330 Cfa Jobs

The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take the lead and well give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you Do you have Financial reporting experience, and are you seeking a new jobApex Group is looking for a full-time Financial Reporting Associate, and the role comes with an attractive salary and benefits package, including the chance to join an inclusive and collaborative company. As a Financial Reporting Analyst, you will review the financial statements of Hedge Funds, Private Equity, Real Estate, Manco, etc. Etc. in multiple GAAPs, mainly in IFRS, US GAAP, UK GAAP, Lux GAAP and Canadian GAAP. In your first few weeks in this Financial Services role, you can expect to: Develop document and institute procedures to make the FR process more efficient and standardized, saving time and money Manage a team in a high-volume, deadline and production-driven environment while maintaining 100% accuracy Provide ongoing and continuous training, motivation and development of all team members to maintain high client service standards Use resources within the team, establishing goals and objectives of the team New hiring, process training for new staff, people issues, performance management, KPIs etc. To apply for this Financial Reporting role, you will need a professional qualification, CA, CPA, ACCA, MBA (Finance), CFA, or any course specialized in accounting. You will also require the following: 8-12 years in Financial Reporting Experience of Financial Reporting in Hedge Fund Experience in IFRS/US GAAP is preferred Manual experience in financial reporting is preferred instead of using automation tools Excellent interpersonal and time management skills Adaptability and proficiency in MS Excel and MS Word. Youll receive an excellent salary and benefits package for your knowledge, expertise and flexibility. Benefits As a truly global business, we tailor benefits to each location to safeguard our people and respect local cultures and ways of working. Our people are our greatest asset, and we invest in talent development. Join our global network, and you will benefit from education support, sponsorship and in-house training programs. Please contact our Apex Group team today to apply and register your interest in this full-time Financial Reporting position. Theyd be thrilled to hear from you. Wed love to help you get your next role and enable you to fulfil your professional ambitions. Apex Group Ltd ("Apex" or "the Group"), established in Bermuda in 2003, is a global financial services provider. With over 80 offices worldwide and 12,000 employees in 38 countries, Apex delivers an expansive range of services to asset managers, financial institutions, private clients, and family offices. Apexs purpose is to be more than just a financial services provider. The Group is committed to driving positive change to address three core areasthe environment and climate change, womens empowerment and economic independence, and education and social mobility. Life at Apex isnt just about the work you do. Its about embracing the culture and loving what you do. Every employee plays a part in making Apex who we are today, and the more we grow, the more important that becomes. The international nature of our business and global network of offices means that there are opportunities to broaden your life experiences and take short-term or permanent relocation options. DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take the lead and well give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you ASSOCIATE All Locations Key duties and responsibilities Receipt of required data for the preparation of Book-Keeping and periodic primary statements, namely P&L account, Balance sheet, Cash-flows & notes as appropriate. Analysis of bank transactions and processing them on accounting platform/excel. Analysis and processing of invoices, expenses, and other transactions. Clear understanding of accrued & prepaid expenses, FAR & Revaluations. Understanding of cash, capital & Dividend movements Ability to reconcile AP & AR (Inter-company transactions) Exposure to Trial balance finalization. Preparation & reporting of periodic management accounts in multiple GAAPs, mainly in IFRS, US GAAP. Exposure to payroll accounting, posting journal entries & VAT/GST calculations/returns. Ability to understand and resolve queries raised by Onshore, Client, Auditor and Director. Qualification and Experience Qualification- CA, CPA, ACCA, MBA (Finance), CFA, or any course specialized in Accounting/Finance Experience of 0-5 years in Accounting (IFRS/US GAAP is preferred) Skills Required Strong accounting knowledge. Excellent understanding of Journal entries. Analytical and problem solving skills. Attention to details. Willingness to learn. Flexibility to work long hours & weekend working (If necessary). Proficient in MS Office tools (Excel & Word is mandatory). Good written and verbal communication skills. Good knowledge in capital market, derivatives, Private equity fund, Hedge funds etc. What you will get in return A genuinely unique opportunity to be part of an expanding large global business. Exposure to work on multiple GAAPs, multiple jurisdictions, end to end Accounting services. Additional information We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made based on skills, qualifications and experiences. We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society, and the planet. DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

As a Controller at our firm, you will play a pivotal role in ensuring that the financial control and reporting obligations of our global, regulated, and public financial institution are met. Your responsibilities will include measuring the profitability and risks associated with various aspects of the firm's business, as well as ensuring that all activities are conducted in compliance with the regulations governing transactions in the financial markets. Being a part of the Controllers group means safeguarding the firm's assets and maintaining the integrity of Goldman Sachs" finances and expenditures. Through careful consideration and analysis of firm finances, objectives, and strategies, you will contribute to the profitability and efficiency of the firm's businesses. Controllers are also responsible for ensuring that all business practices are in compliance with financial and regulatory requirements worldwide. In this role, you will be part of a dynamic global team focused on submitting quality filings with global regulators on a recurring basis. Your contributions are vital to the team's objectives, and you will be expected to make the filing process more efficient and effective by implementing recommendations. Collaboration with different trading desks, functional datasets, and regulations will be key, and you will need to maintain stakeholder relationships for each area of responsibility. As a subject matter expert, you will interact directly with portfolio managers and COOs to review and approve reports before submission, as well as assist in investigating data quality and resolving issues at the source. Additionally, you will work on enhancing the AWM reporting framework, collaborating with various teams to implement complex calculation and reporting rules around portfolio exposures and risks metrics. Your role will also involve partnering with legal and compliance teams to provide recommendations for new or evolving regulatory requirements, as well as communicating with senior management across businesses and divisions to build consensus and provide thought leadership. Oversight of vendors and data providers related to data collection and filing production will also be part of your responsibilities. To be successful in this role, you must hold a CA degree qualification and have 2-6 years of relevant work experience in asset management regulatory/compliance or asset management fund controller roles. Preferred qualifications include knowledge and experience working with various financial products, a good understanding of technology implementation, and an awareness of the changing global regulatory landscape. As a valued member of our team, you will have the opportunity to work independently while also being a team player with excellent communication, analytical, and project management skills. Your strong execution skills, attention to detail, and control mindset will be essential in fulfilling your responsibilities effectively. Join us at Goldman Sachs, where we are committed to fostering diversity and inclusion, providing numerous opportunities for professional and personal growth, and ensuring a supportive workplace environment. If you require accommodations during the recruiting process, we are dedicated to finding reasonable solutions for candidates with special needs or disabilities. Goldman Sachs is dedicated to safeguarding the health and well-being of our employees and others who enter our U.S. offices by requiring COVID-19 vaccination for employees working on-site. Accommodation requests based on medical, religious, or applicable law reasons can be made later in the process. Please note that accommodations are determined on a case-by-case basis to ensure a fair and inclusive recruiting process.,

