SEC Reporting

 Job Description:

 The Manager / AM of Financial Reporting responsibilities will include, but not be limited to preparation of all SEC filings on Form 8-K, 10-Q and 10-K, proxy statement, Section 16 filings, XBRL compliance, and any other filings as deemed necessary. In addition, this position will be involved in reviewing, assessing, and documenting new accounting standards; writing technical accounting memos; assisting in implementation of new accounting standards, including providing requests to auditors as requested. This position will also assist with any accounting and financial reporting matters associated with future acquisitions or divestitures, including the necessary purchase accounting. The position will provide auditor assistance with quarterly reviews and annual audits.

Essential Responsibilities:

 Prepare SEC reporting documents (10-Q, 10-K, 8-K) including XBRL tagging in partnership with the external service provider

• Prepare footnote support schedules, tie-out support for SEC filings and disclosure checklists
• Assist with research and preparation of technical accounting memos
• Collaborate with the general accounting team to prepare corporate financial reporting for internal analysis and external SEC filings
• Collaborate with the legal team to ensure compliance with SEC regulations
• Work closely with external auditors to manage the financial quarterly review and annual audit process
• Provide financial analysis including explanations of variances between actual and budget/prior period
• Ensure internal controls over financial reporting, including disclosure controls and procedures, are adequate and operating effectively
• Participate in monthly/quarterly financial close review meetings to ensure appropriate accounting of transactions and accurate external reporting
• Participate in special projects and ad hoc requests as needed

Qualifications:

• 0-2 years of accounting and reporting experience, with SEC reporting experience preferred Strong knowledge of US GAAP and SEC reporting requirements
• Software industry experience preferred
• Ability to work closely with management
• Commitment to all reporting and audit deadlines
• Exceptional organizational skills, project management experience to include management of large- scale/global initiatives

Certifications:

• CA
• CPA preferred

Company Summary

Zeta Global is a data-powered marketing technology company with a heritage of innovation and industry leadership. Founded in 2007 by entrepreneur David A. Steinberg and John Sculley, former CEO of Apple Inc and Pepsi-Cola, the Company combines the industry’s 3rd largest proprietary data set (2.4B+ identities) with Artificial Intelligence to unlock consumer intent, personalize experiences and help our clients drive business growth.

Our technology runs on the Zeta Marketing Platform, which powers ‘end to end’ marketing programs for some of the world’s leading brands. With expertise encompassing all digital marketing channels – Email, Display, Social, Search and Mobile – Zeta orchestrates acquisition and engagement programs that deliver results that are scalable, repeatable and sustainable.

Zeta Global is an Equal Opportunity/Affirmative Action employer and does not discriminate on the basis of race, gender, ancestry, color, religion, sex, age, marital status, sexual orientation, gender identity, national origin, medical condition, disability, veterans status, or any other basis protected by law.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Zeta Global Recognized in Enterprise Marketing Software and Cross-Channel Campaign Management Reports by Independent Research Firm

 https://www.prnewswire.com/news-releases/zeta-global-opens-ai--data-labs-in-san-francisco-and-nyc- 300945353.html

 https://www.prnewswire.com/news-releases/zeta-global-recognized-in-enterprise-marketing-software-and-cross-

ABOUT THE ROLE: 

We are looking for a Complaints Analyst to join our team. The successful candidate will be responsible for managing complaints from UK members and non-members regarding our products, services or customer service.

As a Complaints Analyst, you’ll be expected to:

• Take ownership of complaints from start to finish
• Investigate complaints and identify the root cause of the issue
• Communicate with complainants through various channels to resolve complaints in a timely and professional manner
• Work closely with the relevant departments within Tide to identify any systemic issues and develop solutions to prevent future complaints
• Maintain required productivity and quality levels

Key Responsibilities

• Complaint Investigation: Manage and progress multiple complaints through to fair resolution, ensuring adherence to FCA DISP rules and internal policies
• Regulatory Compliance: Ensure all responses meet FOS (Financial Ombudsman Service) and FCA (Financial Conduct Authority) requirements adhering to TCF (Treating Customers Fairly) and CD (Consumer Duty) outcomes
• Root Cause Analysis (RCA): Conduct thorough fact-finding and critical analysis to identify recurring themes and suggest process improvements to prevent future issues
• Professional Correspondence: Draft clear, concise, and compliant final response letters that explain complex financial findings in accessible, jargon-free language
• Vulnerable Customers: Identify and provide tailored support for customers in vulnerable positions, ensuring compassionate and equitable treatment
• Stakeholder Collaboration: Liaise with internal teams like Operations, Compliance and Product to gather data and resolve cases efficiently 

WHAT WE ARE LOOKING FOR: 

• Professional Experience
  • UK Complaints Handling: Demonstrable experience in managing UK-based financial complaints within a regulated environment.
  • Financial Industry Knowledge: Solid understanding of financial products and the broader UK regulatory landscape (FCA, FOS, Treating Customer Fairly(TCF).
  • Startup Familiarity (desirable): Previous experience working in a startup or fast-paced FinTech environment, demonstrating adaptability and proactive problem-solving.
• Soft Skills & Communication
  • Empathetic Communication: Exceptional ability to build rapport, listen actively, and show genuine compassion during difficult conversations
  • Resilience & Conflict Resolution: The ability to remain calm under pressure, handle challenging interactions, and manage conflict professionally
  • Time Management: Highly organised with the ability to multitask and meet strict regulatory deadlines
  • Analytical Mindset: Strong attention to detail and a passion for finding solutions to complex, non-standard situations 
• Technical Proficiency
  • Industry Tools: Proficient in GSuite (Google Workspace), Slack, Confluence, Looker, and Jira
• Desired Qualifications
  • Certificate in Complaint Handling (CCBI) from the Chartered Banker Institute
  • Professional Banker Certificate

WHAT YOU WILL GET IN RETURN 

• Competitive salary 
• Self & Family Health Insurance
• Term & Life Insurance
• OPD Benefits
• Mental wellbeing through Plumm 
• Learning & Development Budget 
• WFH Setup allowance 
• 15 days of Privilege leaves
• 12 days of Casual leaves
• 12 days of Sick leaves
• 3 paid days off for volunteering or L&D activities 

Position Overview:
Seeking a Security Analyst to join our Security Operations Center (SOC), focusing on incident response and threat detection. This role involves working with enterprise SIEM platforms, EDR solutions, and incident management tools to protect IBKR's global trading infrastructure.

