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Showing 23 Investment Management jobs in Mumbai

Associate Director - Investment Management

Mumbai, Maharashtra Marsh McLennan

Posted 13 days ago

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Job Description

We are seeking a talented individual to join our Wealth Investment Team at Mercer. This role will be based in Mumbai/Gurugram. This is a hybrid role that has a requirement of working at least three days a week in the office.


Associate Director - Investment Management


We will count on you to:


  • Drive the delivery and operational support for reference data management initiatives
  • Engage closely with key stakeholders across business, data solutions, technology, vendors to support maintenance and sustenance of reference data support needs
  • Develop a thorough understanding of the reference data solutions implemented
  • Collaborate with data solutions leadership to define SLAs and support protocols
  • Develop detailed understanding of business, data flow processes implemented by EA, Ref Data solution teams and design support procedures to effectively support post go-live
  • Ensure there is detailed support documentation that aligns closely with business requirements, data mappings, dependencies, data definitions, specifications and business processes including data flows.
  • Build, manage, lead and grow a dedicated high-performance support teams
  • Develop and implement scalable reference data support capabilities with a metrics-driven operations model, ensuring adherence to data ownership, quality, accuracy, and timeliness principles.
  • Manage stakeholder expectations through effective project management and ensure timely delivery of reference data support solutions
  • Support and influence the development of Mercer’s overall data delivery strategy with insights gained from support metrics




What you need to have:


  • 10+ years experience working either directly in the finance industry in a data support related role for example, at an Investment Manager or Custodian or for a vendor providing services to the buy side.
  • Deep experience leading data support teams managing data and related structures for core foundational data domains for an enterprise including team building, organization, process management, vendor management, SLA management, metrics-driven support delivery
  • Experience leading and growing data support teams preferably master data management and/or reference data management teams
  • Experience driving adoption of processes, templates by data support requesting teams
  • Demonstrable strong communication and interpersonal skills, with the ability to collaborate effectively with business stakeholders at all levels.
  • Thought leadership experience on designing data support capabilities for investment and asset management business functions across front-office, middle-office and back-office workflows.
  • Experience dealing with data pipelines for a range of financial market related data sets and asset classes.
  • Familiarity with data governance principles and practices, including metadata management and data quality assurance.
  • Possess conceptual understanding of investment management processes, financial markets, custodial services, investment operational data needs, portfolio management reporting & monitoring.
  • Demonstrate an understanding of front, middle, and back-office functions within the investment management, wealth management or asset management industry.
  • Bring familiarity with integrating disparate data eco systems, data models, data pipelines to support business workflows.
  • Experience managing and balancing stakeholder expectations
  • Strong analytical skills using tools such as Excel, Vision, PowerPoint, Word.
  • Proficiency in SQL, RDBMS, Data modeling, Structured and unstructured data analysis
  • Proficiency in S&P or Markit EDM software and inner workings of all its capabilities highly desired


What makes you stand out?


  • Outcome oriented, energetic, proactive, critical thinking and a desire to see things done efficiently
  • Ability to balance quick wins with long term effectiveness and efficiency
  • Ability to work with competing priorities and facilitate prioritization of competing support needs
  • Ability to work creatively with operate mindset as solutions are developed and implemented
  • Ability to communicate complex issues in a simple and coherent manner.
  • Attention to detail, and proven track record in project and conflict management
  • Excellent problem-solving skills with ability to work independently in a fast-paced, dynamic environment
  • Industry certifications within finance, data, team management, project management disciplines are highly desired


Why join our team:

  • We help you be your best through professional development opportunities, interesting work and supportive leaders.
  • We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
  • Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.


Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person

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Senior Financial Analyst - Remote Investment Strategy

400005 Mumbai, Maharashtra ₹110000 Annually WhatJobs Direct

Posted 2 days ago

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Job Description

full-time
Our client, a leading institution in the banking and finance sector, is seeking a highly skilled and analytical Senior Financial Analyst to join their remote investment strategy team. This position offers a fully remote work arrangement, providing flexibility while demanding a high level of expertise in financial modeling, market analysis, and investment evaluation. You will play a crucial role in supporting strategic investment decisions and contributing to portfolio growth.

