Title: Senior Analyst- Valuation
Job Description
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
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• 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 supervisio
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Deliver excellent customer service through effective diagnosis and troubleshooting of client queries
- Provide product support and resolution to clients by performing a question diagnosis while guiding users through step-by-step solutions
- Assist clients with navigating around product menus and facilitate better understanding of product features
- Troubleshoot all client queries in a user-friendly, courteous and professional manner
- Maintain logs and records of all customer queries as per the standard procedures and guidelines
- Accurately process and record all incoming call and email using the designated tracking software
- Offer alternative solutions to clients (where appropriate) with the objective of retaining customers’ and clients’ business
- Organize ideas and effectively communicate oral messages appropriate to listeners and situations
- Follow up and make scheduled call backs to customers to record feedback and ensure compliance to contract /SLAs
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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
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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 |
Experience: 3-5 Years .
Reinvent your world. We are building a modern Wipro. We are an end-to-end digital transformation partner with the boldest ambitions. To realize them, we need people inspired by reinvention. Of yourself, your career, and your skills. We want to see the constant evolution of our business and our industry. It has always been in our DNA - as the world around us changes, so do we. Join a business powered by purpose and a place that empowers you to design your own reinvention. Come to Wipro. Realize your ambitions. Applications from people with disabilities are explicitly welcome.