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5.0 - 10.0 years
4 - 9 Lacs
chennai
Work from Office
Choosing Capgemini means choosing a company where you will be empowered to shape your career in the way youd like, where youll be supported and inspired bya collaborative community of colleagues around the world, and where youll be able to reimagine whats possible. Join us and help the worlds leading organizationsunlock the value of technology and build a more sustainable, more inclusive world. Your Role: - Team Handling Experience 10-12. To action/authorise/supervise the daily loan processing requirements across the EMEA region; To act as referral point for Administrators and provide guidance and training where necessary; Team Leader(s) and Section Head in decision making and strategic planning to ensure the Teams perform to fullest ability and requirements, defined by processes and procedures. To ensure Syndicated, Agency &/or Bilateral loan transactions are processed correctly and in a timely manner, under 4-eye control, in accordance with Head Office rules, regulatory obligations and local procedures. This also include fee processing, nostro reconciliations and associated loans reporting; To provide support to the VP Team Leader(s) and Section Head to deliver key services to our front office clients and outsourced locations in EMEA division; Daily liaison with colleagues in the Marketing areas and Treasury, Finance & Control, etc. to manage the processing of Loan transactions; Frequent liaison with colleagues in OAD Execution Control to ensure timely setup and settlement of loan obligations; Daily liaison with external stakeholders namely financial institutions, bilateral customers and own inter-group companies. Your Profile :- Solid understanding of Loans Administration roles and responsibilities, including relevant current market knowledge; Conscientious nature to ensure that all work transacted is to the highest quality with zero errors or omissions, whilst still meeting all required deadlines; Confident in oral and written communication with both internal and external stakeholders; Solid understanding of LoanIQ and funding implications & SWIFT payments and the wider implications of payment formatting; Understanding underlying legal loan documentation with a view to navigating easily in times of referral; Basic understanding of loan funding mechanisms via Treasury and implications of lack of communication; Able to adapt to continually changing daily requirements of the daily processing; Able to prioritise day to day responsibilities versus providing support for tactical process improvements; Being determined to continually challenge the status quo of existing processing methods whilst recognising the need to ensure control is maintained and customer experienced enhanced; Capgemini is a global business and technology transformation partner, helping organizations to accelerate their dual transition to a digital and sustainable world, while creating tangible impact for enterprises and society. It is a responsible and diverse group of 340,000 team members in more than 50 countries. With its strong over 55-year heritage, Capgemini is trusted by its clients to unlock the value of technology to address the entire breadth of their business needs. It delivers end-to-end services and solutions leveraging strengths from strategy and design to engineering, all fueled by its market leading capabilities in AI, generative AI, cloud and data, combined with its deep industry expertise and partner ecosystem.
Posted 3 days ago
8.0 - 12.0 years
0 Lacs
karnataka
On-site
As an experienced Loan Servicing Supervisor, you will play a crucial role in ensuring the smooth operations of loan servicing processes. Your primary responsibilities will include: - Monitoring the team daily to ensure all SLAs are met, escalating exceptions promptly for resolution. - Supervising processes such as Deal Closing, Drawdowns, Rollovers, and Nostro & Past Due Reconciliation. - Ensuring adherence to QUALITY & QUANTITY SLAs and maintaining a robust workflow allocation model. - Serving as the subject matter expert (SME) for handling complex process-related queries and routing them to onshore teams if needed. - Implementing a robust Knowledge Management model, including SOP maintenance and training. - Driving 100% compliance with process-related policies, guidelines, and controls. - Motivating and supporting team members to meet goals, identifying High-Potentials (HIPOs), and planning for their development. - Identifying alternatives and options for issues, exploring different scenarios. - Working successfully with others, valuing diverse skills, and building interdependence. - Identifying training needs to improve performance and ensure compliance with training timelines. - Ensuring high team depth with trained backups for critical work queues. Qualifications and Skills Required: - Hold a Bachelor's degree with a minimum of 8 years of relevant loan servicing experience in syndicated loans or back office/financial industry roles. - Knowledge of loan systems like Loan IQ. - Familiarity with nostro/cash matching, General Ledger reconciliation, and SWIFT and remittance systems. - Strong problem-solving and investigative skills to analyze and resolve process-related issues. - Maintain a strong risk and control mindset. - Understanding of investment banking products, including loans. - Ability to drive small to medium-sized projects, achieving strong results. While the preferred qualifications, skills, and capabilities include: - Ability to influence and lead conversations with stakeholders effectively. - Demonstrating executive presence by summarizing, recommending, and presenting issues and solutions to senior management and executive leadership. - Developing domain learning and exhibiting strong interpersonal and communication skills. - Applying analytical thinking and problem-solving skills effectively. - Understanding the product lifecycle and area product management thoroughly.,
Posted 4 days ago
5.0 - 9.0 years
0 Lacs
pune, maharashtra
On-site
Role Overview: You will be joining a recently formed operation within Apex Fund Services to assist in building and expanding a new loan servicing business. Working closely with senior managers in the United States and Europe, you will contribute to onboarding systems, defining processes, and establishing a global team for servicing a new product. This role presents a significant opportunity to be part of a department from its inception and contribute to its success. Key Responsibilities: - Asset Administration: - Setting up and maintaining assets - Reconciling asset data - Liaising with 3rd party brokers, custodians, and agents - Processing agent notices and corporate actions - Entering and settling trades - Preparing various required reports - Addressing and escalating aged breaks - Cash/Position Reconciliation: - Daily reconciliation of cash transactions - Daily reconciliation of Apex/Client positions - Researching discrepancies and reconciling data in various systems - Ensuring timely reporting issuance - Other Responsibilities: - Reviewing procedural documents - Preparing daily/monthly KPI/MIS reporting packs - Supporting business enhancements and developments - Identifying areas for operational efficiency improvement Qualifications Required: - Degree in Accounting/Finance or a related field - 5-8 years of experience in Loan Servicing - Understanding of security types such as Private Debt, Syndicated Loans, Bi-Lateral Loans - Knowledge of trade lifecycle - Experience with Aladdin and settlements including Clearpar - Proficiency in Microsoft Office Suite Additional Company Details: N/A,