Key responsibilities include developing complex financial models to forecast future financial performance, analyze investment opportunities, and assess risk. You will conduct in-depth market research and competitive analysis to identify trends and potential investment landscapes. Preparing detailed financial reports, presentations, and recommendations for senior management and investment committees will be a core part of your role. You will also monitor the performance of existing investments, providing insights and suggesting adjustments as needed.

The ideal candidate will possess a strong academic background in finance, economics, or a related quantitative field, coupled with significant experience in financial analysis and investment banking or asset management. Expertise in financial modeling software (e.g., Excel, VBA) and data analysis tools is essential. Excellent analytical, problem-solving, and critical thinking skills are required, along with the ability to interpret complex financial data. Strong communication and presentation skills are crucial for conveying findings and recommendations to diverse stakeholders.

You will also be responsible for staying abreast of financial market developments, regulatory changes, and economic conditions that may impact investment strategies. A proactive approach to identifying potential opportunities and risks, along with a meticulous attention to detail, is highly valued. This is an exceptional opportunity for a seasoned financial professional to contribute to high-level investment strategies in a flexible, remote work setting.
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Software Asset Management L3

Mumbai, Maharashtra NTT America, Inc.

Posted 4 days ago

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Job Description

**Make an impact with NTT DATA**
Join a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society. Our workplace embraces diversity and inclusion - it's a place where you can grow, belong and thrive.
**Your day at NTT DATA**
As a Cross Technology Managed Services Engineer (L3) at NTT DATA, your primary role will be to provide exceptional service to our clients by proactively identifying and resolving technical incidents. You will ensure that client infrastructure is configured, tested, and operational, leveraging your deep technical expertise to solve complex problems and enhance our service quality.
Part of your Responsibilities will entail pre-emptive service incident resolution, product reviews, and operational improvements. You will manage high-complexity tickets, perform advanced tasks, and provide diverse solutions while ensuring zero missed service level agreement (SLA) conditions. Your role will also involve mentoring junior team members and working across various technology domains such as Cloud, Security, Networking, and Applications.
You will conduct necessary checks, apply monitoring tools, and respond to alerts, identifying issues before they become problems. Logging incidents with the required level of detail, you will analyse, assign, and escalate support calls. Additionally, you will proactively identify opportunities for optimization and automation, ensuring continuous feedback to clients and affected parties.
Important responsibility is to create knowledge articles for frequent tasks/issues and train junior team members in executing those tasks. Provide inputs to automation teams to reduce manual efforts.
You will engage with third-party vendors when necessary and keep systems and portals updated as prescribed. As a senior engineer, you will coach L2 teams on advanced troubleshooting techniques and support the implementation and delivery of projects, disaster recovery functions, and more, ensuring all actions adhere to client requirements and timelines.
**To thrive in this role, you need to have:**
+ Extensive Managed Services experience handling complex cross-technology infrastructure.
+ Strong understanding of ITIL processes.
+ Proven experience working with vendors and/or third parties.
+ Ability to communicate and work across different cultures and social groups.
+ Effective planning skills, even in changing circumstances.
+ Positive outlook and ability to work well under pressure.
+ Active listening skills and adaptability to changing client needs.
+ Client-focused approach to create positive client experiences throughout their journey.
+ Bachelor's degree or equivalent qualification in IT/Computing (or demonstrated equivalent work experience).
**Workplace type** **:**
On-site Working
**About NTT DATA**
NTT DATA is a $30+ billion trusted global innovator of business and technology services. We serve 75% of the Fortune Global 100 and are committed to helping clients innovate, optimize and transform for long-term success. We invest over $3.6 billion each year in R&D to help organizations and society move confidently and sustainably into the digital future. As a Global Top Employer, we have diverse experts in more than 50 countries and a robust partner ecosystem of established and start-up companies. Our services include business and technology consulting, data and artificial intelligence, industry solutions, as well as the development, implementation and management of applications, infrastructure, and connectivity. We are also one of the leading providers of digital and AI infrastructure in the world. NTT DATA is part of NTT Group and headquartered in Tokyo.
**Equal Opportunity Employer**
NTT DATA is proud to be an Equal Opportunity Employer with a global culture that embraces diversity. We are committed to providing an environment free of unfair discrimination and harassment. We do not discriminate based on age, race, colour, gender, sexual orientation, religion, nationality, disability, pregnancy, marital status, veteran status, or any other protected category. Join our growing global team and accelerate your career with us. Apply today.
**Third parties fraudulently posing as NTT DATA recruiters**
NTT DATA recruiters will never ask job seekers or candidates for payment or banking information during the recruitment process, for any reason. Please remain vigilant of third parties who may attempt to impersonate NTT DATA recruiters-whether in writing or by phone-in order to deceptively obtain personal data or money from you. All email communications from an NTT DATA recruiter will come from an **@nttdata.com** email address. If you suspect any fraudulent activity, please contact us ( ) .
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Senior Real Estate Investment Analyst - Remote Portfolio Management

