ReWork’s Post

#career #jobsearch #professionaldevelopment #networking #leadership #succes #worklifebalance #work #quality #smartwork #linkedin I AM looking for a banking job . 'Operations.' 'Analyst.' Hi everyone, I hope you're all doing well. I'm reaching out here to all of you. In my connections, most people are from the banking sector or HR, and there are also those in talent acquisition. I'm looking for an opportunity to restart my career with a new journey. To be honest, it's very difficult for me as I'm facing lots of problems. But today, I've decided to share my thoughts about my journey. Due to some personal needs, I took a 3-year full break from my professional work. Now, I've decided to restart my journey once again. Please, if any of you have any references or openings that you know of, please message me in the chat box. That would really help me a lot. Over 3 years of experience in banking operations within global commercial banking, managing premium clients including Wipro, Infosys, Zerodha, and ABB. Expertise in delivering comprehensive financial solutions, executing various transactions, and ensuring seamless financial system operations. Employment History ● CUSTOMER SERVICE MANAGER (DM1), ICICI BANK (COMMERCIAL BANKING), BANGALORE April 2017 - February 2020 Client-Eccentric Expertise: I have consistently provided exceptional financial services to premium clients, catering to their diverse financial needs. My commitment to understanding and exceeding client expectations has resulted in lasting and fruitful relationships.  Transaction Proficiency: Proficient in handling a wide range of financial transactions, including NEFT, RTGS, demand drafts, and standing instructions (SI), I have consistently maintained the accuracy and efficiency of these operations Compliance and Regulation: My experience extends to keeping up-to-date with regulatory changes, updating GST numbers, and ensuring the utmost compliance with industry standards and guidelines. Corporate Account Servicing: I have successfully managed corporate clients, offering dedicated account servicing, resolving deviations, managing drafts, and promptly addressing customer queries. Tax and Financial Management: My role has also involved overseeing various tax payments, as well as vendor and supply payments, ensuring timely and accurate financial management.

Profile: Credit Analyst Experience:10+ Years Location: Mumbai Roles and Responsibilities: 1. Regular Monitoring of Existing Credits and Onboarding New Credits • Company and Sector Analysis: Conduct thorough company analysis, and study macroeconomic environments and industry outlooks to form views on sectors. • Credit Assessment Calls: Make sell/hold calls based on credit assessments of issuers to avoid losses and help generate returns for the fund. • Onboarding New Credits: Identify and onboard new credits based on leads from fund managers, brokers, or direct issuer contact. • Credit Models and Regulatory Interaction: Develop credit models and interact with the Legal & Compliance (L&C) team on regulatory changes and policies. 2. Competitor Portfolio Analysis: • Analyze competitor portfolios to identify potential investment opportunities and track recent trends in the market. 3. Communication with Sales Team and Investors: • Market Updates: Provide regular updates on market trends and the firm?s positioning regarding credits. • Address Investor Concerns: Respond to concerns from investors and distributors about specific issuers or sectors. 4. Compliance with Audit Requirements: • Meet various audit requirements as communicated by the Legal & Compliance (L&C) team. If you are interested in the profile kindly share your updated resume at skillflix@finoptions.co Contact Details: 9893683847 #creditanalyst #creditananlysis #mutualfund #creditrisk #portfoliomanagement #fixedincome #mumbai #creditassessment #clientmanagement #assetmanagement Gaurav Somani, CFA, FRM Paridhi Maheshwari