Company: Mercer Description: We are seeking a talented individual to join our Investments team at Mercer. This role will be based in Gurgaon/Mumbai/Noida. This is a hybrid role that has a requirement of working at least three days a week in the office. Director Operations Due Diligence - Investments Mercer Wealth is a leading global provider of investment consulting services. We offer customised advice at every stage of the investment decision, risk management and investment monitoring process. In addition to core consulting, we have developed a number of specialist teams; the Financial Strategy Group, Mercer Sentinel, Manager Research, Responsible Investment and Fiduciary Management, thereby ensuring we offer a full range of services to our clients. We are looking for talented colleagues who understand the financial services industry and the operational functions of investment managers. Will work as part of a team of ODD specialist and client consultants. We will count on you to: Work as an extension of the UK/US team to conduct operational due diligence risk assessments of investment managers using Mercer Sentinels framework incorporating house views as appropriate Understanding of investment manager middle and back office operations, fund administration, portfolio accounting, custody, regulatory compliance and other relevant industry experience Maintaining knowledge of operational risk frameworks across the Mercer universe of asset classes, including equity and fixed income, hedge funds, private equity, private debt, real estate and infrastructure Liaise with investment managers to collate information, coordinate on-site visits and schedules Review responses and documentation provided by investment managers for the risk assessment and author research notes in advance of the meeting of the onsite team to support the onshore team Support virtual investment manager on-site visits through the preparation of pre-meeting notes, note taking in the meeting and producing high quality draft written reports after the meeting Challenging and improving operational processes for Mercers ODD framework Contribute to Mercer Sentinels intellectual capital through market research and process innovation Contribute towards Mercer Sentinels other products including but not limited to Surveys and Operational Reviews; support onshore teams efforts towards key projects or activities including business development among others. Update and maintain pertinent tools/database with relevant information including research publications and coordinate with asset managers for requisite data and for scheduling research calls; prepare and distribute Ratings Committee (RC) minutes from the weekly RC call. Project management, work allocation, real-time capacity management, peer review, process training and development of team members Lead and manage end-to-end operations and ensure the seamless delivery of reports/projects. Liaison with stakeholders to build relationship for service delivery management. Play anchor role for all strategic projects and provide directions to the team. Prepare and manage KPIs and handle escalations. Lead efforts for people engagement, knowledge development initiatives for the team, and ensure adherence to compliance policy and organizational imperatives. Driving Process Improvement Initiatives and delivering results in line with Business Priorities Demonstrate subject matter expertise in leading the ODD vertical Maintain updated investment due diligence notes, meeting notes and recommendations in proprietary database Ensuring storage and organizing data on a central database What you need to have: A Master's degree in economics, finance or other business-related areas with a high level of written content Professional qualification (Actuarial, ACA, ACCA, CFA or equivalent) preferential requisite 12+ Years of experience with operational due diligence investment management, operations, fund management or investment consulting Previous experience in operational risk analysis, fund administration, and or financial / portfolio accounting would be beneficial Thorough knowledge of Microsoft Office applications (Word, Excel, PowerPoint) Takes ownership for work, always ensuring standards and deadlines are met and keeping others informed and up-to-date Works well under pressure, with the ability to prioritise and manage multiple tasks, stakeholders and deliverables simultaneously; candidate may be expected to attend calls with US based asset managers couple days in a week; responsibilities may stretch to taking calls with asset managers in other geographies including Pacific, UK, Europe, Middle East and Asia depending on the business requirements. Excellent organisational and time management skills Openly shares information and own expertise with colleagues Possess excellent team working skills in a global/remote working environment What makes you stand out: Demonstrates excellent oral and written communication skills Self-motivated with an eagerness to learn and a positive work ethic Challenges existing practices and conventional thinking Highly proficient in Microsoft Excel and other core Microsoft Office products (Word, PowerPoint, etc.) Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one anchor day per week on which their full team will be together in person.

Company: Mercer Description: We are seeking a talented individual to join our investments team at Mercer. This role will be based in Gurgaon. This is a hybrid role that has a requirement of working at least three days a week in the office. Specialist- Investments The role will be responsible for working closely with the Investment Consultants, to deliver comprehensive and accurate performance reports for pension clients and related support functions. This role will support analysis and research at every stage of the investment decision, risk management and investment monitoring process portfolio of clients. The role will focus on various aspects of institutional investing, including data collection and analysis, investment strategies research, performance reporting and related investment consulting support functions. The incumbent in this role should have an understanding of the Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies. We will count on you for: Daily work management and execution of performance reporting operations activities Measuring Performance of investments and asset classes Communicate with investment and money managers and custodians to gather and/or clarify client specific data for reporting Reviewing work of peers and providing them guidance Ensuring compliance with all internal and client policies Driving Process Improvements Providing timely updates to AM/TM and other stakeholders Training and coaching new hires in the team What you need to have: Minimum 2-3 years experience Graduate (B.com, BBA or equivalent). However, Master's Degree in finance (in addition to accounting, economics or mathematics) and progress towards CFA and CIPM will be preferred Ability to work as part of a team and build strong working relationships with peers Experience in analyzing investment portfolios or researching investment managers located outside of India Preparing Investment Performance reports covering Asset Allocation, holdings and Portfolio Performance Produce periodic (monthly / quarterly) portfolio performance reports for Advisory, Delegated Solutions and Mercer Workplace Saving (MWS) clients. Computations of returns (money weighted / time weighted) for Defined Benefit , Not for profit and Additional Voluntary Contributions clients Exposure to Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies and performance attribution Good command on MS Office applications (MS-Excel, MS-Word, PowerPoint) Problem solving skills and attention to detail Ability to multitask, manage multiple priorities and work in a rapidly changing and dynamic environment, ensuring standards and deadlines are met and keeping others informed and up-to-date Strong verbal and written communication and analytical skills Ability to work and perform under strict deadlines and quick turnaround projects Excellent Word, Advanced Excel and PowerPoint skills Exceptional communication skills, both verbal and written Ability to meet deadlines and a real desire to achieve results Ability to build rapport and respond confidently to customer queries What makes you stand out Adaptable communicator, facilitator, influencer and problem solver High attention to detail Good relationship skills, Proven ability to work on own initiative as well as in a team Ability to multi-task and prioritize time effectively Ability to perform under pressure and strict timelines Exposure to coding and automation using VBA codes, Python, R etc. and visualization tools such as Power BI, Tableau etc. Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. Mercer, a business of Marsh McLennan (NYSEMMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businessesMarsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $23 billion and more than 85,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one anchor day per week on which their full team will be together in person Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one anchor day per week on which their full team will be together in person.

