transaction-origination-jobs-in-guntur, Guntur

8 Transaction Origination Jobs nearby Guntur

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posted 2 months ago
experience6 to 10 Yrs
location
Hyderabad, Telangana
skills
  • Regulatory Reporting
  • Financial Reporting
  • Financial Analysis
  • Banking Domain
  • Accounting
  • Finance
  • Data Analysis
  • Communication Skills
  • Time Management
  • Analytical Skills
  • Excel Skills
  • ProblemSolving Skills
Job Description
Role Overview: As a Senior Consultant (Regulatory Reporting) at EY, you will oversee all financial reporting for US Regulators. Your responsibilities will include preparing & reviewing various schedules to support reporting activities, conducting financial analysis, assisting in financial reporting, and supporting management with US statutory reports, schedules, and working notes. This position offers a fantastic opportunity for individuals experienced in the banking domain who thrive in a dynamic workplace and enjoy collaborating closely with senior management. Key Responsibilities: - In-depth knowledge of reporting requirements for FR Y-14 Q/M, FR Y-9C, FFIEC031, and FR 2052a, along with a general understanding of regulatory reporting principles and regulator focus areas. - Foundational accounting and finance knowledge, experience with financial products, and understanding of the transaction life cycle as it relates to data attributes. - Understanding of process and data flows, from onboarding through aggregation and reporting layers to the regulatory reporting and submission environment. - Ability to review onboarding documents and reference for transactional testing, such as Loan Origination Statements and Counterparty Reference data. - Conduct conformance testing and data analysis, including technical data analysis, extracting and profiling large data sets, and translating technical system logic into general business terms to ensure regulatory requirements are met. - Precision and attention to detail in reviewing financial statements and regulatory filings. - Strong analytical skills to identify errors and discrepancies in financial reports. - Exceptional time management skills to meet tight deadlines and manage multiple filing timelines. - Excellent written and verbal communication skills to interact with internal departments and external regulatory bodies. Qualifications Required: - 6+ years of work experience, preferably in the banking industry or a big 4 consulting firm. - In-depth knowledge of US regulatory reporting requirements and regulatory reporting principles. - Foundational accounting and finance knowledge, including experience with financial products and understanding of transaction life cycles. - Strong Excel skills. - Demonstrated strong written and oral communication skills. - CPA, CA, or similar professional qualification preferred. - Proficiency in MS Excel and MS Office. - Deep understanding of Transaction & Conformance testing. - Strong analytical thinking and problem-solving skills. - Ability to present complex financial concepts to a broad audience.,
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posted 3 weeks ago
experience2 to 6 Yrs
location
Hyderabad, Telangana
skills
  • Financial Analysis
  • Underwriting
  • Market Analysis
  • Client Servicing
  • Real Estate Documents Analysis
  • Property Performance Analysis
  • Financial Statements Analysis
  • Real Estate Appraisals Evaluation
  • Zoning Analysis
  • Market Reports Review
  • Credit Search
  • Loan Underwriting
Job Description
As an analyst with commercial real estate experience, you will have the opportunity to join a growing origination team in India. Your main responsibility will be to support the team in sourcing, structuring, and closing multifamily and commercial real estate loans. Key Responsibilities: - Provide financial, underwriting, and market analysis to assist in evaluating and processing transactions - Familiarize yourself with various lending programs, including Freddie Mac and Fannie Mae - Assist in end-to-end financial analysis of US Commercial Real Estate loans for multi-family deals - Conduct financial and cash flow analysis, market research, borrower level analysis, and real estate documents analysis - Interpret property performance through financial statements and Real Estate Owned Schedules - Review and evaluate third party reports such as real estate appraisals, environmental reports, and zoning analysis - Utilize knowledge of financial real estate terms and approaches to value real estate assets - Review market reports to understand demand-supply, rents, and vacancy rates - Write detailed narratives on property descriptions, market details, cash flow notes, and borrower summaries - Run background credit searches for Sponsors, Guarantors, and Borrowers - Evaluate strengths, weaknesses, and risks associated with loans and prepare presentations for loan committees - Engage third parties for report preparation mandated by Lenders - Underwrite loans ensuring compliance and maintaining the value proposition - Determine property value through the underwriting process and complete loan analysis within specified TAT - Collaborate with the team to develop new relationships and provide exceptional service to existing clients Qualifications Required: - Bachelor's/Master's degree in accounting, Finance, Economics, Real Estate, or related fields - Preferable experience/knowledge in Financial Statements - Ability to work collaboratively in a team environment - Strong written and verbal communication skills - Customer service orientation - Problem-solving skills with independent judgment and initiative - Organizational skills to prioritize projects and complete tasks on schedule - Proficiency in Microsoft Office suite, especially Excel and SharePoint - Strong work ethic and proactive team player capable of working effectively under pressure (Note: Additional details about the company were not provided in the job description.),
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posted 2 weeks ago
experience2 to 6 Yrs
location
Hyderabad, All India
skills
  • Financial Analysis
  • Underwriting
  • Market Analysis
  • Compliance
  • Microsoft Office
  • Excel
  • SharePoint
  • Real Estate Documents Analysis
  • Property Performance Analysis
  • Financial Statements Analysis
  • Real Estate Appraisals Evaluation
  • Zoning Analysis
  • Market Reports Review
  • Credit Search
  • Loan Analysis
Job Description
