investment-banking-jobs-in-vellore, Vellore

5 investment Banking Jobs nearby Vellore

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posted 2 months ago

Mis Executive

ASSETCARE SERVICES PRIVATE LIMITED
ASSETCARE SERVICES PRIVATE LIMITED
experience1 to 5 Yrs
Salary8 - 18 LPA
WorkContractual
location
Vellore, Tuticorin+8

Tuticorin, Coimbatore, Varanasi, Ghaziabad, Lucknow, Hyderabad, Faizabad, Moradabad, Agra

skills
  • communication
  • technical
  • analytical
  • skills
  • to
  • detail
  • problem-solving
  • attention
Job Description
An MIS executive's job involves collecting, analyzing, and interpreting data to generate reports and provide insights for management decision-making, as well as maintaining and developing information systems. Key responsibilities include data analysis, report preparation, system maintenance, and ensuring data integrity and security. Essential skills for this role are strong analytical abilities, advanced Excel proficiency, and effective communication   Data Analysis and Reporting:  Analyzing data to identify trends, patterns, and business insights, and preparing detailed reports and dashboards for management.    System Management:  Developing, maintaining, and overseeing the organization's management information systems, databases, and IT infrastructure.    Data Integrity:  Ensuring the accuracy, security, and integrity of data within the company's systems.    Support for Decision-Making:  Providing timely and accurate data-driven information and recommendations to support strategic and operational decisions.    Cross-Departmental Collaboration:  Working with different departments to understand their data needs and provide tailored solutions.    Training:  Training staff on how to use data management tools and systems effectively.    Analytical Skills Technical Skills Communication Skills Problem-Solving Attention to Detail

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posted 2 months ago

Gold Loan - Sales and Service Manager

AV Global Advisory Services
AV Global Advisory Services
experience5 to 10 Yrs
Salary5 - 8 LPA
location
Vellore, Chennai+4

Chennai, Pondicherry, Tiruvannamalai, Vilupuram, Cuddalore

skills
  • gold loan
  • jewell loan
  • gold loan sales
Job Description
Urgent Vacancy for Leading Bank   Role - Sales and Service Manager Gold Loan  Location Chennai, Kalakurichi, Tiruvannamalai, Aarni, Villupuram, Pondicherry, Cuddalore, Ranipet, Vellore, Panruti, Chengalpattu, Guduvanchery  Job Description:  The Sales and Service Manager is responsible for overseeing the day-to-day operations of the branch, ensuring profitability, customer satisfaction, and compliance with company policies. The role involves managing gold loan disbursements, driving business growth and ensuring process. Manage and supervise all branch activities for gold loan processing, customer service, Ensure error-free audit and compliance with internal policies and regulatory guidelines. SPOC for all audit and resolutions for RCU Gold inspectors incidents Drive gold loan growth and meet monthly targets. Conduct local marketing and promotional activities to attract new customers. Cross-sell financial products like insurance, savings, and investment plans. Lead and motivate the team towards the goal Resolve customer complaints and queries effectively. Ensure strict adherence to KYC norms and loan documentation. Submit timely reports on branch performance, loan disbursements, and collections.  Interested candidates can WhatsApp profiles to 8925889566 / 8925889567
posted 2 days ago

Accountant

DHANVANTARILOKASIRI BIOTECH PRIVATE LIMITED
experience10 to 20 Yrs
Salary5 - 12 LPA
location
Vellore, Thanjavur+8

Thanjavur, Thirunelveli, Salem, Pudukottai, Kanyakumari, Tiruchirappalli, Ooty, Tuticorin, Coimbatore

skills
  • account management
  • banking operations
  • accounts payable
  • accountants
Job Description
We are seeking trustworthy candidates who work efficiently without sacrificing accuracy. Accountants can expect to work with large amounts of numerical data, handle multiple tasks with deadlines, and provide transparent and complete reports to management. You should have a firm grasp of accounting and financial practices and regulations and possess strong computer and verbal and written communication skills. To ensure success, Accountants should be prompt, honest detail-oriented, professional, and analytical. Top candidates will have excellent presentation skills with the ability to successfully communicate complex quantitative data to decision-makers. Accountant Responsibilities: Complying with all company, local, state, and federal accounting and financial regulations. Compiling, analyzing, and reporting financial data. Creating periodic reports, such as balance sheets, profit & loss statements, etc. Presenting data to managers, investors, and other entities. Maintaining accurate financial records. Performing audits and resolving discrepancies. Computing taxes. Keeping informed about current legislation relating to finance and accounting. Assisting management in the decision-making process by preparing budgets and financial forecasts.
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posted 2 months ago

Assistant Agency Manager

Net Connect Private Limited
Net Connect Private Limited
experience2 to 3 Yrs
Salary50,000 - 3.5 LPA
location
Vellore, Chennai+4