Posted 5 days ago
5.0 - 10.0 years
5 - 9 Lacs
bengaluru
Work from Office
Fixed Income TL -Loan Fixed Income, Forex, Derivatives, Futures Term, Interest rates, Collateral, Syndicate Agreements,loan structuring,Team Handling,Foxex, 5+Yrs (2YRS On PPR Team Handling) 11LPA Bangalore Imm-30Days Karishma.imaginators@gmail.com Required Candidate profile Skill-Loan Term,Fixed Income,Interest rates, repayment schedules,Collateral, Syndicate Agreements,loan structuring,Process Improvement,Team Handling,Foxex Derivatives
Posted 5 days ago
5.0 - 10.0 years
5 - 9 Lacs
bengaluru
Work from Office
Fixed Income TL Skill-Loan Term,Fixed Income,Interest rates,Collateral,Syndicate Agreements,loan structuring,Team Handling,Foxex 5+Yrs (2YRS On PPR Team Handling) PKG Upto-11LPA Bangalore NP-Imm-30Days Ritika-8587970773 ritikab.imaginators@gmail.com Required Candidate profile Skill-Loan Term,Fixed Income,Interest rates, repayment schedules,Collateral, Syndicate Agreements,loan structuring,Process Improvement,Team Handling,Foxex Derivatives
Posted 5 days ago
8.0 - 13.0 years
5 - 9 Lacs
bengaluru
Work from Office
Job Description: Job Title: TFL - Ops Engineer Corporate Title: AVP Location: Bangalore, India Your key responsibilities Work in implementation of Lending projects, owning the end-to-end execution of projects, ensuring delivery within time, budget and agreed specifications. Develop target-state designs, business cases, and execution roadmaps; facilitate stakeholder reviews and secure approvals across Operations, Technology, Product, and Business. Use data-driven methods to define, measure, and analyze current-state processes; prioritize opportunities for standardization and automation Prioritize and coordinate to get approvals for projects and drive project initiation. Conduct feasibility studies and confirm resulting business unit decisions. Collaborate with Operations to understand business goals, needs or pain points and initiate necessary projects to address these. Analyze technology solutioning, collaborate with business analysts to co-create business requirements to define scope of projects; collaborate with Engineering and Architecture teams to outline IT solution. Partner with Technology & Operations for Implementation Readiness & Change Adoption including cutover plans, training, and post-go-live stabilization Drive a culture of data ownership and accountability in origin areas; maintain a lean role in governance while ensuring compliance. Provide timely status updates to the central program team; track milestones, dependencies, and benefits realization. Face off with onshore and Front Office (FO) teams and senior stakeholders; manage expectations and align on outcomes. Communicate complex topics clearly to diverse audiences across geographically distributed teams. Your skills and experience Strong experience & subject matter expertise / knowledge in Syndicated loans, loan origination, loan trading and transaction processing. Strong technical knowledge in Loaniq Application Experience in banking business process re-engineering and solution design. Experience in Investment or Corporate Banking Domains preferred. Good Experience in project management and driving automation initiatives to improve efficiency. Proficient in UAT planning and execution for application enhancements and system changes. Strong stakeholder management, strong cross-functional collaboration skills, relationship building skills and ability to achieve results with these stakeholders in a collaborative manner. Excellent communication skills and strong ability to steer / influence positive outcome effectively. Good to have - Person should be comfortable in developing small automation using new age applications MS Power app & Power BIs. Knowledge on AI/ML will be an added advantage Education/ Qualifications Any bachelors degree, with min 8+ years of experience in Finance & Banking. 7+ yrs. Of experience in Trade Finance & Banking industry.
Posted 1 week ago
7.0 - 12.0 years
5 - 9 Lacs
bengaluru
Work from Office
Role Description Transformation Champion Change the Bank. Your key responsibilities Work in implementation of Lending projects, owning the end-to-end execution of projects, ensuring delivery within time, budget and agreed specifications. Develop target-state designs, business cases, and execution roadmaps; facilitate stakeholder reviews and secure approvals across Operations, Technology, Product, and Business. Use data-driven methods to define, measure, and analyze current-state processes; prioritize opportunities for standardization and automation Prioritize and coordinate to get approvals for projects and drive project initiation. Conduct feasibility studies and confirm resulting business unit decisions. Collaborate with Operations to understand business goals, needs or pain points and initiate necessary projects to address these. Analyze technology solutioning, collaborate with business analysts to co-create business requirements to define scope of projects; collaborate with Engineering and Architecture teams to outline IT solution. Partner with Technology & Operations for Implementation Readiness & Change Adoption including cutover plans, training, and post-go-live stabilization Drive a culture of data ownership and accountability in origin areas; maintain a lean role in governance while ensuring compliance. Provide timely status updates to the central program team; track milestones, dependencies, and benefits realization. Face off with onshore and Front Office (FO) teams and senior stakeholders; manage expectations and align on outcomes. Communicate complex topics clearly to diverse audiences across geographically distributed teams. Your skills and experience Strong experience & subject matter expertise / knowledge in Syndicated loans, loan origination, loan trading and transaction processing. Strong technical knowledge in Loaniq Application Experience in banking business process re-engineering and solution design. Experience in Investment or Corporate Banking Domains preferred. Good Experience in project management and driving automation initiatives to improve efficiency. Proficient in UAT planning and execution for application enhancements and system changes. Strong stakeholder management, strong cross-functional collaboration skills, relationship building skills and ability to achieve results with these stakeholders in a collaborative manner. Excellent communication skills and strong ability to steer / influence positive outcome effectively. Good to have - Person should be comfortable in developing small automation using new age applications MS Power app & Power BIs. Knowledge on AI/ML will be an added advantage Education/ Qualifications Any bachelors degree, with min 8+ years of experience in Finance & Banking. 7+ yrs. Of experience in Trade Finance & Banking industry.