Legal and compliance professionals are demand in the banking, financial services, and insurance (BFSI) sector, reports Rica Bhattacharyya for The Economic Times, citing data from executive search firm Native. This is due to a need for regulatory adherence, zero tolerance from boards, and evolving governance structure, which has prompted the industry to hire more senior leaders, the report says. Additionally, an aim to hire professionals who would understand the regulations of the Reserve Bank of India, Securities and Exchange Board of India, and Insurance and Regulatory Development Authority has also fuelled this demand, the report further says. Aditya Birla Finance, Hero Fincorp, Kotak General Insurance, Standard Chartered Bank, Nomura, and Jio Financial Services, among others, are some of the companies that have hired recently for such roles, the data shows. Amid increasing complex regulatory frameworks and emerging fintech advancements, the need for experienced and skilled senior compliance professionals is crucial, says Shweta Sheth, Head of Compliance-Corporate Practice Group at Executive Search firm Vahura. Source: https://lnkd.in/g-PaCqMP ✍: Divya Pathak 📷: Getty Images

𝐌𝐞𝐜𝐡𝐚𝐧𝐢𝐜𝐬 𝐨𝐟 𝐑𝐞𝐜𝐨𝐧𝐜𝐢𝐥𝐢𝐚𝐭𝐢𝐨𝐧 1. 𝑼𝒏𝒅𝒆𝒓𝒔𝒕𝒂𝒏𝒅𝒊𝒏𝒈 𝑹𝒆𝒄𝒐𝒏𝒄𝒊𝒍𝒊𝒂𝒕𝒊𝒐𝒏 Reconciliation is the process of comparing and verifying financial records from different sources to ensure consistency, identify discrepancies, and rectify errors. 2. 𝑲𝒆𝒚 𝑬𝒍𝒆𝒎𝒆𝒏𝒕𝒔 𝒐𝒇 𝑹𝒆𝒄𝒐𝒏𝒄𝒊𝒍𝒊𝒂𝒕𝒊𝒐𝒏 𝐃𝐚𝐭𝐚 𝐒𝐨𝐮𝐫𝐜𝐞𝐬: Financial institutions gather data from various sources, including internal systems, counterparties, custodians, and third-party platforms. 𝐌𝐚𝐭𝐜𝐡𝐢𝐧𝐠 𝐂𝐫𝐢𝐭𝐞𝐫𝐢𝐚: Defined criteria are established to compare data elements, such as trade dates, settlement amounts, and security identifiers. 𝐄𝐱𝐜𝐞𝐩𝐭𝐢𝐨𝐧𝐬 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭: Discrepancies or exceptions are flagged for investigation and resolution. 𝐑𝐞𝐬𝐨𝐥𝐮𝐭𝐢𝐨𝐧: Investigation and corrective action are taken to rectify discrepancies, often involving communication with counterparties and internal stakeholders. 3. 𝑴𝒆𝒄𝒉𝒂𝒏𝒊𝒄𝒔 𝒐𝒇 𝑹𝒆𝒄𝒐𝒏𝒄𝒊𝒍𝒊𝒂𝒕𝒊𝒐𝒏 𝑷𝒓𝒐𝒄𝒆𝒔𝒔 𝐃𝐚𝐭𝐚 𝐂𝐨𝐥𝐥𝐞𝐜𝐭𝐢𝐨𝐧: Gathering data from multiple sources, both internal and external. 𝐃𝐚𝐭𝐚 𝐌𝐚𝐭𝐜𝐡𝐢𝐧𝐠: Comparing data elements using predefined criteria to identify discrepancies. 𝐄𝐱𝐜𝐞𝐩𝐭𝐢𝐨𝐧 𝐇𝐚𝐧𝐝𝐥𝐢𝐧𝐠: Investigating and resolving discrepancies, often involving collaboration between different teams and counterparties. 𝐃𝐨𝐜𝐮𝐦𝐞𝐧𝐭𝐚𝐭𝐢𝐨𝐧: Comprehensive documentation of the reconciliation process, including findings and resolutions. 4. 𝑹𝒐𝒍𝒆 𝒊𝒏 𝑹𝒊𝒔𝒌 𝑴𝒂𝒏𝒂𝒈𝒆𝒎𝒆𝒏𝒕 𝒂𝒏𝒅 𝑶𝒑𝒆𝒓𝒂𝒕𝒊𝒐𝒏𝒂𝒍 𝑬𝒇𝒇𝒊𝒄𝒊𝒆𝒏𝒄𝒚 𝐑𝐢𝐬𝐤 𝐌𝐢𝐭𝐢𝐠𝐚𝐭𝐢𝐨𝐧: Identifying and resolving discrepancies minimizes operational and financial risk. 𝐑𝐞𝐠𝐮𝐥𝐚𝐭𝐨𝐫𝐲 𝐂𝐨𝐦𝐩𝐥𝐢𝐚𝐧𝐜𝐞: Accurate reconciliation is a cornerstone of regulatory compliance and reporting. 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐄𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐜𝐲: Streamlining reconciliation processes enhances operational efficiency, reduces errors, and boosts productivity. 5. 𝐑𝐞𝐚𝐥-𝐖𝐨𝐫𝐥𝐝 𝐀𝐩𝐩𝐥𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬 𝑻𝒓𝒂𝒅𝒆 𝑺𝒆𝒕𝒕𝒍𝒆𝒎𝒆𝒏𝒕: Ensuring trade details match between trading systems and settlement instructions. 𝑪𝒂𝒔𝒉 𝒂𝒏𝒅 𝑺𝒆𝒄𝒖𝒓𝒊𝒕𝒊𝒆𝒔 𝑹𝒆𝒄𝒐𝒏𝒄𝒊𝒍𝒊𝒂𝒕𝒊𝒐𝒏: Verifying balances and transactions between custodians and internal records. 𝑨𝒄𝒄𝒐𝒖𝒏𝒕 𝑹𝒆𝒄𝒐𝒏𝒄𝒊𝒍𝒊𝒂𝒕𝒊𝒐𝒏: Confirming transactions and balances in client accounts. #stockmarkets #JPMorgan #MorganStanley #CreditSuisse #Goldman6Sachs #axa #anz #wns #bnymellon #citco #citibank #deutschebank #fis #jpmorganchase #imarticuslearning #northerntrust #statestreet #wellsfargo #operations #mumbai #delhi #chennai #bengaluru #pune #investment #help #career #job #opportunites #InvestmentBanking #interviews #reconciliation 𝐅𝐨𝐥𝐥𝐨𝐰 𝐦𝐞 (Siddharrth Mehta (Manager - EY)) 𝐅𝐨𝐫 𝐬𝐮𝐜𝐡 𝐜𝐨𝐧𝐭𝐞𝐧𝐭 𝐑𝐞𝐩𝐨𝐬𝐭 𝐈𝐟 𝐲𝐨𝐮 𝐟𝐨𝐮𝐧𝐝 𝐢𝐭 𝐢𝐧𝐬𝐢𝐠𝐡𝐭𝐟𝐮𝐥