Chennai, Coimbatore, Kochi, Kerala, Thrissur

skills
  • field sales
  • insurance sales
  • agency management
  • general insurance sales
  • sales
  • health insurance
Job Description
Locations: Chennai, Cochin, Coimbatore, Thrissur, Trivandrum, Vellore  Experience: 2 - 3 Years  CTC: 2 - 4 LPA  Notice Period: Immediate to 15 Days  About the Role We are seeking dynamic and result-oriented Assistant Agency Managers to join our Health Agency vertical at HDFC ERGO General Insurance. In this role, you will be responsible for building and expanding our health insurance agency premium across multiple locations. You will recruit, train, and mentor insurance agents, drive business growth, and ensure sustainable revenue and profitability. If you have a passion for mentoring agents, meeting sales targets, and making a meaningful impact in the insurance industry, this opportunity is for you.  Key Responsibilities Build and grow health insurance agency premiums in assigned regions. Recruit, onboard, and mentor talented insurance agents for long-term success. Coach agents to improve productivity, performance, and engagement levels. Drive renewal business and achieve revenue/profitability targets. Implement best practices across Digital Office (DO) locations. Provide strategic insights based on local market dynamics and customer needs. Design and execute location-specific business plans. Collaborate effectively with cross-functional teams to support growth initiatives. Monitor and review agent performance through structured evaluation and feedback. Create an engaging, supportive, and high-performance environment for agency partners. Ideal Candidate Profile 2 3 years of experience in insurance, sales, or agency management. Proven track record of achieving business targets. Bachelors degree in any discipline. Proficiency in digital tools and computer applications. Strong communication, leadership, and interpersonal skills. Self-motivated, with a go-getter attitude and a result-oriented mindset. Why Youll Love Working With Us At HDFC ERGO General Insurance, we are committed to delivering excellence and innovation in insurance services across India. As an Assistant Agency Manager, you will: Play a key role in expanding and strengthening our agency network. Contribute to sustainable growth and service excellence in health insurance. Gain exposure to agent recruitment, training, and performance management. Work in a dynamic, innovation-driven environment backed by: The financial strength of HDFC Bank The global expertise of Munich Re Group (ERGO International AG) Benefits Competitive Compensation: Salary + performance-based incentives. Health & Wellness: Comprehensive insurance for you and your family. Incentives & Recognition: Structured reward programs to celebrate success. Career Growth: Ongoing training and learning opportunities. Work-Life Balance: Initiatives to support your personal and professional well-being. Employee Assistance Program: Confidential support for personal and professional challenges. Dynamic Culture: Be part of one of Indias most trusted and fastest-growing insurance brands.
posted 2 months ago
experience2 to 6 Yrs
location
Vellore, Tamil Nadu
skills
  • customer service
  • communication
  • interpersonal skills
  • analytical skills
  • teamwork
  • financial solutions
  • client relationships
  • problemsolving
  • financial data interpretation
  • banking software applications
  • continuous learning
  • professional development
Job Description
In this role at DBS Consumer Banking Group, you will be responsible for providing personalized financial solutions and advice to clients, tailored to their unique needs and goals. Your key responsibilities will include: - Proactively engaging with clients to understand their financial situation, risk profile, and investment objectives - Recommending and facilitating the opening of appropriate banking products and services, such as savings accounts, current accounts, and investment portfolios - Assisting clients with account management, fund transfers, and other day-to-day banking transactions - Identifying cross-selling opportunities and promoting relevant products and services to clients - Maintaining a thorough understanding of the bank's product offerings, policies, and procedures - Collaborating with other teams within the bank to provide comprehensive financial solutions to clients - Ensuring compliance with all relevant regulations and internal policies - Contributing to the growth and profitability of the bank by meeting or exceeding sales targets To be successful in this role, you will need to meet the following requirements: - Minimum bachelor's degree in finance, economics, or a related field - Proven track record of providing exceptional customer service and building strong client relationships - Excellent communication and interpersonal skills, with the ability to explain complex financial concepts in a clear and concise manner - Strong analytical and problem-solving skills, with the ability to understand and interpret financial data - Proficient in the use of relevant banking and financial software applications - Ability to work independently and as part of a team - Commitment to continuous learning and professional development,
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posted 3 weeks ago