Posted 1 week ago
12.0 - 15.0 years
35 - 45 Lacs
hyderabad
Hybrid
JOB DESCRIPTION The loan administration manager will lead a team responsible for processing of agent bank notices of syndicated loans in loan platforms. This role requires blend of strong managerial skills and technical knowledge and will be instrumental in building a high-performing team, designing robust processes, and implementing efficiency improvements across the loan function. Will be the first level managerial role and will be responsible for the accurate deliverables and the people involved. The ideal candidate will have extensive experience in funds administration, a strong background in loan admin processes, and a proven track record in managing large-scale transitions and process optimization initiatives. Key responsibilities include: Supervise, mentor and develop a team of loan administrators, fostering a positive and collaborative work environment. Utilise your strong technical knowledge to ensure accurate and timely processing of agent bank notices in client portfolio. Collaborate with cross-functional teams to resolve issues and provide insights into open items. Also, ensure seamless knowledge transfer and minimize disruption during the transition phase. Ensure adherence to regulatory requirements and internal policies. Prepare and review process documents and sign off during month ends/ quarter end Maintain agreed KPI and SLA metrices for internal monitoring and enhance the current workflow of loan administration. Identify opportunities for process enhancements, implement best practices and drive automation to increase efficiency. Ensure a 24-hour operating model to support global operations and improve service coverage. Build and lead a high-performance loan processing/ admin team in India, focused on achieving month-end targets. Foster a culture of accountability, continuous learning, and operational excellence within the team. Provide mentorship, coaching, and career development opportunities to team members, promoting professional growth and retention. Lead the identification, design, and implementation of process improvement initiatives. Use data-driven insights to enhance the reconciliation process, reducing errors, cycle times, and operational costs. PROFILE Bachelors degree in finance, Accounting, Business Administration, or a related field. Advanced degrees or certifications (e.g., CPA, CFA) are a plus. Minimum of 12 - 15 years of experience in funds administration, financial operations, or related areas, with a strong focus on loan servicing/ administration business. Sound knowledge of Syndicated Loans/ private loans, structured credit products like CDOs and CLOs. Working knowledge of different Loan platforms like Sentry would be an added advantage. Proven experience in managing large-scale transitions, preferably in a global context. Strong leadership and team management skills, with the ability to build and motivate high-performing teams. Excellent project management skills, with a track record of delivering complex projects on time and within budget. Strong analytical and problem-solving skills, with a focus on process optimization and efficiency. Experience in developing and implementing KPIs and SLAs in a financial operations environment. Excellent communication and stakeholder management skills, with the ability to influence and drive change across different levels of the organization. LEADERSHIP & BEHAVIOURAL COMPETENCIES Excellent written and verbal communication skills. Strong organizational and time management skills. Ability to create and work in a high-volume, collaborative, deadline-driven environment. Budgeting experience at team level or higher. Strong communication and interpersonal skills. Strong understanding of global financial services regulations and technology trends. Commercial acumen, influencing and acting with confidence with diverse and challenging stakeholders. Proven track-record of working autonomously in a matrixed organisation and demonstrate strong partnering skills, using them to build internal networks to achieve objectives. Possess intellectual curiosity and a global mind-set, flexing your style accordingly and operating with agility and tenacity. Possess personal learning agility and an ability to adopt and champion new skills and ways of working to role model and inspire others. Demonstrate a strong commitment to high integrity and ethics. Manage competing demands, actively prioritising and remaining calm under pressure while navigating complexity and challenges with confidence and resilience. Drive, monitor and maintain a culture of compliance and risk control. Demonstrate a strong commitment to high integrity and ethics. Hands-on leader capable of taking on a wide range of tasks with humility and flexibility.
Posted 1 week ago
1.0 - 4.0 years
3 - 5 Lacs
mumbai, mumbai suburban
Work from Office
Dear Applicants! Greetings from Teamware Solutions! Position: GLS Experience: 0.6-3 Years Notice Period: Immediate Joiners Location: Mumbai (Apply if you are in western line) Interested candidates can apply to the given Email ID: srividhya.g@twsol.com Job Description: Responsibilities: • Secure, maintain, and safeguard all documentation related to the primary issuance and secondary trading of syndicated loan transactions. • Manage the amendment process for primary and secondary positions. • Maintain and grant access to external web sites for dissemination of loan documentation • Work with other teams within loan operations, trading assistants, Credit, and the sales desk. Staff will be involved in metrics reporting for the team as well as assisting with some of the process reengineering initiatives currently underway. • Responsible for maintaining loan documentation at closing and periodically throughout the life of the loan as dictated by the terms of the Credit Agreement. Qualifications: • Freshers are with 1 st class in graduation or max 2 Years experience in supporting Loans Products which includes primary loan origination, secondary loan trading, agency, servicing and documentation. • Experience in financial services operations and risk management related to daily processing, escalation of issues and proposed resolution. • Ability to drive change and improve efficiencies on the team and work in a fast-paced environment, both independently and as part of a team. • Self-motivated and willing to assume extended responsibility. • Knowledge of SEC documents is a priority asset. • Candidate must be well organized, and communicate well orally and written. • Candidate must be flexible and able to adapt to project style work environment with deadlines. • Must have proven ability to multi-task, follow processes and procedures yet work independently. • Strong control mindset and excellent stakeholder/relationship management. • Fluent in written and spoken English. • LoanIQ experience is preferred. • Flexible to work in shifts.
Posted 1 week ago
2.0 - 4.0 years
2 - 5 Lacs
bengaluru
Work from Office
Role & responsibilities 1. 2+ years of work experience, predominantly in USA Banking Operation in depth knowledge of entire Commercial Banking with listed tools knowledge of ACBS, Loaniq, Syndications. 2. Exposure towards USA Credit policy guidelines. 3. Active participation in Solutions and Transitions is a must. 4. Worked for APAC, EMEA and NA regions and maintained good rapport with counterparts. Preferred candidate profile MBA or any degree
Posted 1 week ago
0.0 years
0 Lacs
india
On-site
About the Role: 08 The Team: The Agent Services team performs as a Syndicated Loans Agency operations team for our client base, performing all operational tasks to support both the borrower and lenders. Acting as an agent is a varied and highly visible role requiring accuracy and the understanding of complex deal mechanics. The Impact: S&P Global are seeking a motivated Senior Analyst to work within the Agent Services team administering the lending portfolios for our client base. The individual will be responsible for the lifecycle events of the deals, communicating with our clients, their borrowers and the lending syndicate members. Additional responsibilities include partnering with other S&P Global business lines to drive continued progress of the regions to support the global operating model and local client base. What's in it for you : Opportunity to be involved in a rapidly growing business, with a varied and interesting role managing multiple stakeholders Having the exposure to both the private and broadly syndicated sides of the lending market incorporating various financial instruments and lending structures Be a part of a dynamic business, interacting with clients across the industry Working for a global business focused on the personal growth and development of its employees Responsibilities: Executing the operational requirements to manage the lifecycle events of a syndicated loan Supporting more junior members of staff with any complexities within the deal/portfolio Interpreting the underlying legal documents to ensure the deal and its members are managed in compliance with the terms Answering client, borrower and lender queries in a timely manner Financial analysis of deals to ensure accruals and pricing mechanics are correct Management of outstanding work items in line with expected Key Performance Indicators (KPI's) Ensuring a high level of accuracy to minimize operational risk within the lending portfolio. What's In It For You Our Purpose: Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology-the right combination can unlock possibility and change the world. Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence, pinpointing risks and opening possibilities. We Accelerate Progress. Our People: We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all. From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We're constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference. Our Values: Integrity, Discovery, Partnership At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals. Benefits: We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global. Our benefits include: Health & Wellness: Health care coverage designed for the mind and body. Flexible Downtime: Generous time off helps keep you energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs. Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families. Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference. For more information on benefits by country visit: Global Hiring and Opportunity at S&P Global: At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets. Recruitment Fraud Alert: If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to. S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, pre-employment training or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity. ----------------------------------------------------------- Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to: and your request will be forwarded to the appropriate person. US Candidates Only: The EEO is the Law Poster describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - ----------------------------------------------------------- 20 - Professional (EEO-2 Job Categories-United States of America), OPRTON203 - Entry Professional (EEO Job Group)
