Title: Senior Analyst
Job Description
Role Overview This individual will be a member of the EMEA COE Finance India team. Working closely with Finance teams in EMEA, APAC and USA and, they will play an important role developing the FP&A function to support firm growth and be responsible for: • Prepare and present fund level quarterly valuations of real estate investments and debt securities • Responsible for the preparation and reviewing of fund valuation related projects including quarterly reporting, MTM Impact analysis, Net Debt Analysis, Solvency Analysis etc. • Conduct analysis to identify key trends, investigate unusual items, and provide variance analysis with explanations to stakeholders. • Lead and manage projects from inception to completion, ensuring timely delivery and adherence to quality standards • Serve as a point of contact for internal and external stakeholders, providing updates and addressing inquiries • Oversee co-ordination and submission of quarterly reporting with onshore and offshore teams ensuring the accuracy of the data • Provide guidance, training and support to team members, helping them develop their skills and knowledge • Continuously seek to create operational efficiencies and reporting enhancements • Ad-hoc projects in support of the firm’s businesses/new initiatives
͏
Role Overview This individual will be a member of the EMEA COE Finance India team. Working closely with Finance teams in EMEA, APAC and USA and, they will play an important role developing the FP&A function to support firm growth and be responsible for: • Prepare and present fund level quarterly valuations of real estate investments and debt securities • Responsible for the preparation and reviewing of fund valuation related projects including quarterly reporting, MTM Impact analysis, Net Debt Analysis, Solvency Analysis etc. • Conduct analysis to identify key trends, investigate unusual items, and provide variance analysis with explanations to stakeholders. • Lead and manage projects from inception to completion, ensuring timely delivery and adherence to quality standards • Serve as a point of contact for internal and external stakeholders, providing updates and addressing inquiries • Oversee co-ordination and submission of quarterly reporting with onshore and offshore teams ensuring the accuracy of the data • Provide guidance, training and support to team members, helping them develop their skills and knowledge • Continuously seek to create operational efficiencies and reporting enhancements • Ad-hoc projects in support of the firm’s businesses/new initiatives
͏
Essential Skills & Experience: • Master’s degree – Major/Minor in Finance, Banking or Mathematics is a plus • Proficient clarity basics of Financial statements • Previous background within a valuation or reporting role is a plus • CFA designation and knowledge on derivatives is a plus • Highly proficient in Advance Excel & Powerpoint skills; experience with Anaplan or Tableau is a plus • Strong analytical and quantitative skills with a detail orientation • Highly organized and able to prioritize deliverables and meet demanding deadlines in a fast paced environment • Excellent interpersonal and communication skills, both written and verbal • Highly self motivated with ability to work independently and work effectively in a team • Collaborative and able to build strong relationships with a broad range of stakeholders • Strong initiative, energy and confidence completing assignments with limited supervisioN
͏
-
Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/client
- Undertake product trainings to stay current with product features, changes and updates
- Enroll in product specific and any other trainings per client requirements/recommendations
- Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client
- Update job knowledge by participating in self learning opportunities and maintaining personal networks
͏
Deliver
No | Performance Parameter | Measure |
1 | Process | No. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback |
2 | Self- Management | Productivity, efficiency, absenteeism, Training Hours, No of technical training completed |