Test Manager - Banking

TRISTHA GLOBAL PRIVATE LIMITED
experience10 to 18 Yrs
location
Chennai, Mumbai City
skills
  • banking
  • manual testing
  • leadership
Job Description
Experience: 13 to 15 years Designation: Test Manager Location: Chennai/ Mumbai Notice Period: Immediate to 45 days  About Tristha Global: Tristha Global is an India-based software services company and Quality Assurance company that focuses broadly on the BFSI sector. We provide end-to-end test automation, testing services and test management tools for businesses that focus on financial services. Roles and Responsibilities: As a Test Manager you will lead end-to-end testing activities for banking applications, ensuring high-quality delivery. The role focuses on driving quality assurance, automation, and continuous improvement across complex financial systems. Define and implement the overall test strategy, plans, and processes aligned with banking project objectives and regulatory standards. Lead and manage test teams, ensuring effective execution of functional, integration, regression, and UAT testing. Collaborate with business, development, and vendor teams to ensure comprehensive coverage of banking workflows and interfaces. Oversee defect management, test metrics, and reporting, ensuring timely issue resolution and transparent communication. Drive automation, process improvement, and quality governance to enhance efficiency and reduce risk in banking system deliveries.   Mandatory Skills: 13-15 years experience into Banking domain. Experience into multiple banking domain application like T24, Finacle, Flexcube etc. Good hand on experience into manual testing. Handled a team of manual testers. Excellent communication skills If you possess the mandatory skills and relevant experience, we invite you to share your updated resume with us. Please reach us at: career@tristhaglobal.com
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posted 2 months ago
experience1 to 6 Yrs
Salary2.5 - 5 LPA
location
Chennai, Madurai+7

Madurai, Coimbatore, Erode, Bangalore, Shimoga, Kozhikode, Hyderabad, Mangalore

skills
  • mutual funds
  • field sales
  • sip
  • nism
  • cross selling
  • financial advisory
  • mutual fund advisory
  • relationship manager
  • aif
  • aum
Job Description
Job Title : Investment Relationship Manager Position purpose: To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book. Direct Responsibilities: Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Technical & Behavioural Competencies: Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship SpecificQualifications(ifrequired) Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series-V(A) : Mutual Fund Distributors Certification Examination and EUIN Number Education:Grad/P.G Exp: 0.6months to 5yrs Sat & sunday holiday. Will have public holidays. Interested candidates whatsapp cvs to Harika - 8106336954/ call me. Email harika@avaniconsulting.com
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posted 2 months ago

Investment Banker

Infolexus Solutions Hiring For Infolexus Solutions
experience0 to 4 Yrs
Salary3.0 - 7 LPA
location
Chennai, Coimbatore
skills
  • excel powerpoint
  • financial modelling
  • deal structuring
  • capital market
  • account management
  • merger acquisition
Job Description
We are seeking a highly analytical and results-driven Investment Banker to join our finance team. The ideal candidate will manage financial advisory projects, including mergers and acquisitions, capital raising, and strategic investment analysis. This role requires excellent quantitative skills, market knowledge, and client management abilities. Key Responsibilities: Advise clients on mergers, acquisitions, and capital market transactions. Conduct financial modeling, valuation, and due diligence for investment opportunities. Develop pitch books, presentations, and reports for client meetings. Identify new business opportunities and build strong client relationships. Structure and execute financing deals, including equity and debt offerings. Analyze market trends and provide insights to support strategic financial decisions. Coordinate with legal, compliance, and accounting teams to ensure transaction success. Prepare documentation and assist in negotiations with investors and stakeholders. Qualifications & Skills: Bachelors degree in Finance, Economics, Business Administration, or related field (MBA preferred). Proven experience (0 - 4 years) in investment banking, corporate finance, or financial consulting. Strong knowledge of financial modeling, valuation techniques, and market analysis. Excellent communication, negotiation, and presentation skills. Advanced proficiency in MS Excel, PowerPoint, and financial analysis tools. Ability to work under pressure and meet tight deadlines. Strong attention to detail and analytical mindset. Contact Person: Rakesh HR Contact Number: 9003745749 Experience: 0 - 4+ Years Location: Coimbatore, Chennai Timings: 09.30 AM - 06.30 PM
posted 3 weeks ago

Banking Operations Manager

YUNIC HR SOLUTIONS.
experience1 to 3 Yrs
Salary6 - 12 LPA
location
Chennai, Madurai+8

Madurai, Salem, Coimbatore, Bangalore, Ernakulam, Vijayawada, Thrissur, Hubli, Mysore

skills
  • customer service
  • banking operations
  • internet banking
Job Description
Yunic Hr Solutions Hiring For Banking Banking Operations Manager Job Profile : Front desk Officer, banking operations, Customer Service officer, internet banking, ,Documentation Officer, Business Developing Executive,Acqsution Manager, personal banker, for freshers/ experience both can apply. Required Experience And Qualifications Any Diploma/Degree Benefits ESI And PF No Target Fixed Shift Incentives  Job types: full-time Experience - 1 Yr To 3 Yrs Salary 30% To 40% Hike Job location in Pan India Contact Hr yunichrsolutions23@gmail.com
posted 2 months ago

Investment Analyst

Future Solution Centre
experience10 to 20 Yrs
Salary20 - 30 LPA
location
Chennai, Bangalore+8