Key Responsibilities:

• Triage and investigate security alerts using SIEM/EDR tools
• Execute incident response playbooks
• Perform malware analysis and IOC identification
• Create incident tickets and maintain documentation
• Conduct initial forensic data collection
• Support security event correlation and analysis
• Monitor suspicious endpoint activities
• Participate in 24x7 incident response coverage

Required Technical Skills:

• Experience with SIEM (Splunk/QRadar)
• EDR platforms (CrowdStrike/Carbon Black)
• Incident ticketing systems (ServiceNow/JIRA)
• Windows/Linux log analysis
• Network traffic analysis
• Malware detection tools
• IOC collection and analysis
• Basic forensic tools

Required Experience:

• 5+ years SOC/IR experience
• L1/L2 alert analysis background
• Experience with incident playbooks
• Exposure to MITRE ATT&CK framework
• Understanding of kill chain methodology
• Basic threat intelligence usage

Technical Environment:

• SIEM platforms
• EDR solutions
• TIP platforms
• Forensic tools
• Network monitoring tools
• Vulnerability scanners
• Incident management systems

Work Requirements:

• Rotating shifts (24x7 SOC)
• Incident response handling
• Alert triage and escalation
• Documentation and reporting
• Team collaboration

Growth Path:

• Advanced IR certification support
• Threat hunting training
• Digital forensics exposure
• Technical skill development
• Senior analyst progression

Company Benefits & Perks: 

• Competitive salary package.
• Performance-based annual bonus (cash and stocks).
• Hybrid working model (4 days office/week).
• Group Medical & Life Insurance.
• Modern offices with free amenities & fully stocked cafeterias.
• Monthly food card & company-paid snacks.
• Hardship/shift allowance with company-provided pickup & drop facility*
• Attractive employee referral bonus.
• Frequent company-sponsored team-building events and outings.

* Depending upon the shifts.

**The benefits package is subject to change at the management's discretion.

Job Title: Data Analyst

 About Us

“Capco, a Wipro company, is a global technology and management consulting firm. Awarded with Consultancy of the year in the  British Bank Award and has been ranked Top 100 Best Companies for Women in India 2022 by Avtar & Seramount. With our presence across 32 cities across globe, we support 100+ clients across banking, financial and Energy sectors. We are recognized for our deep transformation execution and delivery. 

WHY JOIN CAPCO?

You will work on engaging projects with the largest international and local banks, insurance companies, payment service providers and other key players in the industry. The projects that will transform the financial services industry.

MAKE AN IMPACT

Innovative thinking, delivery excellence and thought leadership to help our clients transform their business. Together with our clients and industry partners, we deliver disruptive work that is changing energy and financial services.

#BEYOURSELFATWORK

Capco has a tolerant, open culture that values diversity, inclusivity, and creativity.

CAREER ADVANCEMENT

With no forced hierarchy at Capco, everyone has the opportunity to grow as we grow, taking their career into their own hands.

DIVERSITY & INCLUSION

We believe that diversity of people and perspective gives us a competitive advantage.

MAKE AN IMPACT

Number of Positions: 2

Job Location: Pune, Hyderabad, Bangalore

Data Analyst, Python, SQL, Data Remediation

About the team:

Ongoing Monitoring sits in our first line of defence (1LOD) operations’ department, responsible for monitoring the activity of our SME customers (‘members’) for the purpose of preventing, detecting and reporting sanctions, money laundering, terrorism financing, tax evasion, bribery and corruption, money mules and fraud. 

It's an opportunity to work with an amazing team across multiple geographies, including analysts, team leaders, product and engineering managers, data scientists and operations managers. The role has exposure to many senior stakeholders across the business and is at the heart of what we do to protect our customers.

What we’re looking for: 

Here at Tide, we are looking for someone who

• has a good understanding of Financial Crime Typologies including money laundering, terrorist financing, fraud, and sanctions evasion, bribery, tax evasion, and suspicious activities reporting. 
• is passionate and proactive, who will help ensure Tide is taking all relevant steps to detect and prevent all aspects of financial crime. 
• understands financial crime in a global financial set up with specific focus towards UK and Europe Geography. 
• has exceptional communication skills in English (both Written and Speaking).
• can use expert judgement to recommend if a case warrants filing of a Suspicious Activity Report (SAR) 

This role is a key element of our ongoing monitoring team sitting within the first line of defence. You’ll be responsible for ensuring we put our genuine members first, through monitoring transaction types and behaviours across our customer base, whilst spotting and investigating potentially suspicious activity. 

As an  Alert Review analyst you’ll be performing tasks related to the following

Transaction Monitoring Alert Review & Analysis:

• Monitor and investigate alerts generated by automated transaction monitoring and sanctions screening systems.
• Conduct comprehensive, risk-based reviews of customer accounts and transaction histories to identify suspicious patterns or activities that deviate from a customer's normal behavior.
• Synthesize information from various sources, including customer profiles (KYC/CDD), public records, adverse media, and internal data.
• Assess the transactional activity in the context of financial crime typologies across a variety of payment types and financial products offered.
• Draft a concise, yet comprehensive report on findings prior to discounting the alert or reporting suspicious activity.
• Contact the member (customer) via email, chat or by phone to seek additional contextual information without tipping off.
• Contact representatives of partner banks via emails in cases where a fin crime investigation is required on Tide’s member

Suspicious Activity Reporting (SAR) Recommendations:

• Draft and present detailed, well-reasoned SAR recommendations to experts responsible for filing SARs to regulatory authorities. 
• Construct a clear, concise, and defensible narrative outlining the suspicious activity, the investigative steps taken, and the rationale for the recommendation.
• Ensure all supporting documentation and evidence is accurately compiled and included in the case file for audit purposes.

