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Job description

Position Name-  Senior Analyst/Associate – Valuation

Job Location-  Mumbai

Education- MBA or equivalent qualification in finance from a reputed institution / CFA

You will join a team of analysts working closely with senior investment professionals of a global asset manager. You will be responsible for providing valuation and monitoring services for the portfolio investments of the Client. The role involves initiating/maintaining financial models, preparing valuation memos across sectors, reviewing the work of team members, and training junior analysts. You are also expected to proactively engage with different stakeholders to ensure well informed and timely investment decision making by the Client. You are required to take complete ownership of the deliverables and demonstrate high-quality standards with utmost integrity.

Responsibilities

  • Performing General Partners valuation on a range of investments across various industries
  • Preparing and updating valuation models, detailed memos, and presentations
  • Independently gathering data pertinent to the investments/models
  • Addressing client queries in a clear and concise manner
  • Prioritizing and executing multiple assignments, including ad-hoc projects, within tight deadlines
  • Training junior analysts and reviewing their work
  • Adhering to high-quality standards and industry best practices

Requirements

  • Sound experience in valuation and financial modelling (discounted cash flow, market multiple, market transaction) (4-7 years)
  • Exposure to US/European primary and secondary markets
  • Strong excel modelling and analytical skills
  • Knowledge of third-party databases such as Bloomberg, CapIQ, Thomson Reuters, etc.
  • High level of attention to detail
  • Ability to independently execute assignments under tight deadlines
  • Excellent verbal and written communication skills
  • Team player with a professional demeanour
  • Experience of training junior analysts

Desirable Skills

  • Hands-on experience on VBA macros
  • Sector knowledge – Real Estate, Shipping, Aircraft, and Oil & Gas

Position localisation Job location
Asia, India
Location
Mumbai
Candidate criteria Education required
Master

Experience Required: 3+ years
Languages: English (Fluent/Proficient)
Area of study: MBA or equivalent qualification in finance from a reputed institution / CFA

 

  • Seniority level

    Associate

  • Employment type

    Full-time

  • Job function

    Research Analyst Information Technology

  • Industries

    Information Technology and Services Computer Software Financial Services

 

Job description

  • Analysing company reporting documents in order to create pitchbooks, company profiles, information memorandums, sector reports, financial benchmarking and trading and transaction comps
  • Interacting with the client for project coordination
  • Manage a team of junior analysts and be responsible for quality check and client deliverable

Skills Required

  • At least 2 years of experience in investment banking
  • Experience in Technology, Media and Telecommunication (TMT) sector will be an added advantage.
  • Experience in preparing pitch books, profiles, screening for targets/ buyers, sector reports, trading and transaction comps, as well as investment memorandums
  • Proficiency in financial modelling, including detailed 3 statement forecasting, multiple scenario analysis, discounted cash flow valuation, capital structure modelling, LBO and merger modelling
  • Knowledge of databases such as Bloomberg, CapIQ, Reuters, FactSet, and Mergermarket
  • Excellent written and verbal communication skills in English
  • Ability to work and manage multiple projects

Qualification

  • MBA Finance/ CFA/ CA
Analyst
KPO / Research / Analytics
Financial Services, Banking, Investments, Insurance
Full Time, Permanent
Financial Services/Stock Broking
Education
Any Graduate in Any Specialization
CA in CA, MBA/PGDM in Marketing
Key Skills:
Analyst Bloomberg Quality check Social media Cash flow Telecommunication Investment banking Management Financial modelling Forecasting

OB DESCRIPTION 

VP – Risk – Credit Risk Data Control

Job Number:

POSTING DATE

:  Jan 8, 2020

PRIMARY LOCATION

:  Non-Japan Asia-India-Maharashtra-Mumbai (MSA)

JOB

:  Credit Risk

EMPLOYMENT TYPE:  Full Time

JOB LEVEL:  Vice President

DESCRIPTION

Vice President – Credit Risk Data Control

Company Profile
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. 