Bangalore, Noida, Madhubani, Hyderabad, Kolkata, Gurugram, Pune, Mumbai City, Delhi

skills
  • communication skills
  • data
  • analysis
  • interpretation
  • accounting
  • valuation analysis
  • modeling
  • financial
  • thinking
  • problem-solving
  • knowledge
  • critical
Job Description
An Investment Analyst plays a critical role in the financial industry by researching and analyzing investment opportunities to help individuals and institutions make informed decisions. They delve into financial markets, companies, and various asset classes, providing the insights necessary to build successful investment portfolios. Key responsibilitiesInvestment Analysts' responsibilities are diverse, involving in-depth research, financial modeling, and the ability to articulate investment theses. Key duties include:Market and industry research: Conducting comprehensive research on industries, economic trends, and market conditions to identify potential investment opportunities and risks.Company analysis: Performing fundamental analysis on companies, including reviewing financial statements, evaluating business models, and assessing management quality to determine intrinsic value.Financial modeling: Building and maintaining detailed financial models (e.g., discounted cash flow, comparable company analysis) to forecast company performance and valuation.Investment recommendations: Formulating clear, data-backed investment recommendations (buy, sell, hold) based on research and analysis, and presenting them to fund managers, clients, or internal committees.Portfolio monitoring: Tracking the performance of existing investments and portfolios, identifying factors affecting their value, and recommending adjustments as needed.Due diligence: Participating in due diligence for potential investments, which might involve site visits, management interviews, and reviewing legal documents.Reporting: Preparing detailed research reports, investment memorandums, and presentations to communicate findings and recommendations. If you're interested, Kindly forward your resume to:- worksuccess565@gmail.com
posted 2 months ago
experience2 to 6 Yrs
location
Chennai, Tamil Nadu
skills
  • Investment Banking
  • Venture Capital
  • Financial Planning
  • Financial Modelling
  • Forecasting
  • PowerPoint
  • Communication Skills
  • Financial Inclusion
  • Emerging Markets
  • Equity Fundraising
Job Description
Role Overview: Kaleidofin is a fintech platform that is dedicated to building a digital ecosystem to ensure access to finance for everyone, everywhere. As a Fundraising & Investment Associate at Kaleidofin, you will play a crucial role in securing capital to support the company's growth and impact. This role requires a combination of strategic thinking, financial expertise, and strong communication skills to effectively manage investor relationships and financial models. Key Responsibilities: - Support equity fundraising initiatives from institutional and impact investors - Identify and apply for grant funding opportunities aligned with emerging markets work - Build and manage a pipeline of prospective investors and funding partners - Develop detailed financial models, revenue forecasts, and business plans - Prepare compelling investor presentations, pitch decks, and investment memos - Manage due diligence processes and coordinate with legal, finance, and compliance teams - Track market trends, investor sentiment, and funding benchmarks in the FinTech and impact investing space Qualifications Required: - Masters degree in finance, Business, Economics, or related field - MBA, CA (or CAs in the making) or CFA (Level II or above) is a strong advantage - 2-5 years of experience in fundraising, investment banking, venture capital, or financial planning - Advanced Excel skills with experience in financial modeling and forecasting - Proficiency in PowerPoint and other presentation tools - Strong written and verbal communication skills - Self-starter with the ability to work independently and collaboratively in a fast-paced environment - Passion for financial inclusion and emerging markets is a big plus Additional Company Details: Kaleidofin has raised over USD 40 million in equity from investors committed to financial inclusion and impact. The company has been recognized internationally for its innovative approach and has received accolades such as being featured on the Forbes 100 To Watch in Asia list. Kaleidofin also invests in its culture and team growth, evident in its recognition as a Great Place to Work for multiple years. To learn more about Kaleidofin, visit their website at [https://kaleidofin.com](https://kaleidofin.com).,
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posted 2 weeks ago
experience3 to 7 Yrs
location
Chennai, Tamil Nadu
skills
  • investment banking
  • query management
  • stakeholder management
  • reporting
  • compliance
  • risk management
  • teamwork
  • leadership
  • OTC derivatives market
  • client static data management
  • margin call issuance
  • portfolio reconciliation
  • regulatory knowledge
Job Description
