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15.0 - 25.0 years
3 - 7 Lacs
Ahmedabad
Work from Office
Project Role : Sales Origination Practitioner Project Role Description : Orchestrate and lead the entire origination process for a cross-client, cross service-group deal working with the CAL, the client team and relevant subject matter experts. Must have skills : Sales Pursuit Management Good to have skills : Veeva CRMMinimum 15 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Sales Origination Practitioner, you will orchestrate and lead the entire origination process for a cross-client, cross service-group deal working with the CAL, the client team and relevant subject matter experts. This role involves strategic planning, client engagement, and collaboration with various stakeholders. Roles & Responsibilities:- Expected to be a SME with deep knowledge and experience.- Should have Influencing and Advisory skills.- Responsible for team decisions.- Engage with multiple teams and contribute on key decisions.- Lead the origination process for cross-client deals.- Collaborate with the Client Account Leader (CAL) and client team.- Provide subject matter expertise during deal negotiations.- Develop and implement pursuit strategies for successful deal closures. Professional & Technical Skills: - Must To Have Skills: Proficiency in Sales Pursuit Management.- Good To Have Skills: Experience with Veeva CRM.- Strong understanding of sales strategies and techniques.- Excellent communication and negotiation skills.- Ability to analyze market trends and competitor activities.- Proven track record of successful deal closures. Additional Information:- The candidate should have a minimum of 15 years of experience in Sales Pursuit Management.- This position is based at our Ahmedabad office.- A 15 years full time education is required. Qualification 15 years full time education
Posted 1 month ago
2.0 - 7.0 years
9 - 15 Lacs
Pune, Delhi / NCR, Mumbai (All Areas)
Work from Office
Product Management of Vichara's products for CRE and CMBS valuation and management. Develop functional documents, work with business users and technology team and quantitative testing Become experts on product functionality to support our clients Required Candidate profile 5 years experience with commercial real estate valuation and cash flow analysis Familiarity with CMBS and fixed income Familiarity with tools like INTEXcalc, Bloomberg, Markit, Trepp , Yield Book,
Posted 1 month ago
6.0 - 12.0 years
12 - 16 Lacs
Mumbai
Work from Office
Role Overview We are seeking a highly skilled and experienced Vice President/Principal to join our Private Equity/Growth team. The ideal candidate will have a robust track record in the PE/Growth space, with at least 6-12 years of relevant experience, including a minimum of 4 years specifically in private equity or growth equity. The candidate should have comprehensive experience across the investment lifecycle, from deal origination to successful exit. Key Responsibilities - Lead the end-to-end investment process, including sourcing, evaluating, executing, and managing investments. - Develop and maintain strong relationships within the private equity ecosystem, representing Edelweiss Alternatives in industry events and forums. - Drive value creation across the portfolio through active engagement with portfolio companies, including strategy development, operational improvements, and financial structuring. - Collaborate with internal teams, including legal, finance, and operations, to ensure smooth execution and management of investments. - Monitor market trends, identify new investment opportunities, and contribute to the strategic direction of the fund. - Provide mentorship and guidance to junior team members, fostering a collaborative and high-performance culture. Qualifications Experience - 6-12 years of experience in private equity, growth equity, or related fields, with at least 4 years of direct experience in PE/Growth. - Strong track record of managing the full investment lifecycle from origination to exit. - Excellent analytical and financial modeling skills, with the ability to evaluate complex investment opportunities. - Strong network within the private equity and growth ecosystem. - Proven ability to work effectively in a fast-paced, dynamic environment with multiple stakeholders. - Excellent communication and interpersonal skills, with the ability to represent the fund confidently in external forums. - MBA or equivalent advanced degree from a top-tier institution is preferred.
Posted 1 month ago
5.0 - 10.0 years
5 - 10 Lacs
Pune, Maharashtra, India
On-site
Individual will provide daily support and guidance to staff within the department and will work closely with Team Managers (direct reportees), co-AVPs and Head, to address operational issues. Responsible for ensuring that day to day operations function smoothly and issues are resolved for teams. He / she will be responsible for transitioning of any new process from formulating strategy, hiring people, working with onshore to get the training requirements in place and will play as SPOC to accomplish the smooth transitioning. Other responsibilities include cross -training, succession planning, Preparation of Management reports and Departmental initiatives, and interfacing with the different departments to ensure timely and accurate processing of all activities on a daily basis within the given timelines. AVP may also be responsible for other activities like BCM, Audits & Controls, Transformation, project management and people management. What we'll offer you As part of our flexible scheme, here are just some of the benefits that youll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities Managing Loan Operations processes like Deal Origination, Funding, Payments, Invoicing, Documentation & Collateral etc. Managing Deal building, documents validation & deal closing with initial funding Managing Services related activities, such as, Funding, Repricing, Rollovers, interest and principal payments, deal termination, pay off letter, past dues, and wire allocations. Reviewing workflows and operating procedures to ensure that they remain up to date and implementing process improvements. Reviewing regulatory requirements and ensure all regulation controls are implemented and followed. Reviewing financial issues /breaks, work with finance and treasury to prioritize resolution Reviewing daily benchmark reports (KPIs) for each of the process lines, investigating benchmark breaches (KPIs) with the counterparts and working to improve the process. To build up process documentation, define benchmarks, capacity model, baseline volumes etc. for newly transitioned processes. Team development and motivation through strong engagement models, effective employee communication and administering reward and recognition. Driving Process Improvement through innovation, and involvement of all. Be a change lead to support any platform change, process change projects initiated by the organization and make sure all deadlines are