2407 Investment Banking Jobs - Page 32

Key Responsibilities : Development of various types of financial models to value debt and equity for mergers, acquisitions, and capital raising transactions. Perform various valuation methods comparable companies, precedents, and DCF. Develop recommendations for product offerings, private equity transactions, mergers and acquisitions, and valuations. Conduct preparation and review of materials used in the financing of clients, including investment memoranda, management presentations, and pitchbooks. Develop relationships with new and existing clients in order to expand the business. Perform due diligence, research, analysis, and documentation of live transactions. Create presentations for client portfolios. Affinity for current events, critical issues, and relevant news. Relevant Skills : MBA (Associate position) or equivalent education, training, and work-related experience. Bachelors degree (Analyst position) from a target school, or equivalent Three or more years of experience (Associate position) in a finance or business background, particularly on the quantitative side Ability to work in a fast-paced, team-based environment with minimal supervision. Working knowledge of deal structuring and closing principals. Strong communication and networking skills. Impeccable research, quantitative and analytical skills, especially in explaining market events. Proven proficiency in Microsoft Office products, especially Microsoft Excel and VBA. Ability to organize and track overlapping tasks and assignments, with frequent priority changes. Strong financial modeling skills.

- Work closely with the Fundraising Head in the entire fundraising process to close transactions for the Group - Oversee research and analysis on areas affecting the organization and real-estate industry including but not limited to Competitors, Financial Parameters, etc - Analyze company, build business models, assess capital requirements, perform deal structuring and create any collateral required for transactions - Initiate/Assist deal origination; build, refine and update financial models; prepare Pitch books/Information Memorandums for the potential investors, resolve investor queries, provide appropriate financial data/analysis - Valuation analysis using appropriate models such as Discounted Cash Flow (DCF), Comparable Companies and Comparable Transactions (Comps), M&A models, and/or LBO models, etc to assess the feasibility of various transaction and financing structures - Facilitate commercial/legal/financial due diligence and deal closure - Keep a track of all the regulatory/compliance requirements involved in or affecting the transaction

Role Description This role would be an Analyst who will be functionally responsible for handling the Static, Billing and support service for Global Securities Operations. This role would undertake end to end billing processing, spanning across Invoicing, Revenue bookings, Receivables management, MIS reporting, Static updation in various custody systems, Accruals Management and fostering close communication between various verticals to ensure correct PnL reporting to the business lines. The staff will be responsible for completion of day-to-day activity and timely escalations of production issues. The role is expected to have strong focus on controls to mitigate risks like Client Confidentiality Breaches, Revenue Leakage, 4 eye checks etc. Your key responsibilities Completion of day-to-day activity and ensure that the KPIs for the process supported are met with. Ensure accurate and timely delivery of services to clients. Maintain Error Log and deploy corrective measures to ensure optimum quality of services to clients. Exception handling and first point of contact for all issues raised by clients and team members. Contribute and participate towards business re-engineering initiatives. Train new recruits and draft training plan/assessments/training modules to ensure required flexibility within the team is maintained with respect to training. Your skills and experience 2-4 year in Investment Bank/ Custodian/ Security market intermediary. Experience in Static setup/ Client Billing and Agent Billing process, Settlement or Corporate action in any of the global markets. Excellent communication and interpersonal skills, both written and verbal. Exposure to Custody Operations.

Our Confirmations team services global clients for FX, Emission, Metals, Rates and Credit derivatives products. You will process daily confirmations related activities of the team. You will be responsible to ensure that all tasks assigned to the team are done accurately and all the exceptions items are followed up to resolution. You will also facilitate projects, group initiatives and exception processing resolution. Our team of experts will be there to coach and support your development to ensure you excel in this role. Your key responsibilities Primary responsibility is to ensure accurate and timely confirmation execution within a risk-controlled environment. Foster and maintain communication channels with internal and/or external teams to ensure deliverables are met per standard procedures in a timely manner. Work together as a team to ensure all deliverables are met as per the SLA. Understand and effectively manages risks through timely and accurate escalation of key issues or anomalies. Passion to continuously challenge yourself to look for opportunities to standardize and improve. Timely escalations, Workload balancing, Adherence to LOA Adherence to efficiency /Cost targets Dive the ops to ops led projects for their success. Identify process gaps and work for their resolution and bring value addition to the process. Your skills and experience Graduate preferably in Commerce/Economics with minimum of 10 years of work experience in Investment banking/ hedge fund administration. Strong analytical skills, detail orientation, service commitment, and solid organizational and interpersonal skills Fluent with English, both verbal and written communication Ability to identify and develop strong working relationship. Flexibility to work in shifts based on business requirement. The role expects effective People, Process and Client management.

