7 Thomson Reuters Jobs

As a member of the Alternatives Data Ops team at Addepar, you will play a crucial role in ensuring that clients" Alternatives data is processed, validated, and made available in a timely manner on the Addepar platform. Your responsibilities will include managing a team, reviewing Private Fund statements, correcting data inaccuracies identified by machine learning models, and collaborating with various stakeholders across the organization. Your main duties will involve troubleshooting processing exceptions in Private Fund statements, modifying inaccurately extracted data from machine learning models, collaborating with the Machine Learning Operations team for document relabeling, and engaging with clients, General Partners (GPs), and Fund Administrators on data-related inquiries. Additionally, you will be involved in onboarding new clients to establish the ownership structure of their Private Fund positions within Addepar. You will also be responsible for maintaining workflow procedures and play-books for Alternatives Data Operations, as well as partnering with Product and Engineering teams to implement new processes and tooling features that enhance the user experience and operational efficiency of Alternatives Data processing. Furthermore, you will lead a team of analysts to ensure seamless operations and high-quality service delivery. The ideal candidate for this role should have a minimum of 12 years of relevant experience, with at least 3 years of people management experience. You must possess expertise in Private equity/Alternatives investment processes and have a background in the financial investment/advisory industry, particularly dealing with Alternatives (Private/Draw-down) Funds reporting statements and data. Strong attention to detail, problem-solving skills, effective communication, and the ability to thrive in a fast-paced environment are essential qualities for success in this role. Preferred technical skills include proficiency in tools such as Microsoft Excel, Google Suite, Atlassian Jira/Confluence, SQL, Salesforce, Bloomberg, Thomson Reuters, or other financial services systems. A willingness to work flexible hours and a commitment to Addepar's core values of ownership, collaboration, client success, innovation, and continuous learning are also key attributes we are looking for in candidates. Addepar is an equal opportunity employer that values diversity and inclusion. We are dedicated to creating a welcoming environment where individuals from all backgrounds can contribute to innovative solutions. We provide reasonable accommodations for individuals with disabilities during the application process, interviews, and employment. If you encounter any suspicious recruitment activities claiming to be from Addepar, please reach out to TAinfo@addepar.com for verification.,

As a member of the Portfolio Data Ops team at Addepar, you will play a crucial role in ensuring the timely and high-quality data for Addepar's clients. Your responsibilities will include overseeing the processing of portfolio transactions and positions, conducting verification checks, and addressing data-related inquiries from clients. Your daily interactions will involve communication with financial data providers, clients, and various team members across the organization. It is important to note that the working schedule for this position is from 6:30 PM to 3:30 AM IST, U.S. business days. Your key responsibilities will include: - Performing daily internal verification checks to ensure accurate client portfolio data is available within SLAs - Investigating and troubleshooting data pipeline issues, data feed processing exceptions, and collaborating with support teams when necessary - Addressing data-related inquiries and requests from clients, Sales and Services organizations, and external data providers in a timely manner - Providing support to regional counterparts on operational workflows and projects - Maintaining team resources, procedural documentation, and ensuring accurate metrics recording for internal analytics - Collaborating with Product and Engineering teams to identify and implement process improvements and tooling enhancements to enhance data quality and operational efficiency To excel in this role, you should have: - Minimum 5+ years of work experience in the financial investment/advisory industry with a deep understanding of capital markets, trade processing, and middle/back-office operations systems - Strong attention to detail and meticulous execution of processes - Excellent communication and interpersonal skills for engaging with internal and external data partners - Ability to multitask, prioritize effectively in a fast-paced environment, and remain calm under pressure - Proactive self-motivation, teamwork, and forward-thinking mindset - Willingness to work flexible hours - Technical skills in Microsoft Excel, Google Suite, Atlassian Jira/Confluence, SQL, Salesforce, Bloomberg, Thomson Reuters, or other financial services systems and applications are preferred At Addepar, our core values guide us in everything we do. We believe in acting like owners, building together, championing our clients, driving innovation, and embracing continuous learning. We are committed to creating an inclusive environment where diversity is celebrated, and individuals are provided with equal opportunities to contribute and grow. Addepar is an equal opportunity employer, and we are dedicated to providing reasonable accommodations to individuals with disabilities throughout the job application process and employment. If you require any accommodations, please reach out to us. Please be cautious of phishing scams. Addepar has been made aware of fraudulent activities where individuals pose as hiring managers to collect personal and financial information. We want to assure you that no job offers will be made without a formal interview process, and we will never ask you to purchase equipment or supplies for onboarding. If you have any concerns or questions, please contact us at TAinfo@addepar.com.,