adhered to. Conduct regular operational performance reviews and participate in monthly self-assessments. Regular connect with stakeholders to understand and prioritize business requirements. Effectively manage risk and foster a robust control environment. Building a strong mechanism to take care of volume peaks during peak season ( If any) Your skills and experience Prior experience in Wealth Management Ops and Deal origination / Loan Ops/servicing payment and finance is a must. Strong understanding of Bilateral and syndicated Loan products. Good understanding of Operational risk in Lending business and ability to manage the same through proactive controls Hands on working knowledge of Loan IQ application Needs to be a self-starter with significant ability to plan and undertake process change initiatives. Strong interpersonal / good negotiations skills are required, leadership skills will be essential for this role. Follow through skills, Effective communication skills, fluency in Microsoft Office skills, ability to confidently handle internal clients, futuristic and innovative approach will be expected. Ability to compile, analyze and present data in MIS form as needed for Management reporting. Ability and willingness to work in night shift is a must. Experience/Exposure Graduates with good academic records. Total experience 10 years Plus in same industry and function is a must
Posted 1 month ago
5.0 - 10.0 years
14 - 22 Lacs
Gurugram
Work from Office
Credit Analyst Delivery Lead/Delivery Manager Structured Finance Job Description Responsibilities: Preparing complex financial cashflow models on securitization to facilitate transaction ratings. Scenario and sensitivity analysis and building assumptions on prepayments and defaults Preparing loan stratification tables based on various characteristics. Analyzing the data and making it consistent for eligibility screening Ongoing monitoring of performance triggers, credit/covenant compliance, and broader market developments Monthly borrowing base monitoring including checking all calculations as per credit agreement, loan tape analysis and other portfolio metrics Preparing quarterly and annual credit reviews of the borrowers (specialty finance companies, asset managers, etc.) Work with credit team to accurately risk rate loans/credits. Participate in the loan approval process, recommending approval and an appropriate structure of credits Ensuring the portfolio administration and risk management of the credit facilities is in compliance with credit policy, procedure as well as regulatory guidelines This is an individual contributor role and opportunity to work with experts in Structured Finance and potential expansion of the team Essential Experience: Qualified Chartered Accountant or MBA Finance or CFA or M. Com or equivalent degree. Minimum 5 years of experience in the field of structured finance Strong understanding of cash flow modeling, securitization and asset backed finance structures Familiarity across a range of asset types; comfort working with novel or esoteric collateral is a strong plus Understanding of key operating risks of non-bank finance company borrowers, and financial assets Stay current on market developments, regulatory changes, trends across ABS and structured credit markets Demonstrate strong understanding of underwriting, credit analysis, legal documentation and regulatory frameworks Interested Candidates please share CV's at jayshree.chutani@acuitykp.com Location: Gurgaon Notice Period: Immediate - 0-60 days
Posted 1 month ago
12.0 - 15.0 years
70 - 80 Lacs
Noida, Mumbai, Hyderabad
Work from Office
Role Summary Person shall be spearheading the Vertical / the Investor Relations/ Business Development. This position allows working on a variety of deals, from structured finance, project finance, M&A, Equity fund raise, to capital markets deals across sectors and on the complete deal life cycle of live deals, both Indian and international. Along with this, the roles build one up to handle deal execution independently in the future. Further, the Investor Relationships Vertical also provides the opportunity to work on the sell side. Responsibilities - Client Coverage/ Business Development Responsibilities 1. Head of Client coverage, Vertical and Deal origination, 2. Relationship building, 3. Dealing with Promoters/ Directors or equivalent C-level executives of the corporate 4. Business Development and Mandate Execution InvestorManagement 1. For PE (Private Equity) Credit Fund 2. Heading with onshore & offshore GP and LP 3. Identifying and maintaining the investor's relationship 4. Identifying investor/Investment rationale and placing the suitable proposals/Deals/Projection with the aim of deal closure. Client Coordination 1. Lead client coordination for information requirements and closure. 2. Update/follow-ups/ hand holding in negotiation/ client participations. 3. Demonstrate strength and experience in clientrequesterrelationship. while gathering information/knowledge from the client Client Team Coordination 1. Coordinating with Client Coverage Team Strategic Role & Responsibilities Work as part of the strategy division on the global, regional project. Support management/Business on strategic projects. Prepare a presentation on the divisions earnings covering financial performance analysis, change in business environment, and key themes impacting the earnings. Role provides wide exposure into the global market and IB Industry across fixed income, Equities & investment banking. Requirements: Strong analytical skills, including the ability to develop financial models and perform data analysis. Problem solving and creative thinking skills a key. Deep interest in the Global Markets and Investment Banking, including key trends and market dynamics such as Market Structure, Fintech, Regulation,s etc. Highly motivated individual with proven ability to solve problems; strong project management, interpersonal, and stakeholder management skills Skills & Experience Required Requirement Detail 1. Experience 1. 15 years of overall experience 2. At least 10 years of experience in Investment banking/ 10 years in a similar domain in Banks/ FI/ Fund House 3. Must have experience in Client coordination 4. Must have Investor Co-ordination experience 5. Must have managed the Project Team/ Vertical/ or have headed a similar vertical. Education MBA or CFA, or CA/MFA Skills & Attitude 1. Client Co-ordination 2. Investor Relationships 3. Leadership Skills and team-building experience 4. Very good written and spoken English 5. Go-getter & self-starter 6. High Aptitude 7. Industry know-how is a must IndustryExposure Investment Banking or Investment Advisory experience is a must Location : - Noida,Mumbai,Hyderabad,Chennai
Posted 1 month ago
3.0 - 5.0 years
5 - 9 Lacs
Jaipur
Work from Office
The SCA will be responsible for structuring working capital and term loan cases, validating CMA data, preparing investor/lender pitch decks, and ensuring bank ready documentation for all client mandates across company’s credit-related verticals.