Company: Marsh Description: WAS Investments WAS - Investments is seeking candidates for the following position based in the ASF office Level B2 (Senior Analyst) What can you expect We are looking to hire a Senior Analyst in the European Performance Reporting Team (EPRT) The role will be responsible for working closely with the Investment Consultants, to deliver comprehensive and accurate performance reports for pension clients and related support functions. This role will support analysis and research at every stage of the investment decision, risk management and investment monitoring process portfolio of clients. The role will focus on various aspects of institutional investing, including data collection and analysis, investment strategies research, performance reporting and related investment consulting support functions. The incumbent in this role should have an understanding of the Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies. What is in it for you Opportunity to be a part of worlds leading insurance broker and risk management company with client in over 130 countries with over 80,000 people , Corporate Social Responsibility, and Sustainability A competitive salary, employee friendly policies, health care and insurance for you and dependents A respectful work environment that values healthy work-life balance Future career opportunities across a global organization to perform and grow Chance to be a part of a dynamic work culture that rewards innovation and collaboration Curated training programs with enhancing skills and building knowledge opportunity We will count on you for: Daily work management and execution of performance reporting operations activities Measuring Performance of investments and asset classes Communicate with investment and money managers and custodians to gather and/or clarify client specific data for reporting Reviewing work of Analysts and providing them guidance Ensuring compliance with all internal and client policies Driving Process Improvements Providing timely updates to AM/TM and other stakeholders What you need to have: Ability to work as part of a team and build strong working relationships with peers Experience in analyzing investment portfolios or researching investment managers located outside of India Preparing Investment Performance reports covering Asset Allocation, holdings and Portfolio Performance Produce periodic (monthly / quarterly) portfolio performance reports for Advisory, Delegated Solutions and Mercer Workplace Saving (MWS) clients. Computations of returns (money weighted / time weighted) for Defined Benefit , Not for profit and Additional Voluntary Contributions clients Exposure to Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies and performance attribution Good command on MS Office applications (MS-Excel, MS-Word, PowerPoint) Problem solving skills and attention to detail Ability to multitask, manage multiple priorities and work in a rapidly changing and dynamic environment, ensuring standards and deadlines are met and keeping others informed and up-to-date Strong verbal and written communication and analytical skills Ability to work and perform under strict deadlines and quick turnaround projects What you need to have: Minimum 1-2 years experience overall Graduate (B.com, BBA or equivalent). However, Master's Degree in finance (in addition to accounting, economics or mathematics) and progress towards CFA and CIPM will be preferred Excellent Word, Advanced Excel and PowerPoint skills Exceptional communication skills, both verbal and written Ability to meet deadlines and a real desire to achieve results Ability to build rapport and respond confidently to customer queries What makes you stand out Adaptable communicator, facilitator, influencer and problem solver High attention to detail Good relationship skills, Proven ability to work on own initiative as well as in a team Ability to multi-task and prioritize time effectively Ability to perform under pressure and strict timelines About Mercer At Mercer, we are a global force of around 25000+ unique individuals working together to make a difference in the lives of more than 115 million people every day by advancing their health, wealth and careers. Were in the business of creating more secure and rewarding futures for our clients and their employees For more than 80 years, weve turned our insights into actions; Be it designing affordable health plans, or assuring income for retirement, or aligning workers with workforce needs, weve been united in our mission of enabling people around the globe to live, work, and retire well. Exposure to coding and automation using VBA codes, Python, R etc. and visualization tools such as Power BI, Tableau etc. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one anchor day per week on which their full team will be together in person.

The role involves and covers the following support from a Business Analyst (BA) perspective. As a Business Analyst, you will be responsible for understanding data and data architecture, metrics, and their significance in the design and delivery of new dashboards. You should be able to identify and engage data owners. Your role will require you to translate business requirements into technical requirements and conduct process mapping, with experience in Risk Transformation. Additionally, you should possess knowledge of requirement gathering and BRD/FRD documentation. Relevant experience of controls is necessary to ensure the quality and completeness of the solution and its data. You should also have the ability to challenge current practices and enhance dashboard designs through innovative design and technology utilization. Collaboration with cross-line-of-business working groups to design dashboards and approve solutions will be part of your responsibilities. Demonstrable experience in designing dashboards to meet the needs of diverse user groups is essential, along with a solid understanding of risk management and knowledge of the latest dashboard technologies and trends. Other Desirable Experience: - Programme delivery on strategic programmes - Interaction with executive-level management - TOM development - Regulatory requirements mapping and gap analysis - Governance, Reporting, and MI/dashboarding delivery - Knowledge of Counterparty Credit Risk, Exposure calculation methodologies (simulation, aggregation, limit monitoring), and experience in implementing Modelled and Non-Modelled calculation algorithms - Previous experience in capturing and analyzing the daily movement of EAD numbers for Financing Products, calculating counterparty credit risk - Experience in validated counterparty exposure on a daily, monthly, and quarterly basis using various metrics including Exposure metrics (PFE, EPE, EEPE, EAD, etc.) and VAR computation using both Internal Model (IMM) and Standardized approaches like CEM - Hands-on Experience of Exposure Calculation (EAD/PFE) at Portfolio level for both Modeled (IMM) and Non-Modeled (CEM/SACCR, Credit VAR, CEF) transactions - Working knowledge of calculating and reporting default risk for traded products - Understanding of adjustments at the counterparty level where traded product exposure (derivatives, debt, and equity financing) was found to be erroneous and material to mitigate impact on risk monitoring, CVA, and RWA - Some exposure to credit risk reporting platforms and risk engine Skills and Qualifications: - CFA/FRM certification is a plus - Strong analytical skills and statistical background,

As an Analyst Macro Product Control at Barclays, you will play a crucial role in shaping the digital landscape, driving innovation, and ensuring exceptional customer experiences. Your responsibilities will include utilizing cutting-edge technology to transform our digital offerings and contribute to creating the future at Barclays. To excel in this position, you should possess the following skills and qualifications: - Proficiency with MS Office tools such as Word, PowerPoint, Excel, and Access Database - A qualified accountant with strong control awareness and the ability to identify and escalate potential control breakdowns - Excellent communication and presentation skills for interacting with global teams and stakeholders - Proven ability to break down complex problems, attention to detail, and analytical mindset - Confident and assertive manner to navigate various challenges effectively Additionally, the following skills would be highly valued: - CFA/masters in finance or financial engineering - Experience in article ship/industrial trainee roles in mid to large firms - Audit exposure in large financial institutions or banks In this role based in Chennai, you will oversee the financial aspects of trading activities, ensuring accuracy, compliance with regulatory requirements, and providing insights into trading performance. Your key responsibilities will include: - Reconciling daily profit and loss figures for trading desks and investigating discrepancies - Identifying, assessing, and mitigating trading risks, and reporting to senior colleagues - Analyzing trading data for accuracy and providing insights to traders and senior management - Preparing and submitting regulatory reports, supporting external audits, and communicating complex financial information effectively - Collaborating cross-functionally to ensure a coordinated approach to trading activities As an Analyst, you are expected to: - Perform activities in a timely and high-quality manner, driving continuous improvement - Demonstrate in-depth technical knowledge and experience in your area of expertise - Lead and supervise a team, guiding professional development and allocating work requirements - Take responsibility for managing risk, strengthening controls, and embedding new policies and procedures By embodying the Barclays Values of Respect, Integrity, Service, Excellence, and Stewardship, and embracing the Barclays Mindset to Empower, Challenge, and Drive, you will contribute to our shared success and uphold our commitment to doing what is right.,

