167 Portfolio Monitoring Jobs - Page 2

detailed credit analysis of potential borrowers, including assessment of financial statements Portfolio Monitoring Monitoring for Financial Ratio Completeness: troubleshooting and investigation Analyzing cash flow models. Credit Analysis Required Candidate profile Minimum 4 years experience in investment management including Credit Research Strong analytical and problem-solving skills, with proficiency in financial modeling and valuation.

As a member of the Private Markets team at M&G Global Services Private Limited, your primary responsibility will be to support in maintaining systems capable of assimilating both structured and unstructured data from diverse sources. You will be tasked with sourcing performance data for portfolio companies from investor reports and updating our proprietary database with the latest performance metrics for further analysis. Conducting data quality checks on investments across various asset classes and analyzing key performance parameters will be a crucial part of your role to ensure effective monitoring. Moreover, you will be involved in designing, updating, and developing reports on Power BI across investments to provide valuable insights to fund managers for portfolio monitoring purposes. Collaboration with onshore analysts to ensure the availability of information and assisting in the preparation of credit documentation for investment credit committees during semi-annual and annual reviews will also be a significant aspect of your responsibilities. Your role will require you to coordinate with the development team for the enhancement of internal tools and databases, as well as conducting necessary testing as and when required. Additionally, you will be expected to respond to straightforward technical queries and deliver high-quality tasks to stakeholders in a timely manner. A key focus of your role will be on managing deliverables with an emphasis on accuracy, completeness, and timeliness of data, ensuring that the information provided meets the required standards. At M&G Global Services, we value integrity, teamwork, and excellence, and by embodying our core behaviors of telling it like it is, owning it now, and moving it forward together with care, you will contribute to creating an exceptional work environment for exceptional talent.,

We are seeking a Credit Manager to lead our credit and risk management function. The role focuses on evaluating creditworthiness, formulating policies, and maintaining a balance between business growth and prudent risk control.

The Cash & Collateral Management Representative performs relatively complex assignments with a direct impact on the business by ensuring the quality of tasks or services provided. You work under little to no direct supervision and may service an expansive and/or diverse array of products/services. You apply working knowledge of technical and professional principles and concepts, along with in-depth knowledge of team objectives. You understand how your assigned duties contribute to the work of the team/unit and how the units coordinate their efforts and resources to achieve the function's objectives. Ensuring the quality and service of self and others is crucial. You may recommend new options to enhance productivity in accordance with guidelines and require tact and diplomacy when exchanging complex or sensitive information with others. Basic knowledge of the organization, the business, and its policies is required. You are typically responsible for resolving basic to moderately complex problems based on practice and precedence. You are able to assess the applicability of similar experiences and evaluate options under circumstances not covered by procedures. Responsibilities: - Responsible for the efficient and proper utilization of cash & collateral throughout the firm and its subsidiaries, on both a domestic and international basis - Analyze cash flow, use of cash capital and collateral, transfer of funds (intra-company and with outside parties), bank account usage, bank compensation, and flow-through of funds in coordination with funding and credit relations groups - Establish controls for all cash & collateral movements and cash usage, coordinating activities with auditing functions - Arrange lock-box and/or other security/control systems in domestic and international locations, working closely with various operations settlement areas to establish proper procedures and controls - Play a significant role in developing and coordinating data processing systems related to the cash management group, the entire treasury function, and the collateral operations group - Monitor portfolios and associated exposure to ensure timely collateral requests from internal and external counterparties - Support a range of products/services and projects in accordance with established collateral systems and procedures under general supervision - Perform routine operational collateral and margining tasks, administering defined procedures, analyses, report preparation, and resolving problems requiring investigation or research - Apply analytical thinking and knowledge of data analysis tools to identify collateral and margin process improvements and support project implementation - Minimize risk by understanding procedural requirements, monitoring errors, and suggesting solutions to reduce errors, and adhering to audit and control policies - Identify policy gaps and make suggestions to streamline collateral processes - Develop a good understanding of products (securities and derivatives), processes, and industry practices and standards - Utilize communication and interpersonal skills to interact with colleagues, stakeholders, and potentially external customers - Appropriately assess risk when making business decisions, with a focus on compliance with applicable laws, rules, and regulations, and safeguarding the firm's reputation Qualifications: - 2-4 years of relevant experience - Proficiency in Microsoft Office, particularly MS Excel - Ability to quickly learn in a fast-paced environment - Demonstrated planning, organization, and process management skills - Comfortable with and able to manage complex systems Education: - High School diploma or equivalent This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.,