Posted 1 month ago
7.0 - 10.0 years
20 - 25 Lacs
Gurugram
Work from Office
Looking for a dynamic professional with a strategic mindset, deal making experience, proficiency in financial modelling and good project management skills Position Title Chief Manager - Project Finance Position Summary Incumbent would serve as one of the leading representatives for raising Equity/Structured Finance through Private Equity, Capital market & other Financial Institutions Position Demands MBA in Finance from a premier institute. 7-10 years of experience with a large and reputed infrastructure developer or large Corporate, IB, PE Funds, Big 4. Must have strong analytical/quantitative skills and experience with a multi-site organisation. Strong understanding of Private Equity & Capital Markets Domain experience in Power/Transmission / infrastructure industry. Experience in IPO Key Accountabilities / Responsibilities Responsible for end-to-end execution of deals for all equity raise transactions Work closely with business units, advisors and counter parties to project manage the entire transaction process Lead the financial modelling, Valuation analysis & other deal collaterals Project manage the operational, technical, commercial, financial, tax and legal diligence with the business units Lead the pre & post deal closure activities ensuring smooth deal closure Develop relationship with wider financial community including investors, analysts, advisors, bankers, counsel etc Provide insights on market activity and present them to the leadership team Competencies Behavioural - Achievement Orientation Behavioural - Altrocentric Leadership Behavioural - Analytical Decision Making Behavioural - Customer Service Orientation Behavioural - Impact and Influence Behavioural - Information Seeking Behavioural - Initiative Behavioural - Innovative Thinking Functional - Financial Functional - Operational Functional - People Functional - Strategic
Posted 1 month ago
10.0 - 14.0 years
22 - 30 Lacs
Mumbai
Work from Office
Relationships with Investors Maintain and acquire new relationships with various capital market investors (NBFCs, Financial Institutions, AIFs, FPIs, Banks, Family offices, Wealth Management Firms, Mutual Funds, Insurance Companies, PE Funds, etc. ) Maintain relationships with other syndication/DCM desks to remain updated with market information Having a client and corporate network on the origination side will be an added advantage. Lead Debt Syndication Transactions: Lead the structuring and execution of debt syndication transactions, ensuring alignment with client needs and market conditions. Working together with the origination team in pitch preparation, meeting the client, understanding the credit and winning the syndication mandates Ensure correct structuring of the proposal to ensure innovative solutions to the client and at the same time build credit worthiness of the proposal and legal correctness Participating in client negotiations to make the proposal saleable during the syndication process Credit Analysis & Due Diligence: Analyzing and detailed credit due diligence, preparation of Investment Memorandum, financial models, structures to assess risk and ensure deal viability and supporting the investors to get their internal approvals. Live Deals Stage Syndicating the funding mandates within client expected timelines End to end deal management Maximization of fee income Qualifications and Skills Experience of years with prior experience in syndication, structured finance, corporate finance, credit etc. Knowledge of regulations, legal documentation, negotiation skill, Strong credit and analytical skill Strong attention to detail, networking, and stakeholder management. Good communication and presentation skills.
Posted 1 month ago
2.0 - 5.0 years
11 - 15 Lacs
Mumbai
Work from Office
About The Role Job Role "¢Scoping and scanning the market for origination of Real Estate transactions across standard asset classes, high yield deals, special situation deals & lease rental discounting transactions from both the primary as well as secondary (existing lender/investor) markets. "¢Ideating with Promoters/CFO/CXO for structuring and identifying opportunities for financing/ restructuring / settlement/ advisory mandates. "¢Need understanding skills to evaluate the Real Estate asset category as a whole. "¢Continuous engagement with internal relationships, agencies, investors and coverage teams "¢Developing pitches with financing solutions and structuring acceptable credit solutions "¢Preparation of IM & analytical material for internal do-ability assessment and for external investors cash flow models, information docket, etc. "¢Working with external agencies, sales team and prospective investors for placements. "¢Closure of deal including sanctions, due diligences, documentation and funding "¢Working independently as well as part of a larger team job Requirements "¢QualificationsMBA (from top tier institutions); CA (rankers / first attempt) "¢Should have in-depth experience of working with Borrowers/Corporates/ NBFCs/Investors/Funds "¢Established track record of origination / structuring / placement of RE & high yield deals "¢Keen understanding of expectations and typical investment philosophies of the variety of investors active in this space "¢Create deals across situations acquisitions financing, refinance, stressed assets space, partner/ PE buy outs, Rentals discounting, etc. "¢Good understanding of taxation & regulatory framework aspects relevant to structuring, listing, etc. Term sheets and documentation negotiation Eligibility "¢ Experience profile of at least 8-12 years "¢ Applications can be made for roles in same level or one level above "¢ IJP policy to be followed Application KMBL Employees Click Hereto apply. Step 1Remove the default location. Step 2Enter the Job Code and Search For other Kotak Group Companies If you wish to apply for this position, send in your application to Mukesh.Raheja@Kotak.com
Posted 1 month ago
3.0 - 7.0 years
8 - 12 Lacs
Hyderabad
Work from Office
- Research, identify and prioritize potential fundraising opportunities - Lead the annual fundraising planning process to produce effective strategies to achieve income targets across the range of revenue streams - Business plan/feasibility studies for various ideas for cost saving, etc - Identify new potential income streams and produce strategies to access these funds - Ensure the Fundraising Department is kept within budget; reporting to financiers - Work collaboratively with other functions to enhance fundraising efforts - Organizing and attending non-profit events and networking with relevant stakeholders - Generate ideas and identify innovative sources of Fund raising opportunities - Liaison with Govt. banks/Investment Bankers/Private Investors to raise funds - Closely worked on live deals from scratch and closed the deal appropriately - Coming up with ingenious ways to raise awareness; develop alliances with other entities - Manage and prepare due diligence items, buyer contacts, company presentations, background check and other deal execution responsibilities - Provide accurate and consistent numbers on all paperwork to present a authentic and credible resource to investors Desired profile: - MBA from Tier-1 B-School; CA first/second attempt with 3-7 years of experience in Fundraising/Investment Banking - Proactive and should work with minimal direction and oversight - High degree of business acumen and financial modelling skills. Ability to prepare high quality Pitch-books and Information Memorandums - Prior work experience into Investment Banking, Management Consulting and/or large firms with active deal origination is desirable