Role Overview: Join us as a Collateral Operations Associate if you have previous experience in investment banking, with an understanding of the OTC derivatives market. Working within Collateral Operations, you will ensure that all enquiries and requests are responded to in a timely and accurate manner. This role offers an opportunity to build networks through stakeholder collaboration activities at an associate level. Key Responsibilities: - Take responsibility for all operational aspects of client static data management, margin call issuance, and portfolio reconciliation - Manage query resolution for client static data management, margin call issuance, and portfolio reconciliation - Ensure accuracy and completeness of trade information for operational tasks - Maintain internal stakeholder management, reporting, and monitoring - Ensure operational compliance with market regulations - Complete daily processes on time and perform reconciliation - Review daily tasks thoroughly and resolve exceptions and discrepancies by collaborating with front office and internal teams - Respond to all enquiries and requests in a timely and accurate manner - Identify and escalate risks and control gaps, ensuring adherence to relevant policies and regulations Qualifications Required: - Previous investment banking experience with a passion for delivering excellent client service - Good attention to detail and excellent organizational skills to manage high volumes of work - Understanding of the OTC derivatives front to back trade life cycle and regulations impacting the OTC derivative market - Knowledge of ISDA and CSA definitions related to collateral management - Ability to work effectively in a team and support team objectives - Previous experience as a team leader or in a supervisory role,
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posted 3 weeks ago
experience3 to 7 Yrs
location
Chennai, Tamil Nadu
skills
  • Manual Testing
  • Capital Market
  • Investment Banking
  • SQL
  • Database testing
Job Description
You will be responsible for manual testing in the domain of Capital Market and Investment Banking. Your key responsibilities will include: - Having hands-on experience in Capital Market and Investment Banking - Demonstrating good SQL and database testing experience - Strong oral communication skills with a positive attitude The company prefers candidates with a shorter notice period.,
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posted 5 days ago
experience6 to 10 Yrs
location
Chennai, Tamil Nadu
skills
  • Asset Management
  • SQL
  • Data Analysis
  • Quality Assurance
  • Stakeholder Management
  • Documentation
  • Reporting
  • Market Data
  • Investment Banking
  • Front Office
  • Middle Office
  • Back Office
  • Performance Attribution
  • Agile Methodology
  • Financial Systems Testing
Job Description
Role Overview: You will be joining the Finergy division within Oracle FSGIU as a Capital Market Business Analyst. Your main responsibility will be to analyze business processes, support system enhancements, and ensure the quality of asset management solutions through effective testing. Your role will involve collaborating with asset management teams, executing test plans, writing and executing SQL queries, and acting as a liaison between business users, IT teams, and vendors. Key Responsibilities: - Collaborate with asset management teams to understand business processes, identify pain points, and propose improvements. - Document current and future state process flows, use cases, and functional requirements. - Develop and execute test plans, test cases, and scripts for asset management systems. - Perform functional, regression, and UAT testing to ensure system changes meet business requirements. - Write and execute basic SQL queries to extract, analyze, and validate data from asset management systems. - Act as a liaison between business users, IT teams, and vendors to ensure alignment on project deliverables. - Assist in the implementation of new asset management systems or enhancements to existing platforms. - Create and maintain documentation for business processes, system configurations, and test results. - Stay updated on industry trends and best practices in asset management and technology. - Propose and implement process and system improvements to enhance efficiency and reduce risk. Qualifications Required: - Masters or Bachelors degree in finance, Business, Computer Science, or a related field. - 6 to 8 years of relevant experience. - Hands-on experience with asset management processes. - Experience in testing and quality assurance for financial systems. - Knowledge of Market Data domain. - Excellent communication, problem-solving, and stakeholder management skills. - Proficiency in writing basic SQL queries for data extraction and analysis. - Experience with testing tools and methodologies. - Proficiency in Microsoft Office. - Ability to work in a fast-paced, deadline-driven environment. - Strong attention to detail and analytical mindset.,
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posted 1 week ago
experience10 to 14 Yrs
location
Coimbatore, Tamil Nadu
skills
  • Equities
  • FX
  • Options
  • Swaps
  • Risk systems
  • SQL
  • Advanced Excel
  • Python
  • SWIFT messaging
  • Documentation
  • Trading Product Knowledge
  • Fixed Income Bonds
  • Derivatives Futures
  • Trade lifecycle management
  • Market data concepts
  • Tools Platforms
  • OMSEMS platforms
  • Portfolio management systems
  • Data Analytics
  • Data visualization tools
  • Integration Interfaces
  • FIX protocol
  • APIbased integrations
  • General Skills
  • AgileScrum environments
  • Regulatory awareness
Job Description
As an experienced Business Analyst with 10+ years of Investment Banking domain expertise, your role will involve supporting financial systems, trading workflows, regulatory initiatives, and technology modernization programs. You should possess strong functional knowledge of front-office, middle-office, and back-office investment banking operations along with hands-on exposure to technical tools, data analysis, and process automation. Key Responsibilities: - Act as the primary liaison between business stakeholders, product teams, and technology teams for investment banking initiatives. - Gather, analyze, and document business requirements (BRD, FRD, User Stories) for trade lifecycle processes and financial products. - Work on regulatory and compliance-driven projects such as MiFID II, EMIR, Dodd-Frank, FATCA, KYC/AML, and risk reporting. - Support system enhancements for Front Office Trading Platforms, Order Management Systems (OMS), and Execution Management Systems (EMS). - Perform detailed gap analysis, impact analysis, workflow mapping, and data flow documentation. - Coordinate with QA teams for test case preparation, UAT management, defect