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career.

Department Profile
Firm Risk Management (FRM) enables Morgan Stanley to achieve its business goals by partnering with business units across the Firm to realize efficient risk-adjusted returns, acting as a strategic advisor to the Board and protecting the Firm from exposure to losses as a result of credit, market, liquidity, operational, model and other risks. The firm’s Credit Risk Management Department (CRM) within FRM protects the firm from exposure to losses resulting from defaults by our lending and trading counterparties. 

 

Background on the Team
Credit Risk Data Control plays a pivotal role within CRM. The team is responsible for ensuring that Credit Risk data is of high quality (e.g., timely, accurate, and complete) and supports sound risk management decisions and meets regulatory expectations. In addition, the team is responsible for credit limit monitoring and reporting, providing change management support, and developing tools to assist in automation and representation of credit risk information to management.

Background on the Position

The Credit Risk Data Control team is currently seeking a Vice President level candidate based in Mumbai, India. This role is an exciting opportunity to expand the existing Credit Risk Data Control team by establishing and building out a new team in Mumbai. The role will help to redefine CRM’s data management processes to meet the Firm’s Data Policy requirements and Regulatory expectations. The role will include significant collaboration with partners across the globe, particularly in New York, Budapest, and London. The candidate selected for the role will need to balance technical skills, business knowledge, process management, and people skills to navigate the technical and organizational hurdles of shepherding critical risk management data throughout the firm. 

 

Primary Responsibilities

  • Establish, build out, and provide local leadership over the Mumbai-based Credit Risk Data Control team (8+ members)
  • Enhance Credit Risk data management process to meet the Firm’s Data Policy requirements and Regulatory expectations (such as those established by BCBS239)
  • Establish relationships with upstream system owners / data providers
  • Evaluate upstream data controls and identify additional, measurable controls; provide support for implementation of new controls
  • Work with data providers to establish metrics (KPIs) to evaluate accuracy of Credit Risk data along a number of dimensions (including accuracy, timeliness, and completeness)
  • Remediate data issues by proactively engaging with various stakeholders including Credit Risk Management, upstream data providers, and Business Units
  • Participate in Data Governance processes and forums
  • Assist with preparation of Regulatory Reporting submissions such as BIS I-I, FRY 14Q Counterparty Schedule L and Wholesale Risk Schedule H.1 (CCAR)
  • Support transaction testing requests from internal (e.g., Internal Audit and Risk Process Validation Group) and external parties (various Regulators)
  •  Experience desired
  • 10+ years of experience in Risk Management, Middle Office, or Finance
  • Masters degree in Finance, Computer Science, or Engineering related areas; CFA or FRM preferred
  • Significant experience with data management at a Financial Services firm, including data architecture, governance, analysis, controls, and process automation
  • Hands on experience implementing BCBS239 RDA principles
  • Track record of successfully leading teams; experience with building out a new team or function is a plus
  • Knowledge of products that generate Credit Risk: Wholesale Loans, OTC derivatives (Rates, FX, Credit, Equities, Commodities), Securities Financing Transactions
  • Excellent technical skills, including database fluency and comfort working with large datasets via SQL; other programming experience a plus
  • Self-motivator with strong written and verbal communication skills

QUALIFICATIONS

Vice President – Credit Risk Data Control

Company Profile
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. 

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career.

Department Profile
Firm Risk Management (FRM) enables Morgan Stanley to achieve its business goals by partnering with business units across the Firm to realize efficient risk-adjusted returns, acting as a strategic advisor to the Board and protecting the Firm from exposure to losses as a result of credit, market, liquidity, operational, model and other risks. The firm’s Credit Risk Management Department (CRM) within FRM protects the firm from exposure to losses resulting from defaults by our lending and trading counterparties. 