As a Risk Analyst at our fast-growing NBFC, you will play a crucial role in identifying, analyzing, and mitigating potential risks in our lending operations. You will be responsible for developing and implementing effective risk policies and frameworks to ensure compliance with regulatory requirements and align risk strategies with our business goals. Your strong expertise in SQL will be instrumental in handling large data sets and deriving actionable insights. Your key responsibilities will include analyzing credit, operational, and portfolio risks across different products and business lines, developing and reviewing risk policies and controls, and collaborating with collections, product, and operations teams. You will prepare risk assessment reports and dashboards for management and compliance teams, identify early warning signals, create scorecards/models, and provide recommendations to minimize exposure. It will be essential for you to ensure compliance with RBI and NBFC regulatory requirements related to risk management. To excel in this role, you must hold a Bachelor's/Master's degree in Finance, Economics, Statistics, Data Science, or a related field. Advanced SQL skills are mandatory, including the ability to write complex queries, optimize performance, and handle large datasets. Strong analytical, problem-solving, and quantitative skills are essential, and knowledge of risk modeling, credit scoring, and portfolio monitoring is a plus. Your excellent communication skills will enable you to present complex data insights in a simple and understandable manner. Joining our team will provide you with the opportunity to work on high-impact projects with cross-functional teams and be part of shaping the future of lending in the NBFC sector. You will have the chance to design and implement risk frameworks from the ground up, contributing to our continued success and growth.,

The Risk Lead in the Retail Business Risk department is responsible for creating policies for multiple products and monitoring the sourced portfolio. You will evaluate product programs and policies in accordance with regulatory guidelines, implementing strong controls to mitigate risks across various areas such as onboarding, credit, operations, fraud, and reputation. Monitoring portfolio delinquencies at a detailed level is crucial, requiring identification of delinquent segments, locations, and profiles. Adherence to bank guidelines is a key aspect of the role. Furthermore, you will play a vital role in implementing technological interventions like scorecards, digital journeys, and automation to enhance process efficiency. Shaping the risk appetite of the product aligns with growth objectives and the Risk Appetite framework of the bank, including risk-based pricing. Utilizing analytics to track portfolio performance trends is essential, along with serving as a policy expert and conducting training sessions as needed. In addition, you will prepare a monthly newsletter providing a snapshot of portfolio performance, monthly acquisition trends, portfolio quality, and trigger monitoring. Sharing best-practice knowledge within the team, recommending process and policy improvements, and collaborating with internal stakeholders to leverage synergies are key responsibilities. Staying updated on global market trends and competitor strategies is crucial. Monitoring productivity, hiring quality, and costs through relevant scorecards is part of the role, along with building, grooming, and retaining a talented team to drive process efficiencies. Attracting and retaining top-class talent for key roles within the reporting structure is also a focus area. The ideal candidate for this role should have a graduation and post-graduation degree in any field, along with 7-12 years of experience in a relevant industry.,

Role Overview The Credit Manager will be responsible for underwriting affordable LAP proposals within defined policy parameters while ensuring portfolio quality. The role requires strong analytical skills, knowledge of customer profiles in the affordable segment, and the ability to balance business growth with risk management. Key Responsibilities Application Assessment Independently evaluate loan applications within policy framework and delegated authority. Analyze customer income, banking, credit bureau, and repayment capacity. Conduct property due diligence including legal, technical, and valuation reports. Policy Adherence Ensure all approvals are strictly in line with credit policies, delegation matrices, and regulatory guidelines. Escalate exceptions with proper risk justification and documentation. Portfolio Quality through Underwriting Maintain high-quality underwriting standards to ensure minimal delinquency in the approved portfolio. Drive alignment with IRR targets by balancing risk, product mix, and pricing at the approval stage. Fraud & Risk Mitigation Identify potential fraud or misrepresentation through detailed document checks and verification. Apply early warning signals (EWS) in decision-making to prevent high-risk sourcing. Stakeholder Management Collaborate with sales teams to provide guidance on policy interpretation and case structuring. Work with risk, legal, and operations teams for smooth and compliant approval flow. Process & TAT Management Ensure underwriting decisions are taken within defined turnaround times. Maintain complete documentation and approval records for audit readiness. Key Skills & Competencies Strong understanding of mortgage underwriting, credit analysis, and risk assessment . Knowledge of affordable segment income assessment (formal + informal income). Familiarity with property due diligence, legal, and technical aspects . Analytical, detail-oriented, with good decision-making ability. Good communication and coordination skills. Qualification & Experience Graduate / Postgraduate in Finance/Commerce/Business Administration. 4-5 years of experience in credit underwriting for LAP, home loans, or mortgages . Exposure to affordable housing / LAP segment preferred.

JD - Area Credit Manager The key responsibilities of the role will be as follows: Handling team of credit managers Structuring & customizing the products to suit the customer's requirements keeping in mind the risk profile, cash flows and security. Credit appraisal and underwriting. Ensuring compliance of the proposal with internal and external guidelines/requirements. Presenting the proposals to Approving authorities End to end monitoring of the portfolio Coordinating with CMT for portfolio monitoring, EWS, Compliance and other reportings. Candidate Profile Preferably 6-10 years of experience in Banks / NBFCs in a Credit role Good analytical & managerial skills. Good Communication and proposal writing Skills.