Sanctions Screening:

• Analyze potential sanctions hits against international lists (e.g., OFAC, EU, UN, HMT) for cross border payment transactions.
• Apply a risk-based approach to differentiate between a true match and a false positive based on criteria like phonetic similarities, aliases, and supporting data.
• Escalate confirmed sanctions hits to management immediately for asset blocking or reporting.

Other tasks as part of the role

• Gain in-depth understanding of the technology and tools that aid in the alert review and analysis.
• Proactively calling out potential efficiencies in our tools and processes used for transaction analysis 
• Managing your own case load to meet performance targets (Productivity, Quality and Customer experience)
• Participate in internal and external training programs related to fraud offences detection and prevention and other subjects that may form part of the day-to-day work requirements.
• Treating Tide members fairly by taking responsibility to ensure that their needs are met
• Make recommendations for process improvements to prevent future occurrences of fraud
• Establishing good relationships with various departments throughout the organisation to ensure good operational synergy
• Participate in internal and external training programs related to fraud offences detection and prevention and other subjects that may form part of the day-to-day work requirements.
• Treating Tide members fairly by taking responsibility to ensure that their needs are met

What makes you a great fit: 

You are open to flexible shift timings and patterns, it will be five days working with two days off not necessarily weekends. 

• You have 2 to 4+ years of experience in a Transaction monitoring, Financial Crime risk related role in financial services
• You have a keen eye for process improvements, looking how we can work leaner and more robustly.
• You have an analytical mind and are able to digest large data sets and spot patterns and trends with ease 
• You have exceptional communication skills, written and verbal. Are able to communicate with our members (including via telephone) , internal stakeholders & regulatory bodies if required
• You have C1/C2 level of spoken and written English

What you get in return:

• Flexible working options
• Group Life Insurance
• 27 days holiday
• 3 days for L&D or volunteering time off per year
• We invest in your development with a professional L&D budget per year
• Snacks, light food, drinks in the office
• Enhanced family-friendly leave
• Sabbatical leave

OUR MISSION

At Redwood, we empower our customers with lights-out automation for their mission-critical business processes.

ABOUT US

Redwood Software is the leading orchestration platform for the autonomous enterprise, driving business transformation at the lowest total cost of ownership. Redwood empowers organizations to intelligently automate and orchestrate mission-critical business and IT processes across complex ERP, hybrid cloud, data and emerging agentic AI systems. Through its SaaS-first automation fabric—with AI embedded across the automation lifecycle—Redwood accelerates the path to autonomous operations. Backed by 30 years of experience and trusted by more than 50% of the Fortune 50, Redwood helps organizations unlock human potential to focus on innovation, growth and what’s next.

CORE VALUES

One Team. One Redwood

Make Your Own Weather

Obsess over Customer Success

Work the Problem

Be Curious

Own the Outcome

Respect Each Other

YOUR IMPACT

We are seeking a skilled Data Analyst with strong experience in BigQuery, SQL, and Qlik to support financial reporting and analytics. The ideal candidate will have a solid understanding of financial metrics, be comfortable working with large datasets, and translate complex data into clear, actionable insights for business and finance stakeholders. In this role, you will be responsible for analyzing financial and sales data, creating insightful reports, and providing strategic recommendations and driving data-driven insights and initiatives to optimize Financial performance and efficiency. This role involves interpreting complex data sets, identifying trends, and collaborating with cross-functional teams to optimize processes. Strong analytical skills, proficiency in data visualization tools, and the ability to communicate findings effectively are essential for this position.

YOUR EXPERIENCE

• 5 years of hands-on experience with data analysis tools and techniques (e.g., Salesforce, SQL, Python, R, Qlik/Tableau, Excel). SQL is a MUST HAVE.
• Experience in finance operations or data analyst role.
• Solid knowledge of financial reporting concepts and business finance
• Strong analytical and problem-solving skills.
• Excellent communication and presentation skills.
• Ability to work independently and as part of a team.
• Strong attention to detail and accuracy.
• Passion for data and its ability to drive business results.
• Bachelor's degree in business administration, Statistics, Data Science, or a related field.

ABOUT THE TEAM: 

We are seeking a dedicated and detail-oriented analyst to join our growing and evolving Perpetual KYX team that sits within our First Line of Defence.  In this role, you would be assisting in our battle against financial crime - to prevent money laundering, terrorist financing and other illicit financial activities. This would be achieved through the continual review and updating of member data in near real-time in order to provide ongoing data integrity and accurate risk management. This continuous CDD model involves dynamic monitoring of changes to member profiles by reviewing ‘triggers’ or ‘alerts’ that need verifying or updating due to discrepancies in the member profile based on numerous data sources. These triggers may be initiated by suspicious behaviour, a new entity designation, or a member amending identifying information. Through cross-platform research (e.g. Company’s House, social media footprint, and transaction analysis), you’ll complete a multitude of member-specific KYX-related analysis, perform Periodic and trigger alert reviews, wrongful type of entities reviews, nature of business analysis, along with close cooperation with different departments of the business.

ABOUT THE ROLE: 

• Full account reviews (periodic and event-driven)
• Performing transactional reviews
• Maintaining the most up-to-date information for all existing members
• Communicating with members (written communication only)
• Operating with diverse data and documentation as part of the  company’s CDD and EDD processes
• Identifying areas of improvement that can result in an increase of efficiency and better member experience
• Assist on different Remediation Projects

WHAT WE ARE LOOKING FOR: 

• You are good in taking initiative and be naturally inquisitive about KYX principles and processes
• You have 1+ year's work experience working in KYC/compliance, preferably in a highly regulated environment
• You have a clear understanding and application of the UK regulatory landscape
• You have strong understanding and experience of CDD and EDD processes
• You have similar work experience, preferably in the financial services 
• You have previous experience working on Google sheets
• You have an analytical mind–able to digest large data sets and spot patterns and trends with ease
• You have exceptional English communication skills – written and verbal
• You have the ability to work well as part of a team; decisive; goal-oriented; proactive; able to adapt to different people and styles

WHAT YOU’LL GET IN RETURN: 

Make work, work for you! We are embracing new ways of working and support flexible working arrangements. With our Working Out of Office (WOO) policy our colleagues can work remotely from home or anywhere in their home country. Additionally, you can work from a different country for 90 days of the year. Plus, you’ll get:

• Competitive salary
• Self & Family Health Insurance
• Term & Life Insurance
• OPD Benefits
• Mental wellbeing through Plumm
• Learning & Development Budget
• WFH Setup allowance
• 15 days of Privilege leaves
• 12 days of Casual leaves
• 12 days of Sick leaves
• 3 paid days off for volunteering or L&D activities

TIDEAN WAYS OF WORKING

At Tide, we champion a flexible workplace model that supports both in-person and remote work to cater to the specific needs of our different teams. 