As a VC Fund Operations Manager at Equirus Wealth Private Limited, you will be responsible for overseeing and coordinating fund operations and accounting for an early-stage venture capital fund. Your role will involve managing relationships with various vendors, ensuring smooth operation of routine functions, and liaising with vendors for ongoing fund compliances. Joining our dynamic team, you will play a pivotal role in driving the operational success of our venture capital fund. We are looking for a proactive, detail-oriented professional with 3-5 years of experience in fund operations and vendor management to fill this crucial position. Your key responsibilities will include overseeing day-to-day fund operations, coordinating with vendors for fund administration, legal, tax, and other services, ensuring efficient execution of fund activities, managing accounting and financial reporting, vendor management, contributing to operational strategies, participating in cross-functional projects, supporting investor communication, and assisting with investor presentations. To excel in this role, you should have a Bachelor's degree in finance, accounting, business administration, or a related field, along with a strong understanding of venture capital fund operations and regulatory requirements. Strong organizational, multitasking, analytical, and problem-solving skills are essential, along with effective communication and interpersonal abilities to collaborate with internal teams and external vendors. Proficiency in relevant financial software and tools is required. Preferred qualifications include professional certifications such as CFA, CPA, or CA, and experience working in an early-stage venture capital environment. This full-time position is based in Mumbai, India, offering a negotiable salary. If you are ready to take on this challenging opportunity and contribute to the success of our venture capital fund, we encourage you to apply.,

As an Assistant Vice President in the ALM - Insights role at Barclays, your primary responsibility will be developing business capabilities for Finance. This will involve various key stages such as functional design, data management, end-to-end process and controls, delivery, and functional testing. Your role will be crucial in ensuring effective integration and optimization of these elements to support financial operations at Barclays. We pride ourselves on not just anticipating the future, but actively creating it. To excel in this role, you should possess the following skills and qualifications: - Bachelor's in Engineering/MBA-Finance/CA/Masters in economics or equivalent qualifications. - Additional certifications like CFA/FRM/PRM are desirable. - Strong Knowledge of IRRBB/ALM concepts and reporting. - Proficiency in Microsoft Excel. - Understanding and appreciation of an IT function within Finance/Treasury processes. - Strong communication skills. Additionally, the following skills would be highly valued: - Proficiency in MS Access, VBA, SQL. - Knowledge of transfer pricing, liquidity, or capital concepts. You will be evaluated based on key critical skills relevant for success in this role, such as risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, as well as job-specific technical skills. The purpose of this role is to model, measure, and manage the bank's financial balance sheet to report and optimize its risk profile and profitability. This includes analyzing the bank's assets and liabilities and developing strategies to manage interest rate risk on the banking book and other ALM risks. Your accountabilities will include: - Identifying, modeling, and measuring the bank's interest rate risk. - Developing and implementing strategies to manage interest rate risk in the banking book. - Managing the bank's banking book balance sheet to optimize asset and liability allocation. - Developing financial models to support decision-making processes related to asset and liability management. - Measuring the capital requirements in relation to interest rate and credit spread risk on the banking book. As an Assistant Vice President, you are expected to advise and influence decision-making, contribute to policy development, and take responsibility for operational effectiveness. You will lead a team performing complex tasks, set objectives, coach employees, and ensure performance alignment with objectives. You will also collaborate closely with other functions/business divisions and demonstrate leadership behaviours for colleagues to thrive and deliver excellent results. All colleagues at Barclays are expected to uphold the Barclays Values of Respect, Integrity, Service, Excellence, and Stewardship, as well as demonstrate the Barclays Mindset of Empower, Challenge, and Drive in their behavior and actions.,

As a part of India's leading Retail, Ecom, Distribution & Logistics Company, Bhawar, you will be joining a dynamic team focused on retailing, CFA & distribution for FMCG, Telecommunication products, dst & dsa for banking services. Our primary goal is to earn the trust of our consumers by delivering on the promises made by the brands we represent, thereby enhancing the shopping experience for Indian shoppers. We measure our success based on our ability to provide exceptional shopping experiences for our customers, who we consider to be our top priority. We believe in deeply understanding the market to gain insights into the needs and wants of our customers. By collaborating with reputable partners who offer world-class brands, we ensure that we uphold the highest standards of Sales and Business fundamentals. This enables us to maintain strong relationships with our partners while delivering unparalleled shopping experiences to our customers. Currently, we are seeking In-Store sales persons for our stores located in various malls in Bangalore. The ideal candidate should have a minimum of 2 years of experience working in a store and possess a good command of spoken English. Additionally, strong customer service skills and a presentable personality are essential qualities for this role. We welcome freshers who are passionate about pursuing a career in sales for trainee positions within our organization. If you are enthusiastic, customer-focused, and eager to learn and grow in a dynamic retail environment, we encourage you to apply and be a part of our team at Bhawar.,

You are a strategic thinker passionate about driving solutions in investments, and you have found the right team. As an Investment Specialist within the Global Liquidity Investment Specialist Team, your role will involve preparing strategy presentations, analyzing portfolios, assisting in the preparation of client performance reports, and coordinating with Sales, Consultants, and RFP teams. Leveraging your strong understanding of fixed income securities & markets, excellent communication skills, and proficiency in MS Office and Bloomberg, you will deliver effective cash management solutions to clients. Your responsibilities will include preparing strategy presentations that encompass performance & market value, analytics, and portfolio characteristics, as well as details on portfolio holdings. You will be responsible for creating customized client presentations for review meetings, analyzing portfolios to assess positioning, analytics, and performance results, and preparing client performance reports and investment review materials for new and existing clients. Additionally, you will provide commentaries on performance drivers and assist in the preparation of other communications. Collaboration with Sales, Consultants, and RFP teams to meet their requirements will also be part of your role. Required qualifications, capabilities, and skills for this role include: - At least 3 years of experience in financial product analysis, marketing, or client services - Excellent verbal and written communication skills - Proficiency in MS Office (Excel, Word, PowerPoint), with experience in Bloomberg - Strong quantitative and analytical skills, including data analysis and the ability to understand data flows - Self-starter with the ability to work independently and as a team player - Strong time management skills and the ability to multitask - Proactive and excellent communicator with the ability to connect with audiences across different seniority levels - Delivery focus and detail-orientation with a strong commitment to accuracy Preferred qualifications, capabilities, and skills that would be advantageous for this role include: - CFA/FRM certification - Masters Degree from a recognized institute in Finance/Economics/Business Administration - Proficiency in Python, including previous coding experience - Strong understanding of fixed income securities & markets, with experience in the Asset Management industry being a plus.,