As an Analyst of Commercial Real Estate, your role will involve supporting the origination team in sourcing, structuring, and closing multifamily and commercial real estate loans. You will be responsible for providing financial, underwriting, and market analysis to evaluate transactions, with a focus on various lending programs like Freddie Mac and Fannie Mae. Key Responsibilities: - Assist underwriters in end-to-end underwriting of US Commercial Real Estate loans for multi-family deals. - Conduct financial and cash flow analysis, research market information, analyze real estate documents, and interpret property performance through financial statements. - Review and evaluate third-party reports such as real estate appraisals, environmental reports, and zoning analysis to ensure consistency. - Utilize advanced knowledge of financial real estate terms and basic understanding of real estate asset valuation approaches. - Analyze market reports like REIS and CoStar to understand demand-supply dynamics, rents, and vacancy rates. - Prepare detailed narrative write-ups on property descriptions, market details, cash flow notes, and borrower summaries for deal scenarios. - Perform background credit searches for Sponsors, Guarantors, and Borrowers. - Evaluate strengths, weaknesses, and risks associated with loans, and prepare presentations for loan committee and management. - Engage third parties for report preparation as required by Lenders and ensure compliance in loan underwriting. - Work closely with the team to develop new relationships, provide exceptional service to existing clients, and complete loan analyses within specified timelines. Qualifications Required: - Masters degree in Accounting, Finance, Economics, Real Estate, or related fields. - Strong collaboration, communication, and customer service skills. - Ability to problem-solve, exercise independent judgment, and demonstrate initiative and accuracy. - Proficiency in Microsoft Office applications, especially Excel and SharePoint. - Strong work ethic, proactive team player, and ability to work effectively under pressure. (Note: No additional details about the company were provided in the job description.) As an Analyst of Commercial Real Estate, your role will involve supporting the origination team in sourcing, structuring, and closing multifamily and commercial real estate loans. You will be responsible for providing financial, underwriting, and market analysis to evaluate transactions, with a focus on various lending programs like Freddie Mac and Fannie Mae. Key Responsibilities: - Assist underwriters in end-to-end underwriting of US Commercial Real Estate loans for multi-family deals. - Conduct financial and cash flow analysis, research market information, analyze real estate documents, and interpret property performance through financial statements. - Review and evaluate third-party reports such as real estate appraisals, environmental reports, and zoning analysis to ensure consistency. - Utilize advanced knowledge of financial real estate terms and basic understanding of real estate asset valuation approaches. - Analyze market reports like REIS and CoStar to understand demand-supply dynamics, rents, and vacancy rates. - Prepare detailed narrative write-ups on property descriptions, market details, cash flow notes, and borrower summaries for deal scenarios. - Perform background credit searches for Sponsors, Guarantors, and Borrowers. - Evaluate strengths, weaknesses, and risks associated with loans, and prepare presentations for loan committee and management. - Engage third parties for report preparation as required by Lenders and ensure compliance in loan underwriting. - Work closely with the team to develop new relationships, provide exceptional service to existing clients, and complete loan analyses within specified timelines. Qualifications Required: - Masters degree in Accounting, Finance, Economics, Real Estate, or related fields. - Strong collaboration, communication, and customer service skills. - Ability to problem-solve, exercise independent judgment, and demonstrate initiative and accuracy. - Proficiency in Microsoft Office applications, especially Excel and SharePoint. - Strong work ethic, proactive team player, and ability to work effectively under pressure. (Note: No additional details about the company were provided in the job description.)
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posted 2 months ago
experience10 to 15 Yrs
location
Hyderabad, Telangana
skills
  • Client Coverage
  • Business Development
  • Investment Banking
  • Structured Finance
  • Private Equity
  • Capital Raising
  • Relationship Management
  • Networking
  • Leadership
  • Team Building
  • Communication Skills
  • Deal Origination
  • MA
  • Industry Understanding
Job Description
Role Overview: As a dynamic and relationship-driven professional, you will lead the Client Coverage & Deal Origination vertical. You will spearhead business development efforts, manage investor and promoter relationships, and drive end-to-end execution of mandates. Your role will involve high client engagement with C-suite stakeholders and a strong understanding of the investment banking landscape across sectors. Key Responsibilities: - Lead the Client Coverage Vertical and own deal origination initiatives. - Identify new business opportunities and onboard mandates across sectors and deal types (structured finance, private equity, M&A, capital raising). - Build, manage, and nurture relationships with promoters, board members, institutional investors, and fund houses. - Act as the face of the firm with clients and lead discussions with CXOs and senior stakeholders. - Drive business development strategy, networking, and relationship building to expand the client base. - Ensure seamless coordination across internal execution, sector teams, and external stakeholders. - Represent in client pitches, investor roadshows, and strategic discussions. - Work closely with the Investor Relations vertical to execute transactions on both buy-side and sell-side. Qualifications Required: - Experience: - 15+ years of total experience - Minimum 10 years in Investment Banking / Fund Houses / Banks / Financial Institutions - Proven experience in client origination, investor co-ordination, and managing large corporate relationships - Track record of heading a team/vertical and successfully closing transactions - Education: - MBA or CFA or CA/MFA preferred - Skills & Attitude: - Strong leadership, team building, and communication skills - Excellent relationship management and interpersonal skills - High aptitude with strong written and spoken English - Go-getter mindset with the ability to independently drive transactions - Deep industry understanding across sectors (Infra, Energy, Pharma, Real Estate, etc.) Additional Company Details: If you are willing to work at any location within South India, this position is open to candidates with prior experience in Investment Banking or Investment Advisory.,
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posted 2 months ago
experience6 to 10 Yrs
location
Hyderabad, Telangana
skills
  • Financial Reporting
  • Financial Analysis
  • Regulatory Reporting
  • Accounting
  • Finance
  • Data Analysis
  • SQL
  • Analytical Skills
  • Time Management
  • Communication Skills
  • CPA
  • MS Excel
  • MS Office
  • Excel Skills
  • CA
  • Transaction Conformance Testing
  • ProblemSolving
Job Description