About Operations Reference Data Services (ORDS) ORDS is responsible for provision of operational support and management of Party (Client), Product, Organization (Book), Instrument and Trading Agreement Reference data to facilitate Know Your Client (KYC) and enable client business and trading relationships and associated downstream processes including Regulatory and Tax obligations and settlement as well as provision of reference data to Infrastructure functions, Risk, Finance, Treasury, Anti Financial Crime and Compliance, to support their critical processes. About the Team The Client Reference Data Services (cRDS) team delivers on a broad and consistent, bank wide golden source of Party (Entity / Client) reference data that is externally verifiable and validated. This golden source is business and product agnostic and is used by and distributed to consuming systems (trading, reporting, credit, etc) across Deutsche Bank. Creating the golden source of Party reference data helps the bank to deliver increased compliance to regulatory requirements; improved standardisation, consistency and quality of core entity data and increased efficiency throughout the bank of our reference data processes. Role Description The Operations Reference Data Regulatory & Tax teams support global Client Onboarding process with adherence to respective regulations. The Regulatory & Tax teams work with the respective regional Client On-Boarding team ensuring the proper documentation and/or classifications are derived correctly, monitoring non-compliant Clients to meet the expected regulatory requirement, as well as supporting UAT Testing for technical changes and new implementations. The Tax team, upon receipt of Regulatory documents from the relevant team or Clients via the relevant system service provider, will process tax document such as Tax Forms and self-certifications for new Clients/ products as per FATCA and CRS. You will be tasked to support the teams strategic direction, as well as global change projects. Our team of experts will be there to coach and support your development to ensure you excel in this role. Enhance your career prospects through exposure to various regulations and global projects. Your key responsibilities Understanding of the end-to-end regulations requirement for Regulatory & Tax across multiple Locations and Clients Provide SME guidance on interpretation and application of banks internal KYC policies and global regulations related to Regulatory & Tax Liaise with key internal stakeholders across the bank - Anti Financial Crime (AFC), Compliance, Business, Onshore counterparts, Operations and Technology Effectively manage risk and foster an environment where team is fully aware of Operational Risk management. Participate and represent the team on Audit, Risk and Control and Quality Assurance meetings Actively participate in Policies and Procedures forum related to Tax function Work as the process owner and ensure end to end management of all activities associated with the process Transition processes from onshore to build Centre of Excellence across Regulatory & Tax process Monitor process service delivery and ensure accomplishment of targets in adherence to SLAs Monitor daily checklists and MIS required for management decision making Serve as a point of contact for internal and external escalations Support change management at the organizational level Organizing programs and activities in accordance with the mission and goals of the organization Deliver on agreed expectations in line with agreed scope, objectives, and outcomes Direct and matrix management of Regulatory & Tax team Producing accurate and timely reporting of process and data remediation tasks. Vendor governance management for Regulatory & Tax team Participate and lead franchise level activities when required Your skills and experience Minimum 14+ years experience in Investment Banking / Financial services industry A proven track record track record in Operations Management, Change Management, Vendor Governance and displays ability to work in virtual global teams and a matrix organization. KYC skills with regulatory knowledge related to FATCA, CRS, Dodd Frank, EMIR, MIFID etc Relevant experience in Change Management, Data Analysis and driving large transformation projects. A proven, considerable level of analytical, problem solving and resource planning skills Experience in Data Management, Data Analytics, Business Analysis and Financial Services Strong and well-developed relationship / stakeholder management skills Basic knowledge and awareness of (related) business solutions in the marketplace Open minded, able to share information, knowledge, and expertise with peers & team members Demonstration of excellent communication and influencing skills Experience in managing Client relationships and Stakeholder management to drive change Highly motivated to fix gaps and issues for seamless process delivery Production of Executive level reporting to ensure progress is understood and key risks/issue updates are communicated effectively Experience with Program Management tool and associated reporting standards Understanding of Agile ways of working and methods to enable effective partnership with Technology

The person will be working for Nostro and Intersystem reconciliation process for Money Market business that typically have deep investigation of breaks and ensuring resolution of breaks on timely manner to avoid any risk which may impact regulatory risk and reputational /financial loss Your key responsibilities Ensure appropriate controls are in place to prevent risk, maintaining a zero tolerance for error in line with internal audit requirements and external audit standards. Ensure that all the functions are performed while being fully compliant with global regulations, banks ethical standards and control mechanisms. Ability to work autonomously and deliver results in a high-pressured environment. Ability to understand the process risk and ensure timely reporting and escalation of critical risks & non-compliance with policies, standards, and limits. Build and maintain healthy business relations with major clientele, ensuring maximum customer satisfaction by achieving performance parameters on delivery & quality norms. Ensuring KPIs are green, and escalations are minimal. Strong attention to detail and accuracy with an ability to notice minor discrepancies / issues. Strong understanding on Investment Banking products and different regulations in the market. Ensure the Completeness on all obligations under the Banks Supervisory Policy including Mandatory Training Manage the business resiliency by ensuring proactive leave planning, support staffing, cross training, replacements etc. via Team managers. Ensure all the key deliverables are met within an agreed SLA. Your skills and experience Bachelors degree in finance, Commerce or a related field and have experience in a Banking/Finance environment. Professional or Investment banking qualifications are not a must but will be looked upon favourably Strong verbal and written communication skills and effective interpersonal skills.

Investment Bank Operations (IB Operations) is an integrated delivery model, in a continuous process of front-to-back alignment providing transaction, reporting and cash management services to Deutsche Banks multi-asset global businesses including IB Business. Your key responsibilities Be part of the journey of establishing centers of excellence for process re-engineering, automation, and data analytics. Execute target operating model strategies for key operational processes, including system architecture, process controls and location strategy. Actively partner with various functional leads & teams in execution of front-to-back transformation focused on improving client experience, risk management capabilities and driving efficiency Take responsibility to be a partner in delivering global process change. Ensure change management is completed in a controlled and robust manner, with rigorous, automated testing and including appropriate business resiliency, audit, and regulatory standards. Your skills and experience 15+ year in financial services, preferably Investment Banking Operations Skillsets around Transformation, Continuous Improvement; Lean; Six Sigma; process optimization/re-engineering Process Mapping/modelling skills is useful. Can drive recommendations and improvements for Org Design, Automation and strategic technology design. Financial Services and IB experience would be useful. Delivery / outcome focused. Effective communication, presentation and influencing skills. Critical problem-solving skills, able to think tactically and strategically- Organized, able to manage multiple priorities and achieve target deadlines. Reliable and resilient, experience of dealing with challenging situations. Able to work constructively in a matrix organization. Work closely with Technology team in execution of innovative solutions. Leverage Centre of Excellence team to drive continuous improvement, ideation and team-based problem solving.