Posted 1 month ago
5.0 - 10.0 years
30 - 45 Lacs
Mumbai
Hybrid
Sumitomo Mitsui Banking Corporation Deal Support & Execution: Assist in evaluating new real estate financing opportunities, including site visits and client interactions. Support the preparation of credit proposals, financial models, and internal memos for approval. Coordinate due diligence processes involving legal, technical, and financial advisors. Credit & Risk Analysis: Conduct detailed credit assessments of borrowers and projects. Analyze project cash flows, market dynamics, and sponsor strength. Monitor compliance with internal credit and risk policies. Documentation & Compliance: Assist in drafting, reviewing and negotiating term sheets, loan agreements, and security documents. Ensure timely completion of documentation and compliance with regulatory and internal requirements. Portfolio Monitoring: Monitor performance of the real estate loan book, including covenants, project milestones and risk triggers. Conduct annual renewals and ensure compliance with extant regulations. Identify early warning signals and recommend corrective actions to mitigate credit risk. Ensure compliance with internal policies, regulatory guidelines, and audit requirements. Work closely with risk, legal, and compliance teams to ensure robust portfolio health Market Research & Strategy: Conduct market research on real estate trends, pricing, and regulatory developments. Prepare internal presentations and pitch materials for client meetings. Stakeholder Coordination: Liaise with internal teams (legal, risk, operations, compliance) and external stakeholders (clients, consultants, legal counsel). Support senior team members in client relationship management and business development efforts. Expereince & Skills required: MBA/CA/CFA or equivalent qualification in finance, economics, or related field. 8–12 years of experience in real estate financing, structured finance, or corporate banking. Strong understanding of real estate markets, asset classes, and regulatory frameworks. Proven track record in deal origination and execution. Excellent analytical, negotiation, and communication skills.Hands-on experience in end-to-end execution of real estate lending and/or investments. Strong financial modeling and credit application / investment memo writing skills. Ability to effectively work under tight deadlines and manage projects independently. Ability to work well within a team with minimal supervision. Strong organizational skills and keen attention to detail. We are seeking a dynamic and experienced professional to join our Real Estate Financing Group (“REFG”) as Vice President. The ideal candidate will be responsible for originating, structuring, and executing real estate financing transactions across various asset classes including commercial, residential, hospitality, and industrial/logistics. This role requires strong market knowledge, credit acumen, and relationship management skills.
Posted 1 month ago
8.0 - 13.0 years
40 - 50 Lacs
Mumbai
Hybrid
Sumitomo Mitsui Banking Corporation The candidate is to expected to assume the following key responsibilities: Origination & Execution Identify and support origination of real estate financing opportunities with developers, investors, and corporates. Lead end-to-end execution of transactions including due diligence, financial modeling, credit analysis, and documentation. Undertake account related activities for the clients covered directly by Real Estate Financing team. Structuring & Credit Structure bespoke financing solutions including construction finance, lease rental discounting, and acquisition finance. Conduct client meetings, site visits, and preliminary assessments to evaluate project viability. Perform detailed credit analysis, financial modeling, and risk assessment of proposed transactions. Prepare and present credit proposals to internal committees, ensuring alignment with risk appetite and regulatory guidelines. Transaction Execution Manage end-to-end execution of transactions including due diligence, documentation, legal negotiations, and disbursement. Coordinate with internal teams (legal, compliance, risk, operations) and external advisors to ensure timely and smooth deal closure. Market & Client Management Build and maintain strong relationships with clients, industry stakeholders, and intermediaries. Monitor market trends, regulatory developments, and competitor activity to identify new opportunities. Portfolio Management Monitor performance of the real estate loan book, including covenants, project milestones and risk triggers. Conduct annual renewals and ensure compliance with extant regulations. Identify early warning signals and recommend corrective actions to mitigate credit risk. Ensure compliance with internal policies, regulatory guidelines, and audit requirements. Work closely with risk, legal, and compliance teams to ensure robust portfolio health. Collaboration Collaborate with internal stakeholders including corporate banking RMs, treasury and structuring solutions team, credit department, planning department etc. Liaise with external stakeholders including law firms, valuers and Lender’s Engineer. Experience Required: MBA/CA/CFA or equivalent qualification in finance, economics, or related field. 8–12 years of experience in real estate financing, structured finance, or corporate banking. Strong understanding of real estate markets, asset classes, and regulatory frameworks. Proven track record in deal origination and execution. Excellent analytical, negotiation, and communication skills Hands-on experience in end-to-end execution of real estate lending and/or investments. Strong financial modeling and credit application / investment memo writing skills. Ability to effectively work under tight deadlines and manage projects independently. Ability to work well within a team with minimal supervision. Strong organizational skills and keen attention to detail. We are seeking a dynamic and experienced professional to join our Real Estate Financing Group (“REFG”) as Vice President. The ideal candidate will be responsible for originating, structuring, and executing real estate financing transactions across various asset classes including commercial, residential, hospitality, and industrial/logistics. This role requires strong market knowledge, credit acumen, and relationship management skills.