 

Background on the Team
Credit Risk Data Control plays a pivotal role within CRM. The team is responsible for ensuring that Credit Risk data is of high quality (e.g., timely, accurate, and complete) and supports sound risk management decisions and meets regulatory expectations. In addition, the team is responsible for credit limit monitoring and reporting, providing change management support, and developing tools to assist in automation and representation of credit risk information to management.

Background on the Position

The Credit Risk Data Control team is currently seeking a Vice President level candidate based in Mumbai, India. This role is an exciting opportunity to expand the existing Credit Risk Data Control team by establishing and building out a new team in Mumbai. The role will help to redefine CRM’s data management processes to meet the Firm’s Data Policy requirements and Regulatory expectations. The role will include significant collaboration with partners across the globe, particularly in New York, Budapest, and London. The candidate selected for the role will need to balance technical skills, business knowledge, process management, and people skills to navigate the technical and organizational hurdles of shepherding critical risk management data throughout the firm. 

 

Primary Responsibilities

  • Establish, build out, and provide local leadership over the Mumbai-based Credit Risk Data Control team (8+ members)
  • Enhance Credit Risk data management process to meet the Firm’s Data Policy requirements and Regulatory expectations (such as those established by BCBS239)
  • Establish relationships with upstream system owners / data providers
  • Evaluate upstream data controls and identify additional, measurable controls; provide support for implementation of new controls
  • Work with data providers to establish metrics (KPIs) to evaluate accuracy of Credit Risk data along a number of dimensions (including accuracy, timeliness, and completeness)
  • Remediate data issues by proactively engaging with various stakeholders including Credit Risk Management, upstream data providers, and Business Units
  • Participate in Data Governance processes and forums
  • Assist with preparation of Regulatory Reporting submissions such as BIS I-I, FRY 14Q Counterparty Schedule L and Wholesale Risk Schedule H.1 (CCAR)
  • Support transaction testing requests from internal (e.g., Internal Audit and Risk Process Validation Group) and external parties (various Regulators)
  •  Experience desired
  • 10+ years of experience in Risk Management, Middle Office, or Finance
  • Masters degree in Finance, Computer Science, or Engineering related areas; CFA or FRM preferred
  • Significant experience with data management at a Financial Services firm, including data architecture, governance, analysis, controls, and process automation
  • Hands on experience implementing BCBS239 RDA principles
  • Track record of successfully leading teams; experience with building out a new team or function is a plus
  • Knowledge of products that generate Credit Risk: Wholesale Loans, OTC derivatives (Rates, FX, Credit, Equities, Commodities), Securities Financing Transactions
  • Excellent technical skills, including database fluency and comfort working with large datasets via SQL; other programming experience a plus
  • Self-motivator with strong written and verbal communication skills
Relationship Leader Acquisition
Small Enterprises Banking
Andhra Pradesh – Vijayawada
Job Description
Core Responsibilities
  • Acquisition of New–to–Bank Business Banking MSME relationships through the CRM and Knowledge Banking approach.
  • Regularly Engage with colleagues in Branch Banking, MSME Associations Office Bearers which shall help in meeting Min. 2 MSME Clients on daily basis.
  • Build Asset Book by extending Working Capital Facilities and Term Loans to MSME Clients
  • Build Liability Book comprising of Current Accounts, Saving Accounts and Fixed Deposits by offering various Trade and Transaction products like Cash Management Services, Trade and Treasury Products.
  • Enhance Book Profitability and Client stickiness by consistently seeking an opportunity to expand share of wallet of the customer base through Cross Sell of POS (Merchants) Machines, Salary Accounts for employees, Insurance (both Life and Non-Life) and various other Wealth Management Products
  • Collaborate with the Risk, Operations and service teams to ensure delivering better TAT of Loans delivery and smooth on-boarding of the client
  • Meeting the Targets – Both in respect of bottom line as well as top line by constantly enhancing the Productivity.

People Management or Self-Management Responsibilities

  • Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year.
  • Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training.
  • Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively.
  • Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks.

