353 Financial Modeling Jobs - Page 8

RESPONSIBILITIES Calculation and issuance of margin calls, including validation and follow up, ensuring calls are met in a timely manner Perform approvals and manage workflow Respond to and manage incoming queries Resolution and escalation of all client disputes and queries Proactively working on enhancing the team's process and controls Project and initiative management SKILLS & EXPERIENCE WE'RE LOOKING FOR BASIC QUALIFICATIONS Bachelor's degree Strong motivation to succeed, both as an individual and as a team Ability to work under pressure, prioritize and meet deadlines Effective problem solving and critical-thinking skills Ability to use discretion and good judgement Good understanding of products, functioning and risk Excellent communication and interpersonal skills with a strong appreciation of client service PREFERRED QUALIFICATIONS Strong analytical skills and exposure to project work Ability to mentor and manage a team Ability to deal with multiple complex issues at the same time while meeting client deadlines Understanding of derivatives and interest in financial markets

Experience: Minimum of 7 years of experience in finance management, specifically within the Real Estate industry. Demonstrated track record of success in financial planning, budgeting, and analysis. Experience in leading and developing finance teams. Roles and Responsibilities: Lead and manage the finance team in Mumbai, overseeing all financial operations and activities. Develop and implement financial strategies to drive business growth and profitability. Prepare and analyze financial reports, budgets, and forecasts to provide insights and recommendations to senior management. Ensure compliance with financial regulations and standards in the Real Estate industry. Collaborate with internal stakeholders to support decision-making processes and optimize financial performance. Monitor cash flow, financial transactions, and financial controls to mitigate risks and improve efficiency. Participate in financial audits and reviews, addressing any discrepancies and implementing corrective actions. Stay updated on industry trends, market conditions, and financial best practices to drive continuous improvement. Mentor and develop finance team members to enhance their skills and capabilities. Education Qualification: Bachelor's degree in Finance, Accounting, Economics, or related field. Master's degree preferred. Certification required: CPA (Certified Public Accountant) or CFA (Chartered Financial Analyst) certification is highly desirable. Behavioural Skills: Excellent leadership and communication skills. Strong analytical and problem-solving abilities. Ability to work effectively in a fast-paced and dynamic environment. High level of integrity and ethical conduct. Strategic thinking and decision-making capabilities. Technical Skills : Advanced proficiency in financial analysis and reporting. Experience with financial management software and ERP systems. Knowledge of Real Estate industry regulations and compliance requirements. Strong understanding of budgeting, forecasting, and financial modeling.

About the job: Key responsibilities: 1. Brainstorm, research, and write engaging finance-related content for target audiences 2. Maintain a deep understanding of stock market trends and developments 3. Conduct a financial analysis of companies under coverage 4. Demonstrate strong knowledge of financial markets 5. Create insightful marketing content on finance topics 6. Collaborate with the design team to align content with visuals 7. Write stock-specific news articles and market updates Note: This Job comes with a probation period. (3 months) Who can apply: Only those candidates can apply who: Salary: ₹ 3,60,000 - 4,00,000 /year Experience: 0 year(s) Deadline: 2025-07-04 23:59:59 Other perks: 5 days a week, Health Insurance Skills required: Financial Modeling, Financial Analysis, Stock Trading, Financial literacy and Data Analysis Other Requirements: Certificates such as NISM-series and CFA L1 candidates will be given preference. About Company: Trade Brains is a financial website helping readers learn the art of stock investing, trading, portfolio management, financial planning, money management, and more. At FinGrad (an initiative by Trade Brains), we offer the best online courses, webinars, and resources from various top experts who have real skin in the financial game. FinGrad has been built in the mind to deliver end-to-end financial education at our best standard to our novice investors & traders.

Wells Fargo is seeking a Quantitative Analytics Manager. In this role, you will: Manage a team responsible for the creation and implementation of low to moderate complex financial areas Mitigate operational risk and compute capital requirements Determine scope and prioritization of work in consultation with experienced management Participate in the development of strategy, policies, procedures, and organizational controls with model users, developers, validators, and technology Make decisions and resolve issues regarding operational risks and enable decision making in business, product, marketing, or other functional areas Manage a team comprised of quantitative analysts and credit risk analysts Interact with internal and external audit or regulators Manage allocation of people and financial resources for Quantitative Analytics Mentor and guide talent development of direct reports and assist in hiring talent Required Qualifications: 4+ years of Quantitative Analytical experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education 2+ years of leadership experience Master's degree or higher in a quantitative discipline such as mathematics, statistics, engineering, physics, or computer science

