35 Excel Modeling Jobs - Page 2

The Structuring and Origination Team has to work with all other groups to develop and maintain issuance programs and products for PIPG. The group has primary responsibility for the creation of mass issued public distribution portfolios as well as tailor made securities issued in response to a client lead order. Ownership of deal execution on a day-to-day basis. Automation of documents of equity derivatives and hybrid structures. Be responsible for product portfolio maintenance and own the cost side of this business. Playing key roles in managing and coordinating global automation initiatives with Technology, Operations and other such concerned teams. Work with Technology in close coordination on document generation solutions to create documents templates in relation to the issuance of Structured Products. Experience / Skills MBA (Optional) Background in Structuring in Investment Banking Hands-on approach and engineering mindset. Strong desire required to solve technical or quantitative problems Preferable to have 2 years experience in the Industry (preferably an Investment Bank) Good understanding of securities business and products in particular with exotic derivatives Candidate needs to have a commercial mindset; a good understanding of the cost and revenue side of the business will be developed and the candidate is supposed to act as an entrepreneur within the setup of PIPG structuring Inquisitive, enthusiastic flexible self-starter with a strong analytical mind-set and capability able to work well under pressure Strong interpersonal and communication (written and verbal) skills and ability to interact with global stake-holders Ability to work in a team-based environment, and adapt to a dynamic and changing organization Self-motivated team player, ownership, accountability, organizational/prioritization skills, proactive, ability to multitask, independent, focus on meeting deadlines (optional) Some programming experience, preferred Javascript and/or SmarDX/Thunderhead experience Language skills beyond English are beneficial. (German, French, etc)

Responsibilities Experience in sustainability with strong data analysis and interpretation skills. This involves the ability to collect, process, and analyze large volumes of data to extract meaningful insights. Should be adept at using Excel for complex taskssuch as data modeling, trend analysis, and creating detailed reports . Proficiency in functions, pivot tables, and macros is highly beneficial. Should have minimum know how to read SQL queries and should have intermediate skills to write queries to extract and manipulate data from various sources. Must be able to articulate complex data findings clearly and concisely to both technical and non-technical audiences.This includes preparing comprehensive reports and presenting insights to stakeholders. Work effectively with colleagues from different departments, fostering a cooperative and productive work environment. Employ strategies such as prioritizing tasks, creating schedules, and setting realistic goals to ensure timely completion of projects. Must have a keen eye for detail to identify and correct errors in data. This includes thorough checking and validation of information before presenting it in reports. Identify issues proactively and develop innovative solutions. An example could be identifying a gap in current reporting practices and proposing a new method to enhance accuracy and efficiency. Knowledge of sustainability reporting standards such as the Global Reporting Initiative (GRI), the Sustainability Accounting Standards Board (SASB), and the Task Force on Climate-Related Financial Disclosures (TCFD) is essential. Associates should be familiar with these frameworks and understand how to apply them in reporting. Stay informed about industry trends, regulations, and best practices to provide relevant and insightful reporting. Knowledge/Experience A college degree is required, ideally in a finance or related field Operational experience (5+yrs) preferred within a financial reporting or regulatory environment Ability to understand and work with numbers Produces accurate work and spots mistakes/errors and makes appropriate corrections Ability to identify, prioritize and develop practical solutions for issues Exhibits strong time management and organizational skills Takes ownership for outcomes and is personally accountable for results Self-motivated - able to show initiative and come up with ideas without prompting Excellent verbal, written and interpersonal skills including ability to clearly articulate QC results, data issues to the team, VP and Controls team Technical proficiency: ability to navigate in-house applications, strong Excel, and preferred SQL skills and / or automation experience Workflow analysis and recommendations for change Business Analyst experience of a Regulation and implementing the related Operational workflow and process Track record of process improvement projects

Description We are seeking a skilled Data Analyst to join our team in India. The ideal candidate will have 3-10 years of experience in data analysis, with a strong background in extracting insights from data to drive business decisions. Responsibilities Analyze and interpret complex data sets to inform strategic decision-making. Develop and maintain dashboards and reports to track key performance metrics. Collaborate with cross-functional teams to understand data needs and provide insights. Conduct data validation and ensure data integrity across multiple sources. Utilize statistical methods to analyze data trends and patterns. Skills and Qualifications Bachelor's degree in Data Science, Statistics, Mathematics, Computer Science, or a related field. Proficiency in data analysis tools such as SQL, R, Python, or Excel. Experience with data visualization tools like Tableau, Power BI, or similar. Strong analytical and problem-solving skills with attention to detail. Excellent communication skills to present findings and insights clearly.

