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analyst, expense management Jobs in Mumbai

analyst, expense management

analyst-portfolio management Jobs in Mumbai

analyst-portfolio management

analyst expense management

Amherst

<div>
 
 Department / Role Overview:Amherst Residential
 
 
 
 
 
 Amherst is revolutionizing the way U.S. real estate is priced, managed and financed in order to unlock opportunities for all market participants. Driven by data, analytics, and technology, Amherst has a 20-year history of anticipating where the next risks and opportunities are likely to emerge and designing actionable strategies for investors to capitalize on opportunities across residential real estate, commercial real estate and public securities. Amherst, along with its affiliates and subsidiaries, has more than 900 employees, $5 billion under management and approximately $15 billion under advisement and oversight. www.amherst.com.
 
 
 
 
 
 The Amherst Residential platform provides a comprehensive suite of services to facilitate the ownership of single-family rental properties, including property management services, asset-level financing, and asset management services. With a deep understanding of and proprietary analytics on the single-family home and mortgage markets, Amherst's platform combines a unique combination of national scale with local market knowledge and execution.
 
 
 
 
 
 The Expense Analyst will be a part of our growing Asset Management department overseeing the single-family real estate investment portfolio. The Expense Analyst will assist in oversight of several facets of our business, including, but not limited to: expense management, quality assurance and underwriting. The candidate will join the Asset Management team as the team absorbs more responsibilities related to the long-term management of single-family rental homes. This is a great opportunity in a fast-paced, challenging environment with upward mobility!
 
 
 
 
 
 Job Description (Primary Responsibilities)
 
 
 
 
 <ul>
 <li>
 Possesses an understanding of repair scopes as they pertain to individual investor goals
 </li>
 <li>
 Understand and identify material defects within an asset that would be required to be repaired to meet basic lending standards to collaborate with Amherst's construction arm to make repairs.
 </li>
 <li>
 Ensures pricing adheres to company standards
 </li>
 <li>
 Performs portfolio-wide financial analyses focusing on expense management
 </li>
 <li>
 Supports the Asset Manager with review of quality control reporting
 </li>
 <li>
 Understands the economic impact of costs as they relate to an asset&rsquo;s net operating income and rent potential
 </li>
 </ul>
 
 
 
 
 Desired Skills/Qualifications:
 
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree; knowledge of Real Estate and Construction preferred
 </li>
 <li>
 2-5 years of experience in Property Management, Construction or real estate project Technical Diligence;
 </li>
 <li>
 Strong verbal and written skills to communicate effectively with internal and external professionals
 </li>
 <li>
 Strong ability to deal with ambiguity and proactively manage management&rsquo;s expectations
 </li>
 <li>
 History of being extremely detail-oriented and organized with a proven ability to work well in a high-intensity environment to complete tasks quickly and effectively
 </li>
 <li>
 Ability to understand how strategic decisions and operational actions affect financial results
 </li>
 <li>
 Desire to work on a highly collaborative, fast paced team
 </li>
 </ul>
 
 
 
 
 
 
 
 Amherst&rsquo;s core values:
 
 <ul>
 <li>
 Culture &amp; Conduct: Positiveattitude with high integrity. Agile in adaptingto a dynamic environment with emerging datapoints. We do the right thing the right way and are accountable for our actions.
 </li>
 <li>
 Client-Centricity &amp; Business Acumen:Strong Team player,multiple internal/external stakeholders management,
 </li>
 <li>
 Communication &amp; Connectivity: Strong written and verbal communication skills with clientsand management. Collaboration &ndash; We align, contribute, and win together.
 </li>
 <li>
 Execution &amp; Delivery: Self-starter, Proactive, motivated, driven personality, Excellentorganizational and time management skills.
 </li>
 <li>
 Agility &ndash; We are nimble and responsive.
 </li>
 <li>
 Community &ndash; We empower and support people to create a sense of belonging for all.
 </li>
 </ul>
 
 
 
 
 
 Working Shift/ arrangement: US Shift (6:30 PM &ndash; 3:30AM), Hybridworking model
 
 
 
 
 Work Schedule: This role follows the U.S. holiday calendar.
 