At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture, and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. As part of our EY - Finance Consulting Team, you will help clients develop their Performance Improvement initiatives and identify potential opportunities for performance improvements drive them. This includes a techno-functional role conducting finance processes assessments, deep diving, and analyzing pain areas and coming up with solutions. The client base spans across industries and countries. We're looking for Consultants/Senior Consultants with expertise in BPRA (Business Planning Reporting & Analytics) and BPRA Process Assessment assignments. Also, experience in the Financial Accounting and Reporting domain is an added advantage to join the global EY - Finance Consulting team. This is a fantastic opportunity to be part of a leading firm while being instrumental in the growth of a new service offering. Your key responsibilities include: - Knowledge of Financial Planning and Budgeting Processes, Financial Consolidation, Cost Allocation, and Controllership - Focus on the design and implementation of operating models in BPRA - Identify improvement opportunities in BPRA domain - Process re-design and optimization (AS-IS & TO-BE) leveraging BPM tools - Identification of KPIs for CXO reporting and dashboarding - Perform vendor analysis and prepare relevant analysis reports for clients - Design, configuration, and implementation of BPRA processes in EPM tools - Configuration and know-how on activity-based costing models - Partner directly with onshore finance teams/clients to collaborate on metrics, goals, and business reviews - Perform cost Accounting & cost categorization (People & Non-people cost) - Standardization and streamline close processes leveraging leading practices and technology - CoA design/re-design as per management and statutory reporting needs - Build Management Reporting in tools like Power BI/Tableau/Qlik Sense/OneStream/Jedox/Anaplan/Hyperion/Board EPM - Good Knowledge of ledger and sub-ledger systems; technical know-how of SAP ERP/HANA, Oracle GL (good to have) - Working knowledge of GBS/SSC setup engagements - Should have knowledge of activities in financial close of an organization for month/Quarter/Annual close periods - BPRA service delivery model - Translate business requirements to technical language and model (good to have) - Managing/supervising teams of people on project work - Ability to effectively prioritize and execute tasks in a high-pressure - Open to travel (Domestic & International) Skills and attributes for success: - Agile, Learnability, and problem-solving approach - Consulting experience is good to have - Confident & professional communication style - Proficiency in English (oral and written) - Flexible and adaptable; able to work in ambiguous situations - Able to work effectively at all levels in an organization - Must be a team player and able to work collaboratively with and through others - Strong analytical skills as well as excellent problem-solving skills for interpreting the IFRS standards To qualify for the role, you must have: - CA, CFA, CPA, OR Masters in business administration in Finance - 3-5 years (for Staff level) and 7-10 years (for Senior level) of work experience in BPRA projects - Strong Excel and PowerPoint skills - Anaplan/Tagetik/Oracle PBCS and EPBCS/Power BI/Tableau/OneStream/Board and relevant EPM tools Ideally, you'll also have: - Finance Transformation - GBS/SSC Setup - Project management skills, IFRS Implementation/IFRS Reporting Experience - Exposure to tools like ERP, EPM tools, Visio, ARIS, etc. What we look for: - A Team of people with commercial acumen, technical experience, and enthusiasm to learn new things in this fast-moving environment - Opportunities to work with EY Advisory practices globally with leading businesses across a range of industries Join us in building a better working world at EY. Apply now for this opportunity to contribute to creating long-term value for clients, people, and society and building trust in the capital markets. At EY, we're dedicated to helping our clients, from the world's top companies, and the work we do with them is as varied as they are. Our focus is on education and coaching alongside practical experience to ensure your personal development. We value our employees and you will be able to control your own development with an individual progression plan. You will quickly grow into a responsible role with challenging and stimulating assignments. Moreover, you will be part of an interdisciplinary environment that emphasizes high quality and knowledge exchange. Plus, we offer support, coaching, and feedback from engaging colleagues, opportunities to develop new skills and progress your career, and the freedom and flexibility to handle your role in a way that's right for you.,

As a Senior Director in the Credit Risk Review Group (CRRG), you will have the key accountability of reviewing and approving credit analysis conducted by junior team members. You will independently conduct end-to-end reviews of individual exposures when necessary. Your role will involve presenting analysis to senior management and peers, providing independent and contrasting views, and leading credit reviews and projects assigned within the CRRG Annual Plan. Additionally, you will support the Head of CRRG in plan development, work with co-Directors on credit review methodologies, and engage in reviews outside of corporate credit. Interface with regulators, manage portfolio monitoring, maintain stakeholder relationships, and produce commentary for senior management and governance committees. You will lead training sessions for the team on corporate credit and leveraged lending, contribute to the personal development of junior team members, and manage projects related to corporate credit. Essential skills for this role include a minimum of 12 years of financial services experience, particularly in investment or corporate banking, and at least 5 years of experience in credit sanctioning, underwriting, or credit risk within a large financial institution. You should also have 5+ years of experience in people management, project leadership, or consulting. Desirable skills and qualifications include expertise in corporate credit analysis, strong organizational skills, professional qualifications in finance or a risk-related discipline, and excellent communication skills. It is preferred that you have knowledge of industry sectors such as Technology/Media/Telecommunications, Industrials, or Natural Resources, and familiarity with credit processes, loan underwriting standards, and credit risk models. Holding senior-level credit approval authority and relevant certifications would be advantageous. The purpose of this role is to support the Risk Function in safeguarding the bank's financial and operational stability by identifying, assessing, mitigating, and monitoring risks across various business units. Your responsibilities include developing strategic risk direction, managing the risk department, and maintaining relationships with risk stakeholders. You are expected to provide expert advice, manage resources, adhere to risk policies, and influence decisions at a senior level. Demonstrating leadership behaviours and upholding Barclays values and mindset are essential for all colleagues in this role.,

As a Solution Lead in the Financial Services domain, you will be responsible for developing solutions and providing expertise in various areas such as Asset Management, Asset Servicing, Private Equity, Investment Banking, and Brokerage within the B2B sector. You should have a proven track record in managing alternative investments and possess expertise in areas like RFP responses, fund analysis, and performance evaluation. With at least 15 years of experience in the Financial Services domain, you are expected to have exposure to Capital Markets in areas such as Asset Management (Front Office, Middle Office, Back Office), Asset Servicing (Fund Accounting, Corporate Action, Securities Lending, Collateral Management, Cash Management), Investment Banking (Sell Side), and Multi-lateral financial institutions (World Bank, EBRD, ADB), as well as Alternatives (Private Equity, Private Debt, Real Estate, Investment Solutions). Additionally, you should have hands-on experience with various securities instruments including Equity, Fixed Income, Money Markets, REITs, Structured instruments, Alternatives, and tokens. Your role will also involve creating new Financial Services offerings, visualizing and conceptualizing innovative ideas, and providing thought leadership in the domain. You should be well-versed in data analysis, including Reference data, Trade Data, Holdings data, Performance Data, Risk Data, Other Analytics, and data consumption aspects by different personas. Having over 5 years of Pre-Sales experience, you should be adept at handling large-sized Financial Services RFP responses, understanding clients" needs, industry trends, challenges, and opportunities. A background in core Consulting from IT Services organizations is preferred, with a focus on IT experience rather than BPO or Non-IT roles. The ideal candidate for this role would hold an MBA in Finance with additional certifications such as CFA, FRM, or CFP, and have exposure to Capital Markets and Securities areas.,