tracking, and production validation. - Partner with technology teams for solution design involving pricing systems, risk engines, market data feeds, and downstream settlements systems. - Analyze large datasets to support decision-making for trading, operations, and compliance teams. - Prepare dashboards, MIS reports, and regulatory reporting summaries. - Ensure process improvement, automation, and operational efficiency across trade lifecycle functions. - Facilitate user training, knowledge transfer, and documentation for system rollouts. Technical Expertise Required (Investment Banking Specific): - Trading & Product Knowledge: Equities, Fixed Income (Bonds), FX, Derivatives (Futures, Options, Swaps), Trade lifecycle management. - Tools & Platforms: Experience with OMS/EMS platforms, exposure to risk systems, familiarity with portfolio management systems. - Data & Analytics: SQL, Advanced Excel, Knowledge of Python, Experience with data visualization tools. - Integration & Interfaces: Understanding of FIX protocol, SWIFT messaging, trade feeds, reconciliation tools, Experience with API-based integrations. General Skills: - Strong analytical and problem-solving abilities. - Excellent communication and stakeholder management. - Experience working in Agile/Scrum environments. - Ability to prepare clear documentation (BRD, FRD, Use Cases, Process Flows). - High attention to detail and regulatory awareness. Qualifications: - Bachelors/Masters degree in Finance, Business, Economics, Engineering, or related field. - Minimum 10 years of experience as a Business Analyst in Investment Banking or Capital Markets. - Relevant certifications (optional): CFA (Level 1/2 preferred), FRM, Certified Business Analyst Professional (CBAP), Investment Banking domain certifications. Please note that the Job Type is Full-time with benefits including health insurance, paid sick time, and Provident Fund. The work location is in person at Coimbatore.,
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posted 2 months ago
experience3 to 7 Yrs
location
Chennai, Tamil Nadu
skills
  • Microsoft Excel
  • Business acumen
  • Strategic thinking
  • Excellent written
  • verbal communication skills
  • Investment Banking experience
  • Risk
  • Control understanding
  • Operational Resilience
  • Stakeholder Management experience
  • Data modeling functions
  • Collaborative teamwork
  • Change
  • transformation
  • Digital
  • technology skills
Job Description
As a Controls Analyst at Barclays, your role is to provide first-class support by conducting in-depth due diligence, ensuring compliance with regulatory requirements, and safeguarding clients and the organization with expertise and care. **Key Responsibilities:** - Monitor quality standards and policies across all operational processes. - Collaborate with control owners to execute Risk Control Self Assessments (RSCA) to measure the effectiveness of controls. - Identify regulatory trends and industry developments that may impact the bank's operations. - Support the implementation of quality standards and policies by collaborating with operational teams. - Develop reports and presentations on control performance and communicate findings to internal senior stakeholders. - Participate in projects and initiatives aimed at improving control efficiency and effectiveness. - Collaborate with Control Owners to develop and manage RCSA to monitor design effectiveness, appropriateness of controls, and compliance to regulatory requirements. - Support operational teams with formal escalation and management of incidents, departmental procedures, record management, and controls testing. **Qualifications Required:** - Excellent written and verbal communication skills. - Investment Banking experience (within Operations preferable). - Previous experience with Risk and Control understanding. - Understanding of Operational Resilience. - Proven Stakeholder Management experience. - Intermediate/Advanced Experience with Microsoft Excel, comfort managing large data sets and data modelling functions (Pivot tables Conditional/IF Formulas). - Collaborative, team approach, innovative, and dynamic thinker. This role is based out of Chennai. As an Analyst at Barclays, you are expected to perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement. You need to have in-depth technical knowledge and experience in your assigned area of expertise, along with a thorough understanding of the underlying principles and concepts within the area. You will be leading and supervising a team, guiding and supporting professional development, allocating work requirements, and coordinating team resources. Additionally, you will partner with other functions and business areas, take responsibility for end results of a team's operational processing and activities, and escalate breaches of policies/procedures appropriately. All colleagues at Barclays are expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence, and Stewardship, as well as the Barclays Mindset to Empower, Challenge, and Drive.,
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posted 2 months ago
experience2 to 6 Yrs
location
Chennai, Tamil Nadu
skills
  • Investment Accounting
  • Equities
  • Fixed Income
  • MS Excel
  • Asset Management
  • Analytical Skills
  • Time Management
  • Communication Skills
  • Interpersonal Skills
  • Adaptability
  • Reconciliations
  • Investigation Skills
  • Derivative Products
  • Operational Risks
  • Aladdin
  • TriOptima
  • Problem Solving Skills
Job Description
