd. (CCIL) Reporting, Settlement, and Confirmation processes Perform Nostro and Wash Account Reconciliations and Goods and Services Tax (GST) Computation Handle corporate client regulatory documentation and reporting Monitor Prudential and Regulatory Limits for financial products Collaborate with external clients and internal partners, including Business, Finance, and Compliance Maintain strong stakeholder management skills Drive automation to enhance controls and operational efficiency Communicate effectively with internal and external clients Demonstrate a solution-oriented approach and ability to work independently Required qualifications, capabilities, and skills bachelors Degree At least 5 years of work experience in Bank Operations related role Prior knowledge in products like Foreign Exchange, Rates Derivatives, Fixed Income, Money Market and Working Capital Demand Loans, and/or Term Loans we'll versed with the Regulatory and/or Foreign Exchange Dealers Association of India (FEDAI) Guidelines governing these products and monitoring of various Prudential Regulatory Limits Positive attitude and solution-oriented approach Excellent communication skills, both verbal and written Automation mindset to create efficiency and enhance controls Strong interpersonal and partnership skills Preferred qualifications, capabilities, and skills Master of Business Administration, Master of Finance or equivalent degree is a plus

Location - Gurugram (On site) Are you passionate about pursuing your career in trade settlement filed in one of the best investment banking firm across the industryIn that case, we might have the right opportunity for you! In SAXO, the team focuses on portfolio transfers of our clients along with the life cycle of trade settlements from the middle office to back office. The team is responsible for the processing of trade settlements and deals with products like equity, fixed income and derivatives. The role may require for you to have expertise around trade validation, pre-matching, trade execution and post-trade settlements. You will work as part of a team accountable for providing world class client service to a diverse client base. You will be responsible for supporting the clients request to transfer the portfolios. As a processor, your tasks will be related to monitoring the portfolio transfers raised by the client and making sure smooth settlement of the trades. Responsibilities Monitor client s request to transfer the portfolio Establish best practices around the transfer process Monitoring and resolving trade management exceptions by interacting with clients, brokers other Ops teams Effective pre-matching fails management tasks to ensure timely settlement of trades with counterparties. Delivering transactions in agreed timeframes, as per SLA s whilst improving quality of processing, reducing errors and inculcating the zero-error culture Investigating and resolving discrepancies of positions (cash and securities) in the firm s books and records. Developing and maintaining strong relationships with all stakeholders Your profile We are looking for an enthusiastic and committed individual who is looking to operate in a dynamic working environment where communication and teamwork skills are essential. Exceptional client service and relationship building are required to interact with our clients and the team. The candidate should have a control focus and be achievement orientated to produce results to ensure that all risk is mitigated. Strong organizational skills required. 2-3 Years of experience in Stock Transfer/Settlement. Strong knowledge of Trade life cycle. Exceptional client service and relationship building are required to interact with our clients and the team. Deadlines within this role are very strict with zero tolerance. Prompt escalation and clear communication is paramount. Be flexible to work in different shifts according to the organizational requirement We get curious people invested in the world When you work at Saxo, you become a Saxonian and part of a purpose-driven organisation, where good ideas are always taken seriously, and where you can make a true impact. We are invested in your development, and you can expect a robust career from day one when you join Saxo - no matter which role you take on. You will join 2,500 other ambitious colleagues across 15 countries and become part of an international organisation. Working in Saxo, you will get to meet colleagues from many different cultures and backgrounds, and you should know that we value diversity and inclusion and see it as a genuine source of strength to drive growth, foster innovation and position us for long-term success. We encourage an open feedback culture and supportive team environments enabling employees to grow and fulfil their career aspirations. When you bring passion, curiosity, drive and team spirit, your learning journey will be dynamic and your career opportunities in Saxo will be immense. At Saxo we don t just offer a job - we offer an opportunity to invest in your future! How to apply : Click here to create an account and upload your resume and a short motivation. We look forward to getting to know you better!