The ideal candidate for this role should hold a CFA, CA, MBA, or ACS qualification with 10-15 years of experience in managing relationships with institutional investors, mutual funds, banks, media, and press. Key responsibilities include: - Maintaining and managing relationships with key market participants such as brokers, analysts, investors, and fund managers. - Organizing analyst meetings, conference calls, and plant visits with key investors and analysts. - Addressing concerns from retail and strategic investors in a timely and appropriate manner. The successful candidate will have a proven track record in relationship management and a strong understanding of the financial market ecosystem. Strong communication skills, attention to detail, and the ability to build and nurture relationships will be essential for this role.,

Experience Range: Minimum 4 year Shift Timings-: 2:00 PM - 11:30 PM IST Responsibilities: Deal Management: Collaborate closely with ABF Deal Analysts to assist in investment management and monitoring activities for structured finance deals. IC Memos: Support the deal team in updating Investment Committee approval memos, ensuring a comprehensive understanding of each deal's intricacies. Term sheets: Analyze closing documents such as credit agreements, indentures and note purchase agreements and set up processes for analyzing and monitoring the deal post-closing. Due Diligence: Perform pre-deal due diligence and stratify the collateral pool using Python to assess risk and investment potential. Surveillance and Reporting: Update surveillance data and create one-pagers for presentations to senior management for both Public and Private deals. Cashflow Modeling: Develop and update cashflow models for structured finance deals. Monitor key metrics to assess risk and expected returns. Conduct stress case scenarios and analyze their impact on repayments. Collateral Analysis: Create and update asset-level one-pagers for collateral analysis, assisting in underwriting and post-deal monitoring. Asset Valuation: Track and review revaluation events for underlying assets, ensuring accurate pricing of collateral. Sector-Level Analysis: Update monthly sector-level presentations and pro-actively highlight potential issues to senior management. Covenant Monitoring: Continuously monitor covenants and key performance indicators (KPIs) at the deal level, thereby assist the Business Analytics team to run portfolio-level analysis. Ad Hoc Projects: Undertake multiple ad hoc projects as requested by senior management to assess the impact of macro events. Client request/ Compliances: Ensure compliance with investor requirements from an investment management perspective. Data and Tools: Leverage advanced tools such as Intex and Python for in-depth analysis. Utilize Tableau, Street Diligence and Sigma for enhanced data visualization. Skills Required: MBA in Finance, CFA, or CA qualification. Experience in analyzing Asset Backed Finance deal structures and collateral is a plus. Strong analytical and quantitative skills. Proficiency in Microsoft Office tools (MS Excel, MS PowerPoint, and MS Word). Ability to summarize complex information succinctly and efficiently. Excellent written and verbal communication skills. Ability to manage multiple projects in a fast-paced environment. Detail-oriented with a commitment to accuracy and precision. Ability to work independently and collaboratively while demonstrating high sense of ownership and accountability. Thorough understanding of basic financial concepts and the ability to critically implement them.

Shift Timings-: 2:00 PM - 11:30 PM IST Job Summary We are seeking a highly motivated Investment Management Analyst to join our Private High Grade (PHG) team. As an integral part of our team, you will gain exposure to a diverse portfolio of Private Credit investments and play a pivotal role in underwriting, monitoring, and managing these deals for our institutional clients. ncepts and the ability to critically implement them. Responsibilities: Deal Management: Collaborate closely with PHG Deal Analysts to assist in investment management and monitoring activities for the deals. IC Memos: Support the deal team in updating Investment Committee approval memos, ensuring a comprehensive understanding of each deal's intricacies. Term sheets: Analyze closing documents such as credit agreements, indentures and note purchase agreements and set up processes for analyzing and monitoring the deal post-closing. Due Diligence: Perform pre-deal due diligence to assess risk and investment potential. Surveillance and Reporting: Update surveillance data and create one-pagers for presentations to senior management for both Public and Private deals. Cashflow Modeling: Develop and update cashflow models for PHG deals. Monitor key metrics to assess risk and expected returns. Projection Models and Sensitivity Analysis: Create and update projection models and run sensitivity analysis to judge the performance of the deal. Sector-Level Analysis: Update monthly sector-level presentations and pro-actively highlight potential issues to senior management. Covenant Monitoring: Continuously monitor covenants and key performance indicators (KPIs) at the deal level, thereby assist the Business Analytics team to run portfolio-level analysis. Ad Hoc Projects: Undertake multiple ad hoc projects as requested by senior management to assess the impact of macro events. Client request/ Compliances: Ensure compliance with investor requirements from an investment management perspective. Data and Tools: Leverage advanced tools such as Python for in-depth analysis. Utilize Tableau for enhanced data visualization. Skills Required: MBA in Finance, CFA, or CA qualification. Experience in analyzing Corporate Credit Analysis is a plus. Strong analytical and quantitative skills. Proficiency in Microsoft Office tools (MS Excel, MS PowerPoint, and MS Word). Ability to summarize complex information succinctly and efficiently. Excellent written and verbal communication skills. Ability to manage multiple projects in a fast-paced environment. Detail-oriented with a commitment to accuracy and precision. Ability to work independently and collaboratively while demonstrating high sense of ownership and accountability. Thorough understanding of basic financial concepts and the ability to critically implement them.

Candidates will gain exposure to a wide range of industries and investment structures. As a result of the breadth of the experience, candidates will develop a unique understanding of companies, capital structures, and credit markets. This candidate will work directly with the Specialty Finance investment team within the Blackstone Insurance Structure. Responsibilities: Analyzing investment guidelines and interpret them to build logic-based rules to implement into automated investment compliance system for monitoring. Deliver daily/monthly/quarterly compliance reports to PM team for the new violations across all investment policies. Support onshore team by assisting them in post trade compliance monitoring activities across all the investment strategies. Assist in identifying the data governance and data reconciliation issues. Must be good with people management skills, must have on papers experience Qualifications: Bachelors degree with a preference to advanced degree or progression towards CFA/FRM/CAIA 4-6 years of relevant experience in investment compliance monitoring with an exposure towards rule coding. Knowledge of guideline monitoring or coding in compliance systems e.g., Charles River, Bloomberg, LZ Sentinel, Aladdin or Clearwater Analytics would be an added advantage. Good to have experience in querying database and analyzing large data sets