In this role, you will be working within the Reconciliations team to ensure the integrity of custody and cash position data is maintained within the internal systems through daily reconciliation processes. Your main responsibilities will include complete reconciliation, investigation, and allocation of all breaks within set SLAs and deadlines. This role requires you to thrive in a fast-paced environment with a strong emphasis on meeting tight deadlines. Having a strong interest in learning and harnessing technology will be beneficial for your success in this role. Your key responsibilities will include: - Being accountable for allocated portfolios and proactively investigating and following up on queries from internal stakeholders, clients, counterparties, custodians, and administrators. - Performing custody transaction and position reconciliation against internal records, maintaining ownership of daily cash and stock breaks by investigating differences, and monitoring timely resolution with processing teams and custodians/administrators. - Performing outstanding OTC bilateral collateral and position reconciliation, outstanding fixed deposit positions between internal and counterparty records, and monitoring breaks resolution in a timely manner. - Validating and updating internal records with relevant transactions, such as fees and income, working through high volumes, prioritizing and managing workload according to risk or deadlines, meeting the needs of business partners and internal clients. - Assisting in staff training, providing specialist product knowledge, and contributing to department and company initiatives and projects. Qualifications required for this role: - Prior experience in reconciliations or investment accounting. - Strong and proven investigation skills with the ability to liaise with internal and external parties. - Familiarity with equities, fixed income, and derivative products. - Proficiency in basic software including MS Excel. - Wider experience in Asset Management and understanding of the end-to-end asset lifecycle. - Understanding of operational risks and control frameworks. - Prior experience with Aladdin and Tri-Optima is advantageous. - Strong analytical and problems solving skills, ability to manage time effectively, open to feedback and change, and continuously seeking self-improvement opportunities. - Excellent communication and interpersonal skills, being a strong team player able to develop and manage relationships with global internal departments and external counterparties. - Ability to adapt to changes quickly and advocate for an innovative culture within the team. The role requires all responsibilities to be performed with the highest levels of integrity, quality, and transparency, promoting the success of the Company. This includes considering the interests of key stakeholders, including clients, employees, regulators, suppliers, and society as a whole. Establishing appropriate oversight and control structures for all areas under your control is essential.,
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posted 7 days ago
experience4 to 14 Yrs
location
Chennai, Tamil Nadu
skills
  • Capital Markets
  • Investment Banking
  • Trading
  • Brokerage
  • Advisory
  • Portfolio Management
  • Cash Management
  • Corporate Actions
  • Collateral Management
  • Asset Servicing
  • Equities
  • Mutual Funds
  • Gap Analysis
  • Stakeholder analysis
  • Sprint Planning
  • Story Writing
  • Testing
  • Agile methodologies
  • Asset Wealth Management
  • Securities Services
  • Clearing Settlement
  • Securities lending
  • Borrowing
  • MarginingRisk management
  • Bonds Fixed Income
  • Derivatives Futures Options
  • SDLC skills
  • Product Owner
  • Business Analyst
  • Requirement Elicitation
  • Prioritization
  • Sprint Review
  • Product Backlog Management
  • Business Requirement Document
  • Functional Requirement Document
  • Use Case specification Document
  • Workflows
  • Implementation guides
  • SDLC processes
  • Waterfall methodologies
Job Description
As a Product Owner (PO) / Business Analyst (BA) in the Capital Markets domain, your role will involve owning the backlog and working closely with the Product Lead and Technology Owner in prioritizing, creating, and refining the backlog. You should be well-versed in Requirement Elicitation, Prioritization, understanding the Scope, Gap Analysis, Stakeholder analysis & Management, Sprint Planning, Sprint Review, and Product Backlog Management. Your proficiency in story writing to support both business and technical requirements for feature development, Production stability, security, and resiliency requirements will be crucial. Additionally, you should be proficient in creating Business Requirement Document, Functional Requirement Document, Use Case specification Document, Workflows, and Implementation guides. Testing and accepting stories will also be part of your responsibilities. It is important that you possess a complete understanding of SDLC processes and Agile/Waterfall methodologies. Key Responsibilities: - Own the backlog as a Product Owner (PO) / Business Analyst (BA) - Collaborate with Product Lead and Technology Owner on backlog prioritization and refinement - Conduct Requirement Elicitation, Prioritization, Scope understanding, Gap Analysis, Stakeholder analysis & Management - Participate in Sprint Planning, Sprint Review, and Product Backlog Management - Write stories to support business and technical requirements - Create Business Requirement Document, Functional Requirement Document, Use Case specification Document, Workflows, and Implementation guides - Test and accept stories - Apply knowledge of SDLC processes and Agile/Waterfall methodologies Qualifications Required: - 4 to 14 years of experience in Capital Markets, Investment Banking, Asset & Wealth Management, Securities Services, Trading, Clearing & Settlement - Expertise in Equities, Bonds (Fixed Income), Mutual Funds, Derivatives (Futures & Options) - Strong SDLC skills with experience in Product Ownership and Business Analysis - Proficiency in Requirement Elicitation, Stakeholder Management, and Agile methodologies - Excellent communication and collaboration skills to work effectively with cross-functional teams (Note: Additional details about the company are not provided in the job description.),
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posted 3 weeks ago