AVC:SKY - Investment Specialist Business:Retail Banking Department: Axis Virtual Center About Axis Virtual Center Axis Virtual Center engages with Axis Banks customers and prospects, virtually, through digital media to provide a seamless experience to customers while fulfilling their service requirements and using the opportunity to provide financial solutions via cross-sell and upsell. About the Role Investments Specialist manages the sales team of Affluent resources for each circle. This team will comprise of resources, whose focus will be to ensure delivery of the Investments for the Affluent segment across their circles, drive growth in AUMs, drive portfolio actions, ensure implementation and regular review of all control parameters, monitor trends on sales across their circles, manage large and critical key client relationships along with the Affluent team. They also focusses on NOA to ensure regular and quality increase in their segment of Affluent clients and ensures upskilling for the entire Affluent team in their circles. Key Responsibilities Asset Allocation .Assist in the investment portfolio asset allocation of customers. .Allocation between different asset classes & subclasses. .Decisions on products with the asset / sub-asset class. .Meeting / interaction with the respective RM and the client Portfolio Monitoring / Review .Monitor specific portfolios (HNWIs / Corporates) .Reallocate these portfolios as and when requirement for risk management or sales opportunity comes up. Economics & Product Expertise .Coach RM teams on latest products and research available .Conduct the market update calls for the RMs on a regular basis .This will require being completely updated on the latest market trends (macro, sectoral, domestic, global) is not required to do his own research and only takes the view of the internal research experts. Investment Product Research .Source / Evaluate (due diligence) investment products for distributing to the HNW client base of the bank .Client calls (along with the RM) to educate, provide details and source investments in these products .Regular interaction with the product providers for product updates, market feedback, etc. and internally communicate the same Qualifications Optimal qualification for success on the job is: .Graduation/Post-Graduation from a recognized institute .one or more of the following: MBA, CA, CFA, CFP .Overall experience of up to 7 years in financial markets including debt, equity, mutual fund AMCs, etc. or in asset allocation and investment management of HNI customers Role Proficiencies: For successful execution of the job, a candidate should possess the following: .Knowledge on financial markets including debt, equity, mutual fund AMCs, etc. or in asset allocation and investment management of HNI customers. .Good understanding of the various investment products including mutual funds, bonds, money market instruments, equity, alternate products, etc .Understanding of quantitative asset allocation methodologies. .Ability to develop view on risk associated with different product investments. .Capability to satisfactorily engage with the client to analyze risk appetite and investment goals. .Ability to work with experienced team. .Ability to understand, synthesize and communicate insights from central Investment advisory / research team to RMs.

Risk Manager Department Kotak Mahindra Bank Ltd - Consumer Durables Location Mumbai - HO Number of Positions One Reporting Relationship Reporting to Business Head - Consumer Durables Business Position Grade M7-M8 Risk management & Portfolio monitoring for Consumer durable loans. Managing Risk containment unit for Consumer businesses Portfolio monitoring and continuous review of Consumer durable, Digital Business finance, Life style business, Personal loan cross sell Improving controllership by way of building strong system Building and automating credit approval engine Support launch of new products with policy & system build and implementation Formulating Risk policy & support to launch Digital product Drive and support initiatives to build scale Rural lending business Qualification - MBA and/or Professional Degree preferred .Job Knowledge and experience - Should have at least 15 years of experience in credit / risk environment Should have at least 6 years of experience in heading risk / credit for a large setup Should have good understanding of CD Business & Retail industry Should be able to drive and work with a Team reporting Should be a Team player, Relationship person and should be ready to travel widely

Job Title: Regional Portfolio Manager Collections Location: Pune, Chennai & Jaipur| Employment Type: On-roll Key Responsibilities: Lead and manage regional collections team across all buckets. Recruit, train, and monitor team (ACM/RCM/CM/CO etc.). Drive recovery in Skip, NIP, and Legal cases. Ensure timely DCR submission (self + team). Maintain compliance and accurate documentation. Coordinate with legal, ops, and external agencies. Achieve recovery targets and improve portfolio quality. Requirements: Graduate with 5+ years in collections. Strong team leadership & recovery skills. Knowledge of collections laws, MIS, and legal process. Good communication, reporting, and field coordination. Contact: Ami Soni ta_hr14@mas.co.in | WhatsApp: 8511015682

Role & responsibilities Evaluate loan applications based on financial data, credit history, and repayment capacity. Ensure all credit decisions comply with internal policies, RBI guidelines, and regulatory norms. Coordinate with collections team for follow-up on overdue accounts. Work closely with the sales, operations, and legal teams to streamline processing Preferred candidate profile 5+ years of experience in Secured Business Loans/LAP/NBFC. Preference will be given to local candidates with local geography knowledge. Contact Details: surendar.pandian@hfs.in