400001 Mumbai, Maharashtra ₹1300000 Annually WhatJobs Direct

Posted today

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Job Description

full-time
Our client is seeking a highly analytical and experienced Senior Real Estate Investment Analyst to join their esteemed, fully remote investment team. This role is crucial for identifying, evaluating, and managing a diverse portfolio of real estate assets. The ideal candidate will possess a deep understanding of real estate markets, financial modeling, and strategic investment principles. You will work independently and collaboratively with a geographically dispersed team to maximize returns and mitigate risks.

Primary Responsibilities:
  • Conduct in-depth market research and analysis to identify potential investment opportunities across various real estate sectors.
  • Develop complex financial models, including discounted cash flow (DCF), sensitivity analysis, and pro forma statements, to evaluate property valuations and investment returns.
  • Perform due diligence on potential acquisitions, including property inspections (remotely coordinated), lease abstracting, and title review.
  • Prepare detailed investment committee memos and presentations for senior management.
  • Monitor and manage the performance of existing portfolio assets, providing recommendations for value enhancement.
  • Analyze real estate market trends, economic indicators, and demographic shifts to inform investment strategies.
  • Maintain relationships with brokers, developers, lenders, and other industry professionals.
  • Negotiate terms for acquisitions and dispositions.
  • Develop and implement asset management strategies to optimize property performance and cash flow.
  • Track key performance indicators (KPIs) for the real estate portfolio.
  • Assist in the structuring of debt and equity financing for new investments.
  • Ensure compliance with all relevant legal and regulatory requirements.
  • Collaborate effectively with virtual team members, providing insights and support.
  • Contribute to the continuous refinement of investment underwriting standards and processes.
  • Utilize real estate data platforms and market intelligence tools to support analysis.
Qualifications:
  • Master's degree in Finance, Real Estate, Economics, or a related quantitative field.
  • Minimum of 6 years of experience in real estate investment analysis, acquisitions, or asset management.
  • Demonstrated expertise in financial modeling and valuation techniques specific to real estate.
  • Strong understanding of real estate capital markets and transaction processes.
  • Excellent analytical, research, and problem-solving skills.
  • Proficiency in Argus Enterprise, Excel, and presentation software.
  • Exceptional written and verbal communication skills, with the ability to articulate complex financial concepts clearly.
  • Proven ability to work autonomously and manage multiple priorities in a remote work setting.
  • Strong negotiation and deal-making capabilities.
  • Experience with various real estate asset classes (e.g., multifamily, office, retail, industrial).
  • Familiarity with real estate due diligence procedures.
  • A proactive and results-oriented mindset.
  • Commitment to upholding the highest ethical standards.
This is a premier opportunity for a seasoned professional to make a significant impact on real estate investment strategies, contributing to sophisticated portfolio growth from a remote work environment, influencing the property market within the Mumbai, Maharashtra, IN metropolitan area and beyond.
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Senior Engineer - MS, Asset Management

Mumbai, Maharashtra NTT America, Inc.