Role Overview: As a Senior Consultant (Regulatory Reporting) at EY, you will be responsible for overseeing all financial reporting for US regulators. Your role will involve preparing and reviewing various schedules to support reporting activities, conducting financial analysis, and assisting management with US statutory reports, schedules, and working notes. Your in-depth knowledge of reporting requirements for FR Y-14 Q/M, FR Y-9C, FFIEC031, and FR 2052a, as well as your general understanding of regulatory reporting principles and regulator focus areas, will be crucial in this position. Key Responsibilities: - Possess foundational accounting and finance knowledge, experience with financial products, and an understanding of the life cycle of a transaction in relation to data attributes. - Understand process and data flows, from onboarding and aggregation to reporting layers, and be familiar with the reporting/submission line items within the regulatory reporting environment. - Review origination documents and conduct conformance testing data analysis, including technical data analysis and SQL understanding. - Demonstrate precision and attention to detail in reviewing financial statements and regulatory filings. - Utilize strong analytical skills to identify errors and discrepancies in financial reports. - Manage tight deadlines and multiple filing timelines effectively with exceptional time management skills. - Communicate effectively with internal departments and external regulatory bodies through excellent written and verbal communication skills. Qualifications Required: - 6+ years of work experience, preferably in the banking industry or a big 4 consulting firm. - In-depth knowledge of US regulatory reporting requirements and regulatory reporting principles. - Strong excel skills and demonstrated written and oral communication skills. - Ideally, hold a CPA, CA, or similar professional qualification. - Proficiency in MS Excel and MS Office. - Deep understanding of Transaction & Conformance testing. - Strong analytical thinking and problem-solving skills.,
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posted 1 month ago

Associate Vice President Investment banking

Talent Corner HR Services Pvt Ltd
experience5 to 9 Yrs
location
Hyderabad, Telangana
skills
  • Debt syndication
  • Leadership
  • Team Management
  • Fundraising
  • Financial Analysis
  • Valuation
  • Client Management
  • Process Improvement
  • Reporting
  • Credit Analysis
  • Financial Modeling
  • Forecasting
  • Communication Skills
  • Microsoft Word
  • Microsoft Excel
  • Microsoft PowerPoint
  • Analytical Skills
  • Data Interpretation
  • MA activities
  • Debt Syndication Expertise
  • Stakeholder Communication
  • Term Sheet Negotiations
  • Business Plans
  • Investor Decks
Job Description
As an Associate Vice President in Investment Banking, your role involves managing the Investment Banking team, debt syndication, handling clients independently, and overseeing the execution of fundraising (debt) and M&A activities. Your experience and expertise will be crucial in driving successful transactions and maintaining strong client relationships. Key Responsibilities: - Leadership and Team Management: - Lead and manage the Investment Banking team, ensuring high-quality outcomes. - Provide mentorship and guidance to team members, fostering professional growth and collaboration. - Oversee deal execution to ensure all deliverables are met within timelines. - Fundraising and M&A: - Manage the end-to-end process of fundraising (debt) and M&A transactions. - Oversee the preparation of investor pitch decks, placement memoranda, and due diligence documentation. - Drive deal origination, structure deals, manage competing offers, and ensure timely deal closures. - Debt Syndication Expertise: - Structure and negotiate debt deals with multiple lenders. - Possess strong knowledge of credit analysis, debt instruments, and term sheet negotiations. - Investor/Lender Network: - Have proven relationships with banks, NBFCs, and other financial institutions for effective debt raising. - Client Management: - Act as the primary point of contact for clients, building and maintaining strong relationships. - Understand client needs and ensure bespoke solutions are delivered. - Engage, network, and build relationships with potential investors and stakeholders. - Financial Analysis and Valuation: - Analyze financial data and oversee the development of financial models for valuations. - Conduct research on industries, competitors, and macroeconomic factors to support decision-making. - Create business plans, forecasts, and investor decks tailored to client requirements. - Stakeholder and External Communication: - Oversee all organizational communication with external stakeholders, ensuring accuracy and alignment with intended messaging. - Supervise the preparation of press releases, journalist Q&As, and factsheets, ensuring timeliness and quality. - Process Improvement and Reporting: - Identify and implement process improvements to enhance efficiency. - Develop standard and ad-hoc reports, tools, and Excel dashboards for improved analysis and reporting. Basic Qualifications: - Qualified CA (Chartered Accountant) or MBA (Finance). - 5+ years of experience in Investment Banking or a related field. - Proven experience in managing teams and handling clients independently. - Experience in handling real estate projects is an added advantage. - Advanced proficiency in Microsoft Word, Excel, and PowerPoint. - Strong analytical, valuation, and data interpretation skills.,
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posted 3 weeks ago

Relationship Manager- Commercial Real Estate

The Premier Consultants ( Recruitment Company )
experience5 to 12 Yrs
location
Hyderabad, Telangana
skills
  • Real Estate transactions
  • Financial structuring
  • Due diligence
  • Documentation
  • Structured finance
  • Corporate banking
  • Investment banking
  • Credit proposals
  • Cash flow models
Job Description
As an AVP/DVP- Relationship Manager- Commercial Real Estate, your role will involve scoping and scanning the market for origination of Real Estate transactions across various asset classes. This includes high-yield deals, special situation deals, and lease rental discounting transactions from both primary and secondary markets. You will engage with Promoters, CFOs, and CXOs to identify and structure opportunities for financing, restructuring, settlement, or advisory mandates. Evaluating and analyzing Real Estate assets to assess feasibility and potential will be a key responsibility. Key Responsibilities: - Scoping and scanning the market for Real Estate transactions - Engaging with Promoters, CFOs, and CXOs to identify financing opportunities - Evaluating and analyzing Real Estate assets - Maintaining engagement with internal teams, agencies, and investors - Developing structured financing solutions and credit proposals - Preparing investment memorandums, cash flow models, and analytical material - Coordinating with external agencies, sales teams, and investors for successful transactions - Managing end-to-end deal closure - Working independently and collaboratively as part of a larger team Qualification Required: - Bachelor's degree in Finance, Real Estate, or related field - 5-12 years of experience in Commercial Real Estate financing and lending - Strong analytical and financial modeling skills - Excellent communication and presentation abilities - Ability to work under pressure and meet deadlines If you believe you are a suitable fit for this role, kindly share your CV on ayushik@thepremierconsultants.com or refer a friend who matches the criteria. (Note: Additional company details were not provided in the job description.),
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posted 3 days ago

Legal Manager

Capri Global Capital Ltd.