Your Career The Senior FP&A Manager for JAPAC Finance will play a key role in driving priorities and investments to help JAPAC achieve scalable growth. This role involves overseeing budgeting, forecasting, financial reporting, business partnering and performance analysis for various business units across geographies. The position requires strong partnership with business leaders to provide trusted reference on the state of the business and contribute to our overall strategy. Your Impact Manage the financial planning, budgeting, and forecasting processes for Japan and Asia Pacific (JAPAC) business units. Manage the preparation of accurate and timely financial reports, ensuring consistency and alignment with corporate reporting standards. Oversee variance analysis to identify key trends, risks, and opportunities. Partner with global finance teams to provide actionable insights and recommendations for improving business performance. Business Partnering efforts with relevant functions to drive growth, efficiency and alignment to Finance targets Break down complex business dynamics with structured analysis, identify opportunities for growth and deliver recommendations. Navigate matrix organization for efficient and effective outcomes. Drive process standardization and automation initiatives to improve efficiency and accuracy in financial reporting. Ensure compliance with local and global financial regulations and policies. Mentor and scale FP&A professionals within the India COE. Cross functional collaboration to implement and maintain financial systems and tools. Support ad-hoc financial analysis and strategic decision-making projects. Your Experience Educational Background: Bachelors degree in Finance, Accounting, Economics, or a related field. MBA, CA, CPA, or CFA is highly preferred. Experience: 12+ years of experience in financial planning and analysis. Commercial acumen developed through engagement with sales and marketing teams. Proven track record of managing global stakeholders and leading cross-functional teams. Leadership qualities with demonstrated capability to build strong working relationships with internal business units Ability to work independently and able to prioritize in a fast-paced environment with multiple, changing objectives. Effective presentation skills with the ability to communicate complex topics in a distilled manner Deadline-driven, organized, with willingness to adapt to the rapid business and organizational demands that result from a high-growth environment Technical Skills: Advanced proficiency in financial modeling, budgeting, and forecasting. Expertise in ERP systems (e.g., SAP, Oracle) and BI tools (e.g., Power BI, Tableau). Strong knowledge of automation tools and RPA (Robotic Process Automation). Soft Skills: Excellent communication and presentation skills. Strong analytical and problem-solving abilities. Leadership and team management skills. Ability to work collaboratively with global stakeholders and cross-functional teams. High adaptability to a dynamic and fast-paced environment.

Responsibilities: * Oversee financial planning, forecasting, budgeting * Manage group companies' financials, consolidations * Lead ESOPs, debt structuring/restructuring * Ensure regulatory compliance, report results accurately

Role Summary: We are seeking an experienced and results-driven Fundraising Manager to lead equity and/or debt capital raising initiatives. The ideal candidate will bring a deep network of investors, exceptional deal execution skills, and the ability to manage investor relationships from origination through closure. This role is critical to supporting the organization's growth plans across sectors by securing capital from institutional investors, private equity funds, venture capitalists, family offices, and financial institutions. The role involves end-to-end execution of fundraising mandates, including preparation of marketing materials, financial models, investor presentations, and term sheet negotiations. Key Responsibilities: Capital Raising Drive fundraising initiatives including equity, structured finance, venture capital, private equity, and debt instruments Identify and engage with institutional investors, family offices, HNIs, PE/VC funds, AIFs, DFIs, and strategic partners Structure investment proposals and lead negotiations on deal terms Deal Origination & Investor Relations Build and maintain relationships with investors and financial institutions Prepare investor marketing materials: IMs, pitch decks, teasers, term sheets, etc. Represent the firm and clients in investor meetings, roadshows, and conferences Transaction Execution Manage deal lifecycle from lead generation to closure, including documentation, diligence, and compliance Liaise with legal, tax, and compliance advisors for smooth closure of transactions Monitor market dynamics, capital flows, and investor preferences Cross-Functional Collaboration Work with internal teams to analyze funding requirements and develop investment strategies Coordinate with leadership to ensure alignment of fundraising activities with strategic goals Qualifications & Experience: Bachelors degree in Finance, Economics, or related field; MBA (Finance) or CA preferred 8-10 years of experience in fundraising, investment banking, capital markets, or corporate finance Proven track record of successfully raising capital across multiple instruments and investor classes Strong knowledge of fundraising compliance, documentation, and regulatory environment Ability to structure and close complex deals with multiple stakeholders Key Skills: Fundraising Strategy Investor Relations Deal Origination & Execution Financial Modeling & Valuation Investment Pitching Negotiation & Structuring Due Diligence Market Intelligence Term Sheet Negotiation Strong Communication & Presentation Skills