 
</div>

Analyst, Expense Management

Travelex

<div>
 
 Key Accountabilities
 
 
 
 
 Technical
 
 
 
 <ul>
 <li>
 Assure timely clearance of queries from business owners and customers
 </li>
 <li>
 Prepare month and reconciliations in accordance with policy
 </li>
 <li>
 Manage reconciliation of POS and on line transactions impacting both bank and control accounts
 </li>
 <li>
 Ensure items are being escalated in accordance with agreed procedures
 </li>
 <li>
 Participate in team meetings
 </li>
 <li>
 Identify and implement process improvements and efficiencies
 </li>
 <li>
 Examining variances via reconciliation system Dream and SAP
 </li>
 <li>
 Manual matching (including automatic allocation)
 </li>
 <li>
 Contact branch/3rd party/Travelex team to resolve variances
 
 
 </li>
 </ul>
 
 Relationship management
 
 
 
 <ul>
 <li>
 Develop sound professional working relationships with Reconciliations colleagues, Resolutions data analysts, business staff and management
 </li>
 <li>
 Develop sound professional working relationships with the business, 3rd parties and Travelex teams across the business to improve the investigation and resolution process
 
 
 </li>
 </ul>
 
 Communication
 
 
 
 <ul>
 <li>
 Proactive and regular communications with the business and other areas of Finance whose work impacts, or depends upon the Reconciliations team
 </li>
 <li>
 Actively communicate and seek feedback from colleagues and customers
 </li>
 <li>
 Be supportive and encourage support for &ldquo;people initiatives&rdquo; e.g. Your Voice, Travelex Awards etc
 </li>
 <li>
 Play a participative part in Team Briefs
 </li>
 <li>
 Be proactive in the provision of feedback and the delivery of ideas to develop and improve Travelex Finance services, in particular those within the Reconciliation team
 </li>
 <li>
 Ensure feedback to line manager outlining general activities of role and &lsquo;how we are doing&rsquo;
 
 
 </li>
 </ul>
 
 General
 
 
 
 <ul>
 <li>
 Undertakes any necessary training associated with the duties of the post and participates in training and development procedures
 </li>
 <li>
 Complies with all Company Health and Safety policies and legislation in the performance of their duties and responsibilities
 </li>
 <li>
 Maintains confidentiality and observes data protection guidelines
 </li>
 <li>
 Manage expenses in accordance with Company Expense Policy
 </li>
 <li>
 Carries out any other reasonable duties commensurate with their capability
 
 
 </li>
 </ul>
 
 Essential
 
 
 
 <ul>
 <li>
 B.com /PG/MBA with good understand of accounting and reconciliations
 </li>
 <li>
 Experience of working in fast paced / Global finance department. Prior experience working in shared service environment with an on/offshore presence is preferred
 </li>
 <li>
 At least 3-4 years of work experience in a similar environment for analyst and 5-6 years for senior analysts
 </li>
 <li>
 Able to demonstrate proven experience at this level within a similar financial environment
 </li>
 <li>
 Ability to communicate clearly with internal and external stakeholders
 </li>
 <li>
 Experience of financial services/banking with an understanding of basic bookkeeping
 </li>
 <li>
 Ability to deliver to tight deadlines
 </li>
 <li>
 Local language skills to interact with relevant 3rd parties/Travelex team/branch to resolve reconciliation
 </li>
 <li>
 Ability to maintain accuracy - key when confirming incoming value
 </li>
 <li>
 High attention to detail
 </li>
 <li>
 Ability to resolve issues to conclusion
 </li>
 <li>
 Demonstrable experience of resolving variances
 </li>
 <li>
 Experience of using reconciliation systems
 
 
 </li>
 </ul>
 
 Desirable
 
 
 
 <ul>
 <li>
 Excellent understanding of upstream systems and core Travelex reconciliations systems
 </li>
 </ul>
</div>

Reconciliations Analyst

Glenmark Pharmaceuticals

<div>
 
 Join our dynamic team as a Group Product Manager (Cardio-Diabetes) and play a pivotal role in shaping the success of our product portfolio. As a GPM, you will drive strategic initiatives, collaborate cross-functionally, and oversee the development and management of Brand that make a meaningful impact on our customers' lives. If you're passionate about innovation, strategic planning, and driving product excellence, we invite you to apply and be a part of our journey towards success
 
 
 
 
 
 
 Areas of Responsibility:
 
 
 
 
 
