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analyst/ sr. analyst, portfolio management - investor reporting Jobs in Mumbai

analyst/ sr. analyst, portfolio management - investor reporting

senior research analyst

Turing

<div>
 
 
 About Turing:
 
 
 
 Turing is one of the world&rsquo;s fastest-growing AI companies, accelerating the advancement and deployment of powerful AI systems.
 
 
 Turing helps customers in two ways: Working with the world&rsquo;s leading AI labs to advance frontier model capabilities in thinking, reasoning, coding, agentic behavior, multimodality, multilinguality, STEM and frontier knowledge; and leveraging that work to build real-world AI systems that solve mission-critical priorities for companies.
 
 
 
 
 
 
 Role Overview:
 
 
 
 In this role, you will be working on projects to help fine-tune large language models (like ChatGPT) using your strong finance background, analytical thinking and English comprehension skills.
 
 
 The ideal candidate should have the ability to read, summarize, and break down large financial content into smaller logical blocks, conduct research online, validate claims made in content through online research, and work with the LLM (Large Language Models) to solve puzzles!
 
 
 
 
 
 The projects will also help you learn how to leverage AI to be a better analyst. This is your chance to future-proof your career in an AI-first world!
 
 
 
 
 
 
 What You'll Do Day-to-Day:
 
 
 <ul>
 <li>
 Solve complex financial and logical reasoning problems that test and train LLMs.
 </li>
 <li>
 Analyze financial statements, models, and business scenarios to assess accuracy and factual consistency.
 </li>
 <li>
 Summarize financial reports or investment theses and validate claims through online research.
 </li>
 </ul>
 
 
 
 
 
 Requirements:
 
 
 <ul>
 <li>
 Qualification: Cleared CFA Level 1/2/3, or or have completed their CA / CPA certification or completed their MBA in Finance.
 </li>
 <li>
 Strong understanding of financial concepts, accounting principles, and investment analysis.
 </li>
 <li>
 Analytical mindset with the ability to research, verify, and reason logically.
 </li>
 <li>
 Excellent English comprehension and communication skills.
 </li>
 </ul>
 
 
 
 
 
 Preferred Qualifications:
 
 
 <ul>
 <li>
 Experience in roles such as: Financial Analyst, Financial Writer, Investment Analyst, Audit Associate, etc.
 </li>
 <li>
 Familiarity with tools like Excel, Google Sheets, and financial modeling.
 </li>
 <li>
 Proficiency in quantitative reasoning, logical deduction, and data interpretation.
 </li>
 </ul>
 
 
 
 
 
 Perks of Freelancing with Turing:
 
 
 <ul>
 <li>
 Work on the cutting edge of AI and finance.
 </li>
 <li>
 Fully remote and flexible work environment.
 </li>
 <li>
 Exposure to advanced LLMs and insight into how they&rsquo;re trained.
 </li>
 </ul>
 
 
 
 
 
 Evaluation Process:
 
 
 <ul>
 <li>
 Shortlisted experts may be asked to complete an assessment.
 </li>
 <li>
 If you clear the assessment, you will be contacted for contract assignments with expected start dates, durations, and end dates.
 </li>
 <li>
 Some contract assignments require fixed weekly hours, averaging 20/30/40 hours per week for the duration of the contract assignment.
 </li>
 </ul>
</div>

Remote Finance & Research Analyst - 33806

Deloitte

<div>
 
 Notice Period - Immediate Joiner to 30 Days
 
 
 Location - Mumbai / Pune / Bangalore / Delhi / Chennai / Hyderabad
 
 
 Experience - 6+ Years for Senior Consultant &amp; 2+ Years for Analyst
 
 
 
 
 
 
 Roles &amp; Responsibilities:
 
 
 