3 to 5 years of experience into Record to Report function including preparation & analysis of Financial Statements. Good understanding of General Ledger and its relation with Sub-ledger processes and accounting workflow/Chart of Accounts. Experienced in working into a Metrics reporting structure. Preparation of Management Service Accounts for the Captive Entities and ensuring the timely submission of MSAs with Notes and Schedules. Regular interaction with the Domicile team to timely collect the appropriate information/inputs, perform General and Technical Accounting. Provide support for the overall team work to meet the client deliverables with adequate quality. Support the Domiciles for Adhoc queries, additional work requests and Audit. SKILLS/COMPETENCIES REQUIRED : Hands on experience to any Accounting Software / ERP (SAP, Oracle, People Soft) added advantage if exposure to SICS, D365 & E-Frame (IFRS-17) is available. Good Knowledge of MS-Office primarily MS-Excel Knowledge of Insurance sector is a preferable but not must. Good Communication skills- Written and Spoken. Limited or No supervision for the functional deliverables. Good interpersonal skills and ability to take ownership. Quick learner and a team player. Ability to work with multiple clients within tight deadlines and provide qualitative work. Good accounting skills, understanding of Chart of Accounts and Process workflow, are also eligible to apply. Ability to think through the process improvement opportunities and work with senior colleagues to best utilize such ideas. Strong Communication skill Small to large project teams and extensive interaction with internal and/or external clients.

Responsibilities Understand the deal contours and structuring the deal basis the investor and client requirements Preparation of Term sheets, Cash Flows, Liasing with Lawyers for definitive Documentation Understanding the law and regulations with respect to Yubi product offerings to facilitate the negotiations on complex legal documents. Coordinating with multiple counterparties such as Issuer, Investors, Trustee, Law Firm, Rating Agency, Stock exchange, Depository, RTA, Auditor etc. to facilitate the execution process. Addressing queries with regards to cash flows or Bond/PTC details to investors and/or Issuers Helping Sales/Ops team with specific Bond/PTC related inputs, cash flows if needed Have good relationship management skills, which is required to interact and manage issuers Requirements Required skills CA or MBA with 8-10+ years of experience in financial services Strong understanding of debt capital markets with experience on structured products Structured finance desk of CRAs, DCM desks or bank RMs which who make product notes Decent at mathematics, excel modelling high level of analytical skills Excellent communication and presentation skills Possess a good eye for detail and ability to work effectively under pressure Demonstrate high level of analytical skills

RESPONSIBILITIES Holistic ownership and understanding of client accounts from a GSAM Operations perspective, trade life-cycle and act as a single point of contact for GSAM business for any liquidity related issues Daily cash forecasting in multi-currency portfolios to include overdraft monitoring and fund liquidity reporting Trading desk support to include ad-hoc queries as well as ongoing business initiatives Manage collateral and counterparty exposures across multiple product classes and various regulations Build relationships with outside financial institutions (brokers, custodians, prime brokers and fund administrators) to improve the quality and productivity of work by integrating best practices as appropriate Liaise with traders and brokers to ensure efficient settlement of trading activity Partner and liaise with client relationship team and client implementation team to qualify new business, implement account events, and ensure the adequacy of account structures and surveillance. Execution on strategic risk, efficiency & business enablement initiatives. Proactively review indicators of operational issues/concerns with the goal of resolving such issues before client impact Review account level metrics (i.e. reconciling items on cash/position reconciliations, failing trades, etc.) as defined by operating standards and research, escalate, remediate exceptions as appropriate BASIC QUALIFICATIONS Bachelors Degree Minimum of 1 year of professional experience Proficient in Microsoft Office, specifically Word, Excel, and PowerPoint Bachelor's degree required Be highly collaborative, team-oriented and strong consensus builder Demonstrate strong communication and interpersonal skills both written and oral Previous experience in Operations and/or Financial Services industry Knowledge of Collateral or Treasury operations Demonstrate ability to partner across product groups, regions and functional responsibilities Be a strategic thinker, possesses strong facilitation and data gathering skills Attention to detail and ability to work to tight deadlines under pressure and to provide practical solutions Risk management focus

RESPONSIBILITIES Closely monitor and validate key data attributes that contributes to important GSAM investing decisions Verifying the prices on securities held in GSAM portfolios on a daily basis across all accounts, to ensure securities are set up and valued accurately. Controlling the risks associated with any abnormal prices and securities as well as ensuring that these are prioritized, pursued and escalated to ensure resolution Investigating and resolving standard product reference data issues that are impacting downstream systems. Liaising with internal counterparties (Traders, Portfolio Teams, Trade Management group and Controllers) Using your problem solving skills, you will act as a central point of contact/escalation for inquiries from the GSAM business regarding product setup and pricing. Leverage your attention to detail by managing daily responsibilities and inquiries, while also working on enhancing your project management skills working on key market initiatives and internal system enhancements. Grow with a strong team and develop a deep understanding of products and complex transactions while working with our business partners. BASIC QUALIFICATIONS Knowledge and experience in financial services Proven track record contributing in a dynamic team environment Pays attention to detail and can multi-task Experience with Microsoft Office applications-specifically Excel Data and Pricing knowledge is preferred but not mandatory Knowledge of product data, reconciliation, trade management and accounting functions is preferred but not mandatory

Investment modeling Exp: 2.5-5.5 years Experience in Excel modeling is must. Should have developed models from scratch. Shift: 1-10 PM Share cv at jyoti@windowsconsultants.co.in