 <ul>
 <li>
 Brand Management Brand Plan &ndash;Analyse internal and external data, Do primary and secondary research, Set Brand Objectives, Formulate Brand Strategies - Positioning, Segmentation and Targeting. Brand Mix, Action Plans
 </li>
 <li>
 Brand Performance - Growth, Market Share as per the objectives defined. Analysing the brands performance through internal and external data, identifying issues, validating the strategies, course correction if required.
 </li>
 <li>
 Budgeting and Sales Forecasting &ndash; Product History, Market Opportunity Analysis, Setting Financial Objective( primary &amp; ORG) for the Brands as per the division&rsquo;s needs, preparing the promotional budget as per the marketing plan
 </li>
 <li>
 Successful new product launch 1) Preparing launch Calendar, 2) Coordinating with the Business Development team/R &amp; D/Medical/ Packaging/Production Planning/Legal &ndash; Brand Registration/Distribution/ Training. 2) Preparing launch plan &ndash; pre launch, launch, post launch 3) Launching to Field Force 4) Roll out to the Doctors 5)Follow up post launch &ndash; monitoring prescribers, Rx ,secondary sales and availability
 </li>
 <li>
 Driving implementation along with effective feedback mechanism Effectively demonstrate in meetings/field work the right way to communicate the campaign to the customers, Constant contact with the Field force and line managers, monitoring and sharing success stories, good feedback formats with suitable deadlines, course corrections if any
 </li>
 <li>
 Maintaining Sales/Expense Ratio Marketing Tracker - maintaining a format brand wise, month wise and Performance card &ndash; Sales data, Input - Expense data, Course Correction in case of mismatch of S/E ratio, Give Mthly review to MGL
 </li>
 <li>
 Team Player &amp; must shoulder divisional responsibilities when required.
 </li>
 <li>
 Planning promotional activities/ CMEs
 </li>
 </ul>
 
 
</div>

Group Product Manager

Sutherland

<div>
 
 Interested suitable candidates please be in touch with NairShobika.Karan@sutherlandglobal.com
 
 
 
 
 
 
 Description:
 
 
 
 &bull; The Credit Analyst (buy-side role) supports the CLO funds of Global Asset Manager with a focus on the U.K and U.S. markets, identifying investment opportunities and monitoring existing portfolio of Leveraged Loans. The role involves thorough due diligence of industry and company fundamentals of various loan investments across multiple industries and making investment recommendations. This job requires working closely with client developing investment memorandums, credit analysis and relative value recommendations.
 
 
 
 
 
 
 
 Responsibilities
 
 
 <ul>
 <li>
 Perform quantitative and qualitative analysis to support the underwriting of potential investment opportunities and involves- o Evaluating primary and secondary deals which include preparing an investment proposal highlighting company &amp; industry overview, credit risks &amp; mitigants and investment rationale.
 </li>
 <li>
 Building detailed financial models for the company including historical operating &amp; financial metrics, projections with detailed revenue drivers and cost assumptions, capital structure analysis, de-leveraging potential based on forecasted free cash flows, distressed scenario analysis, recovery analysis, relative value comparable and yield calculations.
 </li>
 <li>
 Term sheet analysis, understanding of covenants, special situations like waivers &amp; amendments and summarizing indentures/senior facilities agreement.
 </li>
 <li>
 Presenting the investment opportunity to the committee consisting of Research Analyst, Portfolio Managers and Risk Officers.
 </li>
 <li>
 For existing portfolio, evaluating quarterly financial performance, writing flash reports, developing and updating financial models, tracking waiver &amp; amendments and reviewing key industry issues &amp; events.
 </li>
 <li>
 Periodic review of portfolio by active management of existing positions, suggesting switches/increase or decrease of exposure along with entry/exit levels.
 </li>
 </ul>
 
 
 
 
 
 
 Qualifications:
 
 
 
 
 To succeed in this position, you must have:
 
 
 <ul>
 <li>
 MBA or equivalent in Finance /CFA/CA
 </li>
 <li>
 Minimum experience of 3 years for Analyst Role and 5 years for Senior Analyst within a financial services organization (or equivalent role in outsourcing organization)
 </li>
 <li>
 Strong familiarity with MS Office products
 </li>
 <li>
 Strong quantitative skills and attention to detail
 </li>
 <li>
 Good time management and demonstrated ability to perform under time pressure and to prioritize handling multiple assignments
 </li>
 <li>
 Strong communication skills (written and spoken English)
 </li>
 <li>
 Independent thinker with good organizational skills
 </li>
 <li>
 Database experience: Bloomberg, CapIQ, Thompson Reuters, Syndication Websites others
 </li>
 </ul>
 