 5+ years of experience in leading and managing Microsoft Dynamics 365 Finance &amp; operation support project as Finance Consultant. &bull; Work directly with clients to implement D365 F&amp;O Finance &amp; Accounting processes, including but not limited to: General Ledger, Accounts Payable, Accounts Receivable, Cash Management, Credit and collections, Budgeting &amp; Fixed Assets &bull; Work collaboratively with other functional &amp; technical project team members to ensure successful &amp; timely implementation. &bull; Actively drive requirements gathering, analysis, design, implementation &amp; testing phases of the D365 Finance module suite &bull; Experience of rollouts, deployments, upgrade, Data migration, data management and FastTrack go-live assessment. &bull; Experience of SLA based support. &bull; Experience of working on any incident management tools. &bull; Ability to manage requirements/scope and risks appropriately. &bull; Ability to identify risks, issues, find solution and plan/manage them. &bull; Good at client interactions, able to set &amp; manage stakeholder expectation. &bull; Good presentation and communication skills. &bull; Good experience of working in multi-vendor environment. &bull; Flexible with work hours. Should be okay with Onsite-Offshore Global Delivery Model and Travel (if required)
 
 
 
 
 
 
 Primary Skillset:
 
 implement D365 F&amp;O Finance &amp; Accounting processes, including but not limited to: General Ledger, Accounts Payable, Accounts Receivable, Cash Management, Credit and collections, Budgeting &amp; Fixed Assets,F#,X++,Finance and Operation
 
 
 
 
 
 
 Secondary Skillset:
 
 Data Migration, Data Management, deployments
 
</div>

D365 F&O Finance - Analyst & Senior Consultant

Nium

<div>
 
 
 Nium, the Leader in Real-Time Global Payments
 
 &nbsp;
 
 
 
 &nbsp;
 
 
 
 
 Nium, the leading global infrastructure for real-time cross-border payments, was founded on the mission to deliver the global payments infrastructure of tomorrow, today. With the onset of the global economy, its payments infrastructure is shaping how banks, fintechs, and businesses everywhere collect, convert, and disburse funds instantly across borders. Its payout network supports 100 currencies and spans 190+ countries, 100 of which in real-time. Funds can be disbursed to accounts, wallets, and cards and collected locally in 40 markets. Nium's growing card issuance business is already available in 34 countries. Nium holds regulatory licenses and authorizations in more than 40 countries, enabling seamless onboarding, rapid integration, and compliance &ndash; independent of geography. The company is co-headquartered in San Francisco and Singapore.
 
 
 
 
 
 
 About the Role:
 
 
 
 
 
 
 At Nium, customer obsession is at our core. As an Analyst/ Senior Analyst- Customer Experience, you will be on the front line ensuring smooth, transparent, and cost-effective international remittance services for our retail and business customers. Your role will be critical in creating customer delight and building long-lasting trust
 
 
 
 
 
 
 
 Key Responsibilities:
 
 <ul>
 <li>
 Interact with customers via Chat and Email, handle occasional Outbound Calls when necessary
 </li>
 <li>
 Respond promptly to customer queries and follow up where required
 </li>
 <li>
 Gather and evaluate information to resolve product and service-related issues
 </li>
 <li>
 Provide accurate product and service information, coordinating with internal and external teams to resolve problems
 </li>
 <li>
 Handle complaints by analyzing root causes, providing optimal solutions, and ensuring follow-up until resolution
 </li>
 <li>
 Perform customer verification as required
 </li>
 <li>
 Organize workflow to achieve departmental objectives
 </li>
 <li>
 Share feedback on process efficiency and recommend ideas for improving customer experience
 
 </li>
 </ul>
 
 
 
 
 Requirements:
 
 <ul>
 <li>
 Bachelor&rsquo;s degree with min 2-3
 
 &nbsp;
 
 years of experience in Chat, Email, or Voice processes within financial services
 </li>
 <li>
 International experience &ndash; interacted with customers both in and outside India
 </li>
 <li>
 Strong empathy and a customer-first mindset
 </li>
 <li>
 Ability to prioritize, organize, and execute tasks with minimal supervision
 </li>
 <li>
 Excellent spoken and written English
 </li>
 <li>
 Hands-on experience with MS Office tools
 </li>
 <li>
 Comfortable working in rotational shifts (24x7x365) with 12 flexible leaves annually (no fixed public holidays)
 </li>
 <li>
 Behavioral competencies - customer advocate, confident, go-getter, inquisitive, comfortable with technology, team player, flexible and looks for improvements
 </li>
 <li>
 Preferred - working knowledge of Payments and Cards
 