experience3 to 7 Yrs
location
Hyderabad, Telangana
skills
  • Legal drafting
  • Companies Act
  • Contract Act
  • Communication
  • Banking laws
  • Financial laws
  • Corporate laws
  • RBI Guidelines
  • Arbitration Act
  • RERA
  • Transfer of Property Act
Job Description
Role Overview: You will be responsible for drafting and vetting legal documents related to financing of Real Estate Projects, including origination and acquisition of loans. You will provide legal advice, opinions, and support to the business teams to facilitate lending transactions. Additionally, you will study, research, and communicate policies and laws related to Real Estate and Construction Funding by financial institutions. Your role will also involve providing legal training, handling legal queries, and conducting legal checks on live and disbursed cases. Key Responsibilities: - Draft and vet legal documents for Real Estate Projects financing - Provide legal advice and support to business teams - Study and communicate policies and laws related to Real Estate and Construction Funding - Impart legal training to front and back end teams - Conduct legal checks on live and disbursed cases - Liaise with law firms for legal structures and documentation Qualifications Required: - Good legal drafting skills - Knowledge of banking, financial, and corporate laws including RBI Guidelines, Companies Act, Contract Act, Arbitration Act, RERA, etc. - Familiarity with Transfer of Property Act and other property laws - Excellent communication skills Additional Company Details: Desired Experience: Minimum 3-5 years in the field Education: Graduation/ Post Graduate/ LLB,
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posted 2 months ago
experience4 to 8 Yrs
location
Maharashtra
skills
  • Interpersonal skills
  • Analytical skills
  • Client relationship management
  • Excellent communication
  • Organizational skills
  • Proficiency in Excel
  • Familiarity with Tableau
  • Experience with Loan IQ
  • Strong attention to detail
  • Knowledge of syndicatedbilateral loan products
  • Collaboration skills
  • Decisionmaking capabilities
  • Problemsolving skills
  • Understanding of corporate
  • regulatory policies
Job Description
Role Overview: As a Transaction Management professional at Citi, you will play a crucial role in supporting various aspects of the lending lifecycle. This includes coordinating loan closing and servicing, facilitating client onboarding, ensuring data management, and maintaining quality control standards. Your key responsibilities will involve operational oversight to ensure all internal and external requirements are met for loan transactions within the business division you support. You will be expected to contribute to the development team by supporting loan origination and lifecycle management for a range of complex loan types. Your tasks will include creating processes, standards, procedures, controls, and providing training for transaction management. Collaboration with different business lines, credit risk, legal, and operations teams to ensure compliance with internal policies and regulatory requirements will be essential. Key Responsibilities: - Coordinate loan closing and servicing - Facilitate client onboarding - Ensure data management and quality control standards are maintained - Provide operational oversight to meet internal and external requirements for loan transactions - Support loan origination and lifecycle management for complex loan types - Create processes, standards, procedures, controls, and provide training for transaction management - Collaborate with various teams to ensure compliance with internal policies and regulatory requirements Qualifications Required: - Minimum 4-6 years of experience - Excellent communication, organizational, and interpersonal skills - Ability to work under tight deadlines and manage priorities effectively - Proficiency in Excel and other Microsoft-based programs - Familiarity with Tableau or other visualization tools - Experience with Loan IQ and transaction capture tools - Strong attention to detail and analytical skills - Client relationship management skills - Previous experience in wholesale lending at a large financial institution - Knowledge of syndicated/bilateral loan products and business operations - Ability to collaborate with team members and senior management - Strong decision-making capabilities and problem-solving skills - Understanding of corporate and regulatory policies related to lending - Focus on achieving key operating standards within a metrics-driven culture Education: - Bachelor's/University degree or equivalent experience Note: The job description did not include any additional details about the company.,
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posted 2 months ago
experience5 to 9 Yrs
location
Karnataka
skills
  • MS Excel
  • MS Word
  • MS PowerPoint
  • Relationship building
  • Effective communication
  • Anti Money Laundering Risks detection
  • Reviewing legal
  • corporate documents
  • Client reviews
  • Loan advisory transactions
  • Corporate KYC requirements
  • Prioritization
Job Description
You will be joining Deutsche Bank's Origination and Advisory (O&A) strategic group as an Associate in Bangalore, India. The primary focus of this role is to support Investment Bank (IB) in various transactions and due diligence activities for new and existing clients. You will work closely with key stakeholders to detect Anti Money Laundering Risks throughout the client lifecycle, review legal and corporate documents, and assist in new and existing client reviews. - Interface with Traders, Relationship Managers, and Loan Operations Personnel from various desks such as DCM, ECM, LDCM & M&A - Review and screen documents to ensure reliability and accuracy in line with Policy requirements - Maintain accurate process and procedure documentation - Adhere to operational controls including legal and regulatory procedures - Track and monitor each request from inception to completion within time-critical delivery deadlines - Must be able to multitask effectively - Graduates with a good academic record and 5+ years of prior experience in the Banking/Finance industry - Relevant advisory or capital markets experience supporting transaction origination and execution - Understanding of loan & advisory transactions within a corporate finance environment - Ability to review Client legal documents and Corporate documents - Understanding of Corporate KYC requirements and the ability to identify critical Client information - Proficiency in MS Excel, Word & PowerPoint - Ability to prioritize competing demands, cope well under pressure, and meet deadlines - Independent, self-motivated, and a team player - Ability to build relationships and communicate effectively across the business,
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posted 2 months ago
experience3 to 7 Yrs
location
Maharashtra
skills
  • Marketing materials
  • Company research
  • Industry research
  • Interpersonal skills
  • Communication skills
  • Presentation skills
  • MA life cycle
  • PE business
  • Crossborder MA
  • Transactionspecific
  • Interpret data
  • Analytical thinking
  • Business diagnostic skills
Job Description