 
</div>

Associate Manager Project Finance

IDFC FIRST Bank

<div>
 
 Job Requirements
 
 
 
 About the Role
 
 
 As an Analyst &ndash; Portfolio Management in the Wholesale Banking division, you will support strategic planning, performance management, and portfolio analysis to drive business growth and operational efficiency. This role involves budgeting, KPI tracking, competitive benchmarking, and project execution. You will work closely with senior leadership and relationship managers to provide insights and enable data-driven decision-making.
 
 
 Key Responsibilities
 
 
 
 Primary Responsibilities
 
 
 
 <ul>
 <li>
 Partner with business teams for strategic planning and performance management.
 </li>
 <li>
 Develop annual budgets and estimates; track performance against strategic objectives.
 </li>
 <li>
 Build and manage KPI dashboards to facilitate business analysis.
 </li>
 <li>
 Prepare presentations and reports for senior leadership including MD, EXCO, and Business Heads.
 </li>
 <li>
 Support new business initiatives and evaluate growth opportunities.
 </li>
 <li>
 Monitor stressed cases and maintain updates on watchlist accounts.
 </li>
 <li>
 Conduct deep-dive competition analysis and benchmarking to provide actionable insights.
 </li>
 <li>
 Perform portfolio analysis and provide a 360&deg; performance view to Relationship Managers.
 </li>
 <li>
 Implement control measures to prevent revenue leakages and optimize costs.
 </li>
 <li>
 Manage projects by identifying actionables, tracking progress, and ensuring execution.
 
 
 </li>
 </ul>
 Secondary Responsibilities
 
 
 <ul>
 <li>
 Collaborate with key stakeholders for analysis, reporting, and data refinement.
 </li>
 <li>
 Continuously improve data accuracy and reporting quality.
 
 
 </li>
 </ul>
 What We Are Looking For
 
 
 Education
 
 
 <ul>
 <li>
 Graduation: Any discipline
 </li>
 <li>
 Post-graduation: Any field (preferred)
 
 
 </li>
 </ul>
 
 Experience
 
 
 
 <ul>
 <li>
 0&ndash;2 years of relevant experience in an analyst role, preferably in banking or financial services
 
 
 </li>
 </ul>
 Skills and Attributes
 
 
 <ul>
 <li>
 Strong analytical and problem-solving skills
 </li>
 <li>
 Proficiency in Excel, PowerPoint, and data visualization tools
 </li>
 <li>
 Excellent communication and presentation skills
 </li>
 <li>
 Ability to manage multiple tasks and meet deadlines
 </li>
 <li>
 Attention to detail and a proactive approach to learning
 </li>
 <li>
 Team player with strong stakeholder management capabilities
 </li>
 </ul>
</div>

Analyst-Portfolio Management

Tata Consultancy Services

<div>
 
 
 Walk-in | TCS Mumbai Hiring for Financial Analyst
 
 
 
 
 
 
 
 INTERVIEW DETAILS:
 
 
 
 Interview date: 13th December,2025, Saturday
 
 
 Interview time: 10 AM to 12:30 PM
 
 
 
 
 
 
 Venue:
 
 Plot C, Village Kavesar, Opp. Rodas Enclave, Hiranandani Estate, Ghodbunder Road, Thane West - 400607, Maharashtra, India
 
 
 
 
 
 
 Qualification
 
 
 
 Qualification: B Com / M.Com /MBA Finance
 
 
 
 
 
 
 Experience
 
 
 
 Minimum 1 year of experience as a Financial Data Analyst
 
 
 Job Requirement
 
 
 * Domain / Accounting knowledge and skills
 
 
 * Basic understanding of accounting principles and Finance
 
 
 * Good verbal and written communication skills
 
 
 * Willingness to work in rotational and night shifts
 
 
 * Research, Review, Analyze and Interpret financial statements/Broker reports of large corporates from global markets.
 
 
 * Ensure compliance with global policies including US GAAP &amp; IFRS.
 
 
 * Capture data points of interest from financial reports and tag the same from Income Statement, Balance Sheet &amp; Cash flow through an application.
 