#hiringalerts   #urgentopening #urgenthiring Position Title: Finance Manager Location: Mumbai Role & Responsibility:  Analysis: - Meet with Fund managers and wealth managers alongside team and evaluate their performance/investment style/returns - Compute and compare returns of funds on a post fees and tax to shortlist funds for further evaluation - Determine better alternative to funds/investments on debt side - Compare alternate fund returns basis risk/return (such as arbitrage funds/commodity funds/REITs/INVITs etc.) - Research Industry/Company level data for specific investments (On a very basic level; including demand/supply/industry growth/capacities of competition etc.) Operational: - Advance tax calculation - Finalization of Individuals - TDS compliances - Overlooking/auditing work of juniors relating to: -Transactions (shares/funds/MF/AIF) purchase/sale/redemption (ensuring entries have been correctly passed into) - Overlooking juniors in ensuring brokers have received money on time/we have received securities in our demat account on time and vice-versa on sale - Overlooking the Bank reconciliation work Reporting: - MIS statement on all assets as well as share report has to be maintained. Details include IRR/Benchmark IRR/Outperformance details/Maturity etc. - Equity Fund performance tracker to be maintained on monthly basis. Details include shares invested into/sold by fund managers we have invested into as well as details on their performance vis a vis benchmarks - Investor Policy Statement and current status of investments to be in relation to that  Send Your Resumes at vishakha@simplificonsultingservices.com