As an Associate Consultant in the Deal Origination team at KPMG Global Services (KGS), you will play a crucial role in supporting the UK deal origination practice by delivering market-leading insights to KPMG clients. Your responsibilities will include: - Maintaining a pipeline of private equity assets in the aligned sector while also contributing to efforts in other sectors. This involves conducting in-depth research and analysis of sector assets and investor pools to anticipate upcoming opportunities in the short and long term. - Presenting your point of view in internal and external network discussions with investment banks and senior partners of the firm. - Preparing asset packs for each target by identifying the appropriate equity story through primary and secondary research, data analysis, benchmarking, and insights from the expert network. - Ensuring quality assurance of materials produced by conducting initial QA on first-round documentation and subsequent QA based on expert feedback. - Developing sector thematic and industry POV documents for investor campaigns to demonstrate the firm's knowledge and credentials. - Taking ownership of each piece of work from sourcing to finalization of KPMG materials, updating them as needed, and providing support to the onshore Origination team. - Handling operational and day-to-day issues in a multi-jurisdiction Origination team from the KGS perspective. - Identifying your development needs and implementing improvement plans. - Participating in the career and skills development infrastructure provided by the Firm and setting an example for colleagues and clients by embodying the firm's values. Qualifications Required: - Post Graduate degree in business, accounting, finance, or related field from a premier institute with relevant industry and research experience. - Understanding of the M&A life cycle, carve-out/bolt-ons of a PE business, and cross-border M&A. - Experience in preparing transaction-specific and marketing materials, conducting company and industry research, and identifying potential buyers. - Strong business diagnostic skills, analytical thinking, and the ability to interpret data to derive insights. - Excellent interpersonal, communication, and presentation skills for effective collaboration with internal and external stakeholders. - Experience working in cross-disciplinary and international teams. Join the Deal Origination team at KPMG KGS and be part of a dynamic group that offers strategic advice to clients across various sectors and geographies.,
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posted 2 months ago
experience6 to 10 Yrs
location
Maharashtra
skills
  • Communication
  • Interpersonal skills
  • Tableau
  • Loan IQ
  • Analytical skills
  • Organizational skills
  • Quantitative skills
  • Excel proficiency
  • Attention to detail
  • Problemsolving abilities
  • Client relationship skills
  • Solution skills
  • Global team experience
  • Wholesale lending knowledge
  • Legal loan documentation
  • Deal structure understanding
  • Operational processes knowledge
  • Time management skills
  • Regulatory policies awareness
Job Description
In this role at Citi, you will be part of the Transaction Management team, responsible for supporting various aspects of the lending lifecycle. Your key responsibilities will include: - Contributing to the build and development team to support loan origination and lifecycle management for various types of loans. - Assisting in creating processes, standards, procedures, controls, training, and implementation of transaction management. - Aiding in the design and implementation of technology, including testing and rollout. - Providing training and support to transaction management staff and business constituents. - Partnering with different business lines, credit risk, operations, legal, etc. - Ensuring data quality, controls, and processes meet internal policies and regulatory requirements. - Defining and implementing operational metrics and risk and control reviews. - Improving processes, controls, and efficiencies within the group and across the loan lifecycle. - Participating in projects to enhance performance and efficiency. - Managing and maintaining a deal closing pipeline of loan transactions. - Coordinating and closing loan transactions/lifecycle events, capturing data, storing documentation, troubleshooting issues, and performing quality control. - Assessing risk when making business decisions and driving compliance with laws, rules, and regulations. To be successful in this role, you should ideally have the following qualifications and skills: - 6-8 years of relevant experience - Excellent communication, organizational, and interpersonal skills - Ability to work well under tight deadlines and manage priorities effectively - Proficiency in Excel and other Microsoft-based programs - Familiarity with Tableau or visualization tools - Experience with Loan IQ, transaction capture tools, etc. - Keen attention to detail - Analytical and problem-solving abilities - Client relationship and solution skills - Experience in wholesale lending at a large financial institution - Knowledge of wholesale loan products and business, legal loan documentation, deal structure, etc. - Ability to collaborate with team members, senior management, and other business constituents - Strong decision-making capabilities and problem-solving skills - Strong organizational and time management skills - Understanding of corporate and regulatory policies related to lending - Deep understanding of operational processes supporting wholesale lending Education: - Bachelors/University degree or equivalent experience If you believe you possess the required skills and experience, take the next step in your career and apply for this role at Citi today.,
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posted 2 months ago
experience10 to 14 Yrs
location
Karnataka
skills
  • Client Coverage
  • Relationship Management
  • Credit Risk Management
  • Corporate Banking
  • Structured Financing
  • ESG Frameworks
  • Financial Institution
  • Banking Product Suite
Job Description
Role Overview: As an Origination professional, you will be responsible for developing and implementing the Origination strategy and agenda for the groups/countries within your remit. Your main focus will be on pitching ideas/solutions to the bank's larger clients and preparing materials to win mandates. You will also be creating a fresh pipeline of opportunities, tracking mandated deals, and ensuring smooth execution of transactions while leveraging relationships with internal stakeholders. Key Responsibilities: - Senior client coverage and originator to identify opportunities and structure solutions in coordination with product partners across the corporate bank product suite. - Act as the key contact point for regional C-Suite and Treasurer of large Multinational companies in the region, constructing strategic dialogues to originate business opportunities. - Coordinate closely with global and local country relationship bankers to provide integrated coverage for Regional Treasury Centre clients. - Focus on client centricity, deepening relationships with existing clients and actively developing new client relationships. - Advise clients on macroeconomic, geopolitical issues, and regulatory trends impacting their businesses. - Stay updated on client business developments, industry ecosystem, and manage risks within the portfolio. Qualifications Required: - 10 to 12 years of banking experience managing MNC corporate client relationships. - Ability to understand strategic priorities of clients and provide holistic corporate banking solutions. - Track record of supporting execution of structured and complex deals across banking product suite. - Detailed knowledge in credit risk management and ESG frameworks. - Deep understanding of corporate business environment, regulatory and market trends across Asia with industry-specific knowledge. - Education from a Tier 1 MBA institute. Additional Company Details: The company offers a range of benefits including a best-in-class leave policy, gender-neutral parental leaves, childcare assistance benefit, sponsorship for industry relevant certifications, employee assistance program, comprehensive hospitalization insurance, accident and term life insurance, health screening for individuals above 35 years, training and development opportunities, coaching and support from experts, and a culture of continuous learning. For more information about the company and its teams, please visit the company website at: [https://www.db.com/company/company.html](https://www.db.com/company/company.html),