Posted 1 week ago
8.0 - 10.0 years
0 Lacs
bengaluru, karnataka, india
On-site
TFL - Ops Engineer Position Overview Job Title: TFL - Ops Engineer Corporate Title: AVP Location: Bangalore, India Role Description Transformation Champion - Change the Bank. What we'll offer you As part of our flexible scheme, here are just some of the benefits that you'll 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 Work in implementation of Lending projects, owning the end-to-end execution of projects, ensuring delivery within time, budget and agreed specifications. Develop target-state designs, business cases, and execution roadmaps facilitate stakeholder reviews and secure approvals across Operations, Technology, Product, and Business. Use data-driven methods to define, measure, and analyze current-state processes prioritize opportunities for standardization and automation Prioritize and coordinate to get approvals for projects and drive project initiation. Conduct feasibility studies and confirm resulting business unit decisions. Collaborate with Operations to understand business goals, needs or pain points and initiate necessary projects to address these. Analyze technology solutioning, collaborate with business analysts to co-create business requirements to define scope of projects collaborate with Engineering and Architecture teams to outline IT solution. Partner with Technology & Operations for Implementation Readiness & Change Adoption including cutover plans, training, and post-go-live stabilization Drive a culture of data ownership and accountability in origin areas maintain a lean role in governance while ensuring compliance. Provide timely status updates to the central program team track milestones, dependencies, and benefits realization. Face off with onshore and Front Office (FO) teams and senior stakeholders manage expectations and align on outcomes. Communicate complex topics clearly to diverse audiences across geographically distributed teams. Your skills and experience Strong experience & subject matter expertise / knowledge in Syndicated loans, loan origination, loan trading and transaction processing. Strong technical knowledge in Loaniq Application Experience in banking business process re-engineering and solution design. Experience in Investment or Corporate Banking Domains preferred. Good Experience in project management and driving automation initiatives to improve efficiency. Proficient in UAT planning and execution for application enhancements and system changes. Strong stakeholder management, strong cross-functional collaboration skills, relationship building skills and ability to achieve results with these stakeholders in a collaborative manner. Excellent communication skills and strong ability to steer / influence positive outcome effectively. Good to have - Person should be comfortable in developing small automation using new age applications MS Power app & Power BI's. Knowledge on AI/ML will be an added advantage Education/ Qualifications Any bachelor's degree, with min 8+ years of experience in Finance & Banking. 7+ yrs. Of experience in Trade Finance & Banking industry. How we'll support you Training and development to help you excel in your career. Coaching and support from experts in your team. A culture of continuous learning to aid progression. A range of flexible benefits that you can tailor to suit your needs. About us and our teams Please visit our company website for further information: We strive for a in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.
Posted 1 week ago
8.0 - 10.0 years
0 Lacs
bengaluru, karnataka, india
On-site
TFL - Ops Engineer Position Overview Job Title: TFL - Ops Engineer Corporate Title: AVP Location: Bangalore, India Role Description Transformation Champion - Change the Bank. What we'll offer you As part of our flexible scheme, here are just some of the benefits that you'll 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 Work in implementation of Lending projects, owning the end-to-end execution of projects, ensuring delivery within time, budget and agreed specifications. Develop target-state designs, business cases, and execution roadmaps facilitate stakeholder reviews and secure approvals across Operations, Technology, Product, and Business. Use data-driven methods to define, measure, and analyze current-state processes prioritize opportunities for standardization and automation Prioritize and coordinate to get approvals for projects and drive project initiation. Conduct feasibility studies and confirm resulting business unit decisions. Collaborate with Operations to understand business goals, needs or pain points and initiate necessary projects to address these. Analyze technology solutioning, collaborate with business analysts to co-create business requirements to define scope of projects collaborate with Engineering and Architecture teams to outline IT solution. Partner with Technology & Operations for Implementation Readiness & Change Adoption including cutover plans, training, and post-go-live stabilization Drive a culture of data ownership and accountability in origin areas maintain a lean role in governance while ensuring compliance. Provide timely status updates to the central program team track milestones, dependencies, and benefits realization. Face off with onshore and Front Office (FO) teams and senior stakeholders manage expectations and align on outcomes. Communicate complex topics clearly to diverse audiences across geographically distributed teams. Your skills and experience Strong experience & subject matter expertise / knowledge in Syndicated loans, loan origination, loan trading and transaction processing. Strong technical knowledge in Loaniq Application Experience in banking business process re-engineering and solution design. Experience in Investment or Corporate Banking Domains preferred. Good Experience in project management and driving automation initiatives to improve efficiency. Proficient in UAT planning and execution for application enhancements and system changes. Strong stakeholder management, strong cross-functional collaboration skills, relationship building skills and ability to achieve results with these stakeholders in a collaborative manner. Excellent communication skills and strong ability to steer / influence positive outcome effectively. Good to have - Person should be comfortable in developing small automation using new age applications MS Power app & Power BI's. Knowledge on AI/ML will be an added advantage Education/ Qualifications Any bachelor's degree, with min 8+ years of experience in Finance & Banking. 7+ yrs. Of experience in Trade Finance & Banking industry. How we'll support you Training and development to help you excel in your career. Coaching and support from experts in your team. A culture of continuous learning to aid progression. A range of flexible benefits that you can tailor to suit your needs. About us and our teams Please visit our company website for further information: We strive for a in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.
Posted 1 week ago
2.0 - 6.0 years
3 - 9 Lacs
kolkata
Work from Office
Financial Modelling- Preparing future projections Debt Syndication and Fund Raising from Banks and Financial Institutions Preparation of Credit assessment notes and credit appraisal Preparing Project Report for setting up new projects. Performance bonus
Posted 2 weeks ago
0.0 years
0 Lacs
mumbai, maharashtra, india
On-site
Roles & Responsibilities The Analyst will work on back-office and middle-office processes for financial institutions, handling various stages of the client/product lifecycle across KYC, reference data management, legal docs, loans, portfolio reconciliation, document capture, system reconciliation, pre and post settlements, brokerage functions, drafting, trade support, corporate actions, tax operations, and more. Responsibilities also include data capture, cataloging, data processing, system inputs and updates, reconciliations, settlements, and fund transfers. The role involves preparing reports using MS Excel and may require external interaction with agents/counterparties/clients to resolve process-related queries and discrepancies via phone or email. Key responsibilities include: Identifying and escalating risks, promptly reporting outstanding issues to clients. Performing various trade support activities across the Trade Lifecycle, such as Trade Confirmation matching, Trade Pre-Settlements support, Front office to back-office reconciliation of trade positions, report generation, and settlements of cash flows from trading events (e.g., Interest or Premium). Handling operations of Syndicated Loans and Corporate action setup and operations. Managing other capital market operational tasks beyond Trade Lifecycle support, including Reference Data support and Regulatory reporting (Swaps Data Repository, SDR, Know Your Customer (KYC), various front-office and back-office reconciliations). Learning and mastering various financial products, including Equity Securities and Derivatives, Interest Rates Swaps, FX Spot, Options, Futures, Credit Derivatives Swaps, Commodities Derivatives, and Fixed Income products (e.g., Corporate and Treasury Bonds). Qualification and Skills Bachelors Degree (B.Com, BBA, BBM, BCA) / Masters Degree (M.Com, MBA, PGDM). 0 to 2 years of experience in investment banking operations involving projects, people, process, and client management. Basic knowledge of finance, trade lifecycle, investment banking, and derivatives. Strong logical and quantitative abilities to derive insights from data. Excellent time management skills and ability to resolve issues promptly. Proficiency in planning, organizing, and time management. About Us eClerx is a global leader in productized services, bringing together people, technology and domain expertise to amplify business results. Our mission is to set the benchmark for client service and success in our industry. Our vision is to be the innovation partner of choice for technology, data analytics and process management services. Since our inception in 2000, we've partnered with top companies across various industries, including financial services, telecommunications, retail, and high-tech. Our innovative solutions and domain expertise help businesses optimize operations, improve efficiency, and drive growth. With over 18,000 employees worldwide, eClerx is dedicated to delivering excellence through smart automation and data-driven insights. At eClerx, we believe in nurturing talent and providing hands-on experience. eClerx Financial Markets offers consulting, technological innovation, and process management expertise to uniquely solve operational challenges for financial organizations worldwide. With nearly two decades of industry experience, complemented by smart automation and robotics, our team of experts delivers holistic solutions across the trade lifecycle, change management, data analytics, compliance, cash securities operations, document digitization and generation, and outreach.