Reconciliation Transformation Program has a requirement for a project lead/business analyst to support the continuous improvement work stream within CB&S-GTO for building and on-boarding reconciliations onto strategic recon platforms. The SME is responsible for working within the information Transformation group, participating in a team responsible for report generation and data analysis utilizing database management software/tools against various database platforms. In this role you will assist in the development of automated reports, analytical and management reports, and data definitions across multiple computing environments. You will develop technical expertise in data mining and report development methodologies, techniques and tools to ensure deliverables meet the needs of both internal and external business customers. Manage escalations and ensure resolutions on or before time. Plan and manage risks and detail mitigation strategies. Your key responsibilities Managing several concurrent projects all the streams in scope of the program Creation of continuous improvement projects BOW within Reconciliations, Network Management and Financial Market Infrastructure Responsibility for the on-time delivery of projects to time and cost Manage scope of deliveries, manage expectations and ensure clear and concise communication to sponsors, team members and Transformation Lead Project tracking for the related work stream Risk and issue management. Interface with upstream data providers, both in terms of development deliverables and issue escalation Work closely with the Program Manager and program team to ensure on time delivery of Projects. Proactively question and challenge processes and key stakeholders to identify areas of potential inefficiency. Maintains customer focus, provides value addition to stakeholders and ensures prioritization of tasks to manage costs; works collaboratively with all parties to resolve potential conflicts. Drafting and reviewing critical project documents like BRD [Business Requirement Doc], SOP [Standard Operating Procedure], various MIS reports by liaising with Business Operations and Technology teams Establish, monitor and run governance around business reconciliations with respect to production status monitoring, exceptions handling, process/regulation adherence, information collation, presentation and reporting Stakeholder management across board with multiple business operations, technology teams and vendors Reporting on overall program status, outstanding milestones, Issues, risks and dependencies Your skills and experience Skills Knowledge on performing feed analysis for upstream and downstream settlement systems Expertise in building matching rules/logic on Reconciliation Platforms Demonstrable adherence to the Banks Values and Beliefs Strong Process/ change management experience with an exposure to control practices Six Sigma Black Belt and Lean certified (Not Mandatory) Inquisitive and probing approach to problem solving and general assessment Ability to work well under pressure in a fast-paced environment and always with professionalism Strong ability to identify process efficiencies, suggest improvements and implement where feasible Good verbal and written communication skills with experience of reporting to senior management Good ability to interact with, collaborate, communicate, and influence individuals at all levels Ability to be open minded, share information, transfer knowledge and expertise to team members Ability to work in an independent capacity without supervision Good to have functional/fundamental knowledge of reconciliations various business lines/products related to Fixed Income/Listed Derivatives/Margin/Treasury/KYC Ops Good to have working/fundamental knowledge of reconciliation tools like TLM/DUCO etc. Good to have working/fundamental knowledge of visual representation tools like Tableau Good presentation skills reporting and classroom sessions Experience: Hands on experience on strategic reconciliation tools like DUCO and TLM (preferred) Minimum 8 years of Investment Banking (Operations) experience with familiarity of International and domestic financial instruments 3+ years of Reconciliations knowledge (Inter-System and Nostro/Depot reconciliations) and working on change the bank/financial industry projects. Excellent knowledge of Control & Admin (Core Reconciliations) 3+ years project and programme delivery, preferably on platform migrations Ability to work independently & deliver in demanding environment to meet the set target. Team player, highly motivated, practical problem solver Masters Degree level education preferred (Not Mandatory) Ability to meet commitments and deadlines whilst maintaining peerless quality.

Role Description Lending Operations in Jaipur is responsible in managing Lifecycle events on Syndicated Loan Deals, which provides Middle Office and Back Office support to Corporate and Investment banking divisions of the bank. The team is also involved in various aspects of recording and maintaining all Middle and Operational Roles of Loan Life Cycle includes trade support, trade documentation, trade settlements, cash reconciliation, Drawdown, Re-pricing, Payment. Team works closely with stakeholders in the Finance, Credit and technology divisions for multiple business lines such as Distressed Product Group (DPG), Commercial Real Estate (CRE) Global Credit Trading (GCT), Credit Solutions Group (CSG), and Structured Trade & Export Finance (STEF) etc. The role is demanding, complex & critical in nature and requires interaction with Front Office, Business, CRM Finance, Sales, Agent Bank and Clients. Your key responsibilities Trading Manage Trade Support (Middle Office) function by ensuring accurate static set up of clients in Loan IQ system. Static set up involves ensuring KYC checks, deal, facility & loan set up in Loan IQ, Control Reporting etc. Manage Trade Closing (Middle Office) function which involves Trade booking in Clearpar (Markit), Loan trade documentation process, Portfolio Position Management, Complex calculations, Compile Funding memo/pricing letters, Broker & Transfer fee Management, Corporate Actions, Interaction with trading desk, agents & clients, manage any ad hoc requests received from the trading desk and resolve Pre-Settlement discrepancies with loan servicing team if any. Manage Trade Settlement (Back Office) function which involves review of trade documentation, pricing letters & KYC, Settlement of trades in Loan IQ, Publish daily MIS reports, Cash reconciliation & investigation, resolution to Post-Settlement issues etc. Servicing: Manage Loan Servicing (Middle Office) function by ensuring accurate static set up of clients in Loan IQ System. Static set up involves KYC Checks, Credit Agreement, Deals, facility &Loan set up in Loan IQ, Control Reporting etc. Manage Loan Servicing (Back Office) function which involves review of Credit Agreement, Pricing letters, Servicing Loans in Loan IQ, Publish daily MIS report, Cash reconciliation & PD Investigation, resolution for the issues & queries. Effectively support the team, develop and implement best practices in loan operations related processes and procedures. Be a team player with the ability to be influential and establish positive working relationships across the organization. Expertise in loan products, workflow management, Loan IQ, MS Excel would be an added advantage. Manage the daily operations of the department in an efficient and effective manner Establish and maintain an efficient and productive working environment within the department based on continuous and effective staff communication. Achieve established departmental goals within defined timelines Maintains the highest level of confidentiality with all information obtained. Meets expectations for attendance and punctuality. Backup for loan operations staff as needed Manage the daily operations of the department in an efficient and effective manner Establish and maintain an efficient and productive working environment within the department based on continuous and effective staff communication. Participates in the review and recommendations of operational systems and procedures Communicate with management team to coordinate system and control activities related to loan Servicing and monitoring. Documentation: Responsible for handling Syndication Loans/Limit servicing/Syndication Loan Documentation/Reconciliation. Your skills and experience Considering the demanding, complex & critical nature of the role and able to work in fast passed environment with consistent deadlines, candidates should meet the below requirements. Bachelors degree or post-graduation degree in Finance. Minimum of 6 years of work experience in operations, Investment Banking experience would be an added advantage but not compulsory. Flexible with Shift. Needs to be flexible with shifts Excellent verbal & written communication along with dynamic & confident approach. Strong Analytical & Logical Reasoning. Understanding of Organizational Behavior & Problem Solving. Knowledge and understanding of LMA (Loan Market Association) Market. Strong knowledge and understanding of Syndicated loan market & secondary loan trading. Ability to implement tasks and projects with minimal supervision. Team player who fosters team spirit in a global setting. Loan IQ, MS Excel would be an added advantage. Proficiency in MS Office applications with advanced knowledge of excel a strong plus.