Risk and Internal Control Responsibilities

  • Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager.
  • Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.
Qualifications
Minimum Qualifications
  • Bachelor’s degree in any field
  • Master’s degree in Financial Management is preferred
Professional Certifications
  • CA/CFA is preferred
  • AMFI/NCFM/IRDA certifications will be an added advantage
Language Skills
  • Written and spoken English is essential
Primary Location
Andhra Pradesh – Vijayawada
Department
Small Enterprises Banking
Sub-Department
 
Job Type
Standard
Shift
Day Job
Schedule
Full-time
Employee Status
Regular
Posted On
03.01.2020
Work Location
Vijayawada

Associate Manager – Liquidity Reporting 

Job: Finance

Primary Location : ASEAN & South Asia-India-Bangalore

Schedule

: Full-time

Employee Status

: Permanent

Posting Date

: 31/Jan/2020

Unposting Date

: 18/Feb/2020

About Standard Chartered 

We are a leading international bank focused on helping people and companies prosper across Asia, Africa and the Middle East.  

To us, good performance is about much more than turning a profit.  It’s about showing how you embody our valued behaviours – do the right thing, better together and never settle – as well as our brand promise, Here for good. 

We’re committed to promoting equality in the workplace and creating an inclusive and flexible culture – one where everyone can realise their full potential and make a positive contribution to our organisation. This in turn helps us to provide better support to our broad client base.

The Role Responsibilities

  • Deliver on all key Liquidity reporting deliverables within SLA and quality requirements.
  • Review the various validations and reconciliation adjustments for their correctness and completeness
  • Plan, Prepare, Allocate the delivery tasks amongst the team, assign specific responsibilities and ensure that the deliverables are met within the agreed timelines
  • Oversee the management of key risks and issues and drive resolution
  • Comply, Monitor, Validate and Report all Key Performance Indicators within the overall service delivery framework. This includes identification, measurement, monitoring and control of all thresholds set as part of Governance Framework of the bank
  • Build domain expertise within team for Liquidity reporting aspects
  • Establish adequate documentation around new functionalities, Processes, SLA changes, Target Operating Model and other Operational Checklists.
  • Provide on an ongoing basis, updates on the adjustments made, issues faced, any potential impact to service delivery and seek any assistance required so that the delivery is not adversely impacted
  • Proactively drive resolution of data quality issues affecting Liquidity KPIs (e.g. LCR, NSFR etc.) by working with various stakeholders
  • Develop strong functional content across Basel framework (Basel II and III) and conduct trainings / share best practices across various teams and aim towards enhancing the analytical quotient in all reports submitted to the stakeholders
  • Keep operating instructions’ documents up to date

People / Resource Management

  • Build, manage, develop and engage a team of high performing analysts and senior analysts.

Process and Service Management

  • Identify opportunities to remove process waste, engage in standardisation of various reporting packs and encourage, drive and support automation initiatives thereby reduce / remove  the non-value adds in the process.
  • Establish robust control and governance on the process
  • Drive productivity and achieve cost efficiencies through continuous improvement initiatives.
  • Drive a culture to capture appropriate metrics for tracking actual hours/ standard hours/ errors etc
  • Ensure detailed documentation and it is up to date for all processes

Our Ideal Candidate

  • Finance Professionals (Chartered Accountant) or Under-Graduation in Engineering + MBA (Finance) from a reputed institution
  • Strong experience in managing Service Delivery; exposure to reporting function will be an added advantage
  • Strong analytical skills
  • Good understanding of banking products / Operations
  • Domain skills on Basel Reporting / Regulatory Reporting, Liquidity Management or Reporting, Liquidity Coverage Ratio, Net Stable Funding Ratio, Asset-Liability Management or other Balance Sheet reporting
  • 5 to 10 years of relevant experience
  • Any other Professional certification like FRM or CFA will be an added advantage

Apply now to join the Bank for those with big career ambitions. 