Job Title: Analyst Job Code: 10017 Country: IN City: Mumbai Skill Category: Finance Middle Office Description: Nomura Overview Nomura is:a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit www.nomura.com . Nomura Services, India supports the group s global businesses. With worldclass capabilities in trading support, research, information technology, financial control, operations, risk management and legal support, the firm plays a key role in facilitating the group s global operations. At Nomura, creating an inclusive workplace is a priority. Our approach to inclusion encompasses a variety of initiatives, including sensitization campaigns, implementing conducive policies & programs, providing infrastructure support and engaging in community events. Over time, we have made meaningful progress in these areas, and this commitment has been wellrecognized across the industry. We are proud recipients of the prestigious Top 10 Employers award by the India Workplace Equality Index (IWEI), IWEI Gold Employer of Choice awards, India CSR Leadership Award 2024 for Holistic Village Development Program and the YUVA Unstoppable Changemaker Awards. Divisional Overview: Global Middle Office (GMO) is a control function focussed on the integrity of key transactional, risk and financial data and reporting. GMO will also perform an Advisory role partnering with the business and management to help deliver the firmwide strategy. To achieve this GMO will leverage the latest Digital Innovation & Automation (DI&A) opportunities to optimize GMO s efficiency and operating model. Key Responsibilities include: Data Management: Providing a complete and validated data set of transactional information, efficiencies in the production and proactive management of these data sets Control: Provide assurance on accuracy of firms financial statements through daily PL validation, Risk Model inputs, Proactive management of internal inventory and collateral obligations to ensure key liquidity / collateral requirements are optimized Advisory: Provide business support and oversight on new products/transactions, financial resources, liquidity management and trade bookings. Propose and implement FTB process improvements; institute performance analytics; and help navigate regulatory, industry and account changes Our division is responsible for the management and execution of millions of securities transactions on a daily basis. Our responsibilities include trade processing, confirmation, settlement, fails management, margin, asset servicing, risk management and various client services. In partnership with sales, trading, prime services, information technology, operations and other teams from across the bank, we apply a continual focus on improving productivity and efficiency, while seeking new and innovative ways to support our clients changing needs Business Unit Overview: The Fixed Income Middle Office team (Transaction Control, TC) based in Powai is continuously and actively engaged in supporting Nomuras Fixed income businesses spread across EMEA, Americas, Asia and Continental regions. Fixed Income Operations supports a varied range of Fixed Income products & franchisees offered by Nomura to its clients. The Fixed Income MO/TC plays a pivotal role between Clients and Front Offices on one side and Nomuras in house teams & divisions ranging from Information Technology, Core Operations, Client Service Representatives, Transition Management Group, Data Management and Operations Control on the other. Position Specifications: Corporate Title Analyst Functional Title Analyst Experience Freshers Qualification Graduate/MBA Role & Responsibilities: Knowledge (Academic) of Fixed Income Derivatives business Handling internal & external trade queries and resolving them Handling Inter entity /Intersystem Reconciliations for Fixed Income products Ongoing focus on training and development plans Front to back P&L reconciliation Posting P&L adjustments to correct any inaccurate P&L feed Flash (Trader estimate) vs Actual P&L reconciliation P&L attribution and Hypothetical P&L production and reporting P&L commentaries ( Daily / weekly) P&L reporting to the trading desk Monthly balance sheet substantiation Adherence to the key internal controls / policies and P&L reporting SL Mandatory Skill Set : Academic Graduate Finance/MBA (Preferable) Essential skills: Strong Analytical skills, Knowledge and understanding of Fixed Income products Double entry accounting concept Strong MS Excel skills Ability to work on tight deadlines Good communication skill Desirable skills: Proactive in raising issues and resolving exceptions Eye for detail and ability to analyse Team player & Team Leader Relations management internal & external counter parts Ability to multitask and work to tight deadlines Exceptional attention to detail Strong MS Office (Word / Excel / PowerPoint) skills Ability to show positive attitude on learning digital tools. Nomura Leadership Behaviours: Leadership Behaviours Description Element Exploring Insights & Vision Comprehensively analyse the nature of the problems we face and set our focus toward the future vision Gather Intelligence Create a vision Identify an issue Making Strategic Decisions Analyse options and feasibility to resolve issues, in making judgments and recommendations Identify countermeasures Assess feasibility Make a judgment Inspiring Entrepreneurship in People Promotes the vision and goals to others in such a way that inspires commitment and independent contributions Influence Inspire Commit Elevating Organizational Capacity Maximize organizational productivity through leadership development and engagement Have an ownership in own development Support other s growth Encourage organizational growth Inclusion Respect diverse perspectives and promote psychological safety and the creation of a risk culture Foster psychological safety Encourage the active participation of all talent Foster a risk culture We are committed to providing equal opportunities throughout employment including in the recruitment, training and development of employees. We prohibit discrimination in the workplace whether on grounds of gender, marital or domestic partnership status, pregnancy, carer s responsibilities, sexual orientation, gender identity, gender expression, race, color, national or ethnic origins, religious belief, disability or age. *Applying for this role does not amount to a job offer or create an obligation on Nomura to provide a job offer. The expression "Nomura" refers to Nomura Services India Private Limited together with its affiliates.

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.

Company Description: As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition is simple: to be our clients most valued asset-` We are seeking a highly motivated and detail-oriented Investments Business Operations Analyst to join our team. The successful candidate will play a critical role in supporting the business aspects of our investment activities with a dynamic set of responsibilities aimed at driving efficiency across the investment teams. Responsibilities: Support Investment Business Heads : Assist the Investment Business Heads for Equities, Fixed Income, and Multi-Asset Hedge Fund Solutions in creating quarterly Town Hall materials, maintaining scorecards, and creating other strategic business material that covers performance, AUM, expenses, and strategic priorities. The goal is to standardize key materials used by the Investment Heads and automate data updates. Market Data Management : Conduct ongoing reviews of the Investment teams market data costs to rationalize demand and reduce the spending. Analyze synergies of services across teams, explore more cost-effective alternatives, and work closely with the AB market data team to manage new service requests and contract renewals. Assess AI tools to create an inventory for key contract terms across vendors and manage renewal cycles. Provide quarterly KPI reporting to investment teams to validate services and costs. Expense Tracking: Leverage various reporting tools to create analytics that monitor the travel and expense cost trends for each business unit, ensuring they remain within budget and identify opportunities for cost savings. Provide monthly KPI reporting to Business heads. Vendor Management: Manage the Investment teams list of critical vendors and execute on the annual Vendor risk review process. Collaborate with the AB Vendor Risk Management team on the process and systems utilized. Indirect Cost Allocation Tracking: Review the allocated costs across Technology and Operations to each Investment Business unit to identify changes and opportunities to reduce overall costs across Investments. Project Management: Participate in and manage various projects related to initiatives aimed at improving business operations. Qualifications: Bachelor s degree in Finance, Business Administration, Economics, or a related field. 2-4 years of experience in investment operations, financial services, or a related field. Strong communication and interpersonal skills with the ability to manage deliverables for senior investment professionals. Excellent analytical and problem-solving skills, with a keen attention to detail. Highly proficient in Microsoft Office Suite, particularly Excel and PowerPoint. Experience with Power BI tools and use of AI. Ability to manage multiple tasks and meet deadlines. Effective communication and interpersonal skills, with the ability to work collaboratively in a team environment Pune, IndiaNashville, Tennessee