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posted 2 months ago
experience10 to 14 Yrs
location
Maharashtra
skills
  • Interpersonal skills
  • Client relationship management
  • Team leadership
  • Excellent communication
  • Organizational skills
  • Proficiency in Excel
  • Familiarity with Tableau
  • Experience with Loan IQ
  • Problemsolving skills
  • Knowledge of wholesale loan products
  • Analytical abilities
  • Decisionmaking capabilities
  • Time management skills
Job Description
In this role at Citi, you will be a part of the Transaction Management team responsible for supporting various aspects of the lending lifecycle. Your key responsibilities will include: - Performing a leadership role in building and developing the team supporting loan origination and lifecycle management for complex syndicated and bilateral loans across different sectors. - Creating processes, standards, procedures, controls, and implementing transaction management technology. - Providing training and support to transaction management staff and business constituents. - Collaborating with various business lines and functions to ensure strategic vision is enabled. - Ensuring data quality, controls, and processes meet internal policies and regulatory requirements through staff management. - Defining and implementing operational metrics and risk reviews to ensure transparency for all stakeholders. - Leading projects to enhance performance and efficiency. - Managing and maintaining a deal closing pipeline of loan transactions. - Coordinating and closing loan transactions/lifecycle events, capturing data, storing documentation, and performing quality control. As a successful candidate for this role at Citi, you should ideally possess the following skills and exposure: - 10-12 years of experience - Excellent communication, organizational, and interpersonal skills. - Ability to work well under tight deadlines, manage priorities, and complete tasks with minimal follow-up. - Proficiency in Excel and other Microsoft programs, as well as familiarity with Tableau or visualization tools. - Experience with Loan IQ, transaction capture tools, etc. - Keen attention to detail and strong analytical abilities. - Client relationship management and problem-solving skills. - Experience in team leadership within a large global team supporting wholesale lending. - Strong knowledge of wholesale loan products, legal documentation, deal structures, etc. - Ability to collaborate with team members, senior management, and other business constituents. - Critical decision-making capabilities and problem-solving skills. - Strong organizational and time management skills. - Understanding of corporate and regulatory policies related to lending operations. - Focus on achieving key operating standards within a metrics-driven culture. Education: - Bachelors/University degree or equivalent experience If you are looking to take the next step in your career, apply for this role at Citi today.,
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posted 1 week ago
experience5 to 9 Yrs
location
Karnataka
skills
  • Risk management lifecycle
  • Financial forecasting
  • modelling
  • Financial
  • quantitative skills
  • Client due diligence
  • Product knowledge for Markets
  • Transaction Banking
  • Corporate Finance
  • Knowledge of the financial services regulatory environment
  • Data analysis
  • visualisation
  • Ability to work under pressure
  • in a dynamic environment
Job Description
Role Overview: As a Credit Analyst at Standard Chartered, you will utilize your extensive knowledge of risk assessment and portfolio risk management framework to support Account Managers with credit reviews, ongoing risk monitoring, and client creditworthiness assessments. You will play a crucial role in evaluating the bank's risk appetite against market and economic conditions across various markets and asset classes. Key Responsibilities: - Lead credit reviews, analyze and monitor client credit risk to ensure creditworthiness. - Provide insightful, succinct, and timely client portfolio credit analysis. - Spread financials, propose credit grades aligned to scorecards, document client risk and mitigants, and monitor for credit-material events. - Collaborate with Banking, Coverage, and Risk teams to develop and execute credit analysis, credit origination, and monitoring relevant matters. - Deliver client fraud risk assessments to defined standards, documenting residual risks and mitigants. - Provide credit intelligence to identify business opportunities with an acceptable risk profile by supporting Relationship Managers, FI Bankers, and Product teams with product solutioning and recommendations. - Conduct credit analysis considering market dynamics and client industry aspects such as industry risks, client competitive positioning, funding strategy, financial policies, treasury activities, cash flow analysis, liquidity assessment, balance sheet strength, profitability vulnerability, and reputational risk profile including climate and sustainability risks. Qualifications Required: - Risk management lifecycle experience. - Proficient in financial forecasting and modeling. - Strong financial and quantitative skills. - Ability to perform client due diligence effectively. - Knowledge of product offerings for Markets, Transaction Banking, and Corporate Finance. - Familiarity with the financial services regulatory environment. - Competent in data analysis and visualization. - Capable of working under pressure in a dynamic environment. Additional Company Details (if present): Standard Chartered is an international bank with a history of over 170 years, dedicated to making a positive impact for clients, communities, and stakeholders. The bank values inclusivity, innovation, and continuous improvement. By joining Standard Chartered, you will be part of an organization that celebrates diversity, advocates for inclusion, and encourages personal and professional growth. Please note that the benefits and culture details mentioned in the job description have been omitted for brevity.,
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posted 2 months ago
experience8 to 12 Yrs
location
Maharashtra
skills
  • Client Onboarding
  • Data Management
  • Quality Control
  • Loan Origination
  • Process Creation
  • Training
  • Collaboration
  • Risk Reviews
  • Client Relationship Management
  • Wholesale Lending
  • Time Management
  • Loan Closing
  • Servicing Coordination
  • Transaction Management Technology
  • Loan Products
  • Legal Loan Documentation
  • Decisionmaking
  • Regulatory Policies
Job Description