Posted 4 days ago

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Job Description

**Make an impact with NTT DATA**
Join a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society. Our workplace embraces diversity and inclusion - it's a place where you can grow, belong and thrive.
**Your day at NTT DATA**
The Managed Services Cross Technology Engineer (L2) is a developing engineering role, responsible for providing a managed service to clients to ensure that their IT infrastructure and systems remain operational.
Through the proactive monitoring, identifying, investigating, and resolving of technical incidents and problems, the Managed Services Cross Technology Engineer (L2) is able to restore service to clients.
The primary objective of this role is to proactively review client requests or tickets and apply technical/process knowledge to resolve them without breaching service level agreement (SLA).
The Managed Services Cross Technology Engineer (L2) focuses on second-line support for incidents and requests with a medium level of complexity and focusses across two or more technology domains - Cloud, Security, Networking, Applications and / or Collaboration etc.
This role may also contribute to / support on project work as and when required.
**What you'll be doing**
**Key Responsibilities:**
+ Bachelor's degree in information technology, Business Administration, or related field (Master's degree preferred).
+ Minimum of 4 years of experience in asset management
+ Strong understanding of asset management principles, methodologies, and best practices.
+ Proficiency in using asset management tools and software to track, manage, and optimize asset inventory.
+ Strong analytical and problem-solving skills, with the ability to analyze asset-related data and trends.
+ Effective communication skills, both written and verbal, with the ability to convey technical concepts to non-technical stakeholders.
+ Knowledge of regulatory requirements and industry standards related to asset management.
+ Strong business acumen and the ability to align asset management strategies with overall business goals.
+ Experience with contract negotiation and vendor management is a plus.
+ Proven ability to collaborate with cross-functional teams and manage stakeholder relationships.
**Workplace type** **:**
On-site Working
**About NTT DATA**
NTT DATA is a $30+ billion trusted global innovator of business and technology services. We serve 75% of the Fortune Global 100 and are committed to helping clients innovate, optimize and transform for long-term success. We invest over $3.6 billion each year in R&D to help organizations and society move confidently and sustainably into the digital future. As a Global Top Employer, we have diverse experts in more than 50 countries and a robust partner ecosystem of established and start-up companies. Our services include business and technology consulting, data and artificial intelligence, industry solutions, as well as the development, implementation and management of applications, infrastructure, and connectivity. We are also one of the leading providers of digital and AI infrastructure in the world. NTT DATA is part of NTT Group and headquartered in Tokyo.
**Equal Opportunity Employer**
NTT DATA is proud to be an Equal Opportunity Employer with a global culture that embraces diversity. We are committed to providing an environment free of unfair discrimination and harassment. We do not discriminate based on age, race, colour, gender, sexual orientation, religion, nationality, disability, pregnancy, marital status, veteran status, or any other protected category. Join our growing global team and accelerate your career with us. Apply today.
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Company Secretary – Asset Management Company

Mumbai, Maharashtra Nuvama Group

Posted 13 days ago

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Job Description

Role Summary:

The Company Secretary will be responsible for overseeing the governance and secretarial functions of the Asset Management Company (AMC) and trustee Company under SEBI Mutual Fund Regulations.

A key part of the role includes conducting and managing meetings of the Board, Audit Committee, NRC, and Risk Management Committee, ensuring regulatory compliance, timely documentation, and strategic support to the Board and senior management.