Posted 2 weeks ago
0.0 - 3.0 years
0 Lacs
maharashtra
On-site
As an FM Analyst at our company, you will be responsible for identifying and escalating risks, promptly reporting outstanding issues to clients. You will perform various trade support activities across the Trade Lifecycle, such as Trade Confirmation matching, Trade Pre-Settlements support, Front office to back-office reconciliation of trade positions, report generation, and settlements of cash flows from trading events (e.g., Interest or Premium). Additionally, you will handle operations of Syndicated Loans and Corporate action setup and operations, and manage other capital market operational tasks beyond Trade Lifecycle support, including Reference Data support and Regulatory reporting (Swaps Data Repository, SDR, Know Your Customer (KYC), various front-office and back-office reconciliations). You will also be required to learn and master various financial products, including Equity Securities and Derivatives, Interest Rates Swaps, FX Spot, Options, Futures, Credit Derivatives Swaps, Commodities Derivatives, and Fixed Income products (e.g., Corporate and Treasury Bonds). To qualify for this role, you should have a Bachelors Degree (B.Com, BBA, BBM, BCA) / Masters Degree (M.Com, MBA, PGDM) with 0 to 2 years of experience in investment banking operations involving projects, people, process, and client management. You should possess basic knowledge of finance, trade lifecycle, investment banking, and derivatives. Strong logical and quantitative abilities to derive insights from data will be crucial for this role. Excellent time management skills and the ability to resolve issues promptly are essential. Proficiency in planning, organizing, and time management will also be beneficial. If you are looking to kickstart your career as an FM Analyst in Navi Mumbai with an immediate joining requirement and meet the educational qualifications and skills mentioned above, we encourage you to apply for this exciting opportunity.,
Posted 2 weeks ago
15.0 - 22.0 years
25 - 35 Lacs
thane, navi mumbai, mumbai (all areas)
Work from Office
Mizuho Global Services Pvt Ltd (MGS) is a subsidiary company of Mizuho Bank, Ltd, which is one of the largest banks or so called Mega Banks of Japan. MGS was established in the year 2020 as part of Mizuhos long-term strategy of creating a captive global processing center for remotely handling banking and IT related operations of Mizuho Banks domestic and overseas offices and Mizuhos group companies across the globe. At Mizuho we are committed to a culture that is driven by ethical values and supports diversity in all its forms for its talent pool. Direction of MGSs development is paved by its three key pillars, which are Mutual Respect, Discipline and Transparency, which are set as the baseline of every process and operation carried out at MGS. Whats in it for you? Immense exposure and learning Excellent career growth Company of highly passionate leaders and mentors Ability to build things from scratch Know more about MGS: - https://www.mizuhogroup.com/asia-pacific/mizuho-global-service Position:- Business Analyst Lending Domain Shift :- General shift work from office No of vacancy: - 1 Key Responsibilities: • Planning & Promotion as BA o Business requirement validation with use cases in the prototyping phase o Establish and introduce new work procedures and/ or workarounds o Planning and promotion of user tasks from BAs perspective o Conduct study to analyse system effectiveness and cycle time o Provide training to local and overseas users o Provide support in User Acceptance Testing o Liaise with End Users, Vendors and Head Office in migration and other project tasks o Assist in the preparation of System and Operation manuals o Provide support in User Acceptance Testing (including Test Case Creation and Issue Management) o Conduct Client Impact Analysis and Support Customer Notification • Management & Reporting o Support the Team as a Subject Expert in the management of Lending related IT Projects o Facilitate in system function and workflow design o Monitor task progress of the user side, conduct issue & risk management, and provide support for solving them o Provide insights and feedback to project planning with Area PM o Other regular reporting such as regional progress, challenges and success to BA leads Role-Specific Duties: Vice President (VP): o Strategically lead Entire projects with full ownership. o Mentor junior team members and act as a thought leader. o Represent the organization in discussions with top management and external stakeholders. o Planning and promotion of user tasks from BA’s perspective Required Skills/Experiences/Personalities: 1. 5 +years of experience as a Business Analyst in corporate or commercial lending. 2. Excellent communication, stakeholder management, and documentation skills. 3. Prepare and maintain Business Requirement Documents (BRDs), Functional Requirement Documents (FRDs), and Use Case specifications. 4. Conduct end-to-end process reviews, identify inefficiencies, and propose improvements aligned with regulatory and operational standards. 5. Possess strong Hands-on experience in Business Analysis activities like creating both BRD and FRD 6. Collaborate with stakeholders to capture and document requirements related to credit facility origination, bilateral and syndicated lending, and settlement operations. etc.(Mandatory for VP/AVP). 7. Strong understanding of credit lifecycle of Bilateral loans and Syndicate loans, any corporate lending systems (e.g., FIS ACBS/ Loan IQ / nCINO etc.) experience, and regulatory compliance. 8. Liaise with IT, business users, and cross-functional teams to ensure alignment and timely delivery of project milestones. 9. Ability to work independently and manage multiple priorities under pressure. 10. Excellent communication and stakeholder management skills across geographies. 11. Lead User Acceptance Testing (UAT), including scenario creation, issue tracking, and resolution. 12. Proficiency in tools like JIRA, Confluence, Microsoft Project, and MS Office. 13. Experience with both Agile and Waterfall project methodologies. Qualification: - Bachelor's degree in Finance, Business, IT, or a related field. Experience: • Vice president- (Total Experience (15-20 Yrs) Minimum of 5 yrs in Business Analyst .experience in Minimum of 5 years' experience in Middle and Back-Office lending operations. Interested candidates can share resumes on mgs.rec@mizuho-cb.com along with below requested details. Current CTC Notice Period Expected CTC Reason for job change or leaving the previous company Relevant exp in BA - Lending Thanks!