KYC - AVP

Mizuho
experience10 to 14 Yrs
location
Chennai, Tamil Nadu
skills
  • KYC
  • AML
  • Compliance regulations
  • Regulatory Compliance
  • Data Analysis
  • Due Diligence
  • Financial crime compliance
  • APAC regulatory frameworks
  • Global AML standards
  • Corporate Investment banking KYC Process
  • KYCCDD systems
  • tools
  • Risk Assessment Management
Job Description
As a KYC Assistant Vice President at Mizuho Global Services Pvt Ltd, you will be a crucial part of the compliance team, ensuring the integrity of Customer On-boarding processes and Periodic Reviews. Your responsibilities will include conducting comprehensive KYC reviews for new and existing customers, performing enhanced due diligence on high-risk customers, analyzing customer information to identify potential risks, preparing detailed KYC reports, collaborating with other teams to address KYC-related issues, and staying updated on regulatory changes and best practices. Additionally, you will have the opportunity to mentor junior analysts, participate in audits and regulatory examinations, and provide specialist support by monitoring and analyzing information from customers and businesses. Key Responsibilities: - Conduct comprehensive KYC reviews for new and existing customers to ensure compliance with regulatory requirements and internal policies. - Perform enhanced due diligence on high-risk customers, including politically exposed persons (PEPs) and non-resident customers. - Analyze customer information, documentation, and transaction data to identify potential risks and red flags. - Prepare detailed KYC reports and risk assessments, providing recommendations for account approval or escalation. - Collaborate with Compliance, Risk, and Legal teams to address KYC-related issues and regulatory inquiries. - Stay updated on regulatory changes, industry best practices, and emerging risks in KYC and AML compliance. - Mentor and provide guidance to junior analysts, supporting their development and performance. - Participate in internal audits and regulatory examinations as required. - Authorize and investigate all transactions to defined KPIs. - Provide specialist support by monitoring and sharing MI. - Review processes to enhance the customer experience. Qualifications: - Bachelor's degree in Finance, Business, Law, or a related field. - Minimum of 10-12 years of experience in KYC, AML, or financial crime compliance roles. - Strong knowledge of APAC regulatory frameworks and global AML standards & compliance regulations. - Proficiency in KYC/CDD systems and tools. - Strong attention to detail with the ability to manage multiple tasks under tight deadlines. - Effective communication skills, both written and verbal. - Prior KYC SME experience is an added advantage. Preferred Skills: - Professional certifications related to KYC/AML/FCC are highly desirable. - Experience in KYC Onboarding, Periodic reviews, Remediations, and Financial Crime Compliance. - Multilingual capabilities, especially in languages relevant to the APAC region, are a plus. - Risk Assessment & Management, Regulatory Compliance, Data Analysis & Due Diligence. Join Mizuho Global Services Pvt Ltd for a dynamic and collaborative work environment, with opportunities for professional growth and development.,
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posted 2 months ago
experience5 to 9 Yrs
location
Chennai, Tamil Nadu
skills
  • investment banking
  • query management
  • stakeholder management
  • reporting
  • compliance
  • risk management
  • teamwork
  • leadership
  • OTC derivatives market
  • client static data management
  • margin call issuance
  • portfolio reconciliation
  • regulatory knowledge
Job Description
Role Overview: Join us as a Collateral Operations Analyst if you have previous experience in investment banking, with an understanding of the OTC derivatives market. Working within Collateral Operations, you will ensure that all enquiries and requests are responded to in a timely and accurate manner. This role is offered at the senior analyst level. Key Responsibilities: - Take responsibility for all operational aspects of client static data management, margin call issuance, and portfolio reconciliation - Manage query management for these processes with high levels of attention to detail - Maintain internal stakeholder management, reporting, and monitoring, ensuring operational compliance with market regulations - Resolve daily exceptions and discrepancies by collaborating with front office and internal teams - Respond to all enquiries and requests promptly and accurately - Identify and escalate risks and control gaps, ensuring adherence to relevant policies and regulations Qualifications Required: - Previous investment banking experience - Passion for delivering excellent client service - Good attention to detail and excellent organizational skills - Understanding of the OTC derivatives front to back trade life cycle and regulations impacting the OTC derivative market - Knowledge of ISDA and CSA definitions related to collateral management - Ability to work well in a team and support team objectives - Previous experience as a team leader or in a supervisory role,
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