What you will work on: Oversee the company's credit policies, procedures and processes related to SCF and HVC business, ensuring all risks are addressed appropriately through evaluation and developing required risk frameworks. Directly responsible for the credit quality and risk performance of the company and the SCF and HVC businesses. Develop and review Early Warning System (EWS) reports. Periodic review of portfolio in accordance with current Industry scenario and recent RBI Circular, making amendments to Policy accordingly. Keeping a tab on external economic environment, regulatory policies and competition with a view to ensure strong business growth. Ensuring system automation for improving team efficiency and productivity. Using data analytics to develop insights into credit risk trends, identify emerging risks, and optimize credit risk management strategies. The ideal candidate: Highly driven and motivated individual with ability to get hands-on where required. Ability to communicate, present and influence all levels of the organization, including executive and C-levels. Ability to motivate and develop a strong team. Problem solving approach. Strong business acumen. Qualification and Experience 7+ years' experience required in the credit/risk department related to supply chain financing and/ or wholesale corporate lending. Masters degree (MBA preferred) from a reputed institute or a CA/CFA degree with relevant experience. Strong understanding of operational, legal and credit risk across the full range of industries. Should have experience in unsecured and financial based credit assessment

The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take the lead and well give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you We look to recruit bright, articulate, and numerate candidates who are not afraid of a challenge and are prepared to work hard and love what they do. Every member of the team plays a part in making our business what it is today and the more we grow, the more important that becomes. Whatever your career path, ambition, or skillset you will be joining an entrepreneurial environment and become part of a globally connected team. We do not just want you to succeed, we want you to flourish. To work cohesively in a team, which consults with Private Equity Firms across globe in the ares of Portfolio Monitoring and Reporting. The role requires. Capturing/reviewing financials of private and public companies owned by Private Equity Funds across globe with an ability to read/interpret/analyze financial statements and help derive insights from it. Creating/maintaining/producing different analytical monthly packs including ad-hoc analysis for the client to support their investment decision making in the core area of business. Coordinating with different teams to get the right information on time and communicating on a constant basis with clients on the status of tasks. Searching for, procuring, and processing information about global companies using multiple methods, techniques, and sources. Provide product demos to prospective and existing clients and assist in new business wins. Skills Required Post-graduate / CFA / CA / MBA / CCRA / CIIA / CAIA & equivalent. 1 - 10 years of experience in relevant financial services experience incl. Management Reporting or Operational Finance, preferably with research experience. Strong research and analytical skills, including critical thinking and the ability to integrate various sorts of data and information in the analysis. Ability to work independently and delve into projects with a strong diligence and emphasis on producing a high-quality work product. Experience working independently, proactively identifying, or initiating ways to enhance a process, procedure or outcome that benefits the organization. Ability to prioritize a large and varied workload, managing multiple tasks and details simultaneously. Ability to show initiative, willingness to learn and take on responsibilities as contributing team member either in a lead or in a backup role to ensure team success. Should be solutions focused and can work in unstructured environments under minimum or no supervision. Effective oral and written communication skills to clearly articulate analysis. Advanced understanding of MS Excel, Word, and PowerPoint. Team management and client management experience is mandatory for the AVP role. DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

Portfolio Monitoring and Reporting team - Alternative Investments, Private Equity This is an excellent opportunity for an initiative-taking professional to join our global Portfolio Monitoring team. This role demands a multi-faceted skillset that encompasses rigorous numerical analysis, high quality communication (verbal and written) and the ability to work effectively without supervision to contribute to the team objectives. What we look for We look to recruit bright, articulate, and numerate candidates who are not afraid of a challenge and are prepared to work hard and love what they do. Every member of the team plays a part in making our business what it is today and the more we grow, the more important that becomes. Whatever your career path, ambition, or skillset you will be joining an entrepreneurial environment and become part of a globally connected team. We do not just want you to succeed, we want you to flourish. To work cohesively in a team, which consults with Private Equity Firms across globe in the ares of Portfolio Monitoring and Reporting. The role requires. Capturing/reviewing financials of private and public companies owned by Private Equity Funds across globe with an ability to read/interpret/analyze financial statements and help derive insights from it. Creating/maintaining/producing different analytical monthly packs including ad-hoc analysis for the client to support their investment decision making in the core area of business. Coordinating with different teams to get the right information on time and communicating on a constant basis with clients on the status of tasks. Searching for, procuring, and processing information about global companies using multiple methods, techniques, and sources. Provide product demos to prospective and existing clients and assist in new business wins. Skills Required Post-graduate / CFA / CA / MBA / CCRA / CIIA / CAIA & equivalent. 1 - 10 years of experience in relevant financial services experience incl. Management Reporting or Operational Finance, preferably with research experience. Strong research and analytical skills, including critical thinking and the ability to integrate various sorts of data and information in the analysis. Ability to work independently and delve into projects with a strong diligence and emphasis on producing a high-quality work product. Experience working independently, proactively identifying, or initiating ways to enhance a process, procedure or outcome that benefits the organization. Ability to prioritize a large and varied workload, managing multiple tasks and details simultaneously. Ability to show initiative, willingness to learn and take on responsibilities as contributing team member either in a lead or in a backup role to ensure team success. Should be solutions focused and can work in unstructured environments under minimum or no supervision. Effective oral and written communication skills to clearly articulate analysis. Advanced understanding of MS Excel, Word, and PowerPoint. Team management and client management experience is mandatory for the AVP role. What you will get in return A genuinely unique opportunity to help support the development and delivery of a pioneering product. Significant day-to-day responsibility to contribute to the team and demonstrate your own abilities. Learning opportunities across a variety of skills and topics. Experience with a highly respected multinational organisation in the financial sector. Make a meaningful contribution to the improvement of businesses, communities, and the environment around the world. We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society, and the planet. For more information on our commitment to Corporate Social Responsibility (CSR) please visit our CSR policy page. If you are looking to take that next step in your career and are ready to work for a high performing organisation, alongside talented people who take pride in delivering impressive results, please share your CV and cover letter.