 </li>
 </ul>
 
 
 
 
 
 
 
 What we offer at Nium&nbsp;
 
 &nbsp;
 
 
 
 &nbsp;
 
 
 
 
 We Value Performance:
 
 &nbsp;
 
 
 Through competitive salaries, performance bonuses, sales commissions, equity for specific roles and recognition programs, we ensure that all our employees are well rewarded and incentivized for their hard work.&nbsp;
 
 
 
 
 
 
 We Care for Our Employees:
 
 &nbsp;
 
 
 The wellness of Nium&rsquo;ers is our #1 priority. We offer medical coverage along with 24/7 employee assistance program, generous vacation programs including our year-end shut down. We also provide a flexible working hybrid working environment (3 days per week in the office).&nbsp;
 
 
 
 
 
 
 We Upskill Ourselves:
 
 We are curious, and always want to learn more with a focus on upskilling ourselves. We provide role-specific training, internal workshops, and a learning stipend.
 
 
 
 
 
 
 We Celebrate Together:
 
 &nbsp;
 
 
 We recognize that work is also about creating great relationships with each other. We celebrate together with company-wide social events, team bonding activities, happy hours, team offsites, and much more!&nbsp;&nbsp;
 
 
 
 
 
 
 We Thrive with Diversity:
 
 &nbsp;
 
 
 Nium is truly a global company, with more than 33 nationalities, based in 18+ countries and more than 10 office locations. As an equal opportunity employer, we are committed to providing a safe and welcoming environment for everyone.&nbsp;&nbsp;
 
 
 
 &nbsp;
 
 
 
 
 For more detailed region specific benefits :&nbsp;
 
 https://www.nium.com/careers#careers-perks
 
 &nbsp;
 
 
 
 
 &nbsp;
 
 
 
 
 For more information visit www.nium.com
 
 &nbsp;
 
 
 
 
 
 
 Depending on your location, certain laws may regulate the way Nium manages the data of candidates. By submitting your job application, you are agreeing and acknowledging that you have read and understand our&nbsp;
 
 Candidate Privacy Notice
 
 &nbsp;located at&nbsp;
 
 www.nium.com/privacy/candidate-privacy-notice
 
 .
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
</div>

Analyst/Senior Analyst - Customer Experience

MUFG

<div>
 
 
 About Us:
 
 
 
 MUFG Bank, Ltd. is Japan&rsquo;s premier bank, with a global network spanning in more than 40 markets. Outside of Japan, the bank offers an extensive scope of commercial and investment banking products and services to businesses, governments, and individuals worldwide. MUFG Bank&rsquo;s parent, Mitsubishi UFJ Financial Group, Inc. (MUFG) is one of the world&rsquo;s leading financial groups. Headquartered in Tokyo and with over 360 years of history, the Group has about 120,000 employees and offers services including commercial banking, trust banking, securities, credit cards, consumer finance, asset management, and leasing. The Group aims to be the world&rsquo;s most trusted financial group through close collaboration among our operating companies and flexibly respond to all the financial needs of our customers, serving society, and fostering shared and sustainable growth for a better world. MUFG&rsquo;s shares trade on the Tokyo, Nagoya, and New York stock exchanges.
 
 
 
 
 
 
 MUFG Global Service Private Limited:
 
 
 
 Established in 2020, MUFG Global Service Private Limited (MGS) is 100% subsidiary of MUFG having offices in Bengaluru and Mumbai. MGS India has been set up as a Global Capability Centre / Centre of Excellence to provide support services across various functions such as IT, KYC / AML, Credit, Operations etc. to MUFG Bank offices globally. MGS India has plans to significantly ramp-up its growth over the next 18-24 months while servicing MUFG&rsquo;s global network across Americas, EMEA and Asia Pacific
 
 .
 