While remote work is supported, we believe in the power of face-to-face interactions to foster team spirit and collaboration. Our offices are designed as hubs for innovation and team-building, where we encourage regular in-person gatherings to foster a strong sense of community.

Position Summary

Arcesium seeks an experienced Data Scientist professional to join our Business Operations team within the Client and Partner Development (CPD) organization. The ideal candidate will be comfortable working across large volumes of varied datasets spanning pricing, headcount, market research, commercial performance, and translating that data into the models, frameworks, and insights that drive decision-making. Beyond building models and reporting on data, this person will be expected to draw principled conclusions from their analysis and present clear, strategic recommendations to senior leadership. You will also play an active role in identifying AI-driven solutions that improve how the team works and be a part of AI strategy for CPD. You will collaborate closely with global CPD teams across Sales & Partnership, Revenue Operations, Marketing, Forward Deployed, Account Management and Client Success, Service and Solutions teams to execute complex projects and help the organization scale through data-backed governance.

What you'll do:

• Identify relevant data sources and work with CPD stakeholders across functions to collect, analyze, and interpret large structured and unstructured datasets spanning domains such as pricing, headcount, market research, and operational metrics.
• Devise and apply algorithms and models to extract insight from large data stores. Conduct data and error analysis to improve model performance, and clean and validate data for uniformity and accuracy.
• Analyze data for trends and patterns with clear objectives in mind. Interpret outputs and draw principled conclusions rather than stopping at the analysis itself, ensuring findings inform real decisions.
• Implement analytical models and reporting frameworks end to end, from data ingestion through to leadership-ready outputs.
• Conduct what-if and scenario analyses and translate outputs into clear narratives that are actionable at the senior leadership level.
• Design and develop automation scripts and data pipelines to synthesize and structure data from diverse sources, applying critical thinking to move toward zero-touch processes and maximize end-to-end efficiency.
• Produce KPI dashboards and performance reports using historical data to surface trends and productivity insights for executive audiences, with a focus on telling the story behind the data.
• Act as the primary internal champion for responsible, practical AI use within CPD, educating stakeholders, setting best practices, and ensuring solutions are sustainable and governed.
• Develop reusable AI frameworks, prompt libraries, and automation components that scale adoption across the CPD organization and serve as a foundation for future capabilities.

What you'll need:

• Strong verbal and written communication skills, with the ability to present analytical findings clearly to senior leadership and stakeholders across functions.
• 4 to 7 years of experience in a data analytics or business operations role. Prior experience at a financial technology firm is a plus.
• Advanced proficiency in Excel including complex formulas and VBA Macro programming. Strong Excel fundamentals are a core expectation of this role.
• Proficiency in Python or similar scripting languages for data transformation, automation, and analysis.
• Working knowledge of SQL for querying and managing structured datasets.
• Experience with data visualization tools, particularly Power BI, to build dashboards and reports for executive and operational audiences.
• Experience with data mining and statistical analysis, including segmentation techniques and statistical packages for working with large datasets.
• Proven ability to conduct what-if and scenario analysis and communicate implications clearly to non-technical senior stakeholders.
• Experience tracking KPIs and relevant metrics for revenue organizations, aligned with broader organizational performance indicators.
• Demonstrated hands-on experience building AI-powered workflows, automation pipelines, or LLM-assisted tools in a business context.
• Genuine intellectual curiosity about AI and a track record of applying it to real operational problems.
• Ability to balance medium to long-term analytical projects alongside day-to-day operational responsibilities.

Arcesium's Personal Data Privacy Notice for Candidates is linked here. 

Responsibilities:
• Stakeholder management & requirements gathering on various implementation projects related 
to performance attribution, work as a primary SME.
• Conduct comprehensive discovery sessions with stakeholders to understand investment 
strategies, measurement needs, attribution requirements, and reporting workflows.
• Play key role in defining success criteria for the end-to-end implementation related to 
performance attribution solutions.
• Contribute to documenting detailed business requirements for performance calculations, 
attribution models, and reporting frameworks.
• Ensure all performance reporting adheres to industry standards and regulatory requirements, 
such as the Global Investment Performance Standards (GIPS)
• Translate complex requirements into actionable specifications for implementation teams.
• Work closely with Arcesium product management and engineering to ensure platform 
compatibility and data flow.
• Develop user documentation, process guides, and best practice materials.

Requirements:
• 6-12 years of experience in investment performance measurement, attribution analysis, or 
related buy-side operations roles
• Deep expertise in performance calculation methodologies (TWR, MWR, IRR, GIPS standards) and 
attribution frameworks (Brinson, factor-based, holdings-based, etc.)
• Proven track record implementing performance measurement systems or working as a 
performance analyst at sophisticated institutional investors.
• Strong understanding of investment strategies across asset classes (equities, fixed income, 
alternatives, multi-asset)
• Excellent analytical and critical thinking skills with meticulous attention to detail and accuracy
• Bachelor’s degree in finance, Economics, Mathematics, Computer Science, or related field. CFA 
or CIPM will be highly desirable.
• Since Arcesium uses StatPro integration, Experience with StatPro or similar performance 
attribution platforms (e.g., FactSet, MSCI) as a plus.
• Familiarity with regulatory and compliance requirements (GIPS, SEC, ILPA, etc.)
• Experience with SQL, Python, or other data analysis and automation tools
• Experience managing large-scale technology implementations or transformation projects.
• Strong analytical skills, critical thinking skills, and attention to detail along with strong 
interpersonal skills with a collaborative attitude
• Ability & willingness to work under pressure and take on additional operational tasks and meet 
tight timelines.