Portfolio Monitoring and Reporting- Alternative Investments, Private Equity This is an excellent opportunity for an initiative-taking professional to join our global Portfolio Monitoring team. This role demands a multi-faceted skillset that encompasses rigorous numerical analysis, high quality communication (verbal and written) and the ability to work effectively without supervision to contribute to the team objectives. What we look for We look to recruit bright, articulate, and numerate candidates who are not afraid of a challenge and are prepared to work hard and love what they do. Every member of the team plays a part in making our business what it is today and the more we grow, the more important that becomes. Whatever your career path, ambition, or skillset you will be joining an entrepreneurial environment and become part of a globally connected team. We do not just want you to succeed, we want you to flourish. To work cohesively in a team, which consults with Private Equity Firms across globe in the ares of Portfolio Monitoring and Reporting. The role requires. Capturing/reviewing financials of private and public companies owned by Private Equity Funds across globe with an ability to read/interpret/analyze financial statements and help derive insights from it. Creating/maintaining/producing different analytical monthly packs including ad-hoc analysis for the client to support their investment decision making in the core area of business. Coordinating with different teams to get the right information on time and communicating on a constant basis with clients on the status of tasks. Searching for, procuring, and processing information about global companies using multiple methods, techniques, and sources. Provide product demos to prospective and existing clients and assist in new business wins. Skills Required Post-graduate / CFA / CA / MBA / CCRA / CIIA / CAIA & equivalent. 1 - 10 years of experience in relevant financial services experience incl. Management Reporting or Operational Finance, preferably with research experience. Strong research and analytical skills, including critical thinking and the ability to integrate various sorts of data and information in the analysis Ability to work independently and delve into projects with a strong diligence and emphasis on producing a high-quality work product. Experience working independently, proactively identifying, or initiating ways to enhance a process, procedure or outcome that benefits the organization. Ability to prioritize a large and varied workload, managing multiple tasks and details simultaneously. Ability to show initiative, willingness to learn and take on responsibilities as contributing team member either in a lead or in a backup role to ensure team success. Should be solutions focused and can work in unstructured environments under minimum or no supervision. Effective oral and written communication skills to clearly articulate analysis. Advanced understanding of MS Excel, Word, and PowerPoint. Team management and client management experience is mandatory for the AVP role.