Posted 3 weeks ago
5.0 - 8.0 years
7 - 10 Lacs
pune
Work from Office
The candidate will join Middle Office team and will be closely working with Client Service Managers based in Middle East/Europe/Singapore/US regions in connection with the performance of duties related to the Middle Office Trade confirmation and Settlement process. Candidate should possess a good understanding about Capital Market, Derivatives, Corporate Actions, and Hedge/Mutual Funds. Good knowledge in Financial Products is required. Reporting The position reports to AVP Middle Office Responsibilities Working as a member of the Trade Processing team that includes trade capture, Matching settlement of Securities, FX and Money market instruments. Process Global Security transactions on Calypso platform within given deadlines Interact with both internal and external stake holders to resolve trade confirmation and settlement queries Monitoring of transactions to confirm instructions from the client are processed in a timely and accurate manner thus ensuring timely settlement and accounting Ensure that all trades are matched within market/client deadlines Ensure client positions are correct and all transactions are processed Query resolution in accordance with time frames set out in Client SLA s Work with the Custodians and brokers for timely matching and settlement. Reporting of exceptions in line with internal control and external client requirements. Resolve failed trade queries proactively. Escalating exceptions and failed transaction to appropriate stake holders for early resolution. Ensure all errors/break down of procedure are documented as per company policy Extensive communication with Internal External parties. Skills Required Thorough understanding of all Capital market, Financial Instruments, Investment baking processes and above average accounting skills Proficient in Microsoft Office Applications and strong MS Excel skills required. Strong analytical skills, detail orientation, service commitment, solid organizational and interpersonal skills. Capacity to deal with high volumes of activity Strong Written and verbal communication skills Dedication to work as team and deliver timely results Candidates should be willing and flexible to work in any shifts Qualification and Experience: Post graduate in Commerce, MBA Finance, CA/CMA/CFA 5-8 Years of Hedge/Mutual funds Middle Office Trade Support experience. What you will get in return A genuinely unique opportunity to be part of an expanding large global business Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly
Posted 3 weeks ago
10.0 - 15.0 years
35 - 40 Lacs
bengaluru
Work from Office
DEPARTMENT: Operations LOCATION: Bangalore/Pune, India Summary of Role The successful candidate will join Loan admin operations team within Apex Fund Services to help build and grow out loan servicing business. They will work alongside the local Middle Office Manager, helping to onboard systems, define processes and build a global team to service a new product. The Candidate The candidate will have a good working knowledge and experience working with CLOs, CDOs, Credit Funds and the different types of Loans. They will be driven and motivated to achieve excellence through hard work, good organization skills, excellent communication and attention to detail. Main Responsibilities: Cash/Position Reconciliation: Responsibilities include, but are not limited to performing and coordinating a variety of reconciliation duties and tasks including Supervise, mentor and develop a team, fostering positive and collaborative work environment Collaborate with cross functional teams to resolve issues and provide insight into open items. Reviewing the daily reconciliation of cash transactions Reviewing daily reconciliation of Apex/Client positions Ensuring aged breaks (over 7 days) are addressed and escalated Processing and reconciling data in various systems Actively researching discrepancies with various agents and internal teams Preparing and ensuring all Reporting is issued within the required timeframes Preparing and assisting with various reports required by internal teams Approving cash wires/swift payment Other Responsibilities include, but are not limited to performing and coordinating a variety of reconciliation duties and tasks including Preparing & Review procedural documents Preparing daily/Monthly KPI / MIS reporting pack Support in Business enhancements and development Raising areas where operational efficiency can be improved Other duties as assigned by Management Qualifications, Skills and Experience: Degree in Accounting/Finance, or a relevant qualification Candidate should have 10+ years experience working in Loan Services Extensive knowledge of loans, Credit funds, Reconciliation Understanding or knowledge of various security types Private Debt, Syndicated Loans, Bi-Lateral Loans, Understanding of Loan trade lifecycle Working knowledge of Solvas would be an added advantage Knowledge of Kyriba and/or Mendex application would be desirable Knowledge and experience with settlements including Clearpar Knowledge and understanding of securities and other financial instruments Computer proficiency with advanced knowledge of Microsoft Office Suite, familiarity with Solvas (CDO-Suite) preferred Role-Specific Competencies/Skills: Strong communication and analytical skills Strong organisational skills Accurate and acute attention to detail Adaptability - able to change tasks quickly as business needs dictate Uses discretion when dealing with sensitive and confidential information Excellent oral and written communication skills and demonstrated ability to adapt communication style to audience Proven ability to prioritize responsibilities, manage time effectively and meet deadlines accordingly Self-motivated Punctuality
Posted 3 weeks ago
3.0 - 5.0 years
4 - 7 Lacs
bengaluru
Work from Office
The Candidate The candidate will have a good working knowledge and experience working with CLOs, CDOs, Credit Funds and the different types of Loans. They will be driven and motivated to achieve excellence through hard work, good organisation skills, excellent communication and attention to detail. Main Responsibilities: Asset administration: Responsibilities include, but are not limited to performing and coordinating a variety of administrative duties and tasks including Asset setup Asset Maintenance and reconciliation Liaising with 3rd party brokers/custodians/agents Processing agent notices Processing corporate actions Entering and settling trades as required Preparing and assisting with various reports required by internal teams Other duties assigned by Management Cash/Position Reconciliation: Responsibilities include, but are not limited to performing and coordinating a variety of reconciliation duties and tasks including Preparing daily reconciliation of cash transactions Preparing daily reconciliation of Apex/Client positions Ensuring aged breaks ( over 7 days ) are addressed and escalated Processing and reconciling data in various systems Actively researching discrepancies with various agents and internal teams Preparing and ensuring all Reporting is issued within the required timeframes Preparing and assisting with various reports required by internal teams Other duties assigned by Management Support Middle Office Manager: Providing support for assigning duties and work delegation Roll out training and development plans to direct reports and new joiners. Qualifications, Skills and Experience: Degree in Accounting/Finance, or a relevant qualification Candidate should have 3+ years experience working in loan administration operations Extensive knowledge of CLOs/CDOs/Credit Funds Understanding or knowledge of various security types Private Debt, Syndicated Loans, Bonds, Equities Understanding of loan trade lifecycle Knowledge and experience with settlements including DTCC & Euroclear Knowledge and understanding of securities and other financial instruments Computer proficiency with advanced knowledge of Microsoft Office Suite, familiarity with Solvas (CDO-Suite) preferred Must experience into Solvas tool.