 
 * Transaction based activities, rule-based decision making, verifying for accuracy and completeness, formatting data, posting and preparing output (various types of reconciliations, system to system reconciliations, balancing, open item management, reports etc)
 
 
 * Constant quality check on the finalization of statement.
 
 
 * Capture specific figures from Revenue, Net Income, EPS, Weighted Average Shares, Income before tax,
 
 
 Income Tax &amp; One-time charges &amp; provide timely, relevant and accurate information for Earnings.
 
 
 * Capture the future estimated data as given in press release, earnings call &amp; company presentation report for Guidance.
 
 
 * Number crunching on specific items of the Income Statement, Balance sheet &amp; Cash Flow.
 
 
 * Understanding of financial processes and applications
 
 
 
 
 
 EP NUMBER MANDATORY FOR INTERVIEW
 
 
 Step 1: Visit
 
 https://ibegin.tcs.com/iBegin/&middot;
 
 
 
 Step2: Click to login&middot;
 
 
 Step 3: Click New user
 
 
 (Register with us)&middot;
 
 
 Step 4: Select "BPO" in areas of interest and complete the registration.
 
 
 (Fill the details)&middot;
 
 
 Step 5: Once completed, your TCS no. will be generated which start
 
 
 s from EP2024XXXX.&middot; Step 6: You will receive the EP number on your personal e-mail ID.*Interested Candidate may walk in at the below venue. *It is mandatory to write EP Number &amp; "Marcellinius"
 
 
 as reference on CV
 
</div>

Financial Analyst

<div>
 
 
 Role Overview:
 
 
 
 We are looking for a detail-oriented and analytical
 
 Business Analyst
 
 with strong technical skills in
 
 SQL, Tableau, and Python
 
 . The ideal candidate will work closely with business stakeholders to translate requirements into analytical solutions, generate meaningful insights, and support data-driven decision-making across the organization.
 
 
 
 
 
 
 Key Responsibilities:
 
 
 <ul>
 <li>
 Partner with business, product, and operations teams to understand analytical requirements and translate them into effective data solutions.
 </li>
 <li>
 Extract, clean, and analyze large datasets using
 
 SQL
 
 to support reporting, insights, and strategic initiatives.
 </li>
 <li>
 Build interactive dashboards and visualizations using
 
 Tableau
 
 to communicate insights and trends to leadership.
 </li>
 <li>
 Use
 
 Python
 
 for data analysis, automation, and building analytical workflows or models (when required).
 </li>
 <li>
 Perform root cause analyses, identify business performance drivers, and develop actionable recommendations.
 </li>
 <li>
 Support KPI development, performance tracking, and business reviews through structured reporting.
 </li>
 <li>
 Collaborate with cross-functional teams to design scalable data solutions and process improvements.
 </li>
 <li>
 Present findings in a clear, concise manner to stakeholders and leadership teams.
 </li>
 </ul>
 <li>
 </li>
 
 
 Required Skills &amp; Experience:
 
 
 <ul>
 <li>
 2&ndash;7 years of experience as a
 
 Business Analyst
 
 , Data Analyst, or similar analytical role.
 </li>
 <li>
 Proficiency in
 
 SQL
 
 for data querying and transformation.
 </li>
 <li>
 Hands-on experience with
 
 Tableau
 
 for dashboard development and data visualization.
 </li>
 <li>
 Working knowledge of
 
 Python
 
 for analytics, automation, and data manipulation.
 </li>
 <li>
 Strong understanding of business metrics, analytical problem solving, and storytelling with data.
 </li>
 <li>
 Excellent communication skills with the ability to present complex insights clearly.
 </li>
 <li>
 Ability to work with cross-functional teams in a fast-paced environment.
 </li>
 </ul>
 
 
 
 
 
 Preferred Qualifications:
 
 
 <ul>
 <li>
 Experience working with product analytics, operations analytics, or financial/business reporting.
 </li>
 <li>
 Knowledge of statistical methods or basic predictive modeling.
 </li>
 <li>
 Exposure to cloud data platforms (AWS, GCP, Azure) or data warehousing tools (Snowflake, BigQuery, Redshift).
 </li>
 <li>
 Bachelor&rsquo;s degree in Engineering, Business, Analytics, Economics, Statistics, or a related field.
 </li>
 </ul>
 
 
</div>

Business Analyst

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