As part of the Transaction Management team at Citi, your role will involve supporting various aspects of the lending lifecycle, including loan closing, servicing coordination, client onboarding, data management, and quality control. You will be instrumental in ensuring that all loan transactions meet both internal and external requirements. Your responsibilities will encompass contributing to team development, aiding in loan origination, assisting in process creation, implementing transaction management technology, providing training to staff and business partners, and collaborating with different business lines to enhance operational transparency and efficiency. Key Responsibilities: - Contribute to building and developing the team to support loan origination and lifecycle management for various types of loans. - Assist in creating processes, standards, controls, and training related to transaction management. - Aid in designing and implementing technology, including testing and rollout. - Provide training and support to transaction management staff and business constituents. - Partner with various business lines, credit risk, operations, legal, etc., to ensure data quality, controls, and processes meet internal policies and regulatory requirements. - Define and implement operational metrics, risk reviews, and controls to improve performance and efficiency. - Participate in projects aimed at enhancing processes, efficiency, loan remediation, and system testing/migrations. - Actively manage a deal closing pipeline, coordinate and close loan transactions, capture data, troubleshoot issues, and conduct quality control. - Assess risks when making business decisions to ensure compliance with laws, rules, regulations, and company policies. Qualifications Required: - 8-10 years of relevant experience - Excellent communication, organizational, and interpersonal skills - Ability to work under tight deadlines, manage priorities, and complete tasks independently - Proficiency in Excel and other Microsoft programs, Tableau or visualization tools - Experience with Loan IQ, transaction capture tools, etc. - Strong attention to detail, analytical, and problem-solving abilities - Client relationship management skills - Experience in wholesale lending at a large financial institution - Knowledge of wholesale loan products and legal loan documentation - Ability to collaborate with team members, senior management, and other business constituents - Strong decision-making capabilities and time management skills - Understanding of corporate and regulatory policies related to lending - Focus on achieving key operating standards within a metrics-driven culture Education: - Bachelor's/University degree or equivalent experience At Citi, you will have the opportunity to be part of a global family dedicated to making a real impact. Join us in growing your career, giving back to the community, and taking the next step in your professional journey by applying for this role today.,
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posted 2 weeks ago
experience5 to 9 Yrs
location
Gujarat, Ahmedabad
skills
  • Risk management lifecycle
  • Financial forecasting
  • modelling
  • Financial
  • quantitative skills
  • Client due diligence
  • Product knowledge for Markets
  • Transaction Banking
  • Corporate Finance
  • Knowledge of the financial services regulatory environment
  • Data analysis
  • visualisation
  • Ability to work under pressure
  • in a dynamic environment
Job Description
Role Overview: As a Credit Analyst at Standard Chartered, you will utilize your extensive knowledge of risk assessment and portfolio risk management framework to support Account Managers in credit reviews, ongoing risk monitoring, and client creditworthiness evaluation. You will play a crucial role in assessing the bank's risk appetite against market and economic conditions across different markets and asset classes. Key Responsibilities: - Lead credit reviews, analyze and monitor client credit risk to ensure creditworthiness. - Provide insightful, succinct, and timely client portfolio credit analysis. - Spread financials, propose credit grades aligned to scorecards, document client risk and mitigants, and monitor for credit-material events. - Partner with Banking, Coverage, and Risk teams to develop and execute credit analysis, credit origination, and monitoring relevant matters. - Deliver client fraud risk assessments to defined standards, documenting residual risks and mitigants. - Provide credit intelligence to identify business opportunities with an acceptable risk profile by supporting Relationship Managers, FI Bankers, and Product teams with product solutioning and recommendations. - Conduct credit analysis considering market dynamics and client industry aspects such as industry risks, client competitive positioning, funding strategy, financial policies, treasury activities, cash flow analysis, liquidity assessment, and reputational risk profile including climate and sustainability risks. Qualifications Required: - Proficiency in risk management lifecycle. - Experience in financial forecasting and modeling. - Strong financial and quantitative skills. - Ability to conduct client due diligence. - Knowledge of product solutions for Markets, Transaction Banking, and Corporate Finance. - Understanding of the financial services" regulatory environment. - Expertise in data analysis and visualization. - Capability to work under pressure in a dynamic environment. Additional Details: Standard Chartered is an international bank that has been making a positive impact for over 170 years. They are committed to driving commerce and prosperity through their unique diversity. The organization values difference and advocates for inclusion, promoting a culture where individuals can be themselves and work collectively to build for the long term. Standard Chartered offers a range of benefits including core bank funding for retirement savings, flexible working options, proactive wellbeing support, continuous learning opportunities, and an inclusive environment that celebrates diversity. If you are looking for a purpose-driven career in a bank that values difference and fosters growth, Standard Chartered is the place for you. Join a team that challenges the status quo, embraces new opportunities, and works together to make a positive difference in the world. (Note: The Company's additional details have been summarized in this paragraph as per the provided job description.),
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posted 3 weeks ago
experience8 to 12 Yrs
location
Maharashtra, Pune
skills
  • Client Management
  • Asset management
  • Product development
  • Marketing
  • Continuous improvement
  • Business acumen
  • Strategic thinking
  • Crossselling
  • Analyzing balance movements
  • Utilization of limits
  • FX in cross border transactions
  • Sales tracking
  • Trade Origination
  • Technical Orientation
  • Industry knowledge
  • Risk
  • controls
  • Change
  • transformation
  • Digital
  • technology
Job Description