Arcesium and its affiliates do not discriminate in employment matters on the basis of race, color, religion, 
gender, gender identity, pregnancy, national origin, age, military service eligibility, veteran status, sexual 
orientation, marital status, disability, or any other category protected by law. Note that for us, this is more 
than just a legal boilerplate. We are genuinely committed to these principles, which form an important 
part of our corporate culture, and are eager to hear from extraordinarily well qualified individuals having 
a wide range of backgrounds and personal characteristics

Job Title: Business Analyst - Capital Markets and Trading

 About Us

“Capco, a Wipro company, is a global technology and management consulting firm. Awarded with Consultancy of the year in the  British Bank Award and has been ranked Top 100 Best Companies for Women in India 2022 by Avtar & Seramount. With our presence across 32 cities across globe, we support 100+ clients across banking, financial and Energy sectors. We are recognized for our deep transformation execution and delivery. 

WHY JOIN CAPCO?

You will work on engaging projects with the largest international and local banks, insurance companies, payment service providers and other key players in the industry. The projects that will transform the financial services industry.

MAKE AN IMPACT

Innovative thinking, delivery excellence and thought leadership to help our clients transform their business. Together with our clients and industry partners, we deliver disruptive work that is changing energy and financial services.

#BEYOURSELFATWORK

Capco has a tolerant, open culture that values diversity, inclusivity, and creativity.

CAREER ADVANCEMENT

With no forced hierarchy at Capco, everyone has the opportunity to grow as we grow, taking their career into their own hands.

DIVERSITY & INCLUSION

We believe that diversity of people and perspective gives us a competitive advantage.

• Strong domain experience in Capital Markets and Trading, with a focus on end-to-end trading journeys.
• Proven ability to work on mobile app-based trading solutions for investment products and market transactions.
• Experience in defining, documenting, and managing requirements for digital trading journeys, including order execution, portfolio management, and settlement processes.
• Strong business analysis skills, including requirements elicitation, documentation, and stakeholder management.
• Exposure to Agile delivery models, with proficiency in tools such as Jira and Confluence.
• Excellent communication skills and ability to collaborate effectively with Business, Technology, and Operations teams across multiple regions.
• Prior experience working with global banking or financial institutions preferred.

Senior Billing Analyst

The Senior Billing Analyst - EU is the operational owner of billing across a portfolio of European entities and customers. This role executes end-to-end billing activities, ensures compliance with customer contracts and EU regulatory requirements, and acts as the primary point of contact for complex billing questions. This position requires a professional who can operate with limited day-to-day oversight due to time zone differences, apply strong judgment in ambiguous situations, and partner closely with US-based Revenue, Accounting, FP&A, and Commercial teams. The ideal candidate brings deep billing expertise, working knowledge of revenue recognition under both US GAAP and IFRS, and strong problem-solving skills.

What You'll Bring:

• Prepare, review, and process invoices with a high degree of accuracy and timeliness, ensuring alignment with executed contracts, pricing, and service delivery
• Review customer contracts and order forms to interpret billing terms (e.g. milestones, usage thresholds, ramp periods, discount structures, etc.)
• Ensure billing and invoicing comply with local EU requirements, including VAT, tax documentation, currency requirements, and statutory invoicing rules
• Perform detailed reviews of customer accounts to confirm that all billable activity is captured and recognized in accordance with ASC 606
• Support special projects (system migrations, pricing changes, and integration efforts) that impact EU billing
• Collaborate cross-functionally to support the onboarding and billing of new customer agreements
• Identify opportunities for process automation and workflow optimization within the billing process
• Maintain and improve SOPs, process maps, and knowledge articles related to EU billing, ensuring they reflect current practices and regulatory requirements
• Support financial reporting, monthly close, internal audits, and ad hoc data analysis as required
• Act as primary contact for EU customer billing inquiries, adjustments, and disputes

What You'll Bring:

• 5+ years of experience in billing, accounts receivable, revenue operations, or a related operational finance role; experience with SaaS or technology companies strongly preferred
• Solid working knowledge of revenue recognition concepts under US GAAP and IFRS as they relate to billing; able to identify issues and partner with Revenue Accounting on treatment
• Proven ability to work independently across time zones, prioritize effectively, and meet deadlines in a high-volume environment
• Strong attention to detail, with a track record of identifying and resolving discrepancies.
• Clear, professional communication skills and comfort working cross-functionally.

Are you a passionate security defender eager to outsmart advanced threats and fortify the future of secure digital work? At Ivanti, as a Senior ThreatOps Analyst, you will be at the very heart of our security operations—actively driving innovation in threat detection, incident response, and intelligence gathering to protect organizations worldwide. Join our collaborative, forward-thinking team and make a tangible impact as you defend, respond, and shape security in an ever-evolving digital landscape. Your expertise will help protect countless users, safeguard mission-critical services, and enable secure innovation without boundaries.

Why this role matters

As a Senior ThreatOps Analyst at Ivanti, you will play a mission-critical role in the security of our cloud and on-premises environments. Your efforts inform and empower Ivanti’s ability to detect, investigate, and respond to emerging threats—ensuring our technology remains trusted, resilient, and ready for the challenges of tomorrow.

What you’ll do:

• Lead and execute security incident response, leveraging your deep expertise to manage and mitigate threats across Ivanti’s global footprint.
• Uncover both known and unknown threats using advanced incident response techniques, threat hunting, threat intelligence, and a strong understanding of attacker TTPs.
• Conduct thorough investigations involving external attacks, insider threats, and digital forensics, ensuring stakeholders stay informed with comprehensive reporting.
• Analyze security logs from diverse sources (SIEM, EDR, DLP, email threat detection, and cloud platforms such as Azure, AWS, and GCP), proactively identifying and disrupting potential threats before impact.
• Develop detection content, craft automation to streamline and elevate security response efficiency, and improve our overall detection and response capabilities.
• Provide actionable risk mitigation strategies, recommendations, and thorough documentation to enhance Ivanti’s security posture.
• Work closely with Senior Threat Analysts, the Incident Response Manager, and the Security Architecture team to coordinate, escalate, and resolve information security events.
• Contribute to knowledge sharing and mentorship within the team to build collective expertise in modern cyber defense.