Data Analysis: Assist in the collection, analysis, and interpretation of data. Document Requirements: Collaborate with stakeholders to gather, document, and analyze business requirements. Create detailed flow charts to identify scopes for process improvement. Automation Solutions & Dashboard Reporting: Develop visualizations and ad hoc reports for presenting data-driven insights to the project team and stakeholders. Implement automated data processing and solutions to streamline tasks and enhance efficiency. Require expertise in SQL and Python, with knowledge of other data warehousing or data management tools. Quality Assurance: Support the development and execution of test cases. Implement automated trackers to ensure data quality and alignment with business requirements. Communication: Effectively communicate with cross-functional teams and business stakeholders. Understand problem statements and gather requirements. Qualifications: Minimum 1 yr of relevant experience in data analysis and interpretation. Proficiency in SQL, Python and Advanced Excel, with familiarity in other data warehousing or data management tools. Strong analytical and problem-solving skills. Excellent communication and collaboration abilities. Prior experience in quality assurance and test case development is preferred.

What this job involves: You will be part of the Investment modeling team that sits within the Business line Capital Market. You will be supporting the business in the form of financial modeling, and template creation of all operating and development properties using Microsoft Excel. Passion for global real estate Working closely with analysts and stakeholders from various global offices and supporting on the various process within the capital market team. This will help enhance the skill and global real estate knowledge. Team work Working with our leadership and business line heads to support the existing process and new business opportunities. You will be working closely with our team and global offices to leverage existing industry research and pair with external data sources to identify prospects and drive pipeline effectiveness. On top of this, you will also be working with management to improve our processes. Delivering excellent service You will attend meetings with global team members for delivering excellent service which are essential for fostering collaboration, gaining valuable insights, and continuously improving our service offerings. This will enable us to leverage our diverse talent pool, adapt to the real estate market dynamics, and provide exceptional service tailored to the needs of our clients across the globe. Sound like you? Energetic Individual Are you bursting with energy and ready to hit the road running? Your passion in fostering the real estate knowledge will be integral in helping the business grow its share. A go-getter at heart, you aim to excel in this competitive space while creating an impression in the market. Inquisitive Are you interested to acquire more knowledge about global real estate? You will be part of a global business and international team. We are happy to bring on enthusiastic candidates with a flair in developing the knowledge in the real estate asset classes such as multifamily, retail, office, hotel, or industrial spaces and providing the opportunity to develop the career. Team player While you will be required to work independently while chasing your own leads, we work closely within the global team to service international clients. You can learn the best industry practice and pick up the global real estate skills required to know how of your clients needs in the long run. Great communicator Can you put your ideas across to your clients clearly both verbally and in writing? JLL is the leading real estate solutions provider therefore we pride ourselves to be able to present our proposed commercial spaces and negotiated terms clearly to the various stakeholders within our clients organization. Excellent communication skill is imperative in this case and you will need to manage your schedule well in order to juggle your existing tenants as well as sourcing for new ones. To apply you need to be: Being Analytical You will play a crucial role in the development of financial models from scratch. Your responsibilities will encompass the construction, maintenance, and validation of both primary and secondary data sources. You will be extracting key insights from a diverse range of public data sources, including macroeconomic trends, industry developments, company financials, and competitive landscapes. Your expertise will be essential in data cleaning, preparation, interpretation, and analysis, utilizing advanced statistical techniques and tools such as Excel, our internal CRM database, and other data management systems. This position requires a keen eye for detail, strong analytical skills, and the ability to create, review and handle complex financial models. Meticulous You must pay attention to detail and have excellent problem-solving skills. Possess the ability to collate information into cohesive presentations with proper slide layout / design. Skills required 3-5 years of work experience in commercial real estate industry with proficiency in creating, analysing, and maintaining explanatory/predictive financial models in Excel. Experience in Commercial Real Estate is desired. Strong quantitative orientation, with knowledge of real estate property valuations, including Discounted Cash Flow, IRR, NPV, Time Value of Money, Return on Equity, Debt Returns, Three Statement Analysis, Sensitivity Analysis, Scenario Analysis etc. Knowledge of advance excel, and financial modeling. Ability to create financial models from scratch for operating properties, recreational properties, land development, energy projects, infra projects and REIT. Should have experience in understanding and handling complex models. Understanding of VBA macros and power query will be an added advantage. Excellent verbal and written communication skills. Superior problem-solving skills, self-motivation, and the capacity to work under pressure and tight deadlines. Personally, strives to ensure data quality, consistency, and accuracy in all work. A desire to work within a diverse, collaborative, and driven professional environment. Have experience of direct client communication and project management. Ready to adapt as per the changing requirement of the business. Self-motivating individual who is detail-oriented, has strong organizational skills, and the ability to work independently and within a team under deadlines. Qualification required Bachelors or Masters degree in finance, Real Estate, or related disciplines with excellent academic credentials or an equivalent combination of education and experience. Advanced proficiency in Excel and financial modeling. Computer proficiency including Microsoft office (excel, word, power point). Have completed CFA certification but not mandatory. Good to have financial modeling certifications. Shift- 1 pm to 10 pm