Portfolio Monitoring and Reporting team - Alternative Investments, Private Equity This is an excellent opportunity for an initiative-taking professional to join our global Portfolio Monitoring team. This role demands a multi-faceted skillset that encompasses rigorous numerical analysis, high quality communication (verbal and written) and the ability to work effectively without supervision to contribute to the team objectives. What we look for We look to recruit bright, articulate, and numerate candidates who are not afraid of a challenge and are prepared to work hard and love what they do. Every member of the team plays a part in making our business what it is today and the more we grow, the more important that becomes. Whatever your career path, ambition, or skillset you will be joining an entrepreneurial environment and become part of a globally connected team. We do not just want you to succeed, we want you to flourish. To work cohesively in a team, which consults with Private Equity Firms across globe in the ares of Portfolio Monitoring and Reporting. The role requires. Capturing/reviewing financials of private and public companies owned by Private Equity Funds across globe with an ability to read/interpret/analyze financial statements and help derive insights from it. Creating/maintaining/producing different analytical monthly packs including ad-hoc analysis for the client to support their investment decision making in the core area of business. Coordinating with different teams to get the right information on time and communicating on a constant basis with clients on the status of tasks. Searching for, procuring, and processing information about global companies using multiple methods, techniques, and sources. Provide product demos to prospective and existing clients and assist in new business wins. Skills Required Post-graduate / CFA / CA / MBA / CCRA / CIIA / CAIA & equivalent. 1 - 10 years of experience in relevant financial services experience incl. Management Reporting or Operational Finance, preferably with research experience. Strong research and analytical skills, including critical thinking and the ability to integrate various sorts of data and information in the analysis Ability to work independently and delve into projects with a strong diligence and emphasis on producing a high-quality work product. Experience working independently, proactively identifying, or initiating ways to enhance a process, procedure or outcome that benefits the organization. Ability to prioritize a large and varied workload, managing multiple tasks and details simultaneously. Ability to show initiative, willingness to learn and take on responsibilities as contributing team member either in a lead or in a backup role to ensure team success. Should be solutions focused and can work in unstructured environments under minimum or no supervision. Effective oral and written communication skills to clearly articulate analysis. Advanced understanding of MS Excel, Word, and PowerPoint. Team management and client management experience is mandatory for the AVP role. What you will get in return A genuinely unique opportunity to help support the development and delivery of a pioneering product. Significant day-to-day responsibility to contribute to the team and demonstrate your own abilities. Learning opportunities across a variety of skills and topics. Experience with a highly respected multinational organisation in the financial sector. Make a meaningful contribution to the improvement of businesses, communities, and the environment around the world. We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society, and the planet. For more information on our commitment to Corporate Social Responsibility (CSR) please visit our . If you are looking to take that next step in your career and are ready to work for a high performing organisation, alongside talented people who take pride in delivering impressive results, please share your CV and cover letter. Disclaimer : Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take the lead and well give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you We look to recruit bright, articulate, and numerate candidates who are not afraid of a challenge and are prepared to work hard and love what they do. Every member of the team plays a part in making our business what it is today and the more we grow, the more important that becomes. Whatever your career path, ambition, or skillset you will be joining an entrepreneurial environment and become part of a globally connected team. We do not just want you to succeed, we want you to flourish. To work cohesively in a team, which consults with Private Equity Firms across globe in the ares of Portfolio Monitoring and Reporting. The role requires. Capturing/reviewing financials of private and public companies owned by Private Equity Funds across globe with an ability to read/interpret/analyze financial statements and help derive insights from it. Creating/maintaining/producing different analytical monthly packs including ad-hoc analysis for the client to support their investment decision making in the core area of business. Coordinating with different teams to get the right information on time and communicating on a constant basis with clients on the status of tasks. Searching for, procuring, and processing information about global companies using multiple methods, techniques, and sources. Provide product demos to prospective and existing clients and assist in new business wins. Skills Required Post-graduate / CFA / CA / MBA / CCRA / CIIA / CAIA & equivalent. 1 - 10 years of experience in relevant financial services experience incl. Management Reporting or Operational Finance, preferably with research experience. Strong research and analytical skills, including critical thinking and the ability to integrate various sorts of data and information in the analysis. Ability to work independently and delve into projects with a strong diligence and emphasison producing a high-quality work product. Experience working independently, proactively identifying, or initiating ways to enhance a process, procedure or outcome that benefits the organization. Ability to prioritize a large and varied workload, managing multiple tasks and details simultaneously. Ability to show initiative, willingness to learn and take on responsibilities as contributing team member either in a lead or in a backup role to ensure team success. Should be solutions focused and can work in unstructured environments under minimum or no supervision. Effective oral and written communication skills to clearly articulate analysis. Advanced understanding of MS Excel, Word, and PowerPoint. Team management and client management experience is mandatory for the AVP role. DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

About your team General Counsel (GC)is a trusted advisor to all parts of FIL, providing high-value independent advisory and assurance expertise through our specialist teams. GC comprises of Legal, Risk, Compliance, Tax, and Public Policy & Strategic Relationship Management. General Counsel Shared services function is a global centre of expertise currently being built out in Dalian and India. It provides operational support and services to the General Counsel function. The Investment Compliance Advisory team is responsible for providing compliance advice and support to the investment teams, including fund managers, research analysts, trading desks, corporate finance and their respective support groups. The department primarily takes responsibility for regulatory advice of all asset classes ( Equity, Fixed Income, Multi - Asset and Real Estate, as well as associated derivative activities. In addition, the team provides regulatory advice to both the Portfolio Compliance monitoring team in HK and the London based compliance monitoring team. About your role This role is supporting FILs Portfolio Compliance Monitoring team globally. You will be responsible for supporting the day to day portfolio compliance monitoring of various retail funds and segregated mandates managed by FIL globally, and liaising with Portfolio Managers and other relevant teams and internal/external stakeholders on any identified breaches. You will be playing a key role and be responsible for streamlining and building efficiency in the alert monitoring process, manual task and certifications. Key Responsibilities- To support the Global Investment Compliance colleagues in review and evaluation of Investment Restrictions and recommend and implement such investment restrictions for compliance testing. Liaison with the broader Investment Compliance colleagues globally to ensure that investment restrictions coded on the compliance system are correctly interpreted; this may require discussions with Client Services, Relationship Directors, Legal and Product teams. Identify, track, resolve and report compliance breaches in-line with internal policy and regulatory requirements. To assist with ongoing review of relevant processes and procedures to ensure best practice by bringing efficiency and streamling manual controls. Preparing compliance reports, certifications and responding to compliance questionnaires. Ensuring detail documentation of end to end procedures, maintenance of procedures repository including change notification in various systems. Develop effective working relationships with other functional areas for timely receipt of information required for the completion of tasks Provide a high quality timely service to customers Assist in a range of FIL-wide projects or tasks About you The ideal candidate will: Criticalthinking, analytical skills, and sound judgement are required given the responsibilities for problem solving in operational and project work Experience in compliance, trade/portfolio compliance monitoring (preferred) and/or operations functions, ideally within asset management industry 3-5 years experience in working in the investment management industry (preferably buy side) and of investment products Good understanding of portfolio monitoring processes (preferred), including the interpretation of client investment management agreements Good IT skills including Microsoft Office, particularly Word, Excel and Outlook; Bloomberg, basic Macro and knowledge of Charles River systems (or similar compliance monitoring tools) would be an advantage. Good instrument knowledge of equities, fixed income and derivatives Business-level verbal and written English communication / presentation skills Positive team player as well as the ability to work on their own initiative Investigative and questioning nature Strong self-motivation, organisation, prioritisation, time management, used to adapting to unforeseen changes Excellent inter-personal skills Ability to learn quickly and make decisions that are reasonable and logical