 
 
 
 
 
 
 About the Role:
 
 
 
 
 Position Title:
 
 Japanese Corporate Banking, Portfolio Management Group
 
 
 
 Corporate Title:
 
 Analyst
 
 
 
 Reporting to:
 
 AVP
 
 
 
 Location:
 
 Mumbai
 
 
 
 
 
 
 
 
 Job Profile:
 
 
 
 
 Position details:
 
 
 <ul>
 <li>
 Support Portfolio Management Group and handle credit coverage for EMEA subsidiaries of Japanese Corporates.
 </li>
 <li>
 The Junior will be a corporate finance professional, supporting EMEA subsidiaries of publicly traded Japanese corporations. The critical function of assessing risk factors associated with a credit and determining appropriate rating based on established policies and guidelines. Responsibilities will include supporting the active credit management of a designated portfolio utilizing solid credit and analytical skills. Provide continuous oversight of portfolio names, monitoring for potential upgrading, downgrading and credit deterioration with the goal of maximizing net income and reducing credit costs.
 </li>
 </ul>
 
 
 
 
 
 Roles and Responsibilities:
 
 
 <ul>
 <li>
 Active Portfolio Management of Designated Customers under the Guidance of Senior Portfolio Managers
 </li>
 <li>
 Manage a designated portfolio of Japanese corporate credit customers.
 </li>
 <li>
 Perform due diligence and scheduled reviews regularly.
 </li>
 <li>
 Analyze credit risk of the designated portfolio, determine accurate ratings, and make recommendations of accurate and timely ratings to management with support from senior portfolio managers.
 </li>
 <li>
 Prepare detailed credit analysis and credit applications in accordance with EMEA Credit Policy, Credit-Related Procedures, Credit Rules, and JCB Credit Operating Manual, evaluating the borrower&rsquo;s industry / business / legal / financial risks and recommending extensions of credit to management.
 </li>
 <li>
 Basic cash flow modeling skills and understanding of assigned industries / industry sub-sectors are required, and maintain most updated knowledge on the industries through internal / external sources and direct communication with the customers.
 </li>
 <li>
 Able to understand and assess risk of standard bank products such as loans, stand-by LC, trade finance, forex, derivatives, and securitization.
 </li>
 <li>
 Maintain direct communication with assigned customers.
 </li>
 <li>
 Oversight of covenants compliance, facility due date, condition / instruction / report required.
 </li>
 <li>
 Responsible for coordinating and communicating account information to internal auditors and external regulators (e.g., FRB, FSA, BOJ, SNIC, OCC).
 </li>
 <li>
 Ongoing training to enhance the all-around skill sets of a portfolio manager.
 </li>
 <li>
 Perform other related functions as assigned.
 </li>
 </ul>
 
 
 
 
 
 Deal Support:
 
 
 <ul>
 <li>
 Work with business lines / product groups to identify prospective transactions.
 </li>
 <li>
 Identify structural risks and mitigants in prospective transactions and recommend / enhance structuring of deals and covenants in line with policies and procedures.
 </li>
 <li>
 Advise relationship managers on credit risk issues, terms &amp; conditions, to create the best possible deal with a goal of improving profit and minimizing credit cost with support from senior portfolio managers.
 </li>
 <li>
 Communicate with credit divisions with regard to rating rationale, facility structuring / exposures, and ensure credit divisions are furnished with all credit related information / analysis pertinent to making a decision.
 </li>
 </ul>
 
 
 
 
 
 Policy Compliance:
 
 
 <ul>
 <li>
 Ensure compliance with external regulatory requirements (JFSA, BOJ, PRA etc).
 </li>
 <li>
 Ensure compliance with internal policy and procedures by understanding and adhering to EMEA Credit Policy, Credit-Related Procedures, Credit Rules, Procedures for Credit Ratings, JCB Credit Operating Manual, and any other applicable pronouncements.
 </li>
 </ul>
 