The Role The FP&A Sr. Analyst will lead financial planning, business forecasting, and analytics for a business unit. This role requires strong financial acumen, advanced analytics skills, and business partnering experience to drive decision-making and optimize performance. Responsibilities Primary Duties: Lead FP&A processes, including budgeting, forecasting, and monthly reporting Provide insightful analysis on SG&A optimization opportunities Liaison with COEs to benchmark SG&A at Industry, Region and product line levels Drive variance analysis and provide key business insights to leadership Partner with stakeholders to support cost optimization and profitability analysis Develop and improve financial models, KPIs, and dashboards Leverage Power BI, SQL, and automation tools to enhance reporting efficiency Work with internal transformation team to identify transformation opportunities Ensure financial controls, governance, and compliance within FP&A Mentor and guide junior analysts in financial reporting and analysis Manage team of junior analysts and other team members indirectly reporting to this role. Expectation/Goal setting, performance management Be the POC for one or two customer business units Engage directly with the BU Heads and other senior stakeholders Act as the first point of escalation for BU Heads Secondary Duties: Lead the discussions with FNR, Tax, O2C and PTP internal teams and review insights developed by junior analyst Build final level commentaries for variance analysis, with strong articulation to explain drivers of variances and actionable next steps for operators Accountable for execution of next steps by self and team Qualifications and Required Skills Essential: Strong experience and work knowledge on JD Edward / Oracle ERP or other ERPs Education: MBA (Finance) / CA Inter / CIMA / ICWA / CFA (preferred) Experience: 10+ years in FP&A, with at least 4 years in a managerial role Should have working knowledge as FP&A Manager/FP&A Lead and demonstrated business KPI improvements Advanced expertise in financial modeling, forecasting, and business partnering Proficiency in Excel, PowerPoint, Oracle/JDE and Hyperion/Financial Reporting platforms Strong communication and stakeholder management skills Desired: Knowledge of various tools used in AP processing such as duplicate invoice check, reconciliation tools etc Knowledge of GenAI tools in Finance and Accounting domains Knowledge of Lean/Six Sigma/ Opex tools and demonstrated process improvements, Business KPI improvements

What You Will Do In this vital role, you will be a member of the Transformation Analytics team, supporting Amgen's Technology & Workforce Strategy. We are seeking a highly motivated leader who will maximize financial and data analytics to enable enterprise-wide workforce transformation by connecting data across people, finances, and capabilities for business insights and decisions. In this role, you will lead and supervise an Analytics pod consisting of 1-3 junior resources, delivering critical analytics and insights throughout the value journey, including: Developing resource, financial, and capability baselines Creating taxonomies, analytics data packs, and business cases Value confirmation and realization Collaborating with Technology teams to support automation and continuous improvement Ultimately, you will build a sustainable platform for ongoing transformation. Team Leadership & Key Responsibilities Lead a team of 1-3 analysts to support financial and data analyses, ensuring accurate insights. Manage workforce strategy deliverables, including financial modeling, case development, value confirmation, and realization. Conduct activity-based cost analysis, identifying strategic cost-saving initiatives. Evaluate vendor performance, recommending optimization strategies for cost management. Identify areas of opportunity, collaborating cross-functionally to drive organizational improvements. Lead system updates & scenario modeling, integrating data across multiple systems, optimizing financial models, and improving predictive capabilities. Conduct external market analysis, providing strategic recommendations to enhance competitiveness. Facilitate data integration, ensuring insights are aligned with business priorities and performance objectives. Support automated data workflows, collaborating with IT and business teams for process improvements. Collaborate across global teams, ensuring timely and accurate analytics delivery. Engage with finance and resource planning groups to analyze budget/long-range plans impacts. Drive a single source of truth for transformation data within Organization Planning, Insights & Analytics (OPI&A). Basic Qualifications Doctorate degree with 2 years of Data Analytics / Finance experience OR Master's degree with 8-10 years of applicable experience OR Bachelor's degree with 10-14 years of data science, finance, business, statistics, applied mathematics, business analytics, engineering, or computer science experience OR Diploma with 14-18 years of Data Analytics, Science & Technology Management, or Finance experience 4+ years of managerial experience, leading people, teams, projects, or programs. Ability to connect the dots across matrixed organizations. Proficiency in Microsoft Excel. Passion for data exploration, visualization, and building data-driven narratives. Strong intellectual curiosity, ability to learn new concepts and methods. Experience applying technical skills to complex business problems using Digital Products. Proficiency in financial modeling, data analytics, and business intelligence tools. Understanding of financial data and systems. Preferred Qualifications Master's degree in Finance, Data Science, Business Analytics, Engineering, Computer Science, or Chartered Accountant certification with 6-8 years of relevant experience (MBA preferred). Expertise in complex financial modeling (Excel). 4+ years of managerial experience, leading teams, projects, or programs. Strong understanding of Finance, HR & Procurement systems and data. Experience in budgeting, forecasting, and strategic planning. Knowledge of the impact of business decisions on financial statements (P&L, Balance Sheet, Cash Flow). Experience in Bio-Pharmaceutical industry transformation projects using recent technology advancements. Prior multinational corporate experience (Capability center or other). Experience with Oracle Hyperion/EPM, SAP, Anaplan, PowerBI, Tableau. Familiarity with scripting languages (SQL, Python) and AWS services (S3, Redshift). Expertise in data modeling, analytics, and visualization tools (Tableau, Alteryx, Databricks, PowerBI). Experience integrating data across business areas for data logic derivation. Strong ability to translate complex functionality into business requirements. Executive-level communication skills, including written and oral presentations. ERP system expertise with financial planning, analysis, and reporting. Soft Skills Effective communication and people management skills. High integrity and ethical standards. Strong problem-solving and critical-thinking abilities. Ability to influence and lead organizational change. Adaptability to a dynamic and challenging environment