MORE ABOUT THIS JOB

ABOUT GOLDMAN SACHS

The Goldman Sachs Group is a bank holding company and a leading global investment banking, securities
and investment management firm. Goldman Sachs provides a wide range of services worldwide to a
substantial and diversified client base that includes corporations, financial institutions, governments and
high net worth individuals. Founded in 1869, the firm is headquartered in New York and maintains offices
in London, Frankfurt, Tokyo, Hong Kong and other major financial centers around the world.

 

BUSINESS UNIT OVERVIEW

Finance is broadly responsible for the firm’s financial resource and capital management, financial reporting and risk monitoring. In these capacities, Finance is the principal adviser to senior management on essential areas such as controlling the firm’s global risk exposure, profitability and capital and other financial resource allocations of the firm’s various businesses. Finance activities are organized into six main areas: The Controllers, Corporate Insurance and Risk Advisory Group, Corporate Tax, Corporate Treasury, Credit and Market Risk Management and Analysis.

Finance is a critical area within Goldman Sachs.

As contact with virtually every part of the firm is essential to Controllers, professionals in the department experience Goldman Sachs businesses, products and sophisticated technology systems in depth. If you want to develop an in-depth understanding of financial services, Controllers is a great place to begin your career. You will receive continuous training, both formal and informal, and the support of senior members of our team.

 

RESPONSIBILITIES AND QUALIFICATIONS

TRANSFER PRICING TEAM AT GOLDMAN SACHS BENGALURU

  • This is a central quality assurance and execution team having oversight on global transfer pricing methodologies in the firm
  • Center of excellence for validating Transfer Pricing adequacy
  • Team focuses on execution of Transfer pricing calculation for Business divisions engaging in cross border transactions
  • Opine on new trades / deals from a transfer pricing standpoint
  • Support benchmarking analysis and methodology review
  • Key participant across all levels of Transfer Pricing governance in the firm

RESPONSIBILIITES:

  • Moderating Governance group meetings
  • Liaising with the Tax division and Legal entity controllers to implement Transfer Pricing methodologies
  • Quality assurance to significant transfer pricing computations
  • Preparing quarterly Transfer Pricing analytical packages
  • Reviewing Transfer pricing adequacy across all revenue segments of the firm
  • Preparation of 10K footnote on geographic segments
  • Liaising with Legal entity controllers to create tax binders for all forms of TP in the firm
  • Computing and analyzing impact from changes in Transfer pricing methodologies
  • Proving periodic management updates on various Transfer pricing related projects
  • People management responsibilities

Basic Qualifications :

  • Qualified Chartered Accountant or other relevant professional financial qualifications (e.g. CFA) with experience in the Financial Services or Banking Industry desired
  • Work Experience post qualification: 10+ years with focus area being Transfer Pricing

Skills / Experience:
Required skill sets include:

  •  Strong technical and analytical skills with keen focus on attention to details
  • Good presentation skills with experience in leading projects
  • Leadership skills with experiences in people management of tenures resources

ABOUT GOLDMAN SACHS

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We’re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.

Relationship Leader Acquisition
Small Enterprises Banking
  •  
Delhi – North West
Job Description
Core Responsibilities
  • Acquisition of New–to–Bank Business Banking MSME relationships through the CRM and Knowledge Banking approach.
  • Regularly Engage with colleagues in Branch Banking, MSME Associations Office Bearers which shall help in meeting Min. 2 MSME Clients on daily basis.
  • Build Asset Book by extending Working Capital Facilities and Term Loans to MSME Clients
  • Build Liability Book comprising of Current Accounts, Saving Accounts and Fixed Deposits by offering various Trade and Transaction products like Cash Management Services, Trade and Treasury Products.
  • Enhance Book Profitability and Client stickiness by consistently seeking an opportunity to expand share of wallet of the customer base through Cross Sell of POS (Merchants) Machines, Salary Accounts for employees, Insurance (both Life and Non-Life) and various other Wealth Management Products
  • Collaborate with the Risk, Operations and service teams to ensure delivering better TAT of Loans delivery and smooth on-boarding of the client
  • Meeting the Targets – Both in respect of bottom line as well as top line by constantly enhancing the Productivity.