Opportunity Evaluation & Research, Business Case Development, Deal & Project Management, Portfolio Monitoring, Stakeholder Collaboration. Exposure to multi-sector analysis, with preference for candidates having experience in manufacturing business. Required Candidate profile CFA, MBA (Top-tier institutions preferred) or equivalent finance/strategy qualification. 2–4 years’ experience in investment banking, consulting, corporate strategy, private equity.

About the Department: Financial Process Services (FPS) is a vertical of TresVista that works with major clients in the spectrum of the financial services industry. FPS caters to their needs related to accounting & financial data extraction and spreading and enables holistic view based on summarized data & information which is consumed at various levels and by finance professionals. Exposure to processes related to core finance and accounting clubbed with innovative techniques and software adds value to the professional growth of aspirants looking for a career in the finance industry. Key Role Deliverables: Leading project requests, guiding Analysts on execution and ensuring their output is client-ready Reviewing the Analysts work for accuracy and consistency in the categorization of line items, journal entries, invoice processing, and another project-related deliverable Handholding team on complex projects and ensuring adherence to project deadlines and quality standards Maximizing team productivity and ensuring communication guidelines and timelines (TAT) are adhered Operational Responsibilities: Training Analysts in spreading financial statements in the client database Reading and interpreting information from notes / schedules accompanying financial statements Working on developing Analysts concept clarity and ability to interpret financial data Calls & Emails for collecting pass due amount Understanding of DSO Timely application of cash Collating financial information and KPIs from broker reports, management call transcripts, and news articles Overseeing journal entries, PO requisitions, vendor creations, and payment reconciliations Managing Non-PO & PO invoices and paying invoices within TAT Managing T&E payments Creating monthly / ad-hoc reports Managing Fixed Asset: Accounting, and reporting of organizations fixed assets Ensure accurate capitalization, asset disposal, impairment testing, and depreciation calculations Proactively managing client communication and serving as a point of contact for clients Team Management: Goal setting and performance review of direct reports. Able to deliver timely and balanced performance feedback Auditing of team timesheet, tracker for completeness and correctness Identify training needs and provide training, coaching, and mentoring where appropriate Recruiting and retaining the highest quality talent into the team Instituting knowledge sharing / best practice sharing forums Preparing periodic performance, utilization, and efficiency reporting packages to discuss with the line manager Prerequisites Proficient with the English language and excellent communication and interpersonal skill Sound knowledge of accounting concepts; well versed with financial terms Experienced in either financial statement analysis or AP/OTC/RTR process Thrives to work in a challenging environment and has a flexible mindset and adaptability to manage client deadlines Attention to detail Strive to achieve excellence Experience Minimum 4-7 years Education Any graduate / MBA with finance specialization Compensation The compensation structure will be as per industry standards

Credit Analysis & Underwriting Portfolio Monitoring Monitoring for Financial Ratio Completeness: troubleshooting and investigation Troubleshooting Power BI Issues analyzing cash flow models. Credit Analysis Required Candidate profile Advanced (5+ years) Financial Data Analysis Experience Intermediate (3+ years) with Financial and Accounting Concepts Some (1+ year) SQL Experience Experience with Credit Underwriting.

Key Responsibilities- To support the Global Investment Compliance colleagues in review and evaluation of Investment Restrictions and recommend and implement such investment restrictions for compliance testing. Liaison with the broader Investment Compliance colleagues globally to ensure that investment restrictions coded on the compliance system are correctly interpreted; this may require discussions with Client Services, Relationship Directors, Legal and Product teams. Identify, track, resolve and report compliance breaches in-line with internal policy and regulatory requirements. To assist with ongoing review of relevant processes and procedures to ensure best practice by bringing efficiency and streaming manual controls. Preparing compliance reports, certifications and responding to compliance questionnaires. Ensuring detail documentation of end to end procedures, maintenance of procedures repository including change notification in various systems. Develop effective working relationships with other functional areas for timely receipt of information required for the completion of tasks Provide a high quality timely service to customers Assist in a range of FIL-wide projects or tasks About you The ideal candidate will: Criticalthinking, analytical skills, and sound judgement are required given the responsibilities for problem solving in operational and project work Experience in compliance, trade/portfolio compliance monitoring (preferred) and/or operations functions, ideally within asset management industry 3-5 years' experience in working in the investment management industry (preferably buy side) and of investment products Good understanding of portfolio monitoring processes (preferred), including the interpretation of client investment management agreements Good IT skills including Microsoft Office, particularly Word, Excel and Outlook; Bloomberg, basic Macro and knowledge of Charles River systems (or similar compliance monitoring tools) would be an advantage. Good instrument knowledge of equities, fixed income and derivatives Business-level verbal and written English communication / presentation skills Positive team player as well as the ability to work on their own initiative Investigative and questioning nature Strong self-motivation, organisation, prioritisation, time management, used to adapting to unforeseen changes Excellent inter-personal skills Ability to learn quickly and make decisions that are reasonable and logical