Basic Qualifications Experience implementing continuous integration and deployment frameworks Experience working through the SDLC, building and promoting applications from development all the way to production DevOps/Infrastructure management experience at an enterprise level using infrastructure as code (AWS CDK, Terraform, or Ansible) Strong scripting skills in a language like Python, Ruby, or Go Experience building and supporting multi-tier production applications running at AWS or another cloud provider Preferred Qualifications AWS certification(s) Bachelors or Masters in Computer Science or related field or equivalent experience 3+ years experience Experience working in a heavily regulated or financial industry Experience working alongside application teams to develop and deploy infrastructure Experience with source control system (GitLab or GitHub) Experience working with containers Management of dedicated artifact systems

How You Will Fulfill Your Potential Hands on Technical developer to implement, support and maintain the regulatory reporting applications and systems Engage in the entire software development lifecycle, including interacting with end users to elicit and convert requirements into technical solutions and interacting with end users to resolve support issues. Participate as part of a global team on large development projects within the Regulatory reporting space. Design, evaluate and recommend tools and technologies that the team should be using to help solve problems. Actively participate as a member of a global team on larger development projects and assume responsibilities of components of global projects, depending on need. Support the system with business users and communicate ideas clearly and concisely to non-technical users of the system. Basic Qualifications Bachelor's degree in Computer Science, Computer Engineering or a related field Minimum 7-year experience in Software development, including a clear understanding of data structures, algorithms, software design and core programming concepts Strong Full-stack technical design and development skills and experience. Strong hand on programming experience Java Experience with Apache Spark, Hadoop / HDFS, Sybase IQ preferred Comfortable with multi-tasking, managing multiple stakeholders and working as part of a team Excellent communication skills including experience speaking to technical & business audiences and working globally Strong problem solving and analytical skills Interest in finance

As the firm's primary investment area, we provide investment and advisory services for some of the world's leading pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals, for which we oversee more than $2 trillion in assets under supervision. Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. JOB RESPONSILIBILITIES Multi Asset Solutions (MAS) is a multi-asset class investing group that sits within the Asset & Wealth Management Division at Goldman Sachs. It designs and helps in developing comprehensive investment solutions customized to meet the investment objectives and relevant constraints of clients. The successful candidate would become a member of our Lead Portfolio Management team within MAS with a focus on the Strategic Partnerships Portfolio business lines covering EMEA & Asia Pacific clients. Core responsibilities of the role will include: Designing and constructing portfolios from holistic lens, involving long term strategic asset allocation, investment vehicle selection and risk / performance oversight and evaluation in tandem with market movements. Analyzing client investment needs and proposing new strategies that enhance investment outcomes with an investable universe spanning across equities, fixed income, real assets and alternatives invested via funds, ETF or derivatives subject to client preference. Creating and communicating materials for existing clients and prospects such as pitch books, requests for proposals and additional analysis across asset classes. Developing views on both macro and micro-level investment issues contextualizing with respect to the portfolios managed by the desk. Workingwith distribution channels, senior portfolio managers and internal team to drive business opportunities. BASIC QUALIFICATIONS At Goldman Sachs, we think who you are makes you better at what you do. We seek out people with all types of skills, interests and experiences. Here are some of the qualities we look for: MBA or Masters degree preferred 2-4 years prior work experience in finance or financial qualifications (such as CFA) preferred Quantitative / Analytical mindset Strong Sense of Teamwork Intellectual Curiosity, Passion and Self-Motivation Integrity, Ethical Standards and Sound Judgment

Skillset : Strong experience with Microsoft Excel, PowerPoint & communication skills. Thrives in high-growth and performance-focused environments. Leadership skills - Ability to inspire and influence cross-functional partners and drive decision making among senior executives. Self-starter who has experience working with cross functional teams and managing ambiguity Description : Monetization Operations Associate, Pricing Drive large deal closure, including being one-touch resource for field sales; responsible for liaising with all organizations involved in the agreement process (finance, legal, order management, etc.) on behalf of sales Lead iterative process innovation to reduce manual processes and improve operational efficiency across pricing & other cross-functional teams, Educate sales professionals on processes and best practices to improve performance,Guarantee that deals follow proper revenue, legal, and operational guidelines to maintain pricing integrity, Recommend and execute changes to pricing frameworks, processes, and operations to improve decision quality, sales velocity, deal desk scalability and operational success.