The process involves input, investigation, and correction where we have discrepancies related to accrual processing, Record Date balancing and Payments processing to institutional counterparties on traded stock positions, stock lending positions, and client positions over the EX and record date for Voluntary & Mandatory Corporate Actions. Your key responsibilities Liaising between DBOI & onshore / nearshore partners The candidate should also be able to handle huge volumes and escalate issues at the right time to the Team Manager / Onshore Clients Process day to day activities within set benchmarks with minimal error. Activities may include Reconciliation of trade positions / books for entitlements Booking of new positions in various DB systems Chasing counterparties on claims & initiating payments Post pay date reconciliation & File Closure Spend 50-60% of the time in actual transaction processing. To supervise day to day deliverables of the process/sub-process assigned. Will be the first escalation for exceptions & aged breaks. Processing & supervising sub-processes and ensure accuracy as per the SLA / benchmarks. Work allocation to PEs, received through system queues & E-mail requests Candidate needs to ensure that the relevant controls are executed & be responsible for 4 eyes. Ensure strict adherence to all internal and external process guidelines including compliance and legal so as to build robust control environment. Ensure there are no KPI miss, Breaches & Violation. To keep Team Manager informed of the exceptional occurrences, to enable appropriate action and also responsible for managing the team in his/her absence. Leave Management for entire Team Candidate will be required to train this function to other acceptable candidates, so must possess training skills. Primary Working Relationships Internal clients, Event Management, Client Services Group Brokers/Clients and Custodians contact via Phone and or Email Other internal teams onshore, near shore & offshore Operations Control on break issues Bangalore/London/Franfurt/Jacksonville/Pune Your skills and experience 4 to 5 years experience in Investment Banking Operations / Custody Operations with at least 3 - 4 years of experience in Voluntary Instructions - Corporate Actions Strong Corporate Actions knowledge Comfortable dealing with multiple stakeholders and complex situations. Strong English written & verbal skills required. Ability to converse clearly with internal and external staff via telephone and written communication Proficient in Microsoft Office applications Be willing to work in relevant geography business hours Ready to travel as and when required Be willing to work in shifts

Role Description Model Risk Managements mission is to manage, independently and actively, model risk globally in line with the bank's risk appetite with responsibility for: Performing robust independent model validation; Ensuring early and proactive identification of Model Risks; Effectively managing and mitigating Model Risks; Supporting the design of Model Risk metrics; Implementing a strong Model Risk Management and governance framework; Supporting bank-wide Model Risk-related policies and practices. This role spans all aspects of validation applicable to the portfolio of estimation approaches within the Deutsche Bank Combined US Operations (CUSO) across all relevant business units and risk types. Your key responsibilities The core responsibility will be to validate Stress testing models used within the larger CCAR PPNR umbrella for DB USA. Its important and incumbent to have an understanding of different aspects of banks business within different business segments of Corporate Banking, Private Banking, Investment banking. However, the role might necessitate model validator to be flexible in moving around different risk areas within US model validation team, outside of core area of responsibility. Key tasks include, but not limited to model performance testing, scenario analysis, sensitivity analysis, and conceptual assessment of model assumptions/limitations/weaknesses. Developing challenger models including independent data collection and by performing complex analysis and testing. Follow regulatory guidelines and the Banks policies and procedures for model risk management, especially CCAR-specific guidelines. Bringing efficiency by automating processes and uplifting frameworks. Your skills and experience 2-3 years of professional experience in model development/ validation or related areas. Previous experience in stress testing (DFAST/CCAR/ICAAP) would be a plus. The candidate should possess knowledge and experience in working with B/PPNR models across various lines of business, including Corporate Banking, Private Banking, Investment Banking, and Treasury Functions. Ability to analyse and understand financial statements (Balance sheet, Income statement) will be advantageous. Experience and knowledge of Statistical techniques, strong analytical skills with experience in relevant software packages, e.g., R and Python Candidate needs to have experience of report drafting reports and should be able to independently compile model validation reports, follow-through on mitigation of validation findings, and documentation thereof. Good presentation & communication skills Candidates with Mathematics/Statistics/Economics/Engineering/ MBA or allied background holding Graduate/Post-Graduate degrees are preferred. CFA / FRM certification will be a plus for the role. Candidates having experience / strong knowledge in Business Intelligence tools like Power BI, Tableau, Automation through MS-Access / VBA, supporting framework development, designing presentations will be a plus for the role.