Posted 1 month ago
3.0 - 8.0 years
15 - 20 Lacs
Gurugram
Work from Office
Job Purpose The candidate will work dedicatedly for a Project Financing team of a Global investment bank, supporting on creating complex financial models and validating/ updating models already in place, and also preparing relevant material with underlying assumptions and outcome in word/ ppt Key Responsibilities • Develop, build and or validate complex project financial models to evaluate various project investment scenarios. • The models would comprise project cash flows modelling, debt capacity modelling and also tax equity modelling relevant to US power and infrastructure projects • Independently able to structure models in discussion with onshore bankers following a suggestive approach and execute with excellent quality to ensure high client satisfaction • Additionally, should be able to prepare deal related memos i.e. credit approval memos, investment memorandums etc. • Demonstrate strength and flair in client/requester relationship building and management, information/knowledge needs assessment Key Competencies • MBA/ CFA/ CA • Relevant 4+ years of Power including Renewable Energy like Solar and Wind Energy projects or infrastructure projects in an investment banking division of a bank, boutique firm, KPO, consultancy, or advisory firm • Strong analytical and statistical skills to assess and understand project investment structures, government regulations/ policies and industry, to prepare models and related assumptions • The candidate should be self-starter and should be able to work independently • Excellent written and spoken communication skills • MS Office skills MS Excel should excellent along with proficiency in MS PowerPoint and MS Word. Ability to create macros would be added advantage
Posted 1 month ago
6.0 - 8.0 years
8 - 10 Lacs
Mumbai
Work from Office
About The Role Job role "Very good understanding of Investors universe on the Non-Bank , Non-MFs market. "Should have ability to assess deals opportunities across situations depending upon Investor appetite balance sheet refinancing to realign capital structure, LAS, acquisitions financing, etc. "Providing feedback and comments post doing an initial investor check for structuring deals to enable suitable placement. "Maintaining relationship with Investors with continuous engagement and getting feedback on transactions being done by various Investors to know the competition landscape. "Continuous engagement with internal relationship and coverage teams "Working with origination team and prospective investors for placement and syndication. "Execution of the finalised deals "Involving coordination with counterparties Issuer, Investor, Legal Counsels, Rating Agency, Trustee, etc "Coordinate the entire deal closure along with support from the origination teamJob Requirements "Qualifications MBA (from top tier institutions); CA (rankers / first attempt) "Incumbent should have had experience and relationships with Investors (NBFC, HY funds, AIF etc) with reputed DCM team, boutique investment banks, NBFCs, Banks. "Should have excellent sectorial exposure in NBFC, HY space Eligibility " Experience profile of at least 6-8 years
Posted 1 month ago
5.0 - 10.0 years
20 - 25 Lacs
Bengaluru
Work from Office
Founded in 1988 and headquartered in Atlanta, Trimont () is a specialized global commercial real estate loan services provider and partner for lenders seeking the infrastructure and capabilities needed to make informed, effective decisions related to the deployment, management and administration of commercial real estate secured credit. We do this with a team of 400+ extraordinary employees who serve a global client base from offices in Atlanta, Dallas, Kansas City, London, New York, and Sydney. We empower our skilled global teams by equipping them with the necessary knowledge and advanced technology, as well as fostering a culture driven by values. This approach helps our teams excel and build meaningful client relationships, while providing the highest quality service and feeling proud of the work they do. Trimont is an innovative firm where visionary professionals come to learn, grow, and thrive with colleagues driven by curiosity and collaboration. Learn: We believe ongoing learning is critical and are focused on providing a work environment where individuals can take ownership of their careers. Grow: We work alongside the largest institutional lenders in the world, overseeing the most significant projects in the industry. This unique opportunity allows us to broaden our skillset and develop our abilities by tackling some of the industrymost challenging and exciting endeavors. Thrive: Our firm is a place where ethics and excellence meet to create an experience that matches our capabilities. There are no limits to what you as an individual, and we as an organization, can achieve together. Job Summary: The Associate Director of Loan Management will oversee a diversified portfolio of intricate debt investments, secured by various types of commercial real estate. This encompasses a broad range of projects from significant ground-up constructions, renovations, to capital improvements and leasing endeavors. The assets under management will include a mix of transitional or value-added properties across major U.S. markets. These properties span across different sectors such as office, retail, industrial, multifamily, condominiums, student housing, and hospitality. Responsibilities: Interpret complex loan agreements to accurately apply loan terms in asset management activities. Work closely with various internal teams to streamline asset servicing and ensure precise and prompt reporting. Facilitate the funding process in collaboration with lenders, their syndicates, co-lenders, and note-on-note financiers. Employ a range of software and applications to manage and monitor data related to properties, borrowers, and asset performance. Manage cash management distributions according to the loan documents to ensure accurate application according to cash flow waterfalls. Coordinate with the tax and insurance teams to oversee insurance coverage, tax payments, and escrow requirements. Mentor financial analysts, fostering their professional development and enhancing their skills. Required Qualifications: Bachelordegree in finance, accounting, real estate, or a related discipline required 5+ years of experience in debt asset management or loan servicing is mandatory. Must have proficiency in Microsoft Excel, Word, and Outlook. Demonstrated understanding of complex commercial real estate structured-finance transactions is essential. Knowledge of commercial real estate transactions, industry terminology, and capital markets is required. Exceptional communication abilities, including the capacity to articulate complex ideas clearly in both writing and speech. Skilled in interpreting intricate credit and legal documentation. Strong analytical capabilities and mathematical proficiency are crucial. The candidate should possess the ability to manage multiple tasks simultaneously and adhere to deadlines. Motivated to excel in a collaborative, fast-paced environment, working with competing deadlines. Team-oriented, ready to collaborate and contribute to collective goals. Advanced proficiency in Excel
Posted 1 month ago
2.0 - 7.0 years
8 - 9 Lacs
Bengaluru
Work from Office