Risk and compliance Role Purpose The purpose of the role is to provide effective technical support to the process and actively resolve client issues directly or through timely escalation to meet process SLAs. Risk and compliance Job Description: Analyst will support dynamic portfolio risk and compliance team by assisting with compliance and portfolio reporting for a broad portfolio of US CLOs and other funds Primary activities will include but are not limited to monitoring compliance with investment restrictions by performing post trade testing, hypothetical testing, interact with Portfolio Managers and Legal to assist in resolving an array of compliance related issues, and preparing compliance and risk reports. Analyst will also assist in ad hoc project work as assigned by senior members of the team and participate in the ongoing effort to improve policies and procedures. Job responsibilities: Shadow trustees on Comprehensive Monthly Investor Reporting ensuring compliance with Indentures. Quarterly waterfall preparation and review with Trustees and Accountants Liaising with interdepartmental teams for resolving data breaks and exceptions. Liaising with Collateral Administrators, Trustees, or Fund Administrators. Ramp Reporting and tracking borrowings and capital contributions for warehouses, equity projections for new deals etc. Deal write ups and review investment guidelines and compliance for new CLOs, Warehouses. Complete ad hoc requests from PM team Required Skills: Client seeks to hire individuals who are highly motivated, intelligent, and have demonstrated excellence in prior endeavors. In addition to strong analytical and quantitative skills, a successful candidate will have: Masters degree in finance, Economics. or Mathematics, progressions towards CFA/FRM preferred. Fundamental understanding of syndicated loan market and Fixed income products. Proficient with Microsoft Office Suite, including Excel, Word, Access, and PowerPoint Excellent written and verbal communication skills Meticulous attention to detail and ability to prioritize multiple tasks in a fast-paced, high-pressure environment. Previous experience liaising with Collateral Administrators, Trustees, or Fund Administrators preferred. Ability to read and interpret fund agreements including, but not limited to, Credit Agreement, Prospectus, Indenture, and Investment Management Agreement a plus Deliver excellent customer service through effective diagnosis and troubleshooting of client queries Provide product support and resolution to clients by performing a question diagnosis while guiding users through step-by-step solutions Assist clients with navigating around product menus and facilitate better understanding of product features Troubleshoot all client queries in a user-friendly, courteous and professional manner Maintain logs and records of all customer queries as per the standard procedures and guidelines Accurately process and record all incoming call and email using the designated tracking software Offer alternative solutions to clients (where appropriate) with the objective of retaining customers and clients business Organize ideas and effectively communicate oral messages appropriate to listeners and situations Follow up and make scheduled call backs to customers to record feedback and ensure compliance to contract /SLAs Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/client Undertake product trainings to stay current with product features, changes and updates Enroll in product specific and any other trainings per client requirements/recommendations Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client Update job knowledge by participating in self learning opportunities and maintaining personal networks

Job title: Analyst - Capital Formation Band: B1 Analyst Location: Gurugram (Hybrid) Experience Range: Minimum 1.5 years Shift Timings-: 12:00 PM - 9:30 PM IST / 2:00 PM 11.30 PM IST We are seeking a highly motivated Analyst to join our Capital Formation & Direct Lending team within client. As an integral part of our team, you will gain exposure to a diverse portfolio of Private Credit investments and play a pivotal role in supporting the NY stakeholders in preparing Surveillances and portfolio reviews for our clients. Responsibilities: Work as part of a team-based structure and assist the NY analyst in running Hypos to finalize allocations for each Asset class and Funds. Undertake multiple ad hoc projects as requested by senior management. Respond to ad-hoc requests from the Capital formation and Insurance analysts and provide relevant information as needed. Assist in various cash management functions including preparation of weekly cash report, cash tracking of capital activities and borrowings / paydowns. Provide support to analyst in updating and maintaining seasoning requirements and ratings for issuers / clients and Senior Management. Monitoring and creation of Surveillance Reporting for CLNs and SRT deals to track performance and defaults. Perform detailed Portfolio Reviews for Affiliates and Clients. Provide support for Lending capacity for BDCs and maintaining pipeline transactions for clients. Skills Required: MBA in Finance, CFA, or CA qualification. Experience in Direct Lending or private credit is a plus. Strong analytical and quantitative skills. Thorough understanding of basic financial concepts and the ability to critically implement them. Proficiency in Microsoft Office tools (MS Excel, MS PowerPoint, and MS Word). Ability to summarize complex information succinctly and efficiently. Excellent written and verbal communication skills & interpersonal skills. Ability to manage multiple projects in a fast-paced environment, often under pressure and with multiple stakeholders. Detail-oriented with a commitment to accuracy and precision. Ability to work independently and collaboratively while demonstrating high sense of ownership and accountability.

Job title: Analyst Investment Management Structured Finance Band: B1 - Analyst Experience Range: Minimum 1 year Shift Timings-: 2:00 PM - 11:30 PM IST Job Summary We are seeking a highly motivated Investment Management Analyst to join our Asset Based Finance (ABF) team within the Structured Finance Group. As an integral part of our team, you will gain exposure to a diverse portfolio of Asset-Backed Securities (ABS) investments and play a pivotal role in underwriting, monitoring, and managing these deals for our institutional clients. Responsibilities: Deal Management: Collaborate closely with ABF Deal Analysts to assist in investment management and monitoring activities for structured finance deals. IC Memos: Support the deal team in updating Investment Committee approval memos, ensuring a comprehensive understanding of each deal's intricacies. Term sheets: Analyze closing documents such as credit agreements, indentures and note purchase agreements and set up processes for analyzing and monitoring the deal post-closing. Due Diligence: Perform pre-deal due diligence and stratify the collateral pool using Python to assess risk and investment potential. Surveillance and Reporting: Update surveillance data and create one-pagers for presentations to senior management for both Public and Private deals. Cashflow Modeling: Develop and update cashflow models for structured finance deals. Monitor key metrics to assess risk and expected returns. Conduct stress case scenarios and analyze their impact on repayments. Collateral Analysis: Create and update asset-level one-pagers for collateral analysis, assisting in underwriting and post-deal monitoring. Asset Valuation: Track and review revaluation events for underlying assets, ensuring accurate pricing of collateral. Sector-Level Analysis: Update monthly sector-level presentations and pro-actively highlight potential issues to senior management. Covenant Monitoring: Continuously monitor covenants and key performance indicators (KPIs) at the deal level, thereby assist the Business Analytics team to run portfolio-level analysis. Ad Hoc Projects: Undertake multiple ad hoc projects as requested by senior management to assess the impact of macro events. Client request/ Compliances: Ensure compliance with investor requirements from an investment management perspective. Data and Tools: Leverage advanced tools such as Intex and Python for in-depth analysis. Utilize Tableau, Street Diligence and Sigma for enhanced data visualization. Skills Required: MBA in Finance, CFA, or CA qualification. Experience in analyzing Asset Backed Finance deal structures and collateral is a plus. Strong analytical and quantitative skills. Proficiency in Microsoft Office tools (MS Excel, MS PowerPoint, and MS Word). Ability to summarize complex information succinctly and efficiently. Excellent written and verbal communication skills. Ability to manage multiple projects in a fast-paced environment. Detail-oriented with a commitment to accuracy and precision. Ability to work independently and collaboratively while demonstrating high sense of ownership and accountability. Thorough understanding of basic financial concepts and the ability to critically implement them.