Roles & Responsibilities: Priorities can often change in a fast-paced technology environment like Amgens, so this role includes, but is not limited to, the following: Define and set a vision for real-time / continuous forecasting capabilities Lead and provide hands on guidance to staff supporting projects (internal and external, Finance and DTI/Automation) Establish baseline analyses, define current and future state using traditional approaches and emerging digital technologies Identify which areas would benefit most from automation / AI / ML Identify additional process / governance changes to move from batch to continuous forecasting Closely partner with Business, Accounting, FP&A, DTI and other impacted functions to define and implement proposed changes Partners with Digital Technology & Innovation (DTI) function to best support both existing and new finance platforms Partners with local and global teams on use cases for Artificial Intelligence (AI), Machine Learning (ML) and Robotic Process Automation (RPA) Collaborate with cross-functional teams and Centers of Excellence globally to drive operational efficiency Supports implementation of technology solutions within Finance organization Contributes to a learning environment and enhances learning methodologies and technical tools where applicable. Serve as local financial systems and financial data subject matter expert, supporting local team with questions Supports global finance teams and business partners with centrally delivered financial reporting via tableau and other tools Supports local adoption of Anaplan for operating expense planning / tracking What we expect of you We are all different, yet we all use our unique contributions to serve patients. Basic Qualifications: Masters degree and 4 to 6 years of Finance experience OR Bachelors degree and 6 to 8 years of Finance experience OR Diploma and 10 to 12 years of Finance experience Consistent record of launching new finance capabilities Proficiency in data analytics and business intelligence tools. Experience with finance reporting and planning system technologies Experience with technical support of financial platforms Knowledge of financial management and accounting principles. Experience with ERP systems Resourceful leader who can connect the dots across matrixed organization Preferred Qualifications: Experience in pharmaceutical and/or biotechnology industry. Experience in financial planning, analysis, and reporting. Experience with global finance operations. Knowledge of advanced financial modeling techniques. Business performance management Finance transformation experience involving recent technology advancements Prior multinational capability center experience Experience with Oracle Hyperion/EPM, S4/SAP, Anaplan, Tableau/PowerBI, DataBricks, Alteryx, data lakes, data structures Soft Skills: Excellent leadership and project management abilities. Strong communication and interpersonal skills. High level of integrity and ethical standards. Problem-solving and critical thinking capabilities. Ability to influence and motivate change. Adaptability to a dynamic and fast-paced environment. Strong organizational and time management skills

Risk Engineering is a multidisciplinary group of quantitative experts who are the authoritative producers of independent risk & capital metrics for the firm. Risk Engineering is responsible for modeling, producing, reviewing, interpreting, explaining and communicating risk & capital metrics and analytics used to ensure the firm adheres to its Risk Appetite and maintains the appropriate amount of Risk Capital. Risk Engineering provides risk & capital metrics, analytics and insights to the Chief Risk Officer, senior management, regulators, and other firm stakeholders. Role Responsibilities A&R delivers critical regulatory and risk metrics & analytics across risk domains (market, credit, liquidity, operational, capital) and firm activities via regular reporting, customized risk analysis, systematically generated risk reporting and risk tools?. A&R has a unique vantage point in the firm's risk data flows that, when coupled with a deep understanding of client and market activities, allows it to build scalable workflows, processes and procedures to deliver actionable risk insights?. The following are core responsibilities for A&R: Delivering regular and reliable risk metrics, analytics & insights based on deep understanding of the firm's businesses and its client activities. Building robust, systematic & efficient workflows, processes and procedures around the production of risk analytics? for financial & non-financial risk, risk capital and regulatory reporting. Attesting to the quality, timeliness and completeness of the underlying data used to produce these analytics?. Qualifications, Skills & Aptitude Eligible candidates are preferred to have the following: Masters or Bachelors degree in a quantitative discipline such as mathematics, physics, econometrics, computer science or engineering. Entrepreneurial, analytically creative, self-motivated and team-oriented. Excellent written, verbal and team-oriented communication skills. Experience with programming for extract transform load (ETL) operations and data analysis (including performance optimization) using languages such as, but not limited to, Python, Java, C++, SQL and R. Experience in developing data visualization and business intelligence solutions using tools such as, but not limited to, Tableau, Alteryx, PowerBI, and front-end technologies and languages. Working knowledge of the financial industry, markets and products and associated non-financial risk. Working knowledge of mathematics including statistics, time series analysis and numerical algorithms. 5+ years of financial or non-financial risk industry experience.