Key Responsibilities:

  • Organize, conduct, and document meetings of the Board of Directors of the Asset Management Company;
  • Organize, conduct, and document meetings of the Board of Directors of the Trustee Company
  • Organize, conduct, and document following committee meetings of the Asset Management Company :
  • Audit Committee,
  • Nomination & Remuneration Committee (NRC),
  • Risk Management Committee
  • CSR
  • Unit Holder Protection Committee
  • Technology Committee
  • Valuation Committee
  • Investment Committee
  • IT Strategy Committee
  • BCP Committee
  • Conflict of Interest Committee
  • Oversight committee with respect to proxy voting
  • Whistleblower Committee
  • Anti Money Laundering Committee
  • Organize, conduct, and document following committee meetings of the Asset Management Company :
  • Audit Committee,
  • Nomination & Remuneration Committee (NRC),
  • Risk Management Committee


  • Prepare and circulate agendas, minutes, resolutions, and action trackers.
  • Ensure timely scheduling and compliance with SEBI and Companies Act requirements.
  • Coordinate with internal teams and external stakeholders for inputs and follow-ups.
  • Maintain statutory registers and records.
  • Draft resolutions, policies, and governance documents.
  • Support preparation of Annual Reports and governance disclosures.
  • Assist in onboarding and training of Independent Directors.
  • Advise the Board and management on governance best practices.
  • Support internal audits


Qualifications & Experience:

  • Qualified Company Secretary (ACS/FCS); Law degree preferred.
  • 5-8 years in financial services, preferably in Mutual Funds or NBFCs.
  • Strong knowledge of SEBI Mutual Fund Regulations, Companies Act, Corporate Governance frameworks, AMFI and SEBI circulars.


Key Skills:

  • Strong drafting and communication skills.
  • High attention to detail and regulatory acumen.
  • Stakeholder management across Board, Regulators, and Internal Teams.
  • Tech-savvy with experience in board management platforms.
  • Integrity and discretion in handling Board-level matters.
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CMDB IT Asset Management Architect

Mumbai, Maharashtra Kaarlo Training & HR Solutions Pvt. Ltd.

Posted 3 days ago

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Job Description

hybrid


Job Overview

We are seeking a seasoned CMDB IT Asset Management Architect to join our dynamic team in Mumbai. This senior-level position requires a hybrid work approach, providing flexibility and the opportunity to leverage your expertise. The ideal candidate should have 7 to 10 years of relevant experience in the industry, ensuring effective management and optimization of IT assets.

Qualifications and Skills

  • Expertise in ServiceNow CMDB (Mandatory skill) to efficiently manage and optimize IT configurations and asset data.
  • Deep understanding of ITIL Framework (Mandatory skill) to align IT services with the needs of the business.
  • Competency in data modeling to enhance data quality and ensure structured asset and configuration management.
  • Experience working with discovery tools for real-time, accurate visibility into IT assets and infrastructure.
  • Knowledge in asset lifecycle management for tracking and optimizing asset utilization and costs.
  • Proficiency in change management to handle adjustments to configurations without disrupting IT services.
  • Skill in configuration management for maintaining system performance and operability of IT services.
  • Familiarity with API integration to facilitate seamless communication and functionality across systems.


Roles and Responsibilities

  • Design and implement CMDB solutions that align with organizational objectives and strategy.
  • Ensure accurate and real-time updating of the configuration management database.
  • Collaborate with IT teams to integrate CMDB with other ITSM tools for streamlined processes.
  • Lead efforts to continuously improve asset and configuration management practices.
  • Monitor and report on CMDB performance, detecting and resolving discrepancies proactively.
  • Conduct risk assessments regarding asset management changes and propose mitigation strategies.
  • Maintain extensive documentation on processes, standards, and procedures for CMDB management.
  • Mentor and guide junior team members, sharing best practices and CMDB expertise.
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Business Transformation Associate - Asset Management & FinTech

Mumbai, Maharashtra MainStreamTek Corporation

Posted 13 days ago

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Job Description

Job Title: Business Transformation Associate - Buy-Side Asset Management & FinTech


Mainstreamtek is hiring a Business Transformation Associate to drive digital change across our FinTech and Asset Management client projects. This is a critical role for someone with deep expertise in buy-side operations and a passion for shaping the future of financial services.