Location(s): Quay Building 8th Floor, Bagmane Tech Park, Bengaluru, IN Line Of Business: ROC(ROC) Job Category: Credit Analysis & Research Experience Level: Experienced Hire At Moodys, we unite the brightest minds to turn today s risks into tomorrow s opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are-with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity. Skills and Competencies: Basic knowledge of financial statements and basic understanding of how data fits into methodologies Ability to read, understand and interpret financial metrics reported by rated entities Strong organizational skills Attention to detail Ability to work effectively in a collaborative team environment Intermediate Microsoft Excel skills Good written and verbal communication skills Good interpersonal skills, interact with team members, direct managers and limited other stakeholders Develop working knowledge of more than one simple project/deliverable with guidance Relevant experience of up to 2 years in credit/financial data analysis and interpretation; experience in structured finance will be an added advantage Education Bachelors/Masters in Finance, Business, Accounting or similar field Responsibilities Perform analysis to support ratings, research, and analytical outreach Apply Moody s Ratings standards to existing data to produce valuable inputs into the rating and research process, including Moodys adjusted data, key indicators, ratios, charts, and graphs in line with Moody s Ratings methodologies Perform various data intake tasks, including scrubbing and validating data for further use in research and ratings Review and understand financial reports, official statements, and other documents related to issuers performance Work directly with ratings and support analysts to understand data capture requirements, adjustments, and other information needed by the rating team for ratings and research Perform simple calculations and apply judgment for other calculations of data Gather data from various sources (sometimes unstructured), update relevant databases, escalate or resolve issues Complete simple deliverables such as newsletters, database maintenance, more complex or high-profile admin or other ad-hoc support with oversight About the team Our Data & Analytics team is responsible for performing a range of data, analytical and research services that contribute to the overall credit analysis function carried out by the structured finance rating groups. By joining our team, you will be part of exciting work in financial data analysis.
Posted 1 month ago
5.0 - 10.0 years
15 - 25 Lacs
Chennai, Mumbai (All Areas)
Work from Office
- Drafting, negotiating & finalizing legal documents related to Finance - Due diligence - Negotiation and documentation for term loans/ working capital facilities - Drafting various agreements, deeds etc. . Required Candidate profile - LLB with 5+ years of experience in Banking & Finance - Excellent communication skills . NB : Please ensure that the CV is in WORD file format.
Posted 1 month ago
2.0 - 7.0 years
7 - 15 Lacs
Mumbai
Work from Office
Job Description Periodic review and modification of DA Board policy and Pool selection criteria Preparation of Monthly dashboard and quarterly heath review of portfolio. Management discussion with Bank/NBFC who is proposing to sell pool. Management discussion is done to understand the sourcing, underwriting, portfolio management & collection process. Fixing & reviewing pool criteria for different products. Pool criteria are shared with Bank/NBFC which helps them carve out pool as per YBL requirements. Review of Loss Estimation Report given by Rating agency. Preparing Portfolio cuts & pool Characteristic for IOM which is put up for approval Review of IOM before it is put up for approval Coordinating with Bank/NBFC for due diligence. (Location of due diligence, Scan/Physical files, Infrastructure system/manpower support) Preparation of pool selection checklist for due diligence product wise. Review of the due diligence done by Credit & Operations. Engaging with Business/ Credit / Operations (internal stake-holders) and Bank/NBFC (external stake-holders) to close queries/open points of review. Monitoring of portfolio product wise and identify key performance indicator. Engagement with originator to understand delinquency trends and reasons for delinquency. Tracking of exceptions/deferrals taken by Business & follow up for closures. Engagement with Compliance/ Governance / Internal audit for data submissions and closure of queries/ clarifications. What we are looking for Good understanding of Retail Asset products – Mortgages/Vehicles/Microfinance/ unsecured Strong knowledge & experience of analyzing large data sets Good MS Excel knowledge Excellent communication skills (written/oral) Strong Analytical skills Should take complete ownership of assigned activity. Pro-active and flexible Qualification and Experience required CA / MBA Candidate should be having at least 2-5 (Manager/ senior Manager) 5-10 years’ (AVP position) experience in Retail Asset products – Securitisation/Credit/Sales/Operations
Posted 1 month ago
1.0 - 2.0 years
2 - 3 Lacs
Goregaon
Work from Office
Responsibilities: *Manage sales pipeline from lead generation to closure *Meet revenue targets through effective relationship building with clients *Collaborate with cross-functional teams on trade finance solutions Lead Generation Lead Conversion
Posted 1 month ago
8.0 - 10.0 years
6 - 10 Lacs
Noida
Work from Office
Summary of role We are seeking a knowledgeable and experienced LOS Business Consultant/SME to join our team. In this role, you will play a main role in implementing LOS banking software solutions for one of our clients, with focus on the Origination space. The ideal candidate will have a strong background in financial services and good expertise in leveraging LOS platform to streamline processes and optimize operations for our client. We"™re looking for someone who will: Be the primary point of contact to various stakeholders, including but not limited to Business stakeholders, Delivery squads, Design & Development teams. Collaborate with business Stakeholders to understand their business requirements and objectives Ensure that the requirements are clearly defined, well understood, and properly documented in the form of epics/User stories and signed off by all relevant stakeholders. Provide business/functional expertise in LOS functionality in reference the client requirements, with primary focus in the loan origination space Collaborate with internal teams (e.g., Developers , other Delivery squads ,Product Owner(s)) to ensure successful implementation and integration of LOS with other systems . Support Design/Development teams in Configuring and customizing LOS platform to meet client needs and enhance user experience. Prepare Training materials/Operating manuals for business users on the overall business flow in the new system/architecture where the functionalities are developed/delivered Support SMEs/Business Analysts of other delivery Squads by providing timely inputs on LOS deliverables/functionalities whenever these is foreseen to have impact on other system functionalities/deliverables You will need to show us that You demonstrate Business/functional expertise in the corporate lending space You have worked on LOS platform, delivering major functionalities in the lending domain with major contributions in the Origination space You will use your experience to make informed decisions and prioritize requirements, validate them with business stakeholders. You can take right decisions on what requirements to include in each sprint or release, based on the value they will deliver to business needs. You can closely work with the Product Owner, Design Team and the delivery squad to resolve design challenges and facilitate providing workaround solutions wherever needed. You are a professional with strong Banking domain expertise acumen who will connect easily with the business needs/goals and support in delivery of the same in LOS platform. Experience and Skills required "“ 8-10 years of overall experience with a minimum of 3+ years as SME/BA in LOS implementations. Well versed with Agile methodologies and Ceremonies. Good experience in managing Business stakeholder and their requirements. Support Design/Delivery teams from requirement finalisation till delivery of the solution. Track record of delivering complex requirements in projects involving LOS Exceptional Communicational Skills (both verbal and written). Prior Banking experience in Ireland/UK markets will be an added advantage.
