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5 Job openings at People Realm Recruitment Services Private Limited
Business Analyst - Capital Markets

Mumbai, Maharashtra, India

8 years

None Not disclosed

On-site

Full Time

Senior Business Analyst – Capital Markets | Wealth & Investment Platforms 📍 Location: Mumbai | Full-time | 8+ Years’ Experience We’re looking for a Senior Business Analyst with deep domain knowledge in Capital Markets and Investment Products to join a high-impact Business Transformation team within Wealth Management. This is a strategic, cross-functional role where you'll lead complex change initiatives focused on trade lifecycle systems, investment product workflows, and order management platforms . If you have a strong understanding of capital markets, paired with experience driving digital and operational transformation—this role offers an exceptional opportunity to shape the future of front-office platforms. 🔍 What You'll Do 🔹 Business Analysis & Transformation: Drive business requirements and reengineering initiatives across Capital Markets investment product platforms . Translate business needs into clear user stories, process flows, and target operating models . Lead gap analysis and process optimizations to enhance operational efficiency. Engage with stakeholders from Front Office, Risk, Treasury, Product Control, and Compliance to align initiatives with strategic goals. Support program managers with project tracking, risk resolution, and executive-level reporting. 🔹 Scrum & Delivery Leadership: Act as Product Owner within Agile Scrum teams , managing backlog, sprint goals, and prioritization. Drive alignment between business timelines and IT deliverables. Facilitate workshops, problem-solving sessions, and roadmap discussions with tech and operations. 🔹 Business Readiness & Testing: Lead pre-UAT testing and user acceptance strategies , ensuring solution readiness across systems. Convert use cases into detailed test conditions, scripts, and data scenarios . Manage issue classification, bug tracking, retesting, and rollout coordination. Contribute to training materials, user communications, and post-implementation reviews . ✅ What You Bring 8+ years of total experience in Treasury/Markets or Wealth Management , with at least 5+ years in a Capital Markets business analyst or SME role . Deep understanding of derivatives, trade lifecycle workflows, corporate actions , and relevant regulatory environments . Strong project experience delivering cross-border, large-scale transformation initiatives. Skilled in tools like Excel, Visio, JIRA, and Confluence . Familiar with platforms like Avaloq, FinIQ, Contineo , or custom front-office systems . Technical familiarity with Excel Macros, VBA, Python, SQL is a plus. Data visualization skills in Power BI, Tableau, or QlikView are desirable. 🌟 Ideal Candidate Traits Strong communication and stakeholder engagement skills across tech and business. Strategic thinker with an analytical, structured approach to problem-solving. Comfortable leading cross-functional teams and influencing at all levels. Detail-oriented, self-motivated, and driven by results. Committed to continuous improvement and challenging the status quo. 🚀 Why This Role? Join a transformation-focused team working on cutting-edge digital solutions in wealth management. Shape product, order management, and execution platforms in the Capital Markets space. Gain exposure to front-office innovation, regulatory transformation, and data-driven decision-making . Collaborate with a dynamic group of technologists, traders, and investment specialists. If you're ready to take ownership of platform change in a global investment environment, we’d love to hear from you.

Credit Analyst

Mumbai, Maharashtra, India

5 years

None Not disclosed

On-site

Full Time

Credit Desk Analyst / Associate – Global Markets (1–5 years) 📍 Location: Mumbai | Corporate Title: Analyst / Associate | Full-time Join a top-tier Global Markets team supporting credit trading activities across Asia and Europe. We’re looking for a Credit Desk Analyst / Associate to support high-yield and distressed credit market analysis, industry research, and investment insight development for front-office stakeholders. This is a front-office aligned role within a Credit Trading Desk that blends deep financial analysis, sector expertise, and commercial market awareness. 🔍 Key Responsibilities Perform fundamental, bottom-up credit analysis on European high-yield credits and distressed assets. Own coverage of specific industry verticals and maintain detailed views across the corporate capital structure – from senior secured to deeply subordinated instruments. Deliver relative value trade ideas and contribute to overall desk strategy and investment positioning. Monitor macroeconomic trends, market developments, and technicals to help shape investment recommendations. Engage regularly with trading, sales, and research teams to drive cohesive market insights. ✅ Requirements Experience & Background: 1–5 years of experience in credit analysis, leveraged finance, corporate finance, or strategy consulting . Previous exposure to European high-yield or distressed credit markets is a strong plus. Degree from a top-tier institution (Undergraduate / CA / Postgraduate). Professional certifications such as CFA / FRM are preferred. Skills: Strong accounting/financial modeling and analytical skills. Commercial mindset with the ability to spot trends and challenge views constructively. Excellent communication, presentation, and collaboration skills. Proficiency in MS Excel and PowerPoint . Mindset: Detail-oriented and intellectually curious. Entrepreneurial approach with a strong bias for execution and accountability. Ethical, collaborative, and team-driven. 🚀 Why Join? Be part of a dynamic front-office team with direct impact on trading decisions. Contribute to a global credit trading platform while gaining exposure to high-yield and distressed products. Work in a high-growth environment with the opportunity to develop deep sector expertise and shape investment theses. If you’re excited by the intersection of credit markets, data-driven research, and investment thinking — we’d love to hear from you.