Locations: Mumbai, Pune, Chennai, Bangalore


About the Role


You'll be a key player in our digital transformation journey, working closely with business and technology teams to modernize systems, enhance user experiences, and ensure regulatory compliance.


Key Responsibilities


  • Strategy & Business Cases: Assist in developing business cases, strategies, and clear objectives for new digital transformation projects.
  • Domain Expertise: Leverage your thorough understanding of buy-side asset management operations to guide project scope and execution.
  • System Implementation: Provide hands-on support in setting up digital systems, designing key user journeys, and supporting project implementation across diverse teams.
  • Compliance: Ensure all developed policies and transformation initiatives comply with the relevant regulatory framework.
  • Stakeholder Management: Utilize excellent communication, negotiation, and influence skills to align business stakeholders and drive consensus.


What You'll Bring


  • Experience: Proven experience working with diversified business and technology teams on digital transformation initiatives.
  • Industry Knowledge: Strong background in Fintech , Asset Management , equities trading , and fixed income instruments .
  • Technical Familiarity: Awareness of the following client environment technologies: MS SQL , AWS , and .Net .
  • Skills: Exceptional critical thinking, communication, and ability to influence business leaders.
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Analyst _Senior Analyst - Asset Liability Management

Mumbai, Maharashtra Amherst

Posted 8 days ago

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Job Description

Department / Role Overview: Merchant Banking – Asset Liability Management


The Amherst Merchant Banking business unit oversees investment management activities for Amherst, including the raising of new debt and equity capital, the formation of new ventures, the strategic acquisition and disposition of homes and the management and operation of Amherst’s portfolio investments. The Merchant Banking business unit collaborates closely with the other Amherst business units, including the Development and Operator business units, as part of the fully integrated Amherst platform.


The Amherst Merchant Banking division is seeking to expand it’s global footprint in Mumbai, India, with a goal of establishing a team of professionals working across multi-disciplinary functional areas in close collaboration with U.S.-based personnel.


The Role is within the Amherst’s Merchant Banking Division in the Asset Liability Management (“ALM”) group. ALM is seeking a strong analyst to join our team to assist in ensuring the required data, documentation and tapes for our warehouse and JV debt facilities are accurate. Strong team player who can monitor and track the performance of all debt facilities against the covenants and other limits/thresholds. This analyst needs to have strong communication skills to coordinate with internal and external stakeholders to flag any data related issues, covenant related issues/breaches etc.


Job Description (Primary Responsibilities):

• Preparation and maintenance of Amherst lender reporting requirements- Work with internal business unit leadership and business development functions to analyze lender reporting tapes to support the group’s requirements.

• Management of collateral for warehouse facilities (onboarding newly acquired homes, shifting or movement of collateral between lines, etc.)

• Provide real-time portfolio and facility level dashboard updates across the SFR platform.

• Interpretation and correct calculation of debt covenants & lending limits for Amherst warehouse facilities. Monitoring and maintenance of compliance with all covenant-related limits. Prepare and deliver weekly and monthly reports in a timely manner.

• Maintain data for various debt facilities and other ad-hoc projects.

• Document and research discrepancies between actual and system generated data.

• Collaborate with the ALM US team to define key projects and initiatives. Coordinate with the diligence agent & Closings team to ensure requisite documentation.

• Maintain and update ALM team’s policies and procedures as required.

• Work with DCM, Legal and Valuations (broker pricing opinions) functions as required.


Qualifications & Experience

• Education: bachelor’s degree and MBA/ CA/ CFA with financial markets understanding a plus

• Relevant Experience: 3-6 years of prior experience in US markets in Credit monitoring, collateral management, securitization, Banking/ Financial Services and/or Real Estate firm preferred.