People Management or Self-Management Responsibilities

  • Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year.
  • Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training.
  • Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively.
  • Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks.

Risk and Internal Control Responsibilities

  • Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager.
  • Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.
Qualifications
KNOWLEDGE
Minimum Qualifications
  • Bachelor’s degree in any field
  • Master’s degree in Financial Management is preferred
Professional Certifications
  • CA/CFA is preferred
  • AMFI/NCFM/IRDA certifications will be an added advantage
Language Skills
  • Written and spoken English is essential
EXPERIENCE
Years of Experience
  • A minimum of 2-3 years of relevant experience with at least 1 year in a similar role
Nature of
Experience
  • Prior experience in Banking/NBFC in Working Capital
Primary Location:Delhi – North West
Department:Small Enterprises Banking
 Job Type:Standard
Shift:Day Job
Schedule:Full-time
Employee Status:Regular
Posted On:03.01.2020
Work Location:Shalimar Bagh

Fin Rep & Analysis Manager 

Finance

Chennai

India

About Wells Fargo

Wells Fargo & Company (NYSE: WFC) is a leading global financial services company with $2.0 trillion in assets and offices in over 37 countries. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides asset management, capital raising and advisory, financing, foreign exchange, payments, risk management, and trade finance services to support customers who conduct business in the global economy. At Wells Fargo, we want to satisfy our customers’ financial needs and help them succeed financially. We also value the viewpoints of our team members and encourage them to be their best. Join our diverse and inclusive team where you will feel valued and inspired to contribute your unique skills and experience. We are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Learn more at our International Careers website.

Market Job Description

About Enterprise Global Services

Enterprise Global Services (EGS) enables global talent capabilities for Wells Fargo Bank NA., by supporting over half of Wells Fargo’s business lines and staff functions across Technology, Business Services, Risk Services and Knowledge Services. EGS operates in Hyderabad, Bengaluru and Chennai in India and in Manila, Philippines. Learn more about EGS at our International Careers website.

About the Role

The Financial Rep & Analysis Manager is a key leader who will lead the accounting function of Capital Markets function for processes like Derivatives, Securitization, FX Accounting and Reporting, Hedge Fund Accounting, Regulatory Reporting, Private Equities Accounting, Balance and Controls, Preparation of Financial Statements, Accounting, Reconciliations, and Reporting etc. This role will be responsible to manage day-to-day operations, ensure governance including MBRs, QBRs etc.

Responsibilities

  • Should be conversant with activities of Front Office and Middle Office activities and also should be able to understand, asses the data flow between various systems and sub-systems used in a typical Capital Markets environment
  • Familiarity with various financial instruments in Capital Markets
  • Will manage medium to large operation with multiple units and/or multiple sites, taking a leadership role in the group, area or function
  • Typically manages subordinate managers or professional teams
  • Has accountability for units’ financial and operational performance
  • Develops and implements shorter-term strategies with low-to-moderate financial risk and that could impact functions or activities outside the group.
  • He/she will be a subject matter expert who will in turn be expected to lead a set of frontline managers, SMEs and specialists. This role will be responsible to manage day-to-day operations, ensure governance including MBRs, QBRs etc.
  • Will be responsible to deliver on all agreed SLAs and key metrics and will be the SPOC for the functional owner from the Accounting COE.
  • Will be responsible to drive automation and be able to identify other transformational ideas to improve process efficiency and effectiveness.
  • Will also be responsible for managing, reporting, career path and R&R related activities for their DR’s and also lead/engage and deliver towards organization level initiatives. 