Trade Support Analyst

Mumbai, Maharashtra, India

6 years

None Not disclosed

On-site

Full Time

Analyst – Investment Products & Services Desk Support | 1–6 Years Experience | Mumbai 📍 Location: Mumbai | Employment Type: Full-time | On-site Join a high-performing Wealth Management platform that caters to ultra-high-net-worth clients across Asia. We’re building out a new Investment Products & Services Desk Support team to support our trading operations in Singapore and Hong Kong. This role is ideal for someone who thrives at the intersection of financial products and process-driven operations, and is looking to build deep domain expertise in structured products and trade lifecycle management. 🔍 Key Responsibilities End-to-end ownership of post-trade (T+1) processes including: Trade booking Term sheet generation Position consolidation Revenue reporting & analysis Coordinate with internal and external stakeholders to ensure timely and accurate completion of post-trade activities. Design and implement scalable processes to handle increasing trade volumes across regions. Contribute to ongoing initiatives in desk lifecycle management , including potential automation, rollover opportunities, and risk oversight. 🎯 Ideal Candidate Profile Experience: 1–6 years in Investment Banking, Wealth Management, or Capital Markets operations. Education: B.Tech / M.Tech / MCA / MBA (Finance) / CA or equivalent. Technical Proficiency: Strong command over Excel and basic VBA or Python programming Exposure to structured products, derivative payoffs, and trade lifecycle processes Domain Knowledge: Good understanding of capital markets, especially structured products and derivatives Familiarity with term sheet structures and post-trade workflows Mindset: Detail-oriented, process-driven, and proactive Comfortable working in a fast-paced, high-accountability environment Strong communication and collaboration skills 🚀 Why Join Us? Work directly with international trading desks (SG & HK) Opportunity to shape and scale a newly built global support platform Be part of a growing Wealth Management business focused on innovation and regional expansion Ready to take your career to the next level in a fast-evolving global finance environment? Apply now!