#Skillventory is #hiring for a Leading #NBFC Job Title – #CreditRisk Location – #Mumbai Work Mode – Work From Office Experience – 2+ Years Qualification - CA/MBA Requirements : 1. #CreditRisk - Independently evaluate lending opportunities across the capital structure (senior debt and mezzanine) across multiple sectors (except Real Estate). - Assist in developing and enhancing proprietary in-house models for #creditappraisal across sectors. - Conduct #portfolio analysis and derive a maximum loss potential estimate for the entire portfolio taking into account diversification across various sectors, assets, and sub-asset groups. 2. #CreditStructuring - To work with the deal team to suggest appropriate changes to the #dealstructure /covenants/terms & conditions in order to minimize risks. - Derive insights from #portfolioanalysis and incorporate the same in the underwriting standards for new deals. -- Contact Person:- Pratik Jain(Kankaria) | +919329149022 | pratik.kankaria@skillventory.com

#hiring *SVP, Capital Controller Transformation Lead for Wholesale & Retail RWA (Hybrid)*, Tampa, *United States*, $256K, fulltime #jobs #jobseekers #careers $256K #Tampajobs #Floridajobs #RetailConsumerProducts *Apply*: https://lnkd.in/deF3UwdX Join Capital Controller Transformation team within Citi Finance organization. Capital Controller Transformation team is responsible for solving complex problems that are time-sensitive and closely interlinked with the group's objective of managing Spot RWA Accuracy and Integrity. The team collaborates with Business, Independent Risk Management and other control functions to lead, manage, and coordinate regulatory capital solutions from initiation to delivery. This role is of a regulatory capital expert in Wholesale and Retail exposures, providing critical challenge and driving the diagnostics and remediation of a broad range of regulatory capital calculations that encompass governance, data and non-data controls, processes, system implementation and regulatory reporting. This role provides extensive exposure to colleagues across risk, finance, technology, and line of business functions. Excellent interpersonal skills are required given the high level of interaction with senior managers, as well as the ability to work under pressure to meet tight deadlines. Technical skill is important to the candidate's success, and so are strong project management and multi-tasking skills to plan and manage deliverables towards a number of objectives. Key Responsibilities:Drive the delivery of Citi's end-to-end process, controls, procedures and governance for Wholesale and Retail RWA, addressing regulatory requirements and in partnership with 2nd and 3rd line of defense. Identify areas of improvements.Diagnose and remediate of a broad range of regulatory capital calculations that encompass governance, data and non-data controls, processes, system implementation and regulatory reporting.Review interpretive conclusions of US Regulatory Capital Rules, and develop a robust, comprehensive documentation of the methodologies, assumptions, analytics, and implementation approachesDevelop senior management-ready materials, particularly interpretive guidance presentations to Lines of Businesses, Interpretive Committees, and RegulatorsDrive change and influence risk and regulatory outcomes. Provide appropriately conservative solutions from a Regulatory Compliance perspective, in partnership with Business, Risk, and Finance teamsDevelop a strong working relationship with Finance, Front Office, Treasury, Technology, Audit, Independent risk and other counterparts across the organization Qualifications:Expert knowledge in US regulatory capital rule requirements for Wholesale and Retail exposures, with demonstrated ability to assess the application/implementation of those rules vs. regulatory expectations in Citi or other peer firms

Pankaj Yadav connect for more job updates for CA CWA CS Semi qualified Articles & Accountants. Please like & comment for better reach.

Urgent need of Investment banking professionals to give awareness programs to employees and officers. pls ping me immediately who are available at Hyderabad. #investmentbanking #investmentopportunity #inventorymanagement #investmentstrategy #investmentadvisor #investmentsuccess