AWM Private Credit is currently seeking Analysts to specialize in asset management across our large, diverse, and dynamic portfolio. Team members will play an integral role in ongoing portfolio company monitoring , which is a critical element of the investing process, as well as portfolio management . Team members will be aligned by Private Credit strategy. Responsibilities This position description is intended to describe the duties most frequently performed by an individual in this position. It is not intended to be a complete list of assigned duties but to describe a position level. The role shall be performed within a professional office environment. Goldman Sachs has health and safety policies that are available for all workers upon request. There are no specific health risks associated with the role. Produce and present periodic portfolio company monitoring , including but not limited to company performance, comparison of actual results to company projections and the GS Private Credit underwriting case, ESG metrics, and key company developments, particularly those with implications for investment performance. Maintain portfolio company models as part of the asset management process. Track company compliance with financial covenants . Participate in portfolio company meetings with management teams and reflect key insights in updates to investment outlook. Prepare and maintain portfolio analytics for portfolio management purposes. Participate in strategic projects regarding portfolio management, portfolio monitoring, and performance tracking. Prepare and maintain investment and fund level statistics used for internal tracking, investor reporting, as well as marketing materials. Liaise across internal business teams and external counterparties to service investment level requests. Qualifications Strong academic background with an MBA or Chartered Accountant or equivalent. Minimum of 1-3 years of relevant experience . Accounting knowledge, valuation, and financial modeling aptitude (required). Solid analytical/logical mindset and attention to detail. Strong written and verbal communication skills . Strong project planning, organization, and time management skills . Ability to work under pressure and meet deadlines.

Corporate Treasury manages the firm's liquidity, funding, balance sheet and capital to maximize net interest income and return on equity through liability planning and execution, financial resource allocation, asset liability management, and liquidity portfolio management. The division is run by the Global Treasurer and works closely with the CFO, each of the firm's businesses, Controllers, Operations, and Investor Relations among other groups at the firm. The division is ideal for collaborative individuals with strong quantitative analysis skills, interest in portfolio & liquidity management and risk management mind set. JOB SUMMARY AND RESPONSBILITIES Work on live projects to develop and implement liquidity, funding and interest rates risk frameworks Collaborate with revenue divisions to manage risk for various liquidity and funding metrics Manage and optimize firm liquidity, inventory and interest income. Produce key risk management metrics to manage day-to-day risks. Monitor liquidity and rates risks relating to the firm's business activities, including financing and operational activities. Create presentations, reports, and explains related to your project for discussion with senior leadership and team. BASIC QUALIFICATIONS Communication & Interpersonal Skills Strong Sense of Teamwork Commitment to Excellence Leadership Intellectual Curiosity, Passion and Self-Motivation

JOB SUMMARY AND RESPONSIBILITIES Develop relationships with PWM business teams, PWM Compliance, PWM Legal, and other Operations groups to ensure that PWM Operations is providing the highest quality introductory experience throughout the on boarding process Ensure that all client documentation required by the Firm's Customer Identification Program (CIP) is received, reviewed and approved within the appropriate timeframes in line with AML and Know Your Client requirements Ensure downstream systems correctly recognize approved clients, products and services, including Cash products, Client Statement and Performance reporting Review relevant client and Legal documentation, verify client signatures and perform regulatory and risk related exception processing Process and control analysis to ensure effective oversight and risk management including the adherence to and enforcement of Firmwide policy and relevant regulations Resolve issues through coordination with PWM business, PWM Compliance, PWM Legal and other Operations teams Work with various teams, including the PWM business and Operations, on process improvement and strategic projects SKILLS & EXPERIENCE WE'RE LOOKING FOR BASIC QUALIFICATIONS: Bachelor's degree Minimum Experience: 2 years in KYC or Onboarding Review, with a preference for knowledge of EMEA Market regulations Knowledge of MS Office (Word, Excel, etc.) as well as proficiency with web-based applications Good understanding of the financial industry including active interest in financial services and Operations Strong interpersonal skills with ability to build the trust and confidence in capabilities, work well with others internally to accomplish client objectives Must be a team player, hardworking, resourceful and eager to learn Must be able to multi-task, prioritize work, and work well under pressure from multiple clients/constituents to respond to inquiries quickly Highly organized, attention to detail and excellent follow through skills Proactive, self-starting individual with high levels of ownership and ability to work independently, to gather information, make decisions and drive results. Highly motivated with enthusiasm to learn the business and the clients we support