As a Market Data Operations Lead at Addepar, you will be responsible for ensuring that Addepar's clients have access to timely and accurate data to make informed investment decisions. You will play a crucial role in leading the processing of market data feeds, implementing verification checks to maintain data quality, and collaborating with engineers. Your contributions will be vital as Addepar expands its product offerings to cover various aspects of the investment process. Your responsibilities will include designing internal verification procedures, conducting quality assurance tests for market data products, managing market data pipeline workflows, and addressing client inquiries related to benchmarks, FX rates, and security reference data. Additionally, you will work closely with Product and Engineering teams to validate and update referential security data across different asset classes supported by Addepar. To excel in this role, you will need a minimum of 12+ years of experience in financial services or financial data organizations, with a proven track record of managing medium-sized teams. Deep knowledge and experience within the Investment Management or Wealth Management industry are essential. You should have expertise in building client-sensitive operational processes with clear SLAs and operational KPIs. Technical proficiency in tools such as Microsoft Excel, Google Suite, Atlassian Jira/Confluence, SQL, Salesforce, Bloomberg, Thomson Reuters, or other financial services systems will be advantageous. You will be expected to pioneer the Market Data Operations function, establish a team of analysts, and drive initiatives that align with the organization's business objectives and culture. At Addepar, we value ownership, collaboration, client success, innovation, and continuous learning. We are committed to fostering a diverse and inclusive workplace where individuals from various backgrounds can contribute to innovative solutions. As an equal opportunity employer, we provide reasonable accommodations for individuals with disabilities during the application and interview process. Please note that Addepar has been made aware of phishing scams involving individuals posing as hiring managers to collect personal and financial information. We do not make job offers without a formal interview process and will not ask you to purchase equipment or supplies as part of the onboarding process. If you have any concerns or questions, please contact TAinfo@addepar.com for assistance.,

Job Description: We are seeking a Qualified CA, CFA (USA), MBA-Finance with 4-6 years of relevant experience in Valuations and Financial Modeling. The ideal candidate should have a strong background in independently managing end-to-end Valuation Assignments for Indian Clients. As a Valuation Manager, you will be responsible for planning, team/client management, execution, and timely delivery of assignments with a focus on quality. The role is based in Gurgaon with the possibility of occasional travel to client locations in Delhi NCR or other areas as needed. The candidate must possess the following skills: - Good communication and interpersonal skills - Team player with a creative problem-solving mindset - Proactive, sincere, and go-getter attitude - Ability to multitask effectively - Positive attitude and innovative thinking Key Responsibilities: - Conducting financial modeling and valuation analysis - Familiarity with Valuation Concepts and Regulatory Requirements - Managing various engagements including Business Valuations, Intangible Valuations, PPA, Convertible Securities, and ESOP valuations - Handling multiple client engagements with a focus on client interactions and management - Sound knowledge of Indian Laws and Regulations related to valuation requirements - Planning and managing projects to ensure timely delivery with high quality - Team Management, Delivery Management, and Quality Management - Requirement Assessment, Developing Client Briefs, Valuation Methodology, and Approach Independently - Developing talents to support the firm's growth trajectory - Proficiency in computer skills (MS Excel, Word, and PowerPoint) - Working knowledge of databases like Capital IQ, PitchBook, and/or Thomson Reuters Preferred Qualifications: - Experience working with both Indian and Global clients - Strong report writing skills - Knowledge of applicable Regulatory laws and Compliance - Entrepreneurial mindset with a go-getter attitude - Experience with data analytical tools Location: Gurgaon Financial compensation: As per Industry Norms The Valuation Manager role will encompass various aspects of valuation, including fair value determination, intangible assets valuations, and project planning. The candidate will have the opportunity to collaborate cross-functionally with other departments, fostering continuous learning and growth.,