Treasury Manager

Mumbai, Maharashtra, India

6 years

None Not disclosed

On-site

Full Time

Associate / Manager – Treasury Planning & Regulatory Liquidity (Finance) 📍 Location: Mumbai (Powai) | Full-time | 5–6 Years of Experience We are hiring a Finance professional with strong expertise in Treasury Reporting and Liquidity Analytics to join our Global Treasury Planning & Regulatory team. This is a high-visibility role supporting key regulatory deliverables, liquidity stress testing, internal funding strategy, and oversight across global jurisdictions. The ideal candidate will have a strong background in financial reporting, assurance (internal/external audit), and liquidity regulations (Basel III – LCR, NSFR) with experience working in a fast-paced financial services environment. 🔍 Key Responsibilities Own and execute Basel III regulatory liquidity reporting (LCR/NSFR) submissions for global regulators (e.g., JFSA, MAS, PRA, EBA, BaFin). Analyze, monitor, and report liquidity under the firm's internal Liquidity Stress Model and Asset Liability Mismatch (ALM) framework. Drive reporting control enhancements and build governance around liquidity and capital reporting . Collaborate across global Treasury teams to provide insight into key liquidity metrics and support decision-making for senior committees (e.g., ALCO). Contribute to the implementation of regulatory changes and continuous process improvements. Partner with Finance, Risk, and IT teams to enhance reporting tools and develop robust liquidity calculation engines. Participate in cross-functional initiatives spanning funding, liquidity planning, and regulatory transformation. Engage in rotation opportunities within Treasury for broader skill development. Support training and succession planning across the team. ✅ Ideal Candidate Profile Experience & Background: 5–6 years of experience in Treasury, Liquidity Reporting, or Financial Assurance within Investment Banking or Global Financial Institutions. Solid grounding in Internal Audit, External Audit, or Oversight of financial/regulatory reporting. Experience in regulatory reporting or liquidity oversight for large institutions is mandatory . Qualifications: CA or MBA (Finance) from a reputed institute. Professional certifications such as CFA or FRM are a plus. Prior Big 4 / Big 6 audit experience is desirable. Technical Skills: Strong command over Advanced Excel , PowerPoint, and Word. Experience working with data visualization tools like Tableau or Power BI is a plus. Exposure to macros or automation in reporting processes is an advantage. Mindset & Traits: High attention to detail and a thorough, audit-ready approach to deliverables. Strong communicator who can present complex data in a concise, clear format. Self-driven and capable of delivering under tight deadlines. Comfortable working in a global team environment with stakeholders across time zones. 🚀 What’s on Offer Be part of a high-impact global Treasury function managing liquidity across multiple jurisdictions. Opportunity to rotate across treasury verticals (internal liquidity models, regulatory reporting, and funding analytics). Work with senior stakeholders and contribute to regulatory readiness, control frameworks , and strategic finance initiatives. Competitive compensation and exposure to one of the most globally connected treasury teams in the industry. If you bring financial rigor, regulatory depth, and a passion for liquidity risk and treasury transformation—we’d love to connect with you.

Business Analyst - Transformation & Change Management

Mumbai, Maharashtra, India

7 years

None Not disclosed

On-site

Full Time

Senior Business Analyst – Wealth Management Transformation 📍 Location: Mumbai (Powai) | Full-time | 7+ Years Experience We are looking for a Senior Business Analyst with a deep understanding of wealth management products and services to join a fast-paced transformation team. This is a high-impact role where you'll lead strategic initiatives across Managed Investments, Private Markets, Portfolio Management, Investment Advisory , and Discretionary Portfolio Management . If you're passionate about financial innovation, data-driven decision-making, and delivering meaningful transformation in the investment space—this is your opportunity to help shape the future of wealth management. 🔍 What You’ll Do Lead large-scale business analysis and transformation initiatives across multiple wealth management domains. Engage with stakeholders to uncover improvement areas in investment strategy, advisory, and discretionary portfolio services . Create detailed business requirements, process maps, and use cases aligned with transformation objectives. Conduct gap analyses , identify inefficiencies, and propose data-informed optimizations. Facilitate workshops and collaborate with advisors, investment teams, and IT to align strategy and execution. Deliver actionable insights and compelling business cases to senior leadership. Partner with data science teams to develop predictive models for portfolio optimization and risk management . Mentor junior analysts and support a culture of continuous improvement. ✅ Who You Are 7+ years of experience in business analysis, with at least 3 years in wealth management or financial services . Strong domain knowledge across Managed Investments, Private Markets, Investment Advisory , and Portfolio Management . Proven experience driving end-to-end transformation projects in financial services or banking environments. Strong analytical mindset with hands-on experience in financial modeling and investment analysis . Adept in tools like Excel, PowerPoint, Visio, JIRA, Confluence ; exposure to SQL, Python , and data visualization tools (Tableau/Power BI/QlikView) is highly preferred. Familiarity with Agile methodologies and ability to thrive in a cross-functional, collaborative setup. Excellent communication, stakeholder management, and presentation skills. Relevant certifications such as CBAP, CFA, FRM , or an advanced degree (MBA, Master's in Finance or Data Science) are advantageous. 🌟 Why Join Us? Be part of mission-critical transformation projects in a globally-aligned Wealth Management platform. Work alongside leaders in investment strategy, advisory, and digital innovation . Leverage cutting-edge tools in financial modeling, analytics, and machine learning . Enjoy career advancement in a culture that supports learning, leadership, and lateral growth . Competitive compensation, work-life balance programs, and access to next-gen investment platforms. Ready to Make an Impact? If you’re a data-savvy analyst with a passion for the wealth management domain and a track record of driving transformation— apply now and be a part of a future-focused team

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