Main Purpose: The Operations team, which runs the logistics in our firm, is at the heart of our business. The role of an oil operator is techno-commercial in nature which requires an individual to apply their technical knowledge to understand and maximize the P&L for the trader. It requires the operator to be constantly aware of market intelligence, to seek information which is commercially important and act on it promptly in consultation with the trader. It is a progressive role which requires multi-dimensional understanding of different fields of knowledge like: Finance, product specifications, operations, International law, industry regulation, shipping, taxation, and customs amongst others. Knowledge, Skills and Abilities Candidates should have: 0-3 years of strong corporate experience MBA – Ops/Marketing/Finance . Degree in Engineering is desirable. Extremely strong communication skills and quantitative ability Strong business acumen and has a commercial bent of mind Ability to work in a fast paced, high pressure environment The ideal candidate for this profile is one who is curious, is a self-starter, can think on her/ his feet, is always hungry to learn and do more, is action oriented, is well organized, has a logical bent of mind and can think out of the box to find solution to new challenges that this role brings up daily. Key Responsibilities: Optimize the deal P&L (profit & loss) through efficient voyage planning by communicating updates in a timely and organised manner. Actively manage all voyages by sending voyage orders to vessel owners, negotiating and port authorities to optimize the logistics and minimize costs Establish and maintain good working relationships with International customers and third party service providers on a regular basis Dealing with international clients on a regular basis Assist the chartering team with vessel clearance, post fixture optimization of oil tankers Review contractual terms with international clients to gain maximum commercial advantage for Trafigura Gain understanding of pricing & hedging exposure on every deal and the P&L along with the Deals desk (risk management) team Be completely aware of the Costs related to a particular deal, minimize the costs actively and keep the Deals desk team continuously updated Gain understanding of the Trade finance and credit terms associated with the deal Since we work in an extremely regulated environment ensure strict adherence to Trafigura's Code of Conduct and follow internal procedures and company's policies Key Relationships Trading Desk Deals Desk Chartering Desk Trade Finance Desk Contracts Desk Customers Service Providers Reporting Structure Oil Operations Manager

Job Summary: Title: Senior Analyst/ Associate/ Senior Associate Private Equity (PE) / Venture Capital (VC) Location: Mumbai (Sion); Work mode : Work from the office (no WFH or hybrid) Job Summary: AGR has secured the exclusive mandate to set up and manage a Global Capability Centre (GCC) in India for our client Merak Capital (). The role will be a part of this GCC. Merak Capital is a technology investment firm licensed by the Capital Market Authority of Saudi Arabia and based in Riyadh. It manages Venture Capital and Private Equity funds, with investments from across the region in various technology verticals such as FinTech, Logistics, E-Commerce, and others. Candidates will qualify for a Senior Analyst or Associate or Senior Associate position and assigned to the PE or VC team, depending on their years of experience, relevance and quality of experience, and performance during the interview process. In addition to individual contributor responsibilities as outlined below, the Senior Associate position may have additional responsibility of oversight/ management of junior team members (Analysts, Senior Analysts and Associates). Key responsibilities could include: Investment Analysis and Due Diligence : Conduct thorough financial analysis, including detailed financial modelling, valuation, and scenario analysis. Assist in the preparation of investment memos and presentations for the investment committee. Perform due diligence on potential investment opportunities, including market research, industry analysis, and competitive landscape assessments. Portfolio Management, Value Creation and Strategic Support: Monitor the performance of portfolio companies, including tracking financial and operational metrics. Conduct regular financial analysis, including forecasting, budgeting, and valuation updates, to assess the health and progress of portfolio companies. Work with portfolio company management teams to develop and implement value creation strategies. Support portfolio companies in treasury functions management, including preparing financial models, investor presentations, and due diligence materials. Assist in preparing reports and updates for internal and external stakeholders on the status of portfolio companies. Conduct market research to identify trends, risks, and opportunities in target industries. Identify potential risks and opportunities within the portfolio and make strategic recommendations to address them. Reporting and Documentation: Prepare regular reports on portfolio performance, including financial analysis and strategic insights. Maintain detailed records and documentation of all investment activities, including due diligence materials, and financial models. Create fund performance ratios and keep track of quarterly performance reports based on the portfolio performance. Exit Planning and Execution: Assist in the development and execution of exit strategies for portfolio companies, including mergers, acquisitions, and public offerings. Work with external advisors, legal teams, and investment banks to facilitate successful exits and maximize returns for the firm. Analyse potential exit scenarios and provide recommendations on timing and approach. Risk Management: Monitor and assess risks associated with portfolio companies, including market, financial, and operational risks. Develop and implement risk mitigation strategies in collaboration with portfolio company management teams. Ensure compliance with legal, regulatory, and governance standards across the portfolio. Qualifications: Education : Bachelors degree in finance, Economics, Business Administration, or a related field. An MBA or advanced degree, CFA or CA designation is preferred. Experience : 3-7 years of experience in private equity, investment banking, consulting, or a related field, with an in-depth understanding of PE and/ or VC investing. Strong exposure to the technology sector, specifically tech-enabled businesses. Skills : Deep understanding of the PE/ VC landscape. Strong financial modelling and valuation skills. Excellent analytical and problem-solving abilities. High proficiency in Excel, PowerPoint, financial databases and CRM tools. Strong communication and presentation skills. Ability to manage multiple tasks and priorities under tight deadlines. Ability to develop and implement strategies that drive growth and value creation for portfolio companies. Ability to identify challenges and develop effective solutions to enhance portfolio company performance. Personal Attributes: Self-motivated with a strong work ethic. Detail-oriented and highly organized. Strong interpersonal skills with the ability to build relationships with internal and external stakeholders.

Our Confirmations team services global clients for FX, Emission, Metals, Rates and Credit derivatives products. You will process daily confirmations related activities of the team. You will be responsible to ensure that all tasks assigned to the team are done accurately and all the exceptions items are followed up to resolution. You will also facilitate projects, group initiatives and exception processing resolution. Our team of experts will be there to coach and support your development to ensure you excel in this role. Your key responsibilities Primary responsibility is to ensure accurate and timely confirmation execution within a risk-controlled environment. Foster and maintain communication channels with internal and/or external teams to ensure deliverables are met per standard procedures in a timely manner. Work together as a team to ensure all deliverables are met as per the SLA. Understand and effectively manages risks through timely and accurate escalation of key issues or anomalies. Passion to continuously challenge yourself to look for opportunities to standardize and improve. Timely escalations, Workload balancing, Adherence to LOA Adherence to efficiency /Cost targets Dive the ops to ops led projects for their success. Identify process gaps and work for their resolution and bring value addition to the process. Your skills and experience Graduate preferably in Commerce/Economics with minimum of 10 years of work experience in Investment banking/ hedge fund administration. Strong analytical skills, detail orientation, service commitment, and solid organizational and interpersonal skills Fluent with English, both verbal and written communication Ability to identify and develop strong working relationship. Flexibility to work in shifts based on business requirement. The role expects effective People, Process and Client management.