? Position: AVP Wealth Management ???? Location: Andheri, Mumbai ???? Experience Required: 5 to 8 Years ???? Qualification: MBA (Finance / Business / Economics). CFA/FRM/CAIA preferred ???? Department: GIX-GBA Budget is 25 LPA Summary: This is a finance research + strategy + data analysis role for someone who understands how rich people invest their money through big banks and wants to turn that into insightful reports and forecasts for business decisions. ? What Were Looking For: 58 years of experience in financial research, analytics, or WM benchmarking Solid understanding of Private Banking, Asset Management, and Portfolio Analysis Strong skills in Excel (Advanced) , PowerPoint , and data interpretation Knowledge of Bloomberg, Thomson Reuters is a plus Clear communication skills with the ability to explain insights to senior stakeholders Analytical mindset with the ability to handle unstructured data Show more Show less

As a Portfolio Data Operations Analyst at Addepar, you will play a crucial role in ensuring that our clients receive timely and high-quality data to make informed investment decisions. You will be part of the Portfolio Data Operations team within the Addepar Engineering organization, where you will be responsible for overseeing the processing of transactions and positions, conducting verification checks to maintain data accuracy, and assisting clients with their data support queries. Key Responsibilities: - Perform daily internal verification checks to ensure accurate client portfolio data is delivered within agreed service level agreements (SLAs). - Investigate and troubleshoot data pipeline issues and processing exceptions, collaborating with Engineering Support when necessary. - Maintain operational workflows, identify optimization opportunities, and implement process enhancements. - Collaborate with Client Support, Solution Architects, and other teams to address and resolve client data inquiries and requests. - Work closely with Product and Engineering teams to develop and implement new processes and tools that enhance data quality and operational efficiency. - Participate in company-wide initiatives to introduce new product features or services. Qualifications: - Minimum of 2 years of work experience in the financial investment/advisory industry with a strong understanding of capital markets, trade processing, and middle/back-office operations systems. - Attention to detail, ability to execute processes meticulously, and strong problem-solving skills. - Excellent communication and interpersonal skills to engage with internal and external data partners effectively. - Proven ability to multitask, prioritize tasks in a fast-paced environment, and remain calm under pressure. - Team player with proactive self-motivation, forward-thinking mindset, and willingness to work flexible hours. - Technical proficiency preferred in tools such as Microsoft Excel, Google Suite, Atlassian Jira/Confluence, SQL, Salesforce, Bloomberg, Thomson Reuters, or other financial services systems. At Addepar, we value ownership, collaboration, client advocacy, innovation, and continuous learning. We are committed to fostering a diverse and inclusive workplace where individuals from various backgrounds can contribute to innovative solutions. We are an equal opportunity employer and provide reasonable accommodations for individuals with disabilities during the application process and employment. Please be cautious of phishing scams, as Addepar does not make job offers without a formal interview process. If you have any questions or concerns, please contact TAinfo@addepar.com.,

As an Avaloq Developer with 3 to 8 years of experience, you will be responsible for designing, developing, and maintaining Avaloq solutions related to the Broking domain. This includes working on order management, execution, clearing & settlement, and trading workflows. You will customize the Avaloq core banking suite to support brokerage products, compliance, and risk management processes. Additionally, you will integrate Avaloq with external broking and market platforms using Avaloq's interface architecture. Your key responsibilities will include developing scripts and parameterizations for securities handling, trade lifecycle events, and reporting. You will collaborate with product owners, business analysts, testers, and downstream systems to ensure smooth delivery across trading workflows. It is essential to ensure compliance with regulatory requirements such as MiFID and FATCA relevant to broking operations. To be successful in this role, you should have at least 3 to 8 years of software development experience with a minimum of 2+ years in Avaloq customization. A strong understanding of broking/trading processes, especially within a private or investment banking environment, is crucial. Hands-on experience with Avaloq scripting, Avaloq parameterisation, PL/SQL, Oracle, and Avaloq interface development is required. Familiarity with order management systems, trade matching, and settlement cycles is preferred. Preferred qualifications include Avaloq ACP certification, exposure to trading platforms like FIX, Bloomberg, Thomson Reuters, or similar, experience working in Agile teams, and a good understanding of Securities/Capital Markets regulations. If you meet the mandatory requirements and possess the necessary skills, this role offers an exciting opportunity to work on challenging Avaloq projects within the Broking domain and contribute to the success of the team.,