As the Vice President - Client Management Asia (Global Transaction Banking) at Barclays, you will lead the evolution of the digital landscape, focusing on innovation and excellence to provide unparalleled customer experiences. Your role will involve harnessing cutting-edge technology to revolutionize digital offerings and ensure customer satisfaction. Key Responsibilities: - Identify similar client profiles for cross-selling similar products and determine which clients are most likely to make a purchase. - Analyze balance movements in alignment with client behavior. - Monitor clients" usage of electronic channels and associated volumes. - Manage the utilization of limits (funded and unfunded) effectively. - Track asset run-downs and provide insights on backfilling assets. - Drive FX in cross-border transactions and track sales interactions to correlate them with the pipeline or revenue. - Ensure sales teams are focused on pursuing the right type of transactions. - Assist in developing products and solutions based on client needs in collaboration with the Origination and Product Management team. - Support Trade Origination in structuring and executing complex trade transactions. - Collaborate closely with Trade/Cash Origination to enhance the client experience. - Monitor client-level cross-selling of products and track products per client year over year. - Create marketing material such as deal shoutouts, credentials, and case studies. - Work with the sales team for award submissions. Qualifications Required: - Technical orientation in line with the role's expectations. - Ability to promote continuous improvement and drive innovation. - Stay updated with the latest industry changes. This role is based in the Pune office. In addition to the responsibilities mentioned above, as a Vice President, you are expected to: - Contribute to setting strategy, driving requirements, and making recommendations for change. - Plan resources, budgets, and policies while managing and maintaining policies/processes. - Deliver continuous improvements and escalate breaches of policies/procedures. - Advise key stakeholders, including functional leadership teams and senior management. - Manage and mitigate risks through assessment in support of the control and governance agenda. - Demonstrate leadership and accountability for managing risk and strengthening controls. - Collaborate with other areas of work to support business-aligned activities and strategies. - Create solutions based on sophisticated analytical thought and innovative problem-solving. All colleagues at Barclays are expected to uphold the Barclays Values of Respect, Integrity, Service, Excellence, and Stewardship and demonstrate the Barclays Mindset of Empower, Challenge, and Drive.,
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posted 2 months ago
experience8 to 12 Yrs
location
Karnataka
skills
  • Loan Origination
  • Process Design
  • Technology Solutions
  • Data Quality
  • Risk Management
  • Process Improvement
  • System Testing
  • Communication Skills
  • Interpersonal Skills
  • Excel
  • Tableau
  • Loan IQ
  • Analytical Skills
  • Wholesale Lending
  • Time Management
  • Lifecycle Management
  • Operational Metrics
  • Control Reviews
  • Efficiency Enhancement
  • Loan Remediation
  • Deal Closing Pipeline Management
  • Organizational Skills
  • Microsoft Programs
  • Transaction Capture Tools
  • ProblemSolving Skills
  • Client Relationship Skills
  • Loan Products
  • Legal Loan Documentation
  • Regulatory Knowledge
  • Corporate Lending Policies
Job Description
As part of the Transaction Management team at Citi, you play a crucial role in supporting various aspects of the lending lifecycle, including loan closing, servicing coordination, client onboarding, data management, and quality control. Your responsibility is to ensure operational oversight of loan transactions to meet internal and external requirements. - Contribute to building and developing the team to support loan origination and lifecycle management for various types of loans - Assist in creating processes, standards, procedures, controls, training, and implementation of transaction management - Design and implement technology solutions, provide training and support to staff and business constituents, and collaborate with different business lines and departments - Ensure data quality, controls, and processes meet internal policies and regulatory requirements - Define and implement operational metrics and risk and control reviews for transparency across stakeholders - Improve processes, controls, and efficiencies within the group and across the loan lifecycle - Participate in projects to enhance performance, efficiency, loan remediation, system testing, and manage a deal closing pipeline - 8-10 years of relevant experience - Excellent communication, organizational, and interpersonal skills - Ability to work well under tight deadlines, manage priorities, and complete tasks independently - Proficiency in Excel and Microsoft programs, familiarity with Tableau or visualization tools, experience with Loan IQ and transaction capture tools - Strong attention to detail, analytical and problem-solving abilities, client relationship skills - Experience in wholesale lending at a large financial institution, knowledge of wholesale loan products and legal loan documentation - Ability to work under time constraints, collaborate with team members and senior management, make critical decisions, and propose solutions - Strong organizational and time management skills, understanding of corporate and regulatory lending policies, operational processes supporting wholesale lending - Focus on achieving/exceeding key operating standards within a metrics-driven culture You will need a Bachelor's/University degree or equivalent experience to qualify for this role. Take the next step in your career and apply for this opportunity at Citi today.,
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posted 2 months ago
experience5 to 9 Yrs
location
All India
skills
  • Investment Banking
  • Relationship Management
  • Financial Analysis
  • Business Development
  • Client Relationship Management
  • Communication Skills
  • Negotiation Skills
  • Presentation Skills
  • MA
  • Private Equity Fundraising
  • Structured Financing
  • Capital Market Transactions
  • Deal Origination
Job Description
Job Description: You are a dynamic and results-driven professional being sought to join the Investment Banking division in an Origination role. Your role will involve identifying and originating investment banking mandates such as M&A, private equity fundraising, structured financing, and capital market transactions. You will be required to develop and maintain relationships with corporate clients, private equity firms, venture capitalists, and institutional investors. It is essential to pitch potential clients, create business opportunities, and generate revenue. Building and maintaining strong relationships with CXOs, promoters, and key decision-makers is crucial. Staying updated with industry trends, market developments, and investment opportunities is also a key responsibility. Conducting competitor analysis and tracking deal flows in the investment banking space will be part of your duties. Collaboration with internal teams on pitch decks, financial models, and due diligence is essential for ensuring smooth deal closure. Key Responsibilities: - Identify and originate investment banking mandates, including M&A, private equity fundraising, structured financing, and capital market transactions. - Develop relationships with corporate clients, promoters, private equity firms, venture capitalists, and institutional investors. - Pitch potential clients, create business opportunities, and generate revenue. - Build and maintain strong relationships with CXOs, promoters, and key decision-makers. - Stay updated with industry trends, market developments, and investment opportunities. - Conduct competitor analysis and track deal flows in the investment banking space. - Work closely with execution teams to ensure smooth deal closure. - Coordinate with internal teams on pitch decks, financial models, and due diligence. Key Requirements: - 5+ years of experience in Investment Banking, Corporate Finance, or Private Equity. - Strong network and proven track record in deal origination. - Excellent understanding of financial statements, valuation techniques, and deal structuring. - Strong business development and client relationship management skills. - Excellent communication, negotiation, and presentation skills. - Ability to work in a fast-paced environment and manage multiple deals simultaneously.,
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