Role Description Preparing and verifying swift instructions to our custodian agent as required Repairing incorrect client instruction. Resolving problems arisen from unmatched items and implement long term solutions for frequently occurred issues Preparing pending trades report and communicate with custodian agent to identify settlement issues over telephone or via provided systems Identifying cash or any other discrepancies to our books & records and following up till resolved Supporting client services team to resolve problem for client in terms of settlement issue. Assist in creating proper backups through adequate cross training, within the department Escalate all issues properly, in time, to the appropriate level, to avoid any adverse impact on the business EOD control reports as per procedures What well offer you As part of our flexible scheme, here are just some of the benefits that youll enjoy Your key responsibilities Area of responsibility is in back office operation of Custodian, opening is at Analyst position whose main responsibilities include managing day to day deliverables of the process. The individual will be responsible for Settlements of client instructions, Client Reporting, Reconciliation of Securities and Cash, Repairing incorrect client instructions. The analyst will have to adhere to Key Operating Procedures for performing daily functions Your skills and experience: Knowledge in Capital Markets Microsoft Windows and Associated Applications Excellent written and verbal communication Knowledge of SWIFT Good Team Worker and Collaborative approach Apt in Problem Solving and Decision Making Graduate from recognized university Preferable should have Security Settlement work experience of 1 year in IB/Asset Management/Broking business Ability to quickly master systems.

The Embedded Risk Team is an independent Risk Management group aligned to IB and Cross Product Operations, with the responsibility of supporting Operational Risk & Control for Investment Bank & Cross Product Operations. You will be aligned primarily to work with operations teams that support DBs Money Market & Treasury Operations business globally, with primary responsibility for Risk Management, Risk Reporting, and Incident & Finding Management, alongside broader control-led initiatives. You will partner with our global risk team and work collaboratively with 1st line operational staff to proactively managing all risk attributes, ensuring risk is managed in line within the group appetite. This is a high visibility role requiring ability to work independently, learn complex concepts quickly, build strong relationships, working collaboratively with business teams globally. Able to challenge and be challenged whilst maintaining the highest levels of professionalism. Drive quality and consistency across the ERT processes. This role will lead multifaceted and engagement with senior stakeholders across multiple teams globally. Your Key Responsibilities This role will lead multifaceted and with engage with senior stakeholders across multiple teams globally. Organizes and assembles the peoplepower, technology and processes necessary to address the current and future requirements of the business. Understands that risk identification is key to the business, collaborating with the line in remediating risk by implementing suitable controls. Playing an active and key role in stakeholder management necessary for supporting the mission, vision strategies, objectives, and goals of business. Developing and training the team and taking the function to the next maturity level Support the collation of key management information and the conduct of periodic risk governance meetings Review and approve finding life cycle event requests with COE team (in line with the standards highlighted in findings management policy) Review and approve Operational Incidents / Problems & Events, ensuring timeliness and accuracy in the recording of all required information and that all escalation requirements are made to relevant Senior Management. Chair Monthly Risk and Control Governance forums, ensuring all reporting attributes are covered and appropriate minutes and actions are recorded. Manage requirements of any additional Risk and Control initiatives and Senior Management requested Read Across of events where required. Provide an informed and independent risk perspective, including guidance and challenge to operational stakeholders. Engage with key stakeholders to assist in the development of a risk-based assessment Book of Work by referencing various trigger events e.g. key risk indicators outside risk appetite, major incidents or major change event Deliver functional training sessions to develop / enhance skillset for ERT team members Your skills and experience 15-20 years work Experience of working in financial services industry preferably in MNC Bank with strong functional and product knowledge of investment banking, payments, SCAF, MiFID II, asset and wealth management products as well as strong awareness of risk management principles including 3 Lines of Defense model. Experience with Finding Management and engagement with Internal / External Group Audit Have a demonstrated ability in taking a proactive approach to tasks and responsibilities with capability to work independently with minimal direction and prioritize competing deliverables A strong communicator with ability to develop relationships with both senior and junior levels and provide clear and unambiguous guidance and decisions. Inquisitive and probing approach to problem solving, strong analytical skills, high attention to detail, solid organizational and interpersonal skills. Effective problem-solving, decision-making capability and leadership qualities Strong verbal and written communication skills with experience of reporting to senior management Ability to maintain objectivity and independence in raising areas of operational risk exposure as well as in having an effective working relationship with key stakeholders Experience in handling projects independently and working to deadlines and budget i.e., strong project management skills Self-starter, proactive and excellent team player with ability to work well under pressure in a fast-paced environment and always with professionalism. Ability to be open minded, share information, transfer knowledge and expertise to team members Strong delivery focus and experience in leading projects end to end