• Intermediate skills in MS Office Excel.

• Intermediate/Advanced skills in MS Office Excel. Prior experience in using PowerPoint, Yardi and Salesforce preferred.


Amherst’s core values:

Culture & Conduct: Positive attitude with high integrity. Agile in adapting to a dynamic environment with emerging datapoints. We do the right thing the right way and are accountable for our actions.

Client-Centricity & Business Acumen: Strong Team player, multiple internal/external stakeholders management,

Communication & Connectivity: Strong written and verbal communication skills with clients and management. Collaboration – We align, contribute, and win together.

Execution & Delivery: Self-starter, Proactive, motivated, driven personality, Excellent organizational and time management skills.

Agility – We are nimble and responsive.

Community – We empower and support people to create a sense of belonging for all.


Working Shift/ arrangement: US Shift (1:30 PM – 10:30 PM - IST), Flexible - Hybrid working model

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Financial Planning & Analysis, Vice President

Mumbai, Maharashtra Citigroup

Posted 3 days ago

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Job Description

The Financial Planning and Analysis Lead Analyst is a senior professional role responsible for providing management with an analysis and insight of Citi's financial results in coordination with the broader Finance team. The overall objective is to contribute to directional strategy as well as utilize in-depth specialty knowledge to provide advice/counsel on the evaluation of financial reports of Citi's current and projected performance.
**Responsibilities:**
+ Create financial reports and meet with finance team to clearly summarize financial trends and provide insight to senior management
+ Advise on directional strategy and provide guidance on significant business/product decisions
+ Execute analysis of annual 3-year Strategic/Operating Plans, CCAR PPNR forecasts, mid-year reforecasts, and bi-monthly outlooks in partnership with segment, business, and country FP&A teams.
+ Prepare analytics in support of CEO Reviews, including business initiatives
+ Execute analysis of product profitability and provide guidance on significant business and product decisions
+ Develop and maintain relationships with key partners and senior management to influence behavior and decision making
+ Prepare presentations and analysis for the team supporting the CFO
+ Has the ability to operate with a limited level of direct supervision.
+ Can exercise independence of judgement and autonomy.
+ Acts as SME to senior stakeholders and /or other team members.
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ 6-10 years of relevant experience
+ Proficient computer skills with a focus on Microsoft Office applications
+ Effective verbal and written communication skills
+ Demonstrated presentation skills
+ Consistently demonstrates clear and concise written and verbal communication skills
**Education:**
+ Bachelor's degree/University degree or equivalent experience
+ Master's degree preferred
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
---
**Job Family Group:**
Finance
---
**Job Family:**
Financial Planning & Analysis
---
**Time Type:**
Full time
---
**Most Relevant Skills**
Budgeting, Business Acumen, Constructive Debate, Data Storytelling, Management Reporting, Problem Solving, Risk Management, Stakeholder Management.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
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  38. policy Insurance
  39. code IT & Software
  40. gavel Legal
  41. sports_soccer Leisure & Sports
  42. inventory_2 Logistics & Warehousing
  43. supervisor_account Management
  44. supervisor_account Management Consultancy
  45. supervisor_account Manufacturing & Production
  46. campaign Marketing
  47. build Mechanical Engineering
  48. perm_media Media & PR
  49. local_hospital Medical
  50. local_hospital Military & Public Safety
  51. local_hospital Mining
  52. medical_services Nursing
  53. local_gas_station Oil & Gas
  54. biotech Pharmaceutical
  55. checklist_rtl Project Management
  56. shopping_bag Purchasing
  57. home_work Real Estate
  58. person_search Recruitment Consultancy
  59. store Retail
  60. point_of_sale Sales
  61. science Scientific Research & Development
  62. wifi Telecoms
  63. psychology Therapy
  64. pets Veterinary
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