HOW YOU WILL FULFILL YOUR POTENTIAL Risk & Control Hat Develop an in-depth knowledge of the operational risk and control profile across Asset & Wealth Management Advise, challenges, informs the businesses on recommended ways to mitigate risk; reviews actions items to ensure that risk is being sufficiently addressed Sets the tone from the top : Acts as a culture carrier by embedding & propagating a risk mind-set and awareness within the team, region & globally Identifies ways to share risk best practice across teams and functions, and with other business lines where like processes exist/there is exposure to similar risk Partner with the business lines to understand the residual risks that exist after issues are resolved and engage across the front to back to apply lessons learned to improve our risk and control framework Risk analysis : Work with the stakeholders to develop KRI's / KPI's which can be used to monitor operational health of our framework. Use these to drive the risk agenda with the leadership group, highlight areas of concerns and partner with line managers to develop, execute and monitor progress on remediation plans QA & Technical Hat Develop Control QA & Monitoring framework. Identify continuous improvement mechanisms to strengthen the framework based on ever-evolving changes in process, regulations & platforms Work with our QA team to design tests for data quality, lineage, and controls across a range of products, business lines and processes, including both manually and systematically created data Develop methodologies to define test scripts, execute tests, including frequency, sampling, evidencing, and follow-up actions which integrate with the broader Divisional risk management framework and datasets Partner with developers and low-code specialists to develop tooling to support test execution, recordkeeping, and reporting Work with our BI team in building data models / data visualization for generating multi-dimensional reporting Maintain strong relationships and connectivity with the broader control and data organizations to enable maintenance of the test suites as the operating and control environment changes Execute test suites using manual and automated techniques, and integrate results into the broader risk management framework, including control enhancements and risk assessments Coordinate end-to-end risk management delivery with other Divisions, such Compliance, Legal, Risk and Internal Audit as well as support regulatory interactions SKILLS & QUALIFICATIONS Solid understanding of the Asset & Wealth Management franchise and experience within a risk management context are required Exposure to qualitative and quantitative controls and data testing across financial products. Working knowledge of programming fundamentals including software development life cycle concepts. Ability to navigate data sets, develop metrics and perform analysis. An energetic self-starter with strong control mindset with a passion for risk management Excellent communication skills to clearly articulate issues and ideas with different levels across Asset & Wealth Management stakeholders Strong analytical skills with an ability to understand complex workflows, and excellent attention to details Innovative, including a keen eye for identifying areas of control enhancements and automation which have practical value. Good influencing skills to challenging the status quo and continuously enhance the control environment Ability to perform data analytics using metrics to identify trends and themes Sound time management skills to be able to effectively prioritize and multi-task. A mentor / coach to the juniors in the team Drive and motivation to improve personal performance, broaden knowledge, work intensely towards extremely challenging goals, and persist in the face of obstacles or setbacks Good interpersonal and teamwork skills to collaborate as a global team and build strong relationship with key stakeholders across Divisions Keeps current with emerging business, economic and market trends Aptitude handling large data sets, synthesizing a variety of information to summarize a profile Track record of delivering and enhancing measurable, impactful business outcomes and product

We are seeking an Assistant Manager to join our dynamic Oil & Gas consulting team at Grant Thornton. As a part of a team, you will play a pivotal role in delivering innovative and strategic solutions, to clients in the Oil & Gas and biofuels segment in India. As an assistant manager you will leverage your expertise in advising clients on Strategy, commercial due diligence, valuation, transactions, business plan preparation, market assessment, JV formation etc. related opportunities. Required Skill Competencies Minimum years of experience should be 3 - 6 years in the Oil & Gas sector In-depth experience of working in Natural Gas, LNG, CGD, LPG, Biofuels related areas in the Indian Market Strong strategic and analytical skills Expertise in developing financial models, valuation models from scratch and in-depth understanding of corporate finance concepts Expertise in writing reports, making presentations and carrying out in-depth sectoral research Education Criteria B.E/ B. Tech (any specialization) with MBA (Mandatory) MBA in finance is preferred CFA L1/L2/L3 will be an added advantage Role & Responsibilities Execution of consulting engagements in the Oil & gas sector Lead a team of analysts and consultants for project delivery Develop financial models, presentations and reports Developing proposals for submission to clients Support in business development and client outreach efforts