The company is a dedicated solar partner for businesses across Asia and Africa, aiming to have a big social impact by reducing carbon emissions, creating jobs, increasing energy access, and saving money for businesses in emerging markets. Candi's approach is to provide flexible, end-to-end solar and battery solutions, taking the risk so partners don't have to. Leveraging experience in finance, engineering, and asset management, Candi guarantees optimized systems for maximum returns. The company is seeking an ambitious and energetic Credit Analyst to help lead the solar revolution. The role requires creativity, innovation, and a new way of thinking, particularly in dealing with financial information, analyzing statements, assessing risk, and rating corporates. Responsibilities include researching industries, running KYC checks, training on risk issues, and staying updated on economic developments. The Credit Analyst will support the Head of Credit in advancing in-house risk tools. Location for this position is Gurgaon with the flexibility of working from home. This is a full-time role requiring a CA/MBA Finance with 7+ years of experience in credit underwriting for corporate clients. Proficiency in MS Excel, understanding of credit risk regulations, and strong communication skills are essential. The ideal candidate should have advanced analytical skills, industry research capabilities, and the ability to network effectively. The successful candidate must embody Candi values, prioritize empathy, authenticity, teamwork, and simplicity. They should be a dynamic team player willing to take initiative in a multicultural environment. Experience with international companies or abroad is a plus. The individual should be open, honest, trustworthy, and collaborative, understanding the importance of team achievements over individual success. Candi is an equal opportunities employer. In summary, the Credit Analyst role at Candi offers an exciting opportunity to be part of a forward-thinking organization dedicated to expanding access to clean solar energy in emerging markets. The ideal candidate will bring a combination of financial expertise, analytical skills, and a collaborative mindset to contribute to Candi's mission of driving positive social and environmental impact through solar solutions.,

As a Credit Associate at Redaptive, your primary responsibility is to assess and evaluate the credit risk associated with the company's customers and counterparties. This pivotal role involves conducting comprehensive analysis of creditworthiness, preparing financial spreads, evaluating financial data, identifying potential risks that may impact business operations, monitoring existing clients, and assigning risk ratings. Collaboration with various teams within the organization, including Finance, Sales, IT (Salesforce), and other departments is essential to ensure that sound credit decisions align with company objectives and risk tolerance. Your insights and recommendations will be instrumental in shaping credit policies and procedures, thereby contributing to the overall success and growth of the organization. Your key responsibilities include: - Evaluating and Assigning Credit Ratings: Assess the creditworthiness of new and existing clients and counterparties, analyze financial statements, prepare risk rating scorecards, recommend credit ratings and exposure limits. - Earnings Snapshots and Credit Reports: Prepare concise earnings summaries and detailed credit reports, analyze financial statements, highlight key performance metrics, assess creditworthiness to support underwriting decisions. - Portfolio Monitoring: Update credit portfolio tracker, develop industry-specific scorecard templates, review assigned credit ratings, manage credit data points in Salesforce. - Supporting Senior Analysts: Assist in gathering data and relevant information for credit assessments, collaborate with team members to ensure accuracy and completeness of information. - Ad-Hoc Projects: Participate in tasks such as updating benchmark rate files, conducting benchmark analysis, process enhancements, and other credit-related activities. Your time distribution for these duties is as follows: - Evaluate and Assign Credit Ratings: 40% - Earnings Snapshots and Credit Reports: 30% - Portfolio Monitoring: 15% - Supporting Senior Analysts and Ad-Hoc Projects: 15% You should possess the following abilities and skills: - Strong understanding of financial statements and key financial ratios. - Ability to comprehend and articulate credit fundamentals. - Skill in identifying potential risk issues that require escalation. - Effective communication skills and relationship-building abilities. - Attention to detail, result-oriented, curious, proactive with a growth mindset. Requirements for Education and Experience: - A master's degree in finance. - 0-2 years of experience in credit risk management. - Proficiency in MS Office (Word and Excel) and Bloomberg. - Prior internship or coursework in finance, risk management, or related fields is advantageous. This role does not involve international travel and offers perks such as equity plan participation, medical and personal accident insurance, support for hybrid working, equipment, and relocation, flexible time off, continuous learning opportunities, and an annual bonus based on company and individual performance. Redaptive is an Equal Opportunity Employer that values diversity and is committed to fostering an inclusive environment for all employees.,