 
 
 
 
 Job Requirements:
 
 
 <ul>
 <li>
 1-4 years of working experience in financial institutions or equivalent, in accounting / financial analysis areas.
 </li>
 <li>
 Excellent communication skills (both oral and written).
 </li>
 <li>
 Japanese language skill preferred
 </li>
 <li>
 MBA Finance or CA or CFA degree required
 </li>
 <li>
 Completion of formal credit training is a plus.
 </li>
 </ul>
 
 
 
 
 
 Equal Opportunity Employer:
 
 
 
 The MUFG Group is committed to providing equal employment opportunities to all applicants and employees and does not discriminate on the basis of race, colour, national origin, physical appearance, religion, gender expression, gender identity, sex, age, ancestry, marital status, disability, medical condition, sexual orientation, genetic information, or any other protected status of an individual or that individual's associates or relatives, or any other classification protected by the applicable laws.
 
</div>

Senior Analyst- Credit Analysis [T500-19723]

YES BANK

<div>
 
 Role Summary
 
 
 
 The role holder is responsible for assisting Senior Relationship Manager in increasing sales and revenue through management of new and existing clients by selling /cross-selling wholesale banking products and services to large corporate clients.
 
 
 
 Market Assessment and Business Development
 
 
 
 <ul>
 <li>
 Conducts market research to understand consumers, competition and current market conditions to help identify new business opportunities.
 </li>
 <li>
 Participates as and when required in meetings with key customers, promoters, prospective customers to understand customer needs and use that information to propose possible solutions.
 </li>
 <li>
 Works towards maintaining and enhancing relationships with key customer accounts and prospective customers to ensure business continuity and growth.
 </li>
 <li>
 Leverages opportunities to manage complex relationships independently, under the overall supervision of Senior Relationship Managers/Team Leaders.
 
 
 </li>
 </ul>
 
 Revenue Generation
 
 
 
 <ul>
 <li>
 Identifies new sales opportunities and leveraging a knowledge sector driven relationship approach to enhance sales and revenue generation through new and existing customers for achievement of established targets and objectives.
 </li>
 <li>
 Targets product/ industry specific business opportunities leading to achievement of the budget and ensures seamless coordination between customer &amp; relationship manager.
 
 
 </li>
 </ul>
 
 Portfolio Management and Deal Structuring
 
 
 
 <ul>
 <li>
 Works independently and under the supervision of Senior Relationship Managers/Team leaders in structuring and restructuring of deals to ensure they effectively address the clients&rsquo; financial requirement.
 </li>
 <li>
 Conducts research and collates necessary data for preparing credit proposals in line with customer requirements.
 </li>
 <li>
 Coordinates with CAD and other relevant stakeholders to ensure proposals/ approvals are approved and followed up in an efficient and timely manner.
 
 
 </li>
 </ul>
 
 Credit Appraisal
 
 
 
 <ul>
 <li>
 Credit Assessment and CAM preparation through detailed analysis
 </li>
 <li>
 Works in close coordination with key stakeholders from Risk Management to ensure adherence to established credit guidelines.
 
 
 </li>
 </ul>
 
 Documentation and Compliance
 
 
 
 <ul>
 <li>
 Completes all documentation and CRM updation to ensure adherence to established guidelines and maintenance of highest quality standards of documentation, client communication, process compliance.
 
 
 </li>
 </ul>
 Works in close coordination with relevant BUs to ensure smooth and quick turnaround of transactions as and when required.
 