Market Skills and Certifications

  • CPA or CFA or MBA (Finance)
  • 16+ years of professional experience in accounting operations including experience in one or a combination of the following: capital markets, finance, accounting, analytics, financial reporting, accounting reporting or risk reporting.
  • 5+ years of operational experience in a GCC or a third party services organization and in managing F&A processes of at least 50+ FTE size, (preferably BFSI Finance processes and specifically in the Capital Markets space).
  • Knowledge of software development process and methodologies.
  • Strong and effective interpersonal communication (written and oral), organizational, and customer service skills.
  • Ability to interact effectively with a variety of contacts/relationships, including executive/senior-level managers.
  • Preferable to have prior experience in F&A solution design / transitions (2-3 years).
  • Should have mandatory exposure to US GAAP.
  • IFRS exposure would be an added plus.
  • Flexible to work US hours.

Preferred skills: 

  • Prior financial services specific to Capital Markets/industry experience
  • Experience in moving an organization along operational maturity model curve
  • Knowledge of accounting applications
  • Prior exposure to accounting, reconciliation processes and correction mechanisms
  • Experience with enterprise initiatives supporting regulatory mandates
  • Demonstrated relationship management ability with a background in operations and technologies
  • Strong knowledge of Windows and Excel – Usage of Pivot table, V lookup, tracing formulas, running macros and exposure to key accounting tools like Oracle Financials, Essbase etc., would be an added plus

Leadership Expectations at Wells Fargo

As a Team Member manager, you are expected to achieve success by leading yourself, your team, and the business. Specifically you will:

  • Lead your team with integrity and create an environment where your team members feel included, valued, and supported to do work that energizes them.
  • Accomplish management responsibilities which include sourcing and hiring talented team members, providing ongoing coaching and feedback, recognizing and developing team members, identifying and managing risks, and completing daily management tasks.

We Value Diversity

At Wells Fargo, we believe in diversity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national or ethnic origin, age, disability, religion, sexual orientation, gender identity or any other status protected by applicable law. We comply with all applicable laws in every jurisdiction in which we operate.

Region: APAC

Location:Tamil Nadu

Relationship Leader Acquisition
Small Enterprises Banking
  •  
Punjab – Ludhiana
 
Job Description
Core Responsibilities
  • Acquisition of New–to–Bank Business Banking MSME relationships through the CRM and Knowledge Banking approach.
  • Regularly Engage with colleagues in Branch Banking, MSME Associations Office Bearers which shall help in meeting Min. 2 MSME Clients on daily basis.
  • Build Asset Book by extending Working Capital Facilities and Term Loans to MSME Clients
  • Build Liability Book comprising of Current Accounts, Saving Accounts and Fixed Deposits by offering various Trade and Transaction products like Cash Management Services, Trade and Treasury Products.
  • Enhance Book Profitability and Client stickiness by consistently seeking an opportunity to expand share of wallet of the customer base through Cross Sell of POS (Merchants) Machines, Salary Accounts for employees, Insurance (both Life and Non-Life) and various other Wealth Management Products
  • Collaborate with the Risk, Operations and service teams to ensure delivering better TAT of Loans delivery and smooth on-boarding of the client
  • Meeting the Targets – Both in respect of bottom line as well as top line by constantly enhancing the Productivity.

People Management or Self-Management Responsibilities

  • Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year.
  • Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training.
  • Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively.
  • Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks.

Risk and Internal Control Responsibilities

  • Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager.
  • Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.
Qualifications
Minimum Qualifications
  • Bachelor’s degree in any field
  • Master’s degree in Financial Management is preferred
Professional Certifications
  • CA/CFA is preferred
  • AMFI/NCFM/IRDA certifications will be an added advantage
Language Skills
  • Written and spoken English is essential
Primary Location: Punjab – Ludhiana
Department: Small Enterprises Banking
Job Type: Standard
Shift: Day Job
Schedule: Full-time
Employee Status:Regular
Posted On 03.01.2020
Work Location: Ludhiana
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