Accounting Control is a function within Financial Control and as such part of the Business Finance organization. The primary responsibility for a financial controller is to ensure correctness of Balance Sheet and P&L for their business areas (including formal sign-off in SAP). This includes but is not limited to substantiation as well as reconciliation of the Financials, ownership and control over the front-to-end month-end production cycle. Above all it is their core duty to create full transparency around every aspect of the Financials of the bank. In their Accounting Control function they are the SMEs cross business and cross function (up-stream) assisting other control functions resolving issues as well as continuously improving their processes. Your key responsibilities Work as an Independent contributor or manage below functions: Balance sheet and P&L review/commentary of CIB Finance covering Emerging Markets Debt Business products including Credit, Interest Rate and Structured products Performs month end close activities- SAP journals, reconciliations, balance sheet substantiations and reporting Performs QA function for processes within their teams remit and regularly assesses the effectiveness of the checks Engages with CTB/SME ( Change the Bank / Subject Matter Expert) in order to deliver change First level of escalation for team issues and for stakeholder escalation Manages the resolution of product reconciliation break/exception items in a timely manner Monitoring of exceptions including investigation and explanation Review of Balance sheet substantiation Process standardization across business Provides summary of KRI's for their business area and remediation plans where SLA's are being missed and/or where issues exist Facilitates CTB initiatives and drives continuous improvement program within their team Responsible for ensuring that KOPs are reviewed for relevance and effectiveness on a timely basis Your skills and experience 2+ years Product Control experience in Investment Banking or related industry. Strong understanding of financial market products such as Credit Derivatives, Interest Rate and exotic credit products Adaptable and culturally aware. Experience of working in a global environment preferable. Ensure team work culture is practiced. Ability to learn quickly. Ability to communicate effectively (oral & written) & strong interpersonal skills. Strong analytical and quantitative skills. Well organized & able to clearly present results of work. Essentials Competent use of MS-Office specifically Excel and Access. Working with multiple data sources and having confidence in figures and presentation. Accuracy-driven and able to self review reports and other deliverables effectively. Be comfortable & willing to drive process improvement. Be able to constructively challenge. Be inquisitive. Knowledge of SAP and programming skills helpful but not required. SAP need to be learned quickly though. Should be diligent, thorough, shows initiative and is proactive. Proven ability to own and develop successful relationships with RPL, Operations and CSR Excellent team worker, able to work in virtual global teams and in a matrix organization Open minded, able to share information, transfer knowledge and expertise to team members Flexibility regarding problem solving Keeps pace with technical innovation and market driven initiatives and maintains a broad understanding of the GBS offering Strong interpersonal/good negotiations skills are required, in parts leadership Education / Certification/ Skills MBA (finance) or CA / ICWA / CFA

Business Analyst - 7 to 10years' experience in Capital markets or global treasury. Knowledge of capital markets & financial instruments Equities, Derivatives, Fixed Income, FX. Understanding of Investment Banking and Asset Management Front, Middle & Back Office functions. Asset management experience of Trading Compliance rule coding & testing is strongly preferred, but other experience within Asset Management industry is acceptable Financial industry knowledge within investments and distribution highly desired (i.e., understanding of investment process, capital markets, fixed income, equities Sound knowledge on Database SQL querying. Should be a strong team player Excellent communication skills - written & verbal. Should be able to create good documentation and correspond on functionalities & issues concisely. Should be able to articulate well during discussions. Should be able to work with tight deadlines Confident of interacting with business users and various stakeholders. Responsibility: Should be able to work with tight deadlines • Confident of interacting with business users and various stakeholders. • Skilled at using MS Excel, Word, PowerPoint & Visio.

Major roles and responsibilities include: Candidate will be a key member of the investment banking team and will be involved in private equity, venture capital, debt fund raising and mergers & acquisition transactions Key responsibilities include preparing deal collaterals (financial modeling, valuation, information memorandum etc.. Candidate will also be involved in deal sourcing through desktop research, preparing pitches and client engagements Must have 4-6 years of Investment banking experience, preferably with boutique banks. Experience in consumer, pharma & healthcare will be a positive. Stewarding transactions through legal, statutory and structural processes

About The Role This is an Internal document. Management Trainee About The Role Company Name Kotak Mahindra Bank Limited About the organization Established in 1985, Kotak Mahindra Group is one of India's leading financial services conglomerates. In February 2003, Kotak Mahindra Finance Ltd. (KMFL), the Group's flagship company, received banking license from the Reserve Bank of India (RBI), becoming the first non-banking finance company in India to convert into a bank - Kotak Mahindra Bank Ltd (KMBL). Kotak Mahindra Group (Group) offers a wide range of financial services that encompass every sphere of life. From commercial banking to stock broking, mutual funds, life and general insurance and investment banking, the Group caters to the diverse financial needs of individuals and the corporate sector. The premise of Kotak Mahindra Group"™s business model is concentrated India, diversified financial services. The bold vision that underscores the Group"™s growth is an inclusive one, with a host of products and services designed to address the needs of the unbanked and insufficiently banked. For more information, please visit the Company"™s website at www.kotak.com Role Management Trainee Roles & Responsibilities You could be a part of any of the teams in Kotak Mahindra Bank such as Retail Assets, Retail Liabilities, Treasury, Private Banking, Commercial Bank, Business Banking, Wholesale Banking, Corporate functions etc. Some of the responsibilities will include - ‚ Contribute to projects and initiatives aimed at improving efficiency and performance. ‚ Collaborate with cross-functional teams on strategic business initiatives. ‚ Engage in continuous learning and professional development activities. ‚ Assist in day-to-day business operations. ‚ Support various departments in achieving their operational goals. ‚ Build and maintain strong relationships with internal and external stakeholders. ‚ Address queries and concerns promptly and effectively. ‚ Provide support to senior management in various tasks and projects. ‚ Participate in business development and customer outreach programs. Requirements ‚ Strong academic record with demonstrated leadership potential. ‚ Excellent communication and interpersonal skills. ‚ Analytical mindset with problem-solving abilities. ‚ Ability to work effectively in a team-oriented environment. ‚ Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint). Location Benefits Comprehensive training and development programs. Competitive salary and performance-based incentives. Opportunity for career advancement and growth within the organization. Health and wellness benefits. Employee engagement and recognition programs.

About The Role Position TitleAssociate Service Manager WBG/CIIB Department Associate Service Manager - Corporate, Institutional & Investment Banking (CIIB) Location Mumbai Number of Positions 1 Reporting Relationships DVP Position Grade Senior Manager / AVP The Service Solutions function (SeSo), part of the Corporate, Institutional & Investment Banking (CIIB) and the Team is a direct point of contact for Pan India PMS end client"™s custody demat account opening & services Managing team of Service Managers. Handling demat / Bank Account Opening, Account maintenance, Term deposit requests, , transaction related queries etc, through client interaction Ensuring delivery of quality service to clients Ensuring customer requests/queries are attended to and resolved within TAT Coordination with stakeholders like Dp ops , Custody team , RM, PMS clients , Channel partners , LCC, BSG, IT , GR team etc. to speed up customer requestsand resolve issues Graduate with minimum 8-14 years of Banking experience Knowledge of banking operations and KYC for Resident Individual and Non individual and Non Resident account opening Should be familiar with Finacle, SIEBEL, BCIF , Ncif applications Ability to work under pressure in a dynamic environment Should have eye for detail & be meticulous Strong communication (Oral and Written) & Networking Skills Job Role