About the Opportunity Job TypeApplication 19 July 2025 Title Lead - Multi-Asset Investment Research (SMA) Department Global Investment Research - Research Specialist Team Location Gurgaon, India Reports To Team Lead - Multi-Asset Investment Research Level Research Analysis - 5 Were proud to have been helping our clients build better financial futures for over 50 years. How have we achieved thisBy working together - and supporting each other - all over the world. So, join our Global Investment Research - Research Specialist Team and feel like youre part of something bigger. About the Global team Fidelity Solutions & Multi-Asset (SMA) is a global team with assets under management on behalf of retail and institutional clients. The team manages investment strategies across various franchises, including Income, Volatility Managed, Absolute & Total Return, and Risk Rated & Open Architecture, designed to deliver specific outcomes for clients across market cycles. Portfolio Managers at FIL SMA draw on an extensive toolkit for delivering investment objectives, including a large and well-resourced investment research team (comprising Manager Research , Tactical Allocation Research and Quantitative Research), as well as a dedicated Risk & Analytics team and implementation specialists. These resources support investment decision-making across various portfolio construction disciplines, including tactical asset allocation, strategy selection and risk management. About your team Multi-Asset Investment Research Specialist team works with the Manager Research Analyst team (mentioned above) in their role of identifying the right strategies that go into the multi asset portfolios to implement the investment views of the SMA team. This team is a part of the broader Investment Research Specialist team, which provides fundamental research support to all FIL Equity and Credit analysts and select Portfolio Managers. About your role The job involves providing comprehensive research support to FILs Manager Research Analyst team, including screening funds based on quantitative and qualitive analysis; preparing agendas for fund manager meeting and taking meeting notes; contributing to draft research notes to be published by the Analysts; and streamlining databases which make the research process more efficient and robust. The role requires a good understanding of passive and active fund management space in at least one asset class, with specific knowledge on Fixed Income being a plus. It also entails expertise in using advanced excel tools in analysing large amounts of data and drawing inferences from the same, in addition to ability and willingness to learn quickly on the job, incorporating any new systems or AI tools that become available. Knowledge of visualization tools and coding skills would be advantageous. Key Responsibilities Provide all-round research support to FIL Manager Research Analysts covering a broad universe of funds and fund managers across asset classes - Equities, Fixed Income, Alternative. Prepare fund screening tools based on performance, risk, style/factor bias, ESG and other fund parameters. Prepare for and take meeting notes of the Analysts meetings with fund managers. Provide quality data and analysis on Funds ESG characteristics. Provide research inputs and authoring support for the publication of Multi-Asset research notes. Provide quality data and analysis to make the research process more efficient and robust. Keep track of emerging risks, and investment opportunities in one or more asset classes assigned. Keep abreast of significant trends and developments in the global fund management space and current market events. Build and maintain strong relationships with FIL analysts and within the local team. Make regular presentations to the team on relevant topics/areas of expertise. Experience and Qualifications Required 2 to 5 years work experience in Fund Research or Manager Research analyst or other similar industry-roles. Good understanding of passive and active fund management space in at least one asset class, with specific knowledge on Fixed Income being a plus. Strong systems experience, for e.g. Morningstar, Style Research, FactSet, Bloomberg combined with strong numerical and computer (Excel) skills Working knowledge of visualization tools such as PowerBI, Tableau, etc. and coding skills such as Python, will be advantageous. Analytical / problem solving skills, with a logical thought process - to sort, analyse and creatively interpret large amounts of qualitative and quantitative data. High level of attention to detail and accuracy. Strong time management skills and ability to multi task. Excellent relationship management and strong communication and presentation skills. Education MBA or Masters in Finance from a prominent institute or CA CFA charter or progress towards any level of CFA will be preferred Feel rewarded For starters, well offer you a comprehensive benefits package. Well value your wellbeing and support your development. And well be as flexible as we can about where and when you work finding a balance that works for all of us. Its all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

Role Overview This individual will be a member of the EMEA COE Finance India team. Working closely with Finance teams in EMEA, APAC and USA and, they will play an important role developing the FP&A function to support firm growth and be responsible for: Prepare and present fund level quarterly valuations of real estate investments and debt securities Responsible for the preparation and reviewing of fund valuation related projects including quarterly reporting, MTM Impact analysis, Net Debt Analysis, Solvency Analysis etc. Conduct analysis to identify key trends, investigate unusual items, and provide variance analysis with explanations to stakeholders. Lead and manage projects from inception to completion, ensuring timely delivery and adherence to quality standards Serve as a point of contact for internal and external stakeholders, providing updates and addressing inquiries Oversee co-ordination and submission of quarterly reporting with onshore and offshore teams ensuring the accuracy of the data Provide guidance, training and support to team members, helping them develop their skills and knowledge Continuously seek to create operational efficiencies and reporting enhancements Ad-hoc projects in support of the firms businesses/new initiatives Role Overview This individual will be a member of the EMEA COE Finance India team. Working closely with Finance teams in EMEA, APAC and USA and, they will play an important role developing the FP&A function to support firm growth and be responsible for: Prepare and present fund level quarterly valuations of real estate investments and debt securities Responsible for the preparation and reviewing of fund valuation related projects including quarterly reporting, MTM Impact analysis, Net Debt Analysis, Solvency Analysis etc. Conduct analysis to identify key trends, investigate unusual items, and provide variance analysis with explanations to stakeholders. Lead and manage projects from inception to completion, ensuring timely delivery and adherence to quality standards Serve as a point of contact for internal and external stakeholders, providing updates and addressing inquiries Oversee co-ordination and submission of quarterly reporting with onshore and offshore teams ensuring the accuracy of the data Provide guidance, training and support to team members, helping them develop their skills and knowledge Continuously seek to create operational efficiencies and reporting enhancements Ad-hoc projects in support of the firms businesses/new initiatives Essential Skills & Experience: Masters degree Major/Minor in Finance, Banking or Mathematics is a plus Proficient clarity basics of Financial statements Previous background within a valuation or reporting role is a plus CFA designation and knowledge on derivatives is a plus Highly proficient in Advance Excel & Powerpoint skills; experience with Anaplan or Tableau is a plus Strong analytical and quantitative skills with a detail orientation Highly organized and able to prioritize deliverables and meet demanding deadlines in a fast paced environment Excellent interpersonal and communication skills, both written and verbal Highly self motivated with ability to work independently and work effectively in a team Collaborative and able to build strong relationships with a broad range of stakeholders Strong initiative, energy and confidence completing assignments with limited supervisioN Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/client Undertake product trainings to stay current with product features, changes and updates Enroll in product specific and any other trainings per client requirements/recommendations Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client Update job knowledge by participating in self learning opportunities and maintaining personal networks

: Candidates will gain exposure to a wide range of industries and investment structures. As a result of the breadth of the experience, candidates will develop a unique understanding of companies, capital structures, and credit markets. Responsibilities: Analyzing investment guidelines and interpret them to build logic-based rules to implement into automated investment compliance system for monitoring. Deliver daily/monthly/quarterly compliance reports to PM team for the new violations across all investment policies. Support onshore team by assisting them in post trade compliance monitoring activities across all the investment strategies. Assist in identifying the data governance and data reconciliation issues. Must be good with people management skills, must have on papers experience Qualifications: Bachelors degree with a preference to advanced degree or progression towards CFA/FRM/CAIA 4-6 years of relevant experience in investment compliance monitoring with an exposure towards rule coding. Knowledge of guideline monitoring or coding in compliance systems e.g., Charles River, Bloomberg, LZ Sentinel, Aladdin or Clearwater Analytics would be an added advantage. Good to have experience in querying database and analyzing large data sets