Posted 1 month ago
2.0 - 6.0 years
4 - 8 Lacs
Gurugram, Bengaluru
Work from Office
Band: B1 - Analyst Shift Timings-: 2:00 PM - 11:30 PM IST Job Summary We are seeking a highly motivated Investment Management Analyst to join our Asset Based Finance (ABF) team within the Structured Finance Group. As an integral part of our team, you will gain exposure to a diverse portfolio of Asset-Backed Securities (ABS) investments and play a pivotal role in underwriting, monitoring, and managing these deals for our institutional clients. Responsibilities: Deal Management: Collaborate closely with ABF Deal Analysts to assist in investment management and monitoring activities for structured finance deals. IC Memos: Support the deal team in updating Investment Committee approval memos, ensuring a comprehensive understanding of each deal's intricacies. Term sheets: Analyze closing documents such as credit agreements, indentures and note purchase agreements and set up processes for analyzing and monitoring the deal post-closing. Due Diligence: Perform pre-deal due diligence and stratify the collateral pool using Python to assess risk and investment potential. Surveillance and Reporting: Update surveillance data and create one-pagers for presentations to senior management for both Public and Private deals. Cashflow Modeling: Develop and update cashflow models for structured finance deals. Monitor key metrics to assess risk and expected returns. Conduct stress case scenarios and analyze their impact on repayments. Collateral Analysis: Create and update asset-level one-pagers for collateral analysis, assisting in underwriting and post-deal monitoring. Asset Valuation: Track and review revaluation events for underlying assets, ensuring accurate pricing of collateral. Sector-Level Analysis: Update monthly sector-level presentations and pro-actively highlight potential issues to senior management. Covenant Monitoring: Continuously monitor covenants and key performance indicators (KPIs) at the deal level, thereby assist the Business Analytics team to run portfolio-level analysis. Ad Hoc Projects: Undertake multiple ad hoc projects as requested by senior management to assess the impact of macro events. Client request/ Compliances: Ensure compliance with investor requirements from an investment management perspective. Data and Tools: Leverage advanced tools such as Intex and Python for in-depth analysis. Utilize Tableau, Street Diligence and Sigma for enhanced data visualization. Skills Required: MBA in Finance, CFA, or CA qualification. Experience in analyzing Asset Backed Finance deal structures and collateral is a plus. Strong analytical and quantitative skills. Proficiency in Microsoft Office tools (MS Excel, MS PowerPoint, and MS Word). Ability to summarize complex information succinctly and efficiently. Excellent written and verbal communication skills. Ability to manage multiple projects in a fast-paced environment. Detail-oriented with a commitment to accuracy and precision. Ability to work independently and collaboratively while demonstrating high sense of ownership and accountability. Thorough understanding of basic financial concepts and the ability to critically implement them. Deliver / No. / Performance Parameter / Measure - 1. Process - No. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback. 2. Self- Management - Productivity, efficiency, absenteeism, Training Hours, No of technical training completed
Posted 1 month ago
2.0 - 6.0 years
8 - 15 Lacs
Bengaluru
Hybrid
Role & responsibilities As a Consultant-Analytics you will oversee new deal development and change management of cash flow modelling across a variety of asset classes ABS, CMBS, CLO, and RMBS. This is a key risk and quality control function, and you will be instrumental in improving efficiency and accuracy. Some of your key responsibilities will include: Develop and maintain cash flow models of limited complexity in a variety of applications (Intex, Access, Excel, etc.) Understand, interpret, and analyze legal documents on a variety of asset classes. Participate in the change management process of cash flow models for requested enhancements. Work with internal clients and provide support to the bond payment and tax teams by troubleshooting and problem-solving requests in a timely manner. May identify and communicate processing issues and escalate for resolution. Propose recommendations for automated solutions to replace any manual or semi-automated processes Functional area KPIs achieved in line with goals communicated by management. Compliance with all applicable regulations within regional governing operational activities as explained in Compliance courses. Follow the guidelines and instructions from the senior members in the team. To adhere to the rules and regulations of the compliance metrics. Preferred candidate profile Candidate who has got two to Six years of professional experience and should have experience in financial document review, financial modeling, and relevant systems and who has Master's degree in commerce (M.Com) or MBA degree or equivalent;/Bachelors degree or equivalent technical experience. Knowledge on programming experience in Intex, Python, UNIX, SQL, VBA or others, past working experience on a Captive / GIC / GCC and experience in the US Corporate Trust or US Financial Services industry or mortgage finance experience, or securitization modelling experience is preferred. Strong grasp of securitized product deal structures and bond payment calculations is an advantage. The role will require effective communication skills in English to be able to provide clear verbal and written communications
Posted 1 month ago
2.0 - 4.0 years
20 - 25 Lacs
Ahmedabad
Work from Office