About The Role Dealer GIFT City Branch Department BMU Location Gandhinagar Number of Positions 01 Reporting Relationships VP GIFT City Position Grade M5 / M6 Kotak Mahindra Bank Gift City Branch is the International Financial Services Center Banking Unit [IBU] set up in Gujarat International Finance Tec - (GIFT) City. It deals with non-individual entities across the globe for their funding (Non INR) requirements; extending ECBs to Indian corporates, Trade and other transaction banking products. The Treasury function at KMB GIFT City is responsible for balancing and managing the daily cash flow and liquidity of funds for the Kotak GIFT City , and ensures that all parts of the associated areas of the bank can readily access the cash they need for their business activities. The function also involves handling the bank'sinvestments in securities, foreign exchange, asset/liability management and cash. JOB DESCRIPTION Liquidity Management Manage overnight liquidity; NOSTRO management Borrowing/lending from Interbank Counterparties Monitoring/Assessment of cashflows from various sources Strategize medium/long term liquidity; Liquidity Gap & Ratios management within Regulatory requirements Borrowing/lending from Interbank Counterparties Markets Management Understanding Markets/Products Investment Book Management Purchase/Sale of bonds for yield pickup Valuation & Risk management FX Management FX Swaps/Spot/Forwards/CIRS etc Valuation and Risk Management [NOOP/AGL/IGL/etc] Counterparty Management Liaise with Banks for Trade/Money Market/Bilat Loans/Bonds and products/instruments Internal Stakeholder Management Key Team-member to liaise with internal stakeholders ALCO/HO Treasury/Finance/Risk/Business units/Treasury Operations/IT/etc Asset pricing/Funding/Settlements/Risk Controls/MIS JOB REQUIREMENT Preferred 5-7 yrs of relevant experience in handling merchant / trading desk / bonds desk in treasury Knowledge of financial sector at large with strong knowledge of Trade-Forex will be preferred. Knowledge of RBI regulations around various banking product

About The Role Job Role / KRA"™s who have done LLB and have atleast four five years experience in attending corporate Banking matters and courts in Mumbai with good drafting knowledge. (Magistrate,DRT,High Court, City Civil Court and related courts). The candidate should be fluent with Arbitration/ DRT/ Civil recovery cases/ SARFAESI Legal Proceedings and Banking recovery matters from defaulters (secured and unsecured loan). Should be well versed in English for drafting and liasoning with the lawyers and attending courts. Job involves office work/ travelling to lawyers office/ court/ customer visits/ Maintaining legal MIS/travelling to out locations for legal work etc. Job Requirements, Skills, Knowledge prerequisites Educational Qualifications LLB or Graduate & above Experience Profile 4 5 years of experience Benchmark Companies .

Associate Financial Services Industry(Banking/Insurance/Fintech – 2 Years – Gurugram Gurugram, India Are you passionate about the financial services industry and love working on insight-driven analytics and research ? Join a global consulting leader’s Center of Expertise and power strategic decision-making through deep domain research, IP creation, and cutting-edge tools like Tableau and Python. Here's your chance to collaborate with global teams and shape the future of financial services! Your Future Employer- One of the world’s most respected global consulting firms—recognized for its commitment to excellence, diversity, and employee satisfaction. Responsibilities Lead end-to-end research workstreams in banking, insurance, fintech, and more. Deliver high-quality insights and client-ready deliverables using advanced analytical tools. Collaborate with global consultants, expert partners, and data teams. Create compelling dashboards using Tableau and derive strategic insights. Contribute to the development of industry publications, point-of-views (POVs), and IP assets. Requirements Graduate/Postgraduate with strong academic credentials. 1–5 years of relevant experience in Banking, Fintech, Payments, Insurance , or Wealth/Asset Management . Advanced skills in Excel & PowerPoint ; familiarity with Tableau, Alteryx, Python/R is a plus. Excellent communication, analytical, and multi-tasking abilities. Passionate about financial services with the ability to manage ambiguity and deliver under pressure. Should have experience in secondary research of financial (banking/insurance/fintech/payments) What’s in it for you Be part of a high-performing global team working on impactful projects. Grow your expertise in one of the fastest-evolving sectors. Gain exposure to international consulting engagements. Thrive in a culture of inclusion, recognition, and career development. Access top-tier training, mentorship, and continuous learning opportunities. Reach us- Think this role suits your career aspirations? Write to us at parul.arora@crescendogroup.in with your updated CV for a confidential discussion. Disclaimer- We specialize in niche hiring across leadership roles. All qualified applicants will receive consideration without regard to race, religion, gender, orientation, or background. Note- Due to the high volume of applications, only shortlisted candidates will be contacted. We appreciate your patience and interest. Profile Keywords- Financial Analyst Jobs | Fintech Research Roles | Gurugram Jobs | Banking Sector Hiring | Wealth Management Careers | Insurance Analytics | Financial Services Research | Tableau Analyst | Alteryx Specialist | Python/R Research Analyst | Strategic Consulting Jobs India

About The Role Acquisition Manager-RL SALES-Sales JOB DESCRIPTION Job Role: "¢ Enhancement of Deposit pool from Customers "¢ Establishing standards and delivery of service "¢ Sale of non-deposit products. Cross selling targets progressively "¢ Sale of MF and Insurance products "¢ Fee Income "¢ Branch Administration "¢ Regulatory Compliance "¢ Manage productivity and overall morale of branch team members "¢ Overall responsible for break-even and P&L of branch Job Requirements"¢ Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities "¢ Must have had Sales experience and exposure, preferably of Liabilities products "¢ Qualifications- MBA / CA/ CAIB "¢ Good Leadership skills (though more tactical than strategic) "¢ ThinkerDoer 40:60 "¢ In-depth understanding of financial instruments, markets and macro micro economic processes "¢ Ability to carry along all the units involved in the customer service cycle to ensure customer "DELIGHT" "¢ Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.