Posted 3 weeks ago
17.0 - 24.0 years
40 - 55 Lacs
hyderabad
Hybrid
Location: Hyderabad/Bangalore, India This is a hybrid position primarily based in Bangalore/Hyderabad, India. Were committed to your flexibility and wellbeing, and our hybrid strategy currently requires three days a week in the office, giving you the option to work remotely for some of your working week. Find out more about our culture of flexible working. We give you a world of potential. Support is awesome in the way trust makes it work! When you join this dynamic team as a Service Delivery Leader, you will enjoy a career, teamwork, flexibility, and leadership you can trust to help accelerate your personal and professional goals. Come be a part of a world of potential at Computershare Business Support Services. Corporate Trust is a market leader with decades of experience as a provider of trustee and sophisticated agency services for private and public companies, investment bankers, asset managers as well as governments and institutions. We offer a wide range of services that fulfil our clients with a best-in-class reputation built on our high-touch approach to client service weare lookingfor people to join us and be a part of our exciting future as one of the top corporate trust firms globally. A key part of this role will be collaborating with our onshore teams to service our Corporate Trust business lines and help us to deliver the professional services our clients trust and depend on. If youre a match to those skills and have the passionate drive to be part of something truly amazing, while working on a diverse team and have the willingness to learn multiple tasks, then this is the perfect opportunity for you! A role you will love. The Service Delivery Leader (SDL) will be responsible for ensuring ongoing service delivery for a specified group of CCT functions, meeting service level expectations for stakeholders, and liaising with the appropriate US/Global points of contacts. strategizes and creates operational policies, procedures, practices, and efficiencies. Works as an enabler by anticipating and providing solutions to complex business and operational problems. Achieves business objectives and overall stakeholder satisfaction through the development and implementation of business processes. The incumbent will be responsible for Structured Products Loan Operations (CDO/CLOs). The teams will largely be responsible for end-to-end functions, ranging from reconciliations, break management, payments and compliance reporting. The applicant should carry hands on experience in this line of operations and should be proficient with an understanding of the operating model. Will be a part of India Leadership team, thereby representing overall interests of the company. Some of your key responsibilities will include: Lead multi-city, large teams spread across multiple operational groups. Accountable for overall Service Level Agreement / Key Performance Indicators deliverables. Engages and communicates with senior stakeholders, locally & globally. Drive adherence to all Computershare domestic and global policies and procedures Create and maintain effective operational control standards. Ownership for projects and initiatives within responsible areas, improve standards of service delivery, business unit efficiency, reduce risk, and/or reduce costs. Envision future state operating model & work with domestic & global teams towards execution. Functional area KPIs and KRIs achieved in line with business strategy, risk appetite and risk metrics. Compliance with all applicable regulations within regional governing operational activities Employee development and growth opportunities High touch points across key operations and shared services teams Ensures all IT governance and business processes are adhered to. What will you bring to the role? Graduate (bachelors degree) or equivalent; 17+ years related progressive experience in multinational financial services industry. Minimum 2+ years of experience as a Senior Operations Manager or above. Handled large teams (circa 200) representing multiple operational areas. Past experience in Structured Finance Products, Loan Operations (Collateral Debt Obligation/Collateral Loans Obligation, Loan Syndications) or corporate actions. Has a good understanding of how direct and indirect teams (operations/shared services, local & global) work together to successfully achieve operational and wider business line goals and objectives. Should have previous cross-functional (multi-city teams preferred) management experience in financial services industry. Rewards designed for you Health and wellbeing rewards that can be tailored to support you and your family. Save for your future. We will support you along your retirement savings journey. Paid parental leave, flexible working and a caring and inclusive culture. Income protection . To ease concerns when the unexpected occurs our package includes short and long-term disability benefits, life insurance, supplemental life insurance (single/spouse/family) and more. And more . Ours is a welcoming and close-knit community, with experienced colleagues ready to help you grow. Our careers hub will help you find out more about our rewards and life at Computershare, visit computershare.com/careershub.
Posted 3 weeks ago
1.0 - 3.0 years
3 - 7 Lacs
bangalore rural, bengaluru
Work from Office
Greetings from Teamware Solutions!! Hiring!! Job description Position: Loan Analyst Experience: 1 - 3 Years Location: Bangalore Notice Period: Immediate Joiners only Interested candidates can apply to the given Email Id: srividhya.g@twsol.com Main Responsibilities Process Loan Drawdowns, Rollovers, and Rate Fixings for all Bilateral and Syndicated transactions booked under Hong Kong, Singapore, Labuan, Taiwan, Tokyo, and Sydney entities. Handle end-to-end process including funding and rate fixing with Treasury traders, reporting fund movements to Treasury Settlements, loan disbursements to clients, and booking details into LOAN IQ . Prepare accounting entries, disbursement of funds, liability booking, and settlement of customer payments under the assigned portfolio. Monitor receipt and follow up on non-receipt of principal installments, interest, and fee bookings. Arrange disbursements to risk participants, insurance companies, participating banks, and other contracted parties. Assist the Loan Syndication Team with primary and secondary loan sell-downs and manage deal settlements. Maintain accurate administrative records of borrowers and lenders in LOAN IQ . Support APAC offices in the preparation of various operational and periodical reports. Technical Skills Requirements Strong documentation review skills for retrieving operational information from facility agreements. Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint). Essential: Hands-on experience with LOAN IQ . Knowledge in preparing RTGS/CHATS payments, Swift payments, RMB cross-border payments . Additional advantage: Familiarity with Flexcube, Calypso, Matisse MSC, Summit .