What you will bring:

• Bachelor’s degree in Information Systems, MIS, Computer Science, Cybersecurity, or a related technical field.
• 7+ years’ experience in cybersecurity incident response, threat hunting, SOC operations, and/or digital forensics in enterprise-scale environments.
• Experience in Mimecast and Falcon NG-SIEM is must.
• Mastery of security tools and platforms including SIEM, EDR, DLP, email security gateways, cloud security (Azure, AWS, GCP), forensic toolsets, and network security solutions.
• Expertise with Windows, Linux, and/or Mac operating systems—at the filesystem and artifact level.
• Strong familiarity with the MITRE ATT&CK framework and hands-on experience in mapping real-world attacks to attacker techniques.
• In-depth understanding of anomalous activity, lateral movement, living-off-the-land techniques, and common attacker tradecraft.
• Excellent organizational skills, time management, and ability to thrive in dynamic, fast-paced environments.
• Exceptional communication skills—able to produce clear reports and guidance for both technical and non-technical stakeholders.
• Proven collaboration skills with internal and external teams to effectively research and implement countermeasures against novel and persistent threats.
• Bonus points for:** Industry-recognized certifications such as SANS (GCIH, GCFA, GNFA), CompTIA (CySA+, Security+), EC-Council (CEH), or Blue Team certifications.

Why Ivanti?

• Remote-friendly, flexible schedules: Empower excellence in every setting and elevate human potential.
• Competitive compensation & total rewards: Including health, wellness, and financial plans tailored for you and your family.
• Global, diverse teams: Collaborate with talented people from 23+ countries.
• Learning & development: Grow your skills with access to best-in-class learning tools and programs.
• Equity & belonging: We value every voice. Your story helps inform our solutions for a changing world.

What drives us

Ivanti’s mission is to elevate human potential within organizations by managing, protecting and automating technology for continuous innovation.

It is through diverse and inclusive hiring, decision-making, and commitment to our employees and partners that we will continue to build and deliver world-class solutions for our customers.

To learn more about Ivanti’s  Mission and Core Values.

Inclusion at Ivanti

Ivanti is proud to be an Equal Opportunity Employer. We’re committed to building a diverse team and fostering an inclusive environment where everyone belongs. We welcome applicants from all backgrounds and walks of life.
Need adjustments during the process? Reach out to talent@ivanti.com—​we’re happy to help.

Ready to make your mark?
Apply today and shape the future of Everywhere Work with Ivanti!

#L1-SHUBHANGI

ABOUT THE TEAM

As AML & PA Investigations Analyst, you are the first line of defense in our battle against financial crime. We tackle all areas of financial crime within our Ongoing Monitoring team, so you will be able to detect and prevent AML, Fraud, tax evasion and all other manners of financial crimes.

ABOUT THE ROLE

• Here at Tide, we are looking for a driven AML & PA Specialist with a good understanding of Anti Money Laundering and Financial Crime prevention measures. We need a passionate and experienced individual, who will help ensure Tide is taking all the relevant steps to prevent all aspects of financial crime. 
• As a AML & PA Specialist Support, you will be act as a subject matter expert in Anti Money Laundering, Anti Bribery/Corruption and tax evasion investigations with a key focus on risk based decisioning, therefore you should be skilled in detecting and investigating financial crime typologies such as money muling, smurfing, fraud scams, human trafficking, terrorist financing, tax evasion and bribery and corruption.  
• You will be part of our high performing AML & PA team, reporting to a Manager. You may also be involved in wider Financial Crime projects working with other teams across the business such as KYC, 

As a AML & PA (Investigations) Analyst you’ll be involved in a variety of tasks: 

• Case Level Investigations (approx. 30% of time): Conduct in-depth investigations into alerts generated by our AML monitoring systems. This includes reviewing customer account activity, transaction history, and open-source intelligence to determine if a Suspicious Activity Report (SAR) filing is warranted. The scope of case level investigations will vary over a period of time based on experience gained and other projects. 
• Case Reviews (approx. 20% of time): Perform sample checks on completed cases, ensuring accuracy, completeness, and adherence to established policies and procedures. The scope will vary based on performance of analysts assigned in the group/team that you will support. 
• Subject Matter Expertise & Training: Conduct Case Clinics as a Subject Matter Expert, sharing best practices, discussing complex scenarios, and recommending corrective actions based on error logs and quality assurance findings. Case Level Investigations and Case Reviews will form the basis for case clinics. 
• New Joiner Onboarding: Occasionally Act as a buddy for new joiners during their learning curve period, providing guidance, support, and practical insights to help them integrate smoothly and efficiently.
• Policy & Procedure Enhancement: Collaborate with the Policy and Procedure Team to continuously recommend changes and improvements to existing AML procedures, providing thorough analysis and clear rationale for proposed updates. Partner with other colleagues with in the same role to drive consistency on initiatives driven across the department.
• Stay up-to-date with the latest AML regulations, industry best practices, and emerging financial crime typologies.

WHAT WE ARE LOOKING FOR

• You have 4+ years of experience in a Transaction Monitoring or Financial Crime Compliance-related role, specializing in business-related anti-money laundering at a leading FinTech or bank.
• Experience in working for UK and Europe based Financial Institutions or Fintech (experience with banking firms is essential)
• You are able to work well as part of a team; decisive; goal-oriented; proactive.
• You have a good understanding of the UK regulations (including POCA, TACT) and EU regulations.
• You have excellent verbal, written, and interpersonal communication skills in English. German or French will be an advantage
• You have experience in conducting complex investigations including reporting Suspicious activity Reports
• Experience with conducting phone calls with customers.
• You have conducted investigations, including transaction reviews and third party referrals.
• You are able to multitask and successfully operate in a fast-paced, team environment.
• CAMS or ICA certifications would be a bonus.
• You may also have a university degree.