Job Description Summary of the position: Responsible for assisting the management of the Treasury and Markets activity of CACIB Gift City Branch, within the authorised framework and mandate Key Responsibilities Ensure the management of regulatory obligations for Markets and Treasury activities of the Gift City Branch Manage the booking of transactions distributed from and/or booked in CACIB Gift City Participate to the sound and cautious monitoring of the liquidity of CACIB Gift City Participate to the management of regulatory ratios and/or reserve requirements (e g- CRR/SLR/LCR) Assist in the management of Treasury books within the product line, in terms of utilization of capital and balance sheet, costs and revenues Assist in the product development in all areas of responsibility Ensure the management of operational risk, transaction cycles and events for the transactions under the remit, together with the operational partners in the region and HO Daily Duties And Administrative Responsibilities Timely record and enter all transactions into front office and back office IT systems in line with applicable procedures in effect Provide best efforts in a timely fashion to resolve all trade errors or any other operational issue Counterparties And Clients Develop and maintain relationships with peers in other organizations as applicable Represent the firm with external organizations (e g-, industry or product committees, and regulatory or governing bodies) if requested Ensure adherence to all relevant procedures and policies Communication Contribute to discussion with the other members of Markets and Treasury team as requested and as appropriate to review business strategy and exchange and any other pertinent information Maintain open and constructive contact with the all operational partners in Gift City, and around the network Key Internal Contacts CACIBGift City staff in all functions CACIB Mumbai Branch & CASPL staff as relevant Regional teams and managers Key External Contact Client /Counterparties Brokers Systems Used Internal Outlook, Office, Teams, Intranet, Orchestrade, Cibos, Summit External Reuters, Bloomberg Legal And Regulatory Responsibilities Comply with all applicable legal, regulatory and internal Compliance requirements, including, but not limited to, the Indian Compliance manual and Compliance policies and procedures as issued from time to time; Financial Security requirements, including, but not limited to, the prevention of Financial Crime and Fraud including reporting obligations to the Money Laundering Reporting Officer Maintain appropriate knowledge to ensure to be fully qualified to undertake the role Complete all mandatory training as required to attain and maintain competence Application criteria Company Crdit Agricole CIB About Crdit Agricole Corporate and Investment Bank (Crdit Agricole CIB) Crdit Agricole CIB is the corporate and investment banking arm of Crdit Agricole Group, the 10th largest banking group worldwide in terms of balance sheet size (The Banker, July 2022) 8,600 employees in more than 30 countries across Europe, the Americas, Asia-Pacific, the Middle-East and North Africa, support the Bank's clients, meeting their financial needs throughout the world Crdit Agricole CIB offers its large corporate and institutional clients a range of products and services in capital market activities, investment banking, structured finance, commercial banking and international trade The Bank is a pioneer in the area of climate finance, and is currently a market leader in this segment with a complete offer for all its clients By working every day in the interest of society, we are a Group committed to diversity and inclusion and place people at the heart of all our transformations All our job offersare open to persons with disabilities For more information, please visit www ca-cib com Twitter: https://twitter com/ca_cib LinkedIn: https://www linkedin com/company/credit-agricole-cib/ By working every day in the interest of society, we are a group committed to diversity and inclusion All our positions are open to people with disabilities Show more Show less
Posted 1 month ago
1.0 - 4.0 years
10 - 15 Lacs
Gurugram
Work from Office
As a Capital Consultant at Recur Club, you will play a pivotal role in expanding our client portfolio and nurturing long-term relationships. Your responsibilities will revolve around identifying and strategically onboarding new clients, understanding their unique use cases and guiding them through our platform's features and processes with a customer obsessed mindset. Additionally, you will be responsible for managing and deploying funds to existing clients mapped to you, ensuring their ongoing financial needs are met. Your work will directly contribute to the growth and success of our clients while upholding Recur Club's values and commitment to excellence. Responsibilities: Identify and engage with potential clients to expand the Recur Club client portfolio. Understand the specific financing needs of each client and effectively communicate how our platform can address these requirements (Build a mindset of being a Co-founder to Founders we are servicing and engaging with) Manage and nurture client relationships, ensuring high levels of client satisfaction and retention. Strategically deploy funds to existing clients based on their growth and working capital demands. Collaborate with the internal teams to continuously improve the platform's features and user experience. Stay updated on market trends and competitor activities to identify potential business development opportunities. Provide regular feedback and insights to the leadership team to improve processes and enhance customer experiences. Requirements: Relevant Experience from 1 - 4 Yrs in Investment banking / Investment management experience at venture debtfunds, financial services, bankers from new age economy Services, Venture Capital industries Education in Business Administration, Finance, or a related field Proven experience in client acquisition, relationship management, or business development, preferably in the fintech industry. Proven experience of building & leading a team Strong understanding of financial products and services with the ability to articulate complex financial concepts to clients. Exceptional communication and interpersonal skills, with a focus on building and maintaining strong client relationships. Ability to work in a fast-paced, dynamic environment and adapt to evolving business needs. A self-driven, proactive attitude with a passion for delivering exceptional client experiences. Familiarity with CRM systems and proficiency in Microsoft Office Suite In the Hiring note please mention - why you want to apply for this role
Posted 1 month ago
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