Posted 3 weeks ago
12.0 - 16.0 years
0 Lacs
maharashtra
On-site
Whether you are at the start of your career or looking to discover your next adventure, your story begins at Citi. At Citi, you will have the opportunity to expand your skills and make a difference at one of the world's most global banks. Citi is fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure to senior leaders, as well as more traditional learning. You will also have the chance to give back and make a positive impact where we live and work through volunteerism. Transaction Management (TM) is responsible for supporting multiple aspects of the wholesale lending lifecycle including, but not limited to, loan closing and servicing coordination, facilitating complex client onboarding, data management, and quality control. The team is accountable and responsible for operational oversight of the closing and servicing of all lending transactions across the business division being supported, and to ensure all internal and external requirements are met. We are seeking an experienced and results-driven operational business intelligence and analytics manager to lead the development, implementation, and optimization of data-driven solutions that support operational efficiency and strategic decision-making. In this role, you will work closely with cross-functional teams to provide actionable insights through business intelligence and design that will drive initiatives to optimize business operations. As the operational business intelligence and analytics manager, you are expected to: - Lead the development and delivery of comprehensive business intelligence and analytics focused on operational and business performance, including qualifying and quantifying key business problems and opportunities. - Design and manage dashboards and data visualization that monitor key operational risks. - Analyze complex datasets and generate actionable insights to support senior decision-making in areas like productivity, cost efficiency, and process optimization. - Partner with business and operational teams to identify and prioritize areas for improvement using data-driven insight. - Oversee the setup, maintenance, and optimization of business intelligence platforms ensuring data integrity and accessibility for relevant stakeholders. - Work closely with reporting and wider analytics teams to identify, source, and refine data sets needed to perform critical business intelligence analytics and presentations. - Evaluate and implement new tools and technologies to improve data collection, analysis, and reporting capabilities. - Work closely with senior leadership and other functional teams to translate business requirements into business intelligence solutions. - Act as a key point of contact for operational analytics needs, ensuring alignment with business objectives. - Rapidly develop an in-depth understanding of the operating model across the teams to drive targeted control/data recommendations. - Validate, verify, and quantify the effectiveness of the solutions delivered and the resolution of root causes, through improvement in performance/risk metrics. - Conduct regular meetings with stakeholders to discuss performance and analyze trends. - Directly or indirectly manage a group of business intelligence professionals including providing training on the usage of data, analytics, and root cause analysis. To be a successful candidate for this role, you ideally have the following skills and exposure: - 12+ years of experience in BI, data analytics, and operational analysis preferably in the banking space. - Proven experience managing cross-functional projects and collaborating with business stakeholders. - Ability to focus on immediate and multiple deliveries while maintaining a view of the wider strategic state to ensure overall alignment to organizational strategies. - Strong understanding of operations management and key performance indicators (KPIs) related to business performance. - Working knowledge of mathematics including statistics, time series analysis, and numerical algorithms. - Advanced proficiency with data analytics and visualization tools (e.g., Tableau, Power BI, Excel, and PowerPoint). - Strong experience with databases and data tools (e.g., SQL, Python). - Proven ability to manage multiple priorities and adapt in a fast-paced, dynamic environment. - Strong communication and presentation skills, with the ability to convey complex analytical insights to non-technical stakeholders. - Strong leadership and team management skills. - Organizational skills with the ability to manage and lead multiple priorities and programs with varying priorities in parallel. - Sense of accountability and ownership to drive solutions for business delivery. - Excellent written and verbal communication, organizational, and interpersonal skills. - Ability to challenge assumptions and influence stakeholders in a productive and constructive manner to drive and deliver improvements and efficiencies. - Ability to work well under tight deadlines, manage priorities, and complete assigned tasks with minimal management follow-up. - Ability to understand the detail and how the components fit into the larger picture. - Ability to work in granular detail but maintain a strategic view. - Developed analytical and problem-solving abilities. - Established knowledge of wholesale lending products including, but not limited to, syndicated loans and letters of credit. - Proficient understanding of lending documentation and processes, including legal and credit documents, funding mechanics, deal structure, and funds flows. Education: - Bachelor's/University degree or equivalent experience. Take the next step in your career and apply for this role at Citi today.,
Posted 1 month ago
2.0 - 6.0 years
0 Lacs
karnataka
On-site
The Apex Group is a leading fund administration and middle office solutions provider, established in Bermuda in 2003. With a global reach and a commitment to providing top-notch services to clients, we have grown to employ over circa 13,000 employees across 112 offices worldwide. At Apex Group, we value energy and passion in our team members, and we are dedicated to empowering and supercharging their unique skills and experiences. We encourage our employees to take the lead, offering them the support needed to excel and innovate in their roles. As an Associate in the Operations department at Apex, based in Pune or Bangalore and working in UK & US shifts, you will play a key role in building and expanding a new loan servicing business. Collaborating with the Middle Office Manager, you will assist in onboarding systems, defining processes, and establishing a global team to deliver exceptional service for this new product. This is a significant opportunity to be part of a department at its inception and contribute to its success. The ideal candidate for this role will have a strong background in working with CLOs, CDOs, Credit Funds, and various types of Loans. They should possess a drive for excellence, excellent organizational skills, effective communication abilities, and keen attention to detail. Key Responsibilities: - Asset administration tasks such as asset setup, maintenance, reconciliation, liaising with third-party entities, processing agent notices, corporate actions, and trade settlements. - Cash/Position Reconciliation including daily reconciliation of cash transactions and positions, addressing aged breaks, reconciling data, and ensuring timely reporting. - Supporting the Middle Office Manager by assigning duties, delegating work, and providing training to direct reports. Qualifications, Skills, and Experience: - Degree in Accounting/Finance or a related field - Minimum 2 years of experience in loan administration operations - Extensive knowledge of CLOs, CDOs, Credit Funds, and various security types - Familiarity with trade lifecycle, settlements, and financial instruments - Proficiency in Microsoft Office Suite, experience with Solvas tool preferred Role-Specific Competencies/Skills: - Strong communication, analytical, and organizational skills - Attention to detail, adaptability, and discretion with confidential information - Ability to prioritize tasks, manage time effectively, and meet deadlines - Self-motivated, punctual, and responsive to business needs Corporate Competencies: - Initiative, sense of urgency, accountability, and integrity To learn more about Apex Group, please visit our website at www.apexfundservices.com. Join us in our mission to deliver exceptional services to our clients and drive industry-changing innovations.,
Posted 1 month ago
10.0 - 14.0 years
0 Lacs
pune, maharashtra
On-site
As a Techno-Functional Analyst at FIS, you will be engaging with clients to gather requirements, documenting them in Functional Specifications documents, and aligning the requirements with the product. You will conduct gap analysis, identify necessary changes, derive Change Requests, and support the development teams during Build and Configuration phases. Your responsibilities will also include performing configurations, business validations, supporting clients during User Acceptance Testing (UAT), and conducting trainings. With a minimum of 10 years of experience in Loan Servicing, preferably with ACBS, LoanIQ, or other Commercial / Corporate Loan Servicing Systems, you will have a strong understanding of Syndicated Loans, Bi-lateral transactions, SWIFT, IBOR, and Reporting. You should be well-versed in conducting Requirements Analysis and documenting various specifications such as Functional Specifications Document (FSD), Change Request Documents, Technical Specifications, Business Test Scenarios, etc. Basic knowledge of PLSQL and scripting tools is required. Your role will involve establishing strong relationships with onshore counterparts, collaborating with the team to identify process needs, implementing robust controls, reviewing work, and ensuring the timely review of process-related documentation. You will be responsible for raising any process-related issues and ensuring their resolution. At FIS, you can expect a multifaceted job role with significant responsibility and numerous growth opportunities. We offer a competitive salary and benefits package, along with a wide range of professional education and personal development possibilities to support your career growth. Join us at FIS for an exciting and challenging career journey!,
Posted 1 month ago
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