WHAT YOU’LL GET IN RETURN

• Competitive salary 
• Self & Family Health Insurance
• Term & Life Insurance
• OPD Benefits
• Mental wellbeing through Plumm
• Learning & Development Budget
• WFH Setup allowance
• 25 Annual leaves
• Family & Friendly Leaves

TIDEAN WAYS OF WORKING

At Tide, we champion a flexible workplace model that supports both in-person and remote work to cater to the specific needs of our different teams. 

While remote work is supported, we believe in the power of face-to-face interactions to foster team spirit and collaboration. Our offices are designed as hubs for innovation and team-building, where we encourage regular in-person gatherings to foster a strong sense of community.

What we’re looking for : 

As a Fraud Analyst you’ll be working in the Ongoing Monitoring team at Tide. You will need to be organised and be able to remain calm under pressure to carry out this role efficiently. You will be responsible for investigating frauds and scam activities. Also, you will analyse transactions, gather evidence, and work closely with internal teams and external partners to detect and prevent fraudulent activities, protect customer assets, and ensure regulatory compliance. You will use your communications skills to communicate with Tide members and resolve their queries in a timely manner. Your exceptional communication skills enable customers to articulate their concerns effectively. You will use your interpersonal skills with many of Tide’s internal and external stakeholders and take initiative in a very busy, and always changing work environment. You are flexible and able to work different shifts within a 24 hour, 7 days-a-week operational environment.

Some of the things you’ll be doing:

• Conduct thorough investigations into cases, including Authorised Push Payment (APP) scams, account takeover, identity theft, credit card fraud, and other types of fraud. 
• Responding to queries from our finance partner and third party financial institutions.
• Ensure compliance with relevant banking regulations, laws, and industry standards related to fraud prevention, reporting, and customer protection. Stay updated on regulatory changes and communicate any necessary updates to the appropriate teams.
• Using the full set of tools to build a timeline of a customer's fraud claim
• Making fair decisions based on your high quality investigation and in line with external regulations and internal policies, to deliver fair outcomes for our customers.
• Responding to queries from other teams.

You’ll be a great fit if:

• You are having minimum 1+ year of Fraud/ Investigation experience, coming from a Fintech industry is a plus
• You are keen to get into a Fraud Investigation role within a Fintech but may have no prior experience (Fraud investigations experience is a plus)
• You are able to show a keen interest in Transaction Monitoring, Financial Crime or Fraud
• You are able to remain calm under pressure.
• You are comfortable with working in 24/7 rotational shifts (We consider employee preferences while setting up schedules, however cannot guarantee the same)
• You are comfortable with communicating with the members over phone calls, chat and emails.
• You have excellent communication and interpersonal skills to collaborate effectively with internal teams and external stakeholders.
• You are detail-oriented with strong organisational and time management skills to manage multiple investigations simultaneously.
• You have the ability to adapt to changing priorities, work independently, and make sound decisions in a fast-paced banking environment.
• You are a problem solver and willing to share your solutions.
• You have prior customer service experience
• You are comfortable relocating to Hyderabad when needed

WHAT YOU WILL GET IN RETURN 

• Competitive salary
• Self & Family Health Insurance
• Term & Life Insurance
• OPD Benefits
• Mental wellbeing through Plumm
• Learning & Development Budget
• WFH Setup allowance
• 15 days of Privilege leaves
• 12 days of Casual leaves
• 12 days of Sick leaves
• 3 paid days off for volunteering or L&D activities

ABOUT THE ROLE

As an Alert Review analyst you’ll be: 

• Undertaking full profile reviews based on potentially suspicious triggers or periodic timeframes.
• Own the analysis of risk data, identify trends, red flags and develop an in-depth understanding of the risk profile of our acquiring products.
• Monitor compliance with the acquiring products’ risk appetite, acceptance and risk performance.
• Monitor real-time and post-transaction activity for both acquiring merchants and issuing cardholders.
• Identify unusual merchant behaviors using Merchant Category Codes (MCCs), velocity checks, and transaction anomalies.
• Identify and manage Compromised Cards scenarios through data analysis and alert trends. Recommend card-blocking or merchant suspension actions where necessary.
• Document investigation findings accurately within the case management system.
• Prepare clear and concise SAR (Suspicious Activity Report) narratives, ensuring regulatory and internal standards are met.
• Maintain thorough records of evidence, decision-making rationale, and case progression steps.
• Ensure timely closure of assigned cases while meeting quality and compliance expectations.
• Contact cardholders/members through outbound calls to validate suspicious transactions and gather additional information.
• Communicate professionally with merchants when clarification or additional data is required.
• Provide clear explanations and support to cardholders regarding fraud concerns or next steps.
• Ensure adherence to internal fraud risk policies, card network rules, and regulatory guidelines. Stay updated on fraud trends and emerging threats in the digital payments ecosystem.
• Actively identify gaps, inefficiencies, and opportunities within current workflows.
• Provide process improvement suggestions to enhance fraud detection accuracy, reduce false positives, and improve customer experience.
• Establishing good relationships with various departments throughout the organisation to ensure good operational synergy
• Participate in internal and external training programs related to fraud offences detection and prevention and other subjects that may form part of the day-to-day work requirements.
• Treating Tide members fairly by taking responsibility to ensure that their needs are met

WHAT WE ARE LOOKING FOR

What makes you a great fit: 

• 1-3 years of experience in transaction monitoring, fraud investigations, financial crime, Money Laundering and card operations (Acquiring and Issuing).
• Have a strong understanding of risks and relevant controls involved in B2B merchant onboarding, payments transaction monitoring (incl. declines/chargebacks/disputes) and ongoing in-life monitoring.
• Worked in cross-functional set up with strong analytical skills, data driven mindset and ability to work independently
• You have strong understanding and experience of CDD and EDD processes.
• Proficiency with analytical tools and visualisation software (e.g., Excel, Tableau, Looker)
• Attention to detail and quality of the deliverables with growth mindset & extreme ownership.
• A growth, can-do and customer oriented mindset with extreme ownership.
• Willing to work in flexible shift schedules and rotational week-offs.