Perform a variety of advanced financial analyses to determine present and forecasted financial health of the company Use financial modeling to simulate financial scenarios Present potential scenarios and outcomes to management team Manage the preparation and publication of departmental and organization financial documents Collaborate with management on development and execution of funding strategies Examine financial and legal documents to verify accuracy and adherence to financial regulations and acceptable financial principles Develop or recommend solutions for problems or situations

Financial Reporting: Prepare and analyze financial reports, including income statements, balance sheets, and cash flow statements, to provide insights and recommendations to senior management Risk Management: Identify and assess financial risks, develop risk management strategies, and ensure compliance with regulatory requirements Financial Strategy: Develop and implement financial strategies to support the organization's goals and objectives Financial Controls: Establish and maintain internal financial controls and policies to safeguard the organization's assets and ensure compliance with financial regulations Cost Management: Monitor and control costs, identify areas for cost reduction, and improve overall financial efficiency Investment Management: Manage investments and evaluate opportunities for capital allocation and financial investments Financial Modeling: Create and use financial models to assess various financial scenarios and make data-driven decisions

Financial Reporting: Prepare and analyze financial reports, including income statements, balance sheets, and cash flow statements, to provide insights and recommendations to senior management Risk Management: Identify and assess financial risks, develop risk management strategies, and ensure compliance with regulatory requirements Financial Strategy: Develop and implement financial strategies to support the organization's goals and objectives Financial Controls: Establish and maintain internal financial controls and policies to safeguard the organization's assets and ensure compliance with financial regulations Cost Management: Monitor and control costs, identify areas for cost reduction, and improve overall financial efficiency Investment Management: Manage investments and evaluate opportunities for capital allocation and financial investments Financial Modeling: Create and use financial models to assess various financial scenarios and make data-driven decisions

Financial Reporting: Prepare and analyze financial reports, including income statements, balance sheets, and cash flow statements, to provide insights and recommendations to senior management Risk Management: Identify and assess financial risks, develop risk management strategies, and ensure compliance with regulatory requirements Financial Strategy: Develop and implement financial strategies to support the organization's goals and objectives Financial Controls: Establish and maintain internal financial controls and policies to safeguard the organization's assets and ensure compliance with financial regulations Cost Management: Monitor and control costs, identify areas for cost reduction, and improve overall financial efficiency Investment Management: Manage investments and evaluate opportunities for capital allocation and financial investments Financial Modeling: Create and use financial models to assess various financial scenarios and make data-driven decisions

Role Overview: We are seeking an experienced Lead Investment Analyst / Principal to join our team, specializing in Alternative Investment Funds (AIF) and Private Equity. The ideal candidate will play a pivotal role in evaluating investment opportunities, conducting thorough due diligence, and managing portfolio performance. This role demands deep expertise in private equity, robust analytical skills, and the capability to develop and execute investment strategies across multiple sectors. Key Responsibilities: Investment Analysis & Due Diligence: Conduct detailed financial and operational analysis of potential private equity and alternative investments. Build comprehensive financial models to assess investment returns, cash flows, and exit strategies. Identify investment risks and formulate mitigation strategies considering macroeconomic and sector-specific factors. Stakeholder Communication: Present investment recommendations and portfolio updates to senior leadership and investment committees. Engage with industry experts and stay abreast of market trends and competitor strategies. Contribute to thought leadership by preparing sector analyses, market outlooks, and investment insights. Portfolio Management & Monitoring: Oversee and track performance of investments within the AIF and private equity portfolios. Review financial and operational milestones of portfolio companies regularly. Conduct risk assessments and portfolio rebalancing to meet investment objectives. Collaborate with portfolio companies to drive value creation and strategic alignment. Market Research & Sectoral Insights: Conduct in-depth market research to identify emerging investment opportunities. Develop sector-specific reports covering technology, healthcare, consumer goods, infrastructure, and more. Deal Structuring & Negotiation: Lead structuring and negotiation of investment deals in partnership with legal, compliance, and tax teams. Prepare detailed investment memos and presentations for approval by investment committees. Qualifications & Experience: MBA (Finance), CFA, or CA preferred; a background in Economics, Finance, or related fields is advantageous. 7-10 years of relevant experience in alternative investment funds, private equity, venture capital, or related domains. Proven experience in sourcing, evaluating, and managing private equity investments. Strong portfolio management skills, including monitoring and optimizing investment performance. Familiarity with alternative investment structures and regulatory frameworks within India. Advanced proficiency in financial modeling, valuation techniques, and tools like MS Excel and PowerPoint. Excellent communication and stakeholder management skills. Skills & Competencies: Deep analytical and financial modeling capabilities. Strategic thinking with an ability to identify and capitalize on market trends. Strong negotiation and deal structuring expertise. Ability to work collaboratively with cross-functional teams.