 
 
 Minimum Qualifications
 
 
 
 <ul>
 <li>
 Master&rsquo;s degree: CA/MBA/PGDM
 
 
 </li>
 </ul>
 
 Years Of Experience
 
 
 
 <ul>
 <li>
 A minimum of 0-5 years of relevant experience with at least 0-3 years in a similar role
 
 
 </li>
 </ul>
 
 Nature of
 
 
 Experience
 
 
 
 <ul>
 <li>
 Prior experience in BFSI sector/General industry in Relationship manager&rsquo;s role or prior experience as Credit Analyst in financial services industry with a zeal for relationship management
 </li>
 </ul>
</div>

Relationship Manager

<div>
 
 
 About Turing:
 
 
 
 Turing is one of the world&rsquo;s fastest-growing AI companies, accelerating the advancement and deployment of powerful AI systems.
 
 
 Turing helps customers in two ways: Working with the world&rsquo;s leading AI labs to advance frontier model capabilities in thinking, reasoning, coding, agentic behavior, multimodality, multilinguality, STEM and frontier knowledge; and leveraging that work to build real-world AI systems that solve mission-critical priorities for companies.
 
 
 
 
 
 
 Role Overview:
 
 
 
 In this role, you will be working on projects to help fine-tune large language models (like ChatGPT) using your strong finance background, analytical thinking and English comprehension skills. The ideal candidate should have the ability to read, summarize, and break down large financial content into smaller logical blocks, conduct research online, validate claims made in content through online research, and work with the LLM (Large Language Models) to solve puzzles! The projects will also help you learn how to leverage AI to be a better analyst. This is your chance to future-proof your career in an AI-first world!
 
 
 
 
 
 
 What You'll Do Day-to-Day:
 
 
 <ul>
 <li>
 Solve complex financial and logical reasoning problems that test and train LLMs.
 </li>
 <li>
 Analyze financial statements, models, and business scenarios to assess accuracy and factual consistency.
 </li>
 <li>
 Summarize financial reports or investment theses and validate claims through online research.
 </li>
 </ul>
 
 
 
 
 
 Requirements:
 
 
 <ul>
 <li>
 Qualification: Cleared CFA Level 1/2/3, or or have completed their CA / CPA certification or completed their MBA in Finance.
 </li>
 <li>
 Strong understanding of financial concepts, accounting principles, and investment analysis.
 </li>
 <li>
 Analytical mindset with the ability to research, verify, and reason logically.
 </li>
 <li>
 Excellent English comprehension and communication skills.
 </li>
 </ul>
 
 
 
 
 
 Preferred Qualifications:
 
 
 <ul>
 <li>
 Experience in roles such as: Financial Analyst, Financial Writer, Investment Analyst, Audit Associate, etc.
 </li>
 <li>
 Familiarity with tools like Excel, Google Sheets, and financial modeling.
 </li>
 <li>
 Proficiency in quantitative reasoning, logical deduction, and data interpretation.
 </li>
 </ul>
 
 
 
 
 
 Perks of Freelancing with Turing:
 
 
 <ul>
 <li>
 Work on the cutting edge of AI and finance.
 </li>
 <li>
 Fully remote and flexible work environment.
 </li>
 <li>
 Exposure to advanced LLMs and insight into how they&rsquo;re trained.
 </li>
 </ul>
 
 
 
 
 
 Evaluation Process:
 
 
 <ul>
 <li>
 Shortlisted experts may be asked to complete an assessment.
 </li>
 <li>
 If you clear the assessment, you will be contacted for contract assignments with expected start dates, durations, and end dates.
 </li>
 <li>
 Some contract assignments require fixed weekly hours, averaging 20/30/40 hours per week for the duration of the contract assignment.
 </li>
 </ul>
</div>

Remote Business Analyst (Finance) - 33806

Crisil

<div>
 <ul>
 <li>
 Support the modelling team with setup and maintenance of financial models by adopting a proprietary framework
 </li>
 <li>
 Undertake migration of existing client analyst models into the proprietary framework
 </li>
 <li>
 Create earnings reports by analyzing financial disclosures and conference call transcripts
 </li>
 <li>
 Support the senior modelers with finalising the modelling approach factoring in company specific and industry level fundamentals
 </li>
 <li>
 Assist the team with pilot assignments on modelling and report writing
 </li>
 </ul>
</div>

Management Trainee

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