      Strong knowledge of:

• Payment processes
• Merchant Category Codes (MCCs)
• Fraud patterns and indicators
• Regulatory reporting standards (e.g., SAR)
• Proficiency in case management tools and transaction monitoring platforms.
• Experience contacting cardholders/members through outbound verification calls.

WHAT YOU’LL GET IN RETURN

• Competitive salary 
• Self & Family Health Insurance
• Term & Life Insurance
• OPD Benefits
• Mental wellbeing through Plumm
• Learning & Development Budget
• WFH Setup allowance
• 25 Annual leaves
• Family & Friendly Leaves

TIDEAN WAYS OF WORKING

At Tide, we champion a flexible workplace model that supports both in-person and remote work to cater to the specific needs of our different teams. 

While remote work is supported, we believe in the power of face-to-face interactions to foster team spirit and collaboration. Our offices are designed as hubs for innovation and team-building, where we encourage regular in-person gatherings to foster a strong sense of community.

ABOUT THE TEAM: 

At Tide, we are building a finance & admin platform designed to save small businesses time and money. We provide our members with business accounts and related banking services, but also a comprehensive set of connected administrative solutions from invoicing to accounting.

Launched in 2017, Tide is now the leading business financial platform in the UK with 575,000 SME members (10% market share) and more than 200,000 SMEs in India. Headquartered in London, Tide has over 1,600 Tideans across the UK, Bulgaria, India, Serbia, Romania, Ukraine and Germany. 

Tide is rapidly growing, expanding into new markets and always looking for passionate and driven people. Join us in our mission to empower small businesses and help them save time and money. 

ABOUT THE ROLE: 

A KYC (Know Your Customer) Analyst is a professional responsible for ensuring compliance with regulations and policies related to customer identification and due diligence in the First line of Defence to fight against financial crime. The primary role of a KYC analyst is to verify the identity of customers, assess the risks associated with their activities, and monitor transactions to detect and prevent money laundering, fraud and other financial crimes. By conducting cross-platform research, including investigations on platforms such as Company's House and social media, you will gather client-specific analysis for KYC purposes and fulfill the requisite onboarding due diligence.

KYC analysts play a crucial role in maintaining the integrity of financial systems and preventing illicit activities. Their work is essential for financial institutions, fintech companies, and other entities subject to KYC regulations.

Some tasks you will be undertaking:

• • Verify the identity of new customers by collecting and analyzing relevant documentation, such as government-issued IDs, proof of address, and business registration documents by collecting the information through emails and certain internal platforms
  • Assess the risk associated with each customer based on factors such as their industry, geographic location, transaction patterns, and the nature of their business activities.
  • Liaising with the KYC policies and procedures to ensure a consistent understanding of compliance requirements throughout
  • Conduct thorough due diligence on all customers to ensure that their business activities align with legal and regulatory requirements. This may involve CDD and EDD procedures in the review
  • Recognizing areas for enhancement to improve both efficiency and the overall member experience.
  • Extending assistance whenever required within the business.

WHAT WE ARE LOOKING FOR: 

• You excel in taking initiative and exhibit a natural curiosity about the entire KYC principles and processes
• Ideally, you possess over a year of work experience in KYC/compliance, preferably within a highly regulated environment.
• You demonstrate a clear understanding and effective application of the regulatory requirements in the UK.
• You possess a robust understanding and hands-on experience with CDD and EDD processes.
• You bring prior experience in working with Google Sheets.
• You possess an analytical mindset, capable of digesting large datasets and effortlessly identifying patterns and trends.
• You have outstanding English communication skills, both in written and verbal form.
• You demonstrate the ability to collaborate effectively within a team, make impactful decisions, pursue goals with determination, proactively address challenges, and adapt seamlessly to various people and working styles.

WHAT YOU’LL GET IN RETURN: 

Make work, work for you! We are embracing new ways of working and support flexible working arrangements. With our Working Out of Office (WOO) policy our colleagues can work remotely from home or anywhere in their home country. Additionally, you can work from a different country for 90 days of the year. Plus, you’ll get:

• Competitive salary
• Self & Family Health Insurance
• Term & Life Insurance
• OPD Benefits
• Mental wellbeing through Plumm
• Learning & Development Budget
• WFH Setup allowance
• 15 days of Privilege leaves
• 12 days of Casual leaves
• 12 days of Sick leaves
• 3 paid days off for volunteering or L&D activities
• Stock Options (If applicable)

TIDEAN WAYS OF WORKING

At Tide, we champion a flexible workplace model that supports both in-person and remote work to cater to the specific needs of our different teams. 

While remote work is supported, we believe in the power of face-to-face interactions to foster team spirit and collaboration. Our offices are designed as hubs for innovation and team-building, where we encourage regular in-person gatherings to foster a strong sense of community.

ABOUT THE TEAM: 

We are seeking a dedicated and detail-oriented analyst to join our growing and evolving Perpetual KYX team that sits within our First Line of Defence.  In this role, you would be assisting in our battle against financial crime - to prevent money laundering, terrorist financing and other illicit financial activities. This would be achieved through the continual review of the criminal offenses of members and accurate risk management.

The Member Screening Analyst plays a crucial role in ensuring the organization's adherence to compliance regulations and mitigating risks by conducting thorough screenings of new and existing members. This position involves the assessment of individuals and entities against various watchlists, sanctions lists, and databases to identify potential risks such as fraud, money laundering, and other illegal activities.

ABOUT THE ROLE: 

• Member Screening: Conduct a full review on the screening alert for new and existing members, including individuals and entities, against national and international sanction lists, watchlists, PEP (Politically Exposed Persons) lists and Adverse media.
• Risk Assessment: Analyze and review reported results to determine the level of risk for each member, providing recommendations for further investigation or approval.
• Reporting & Documentation: Prepare detailed reports and document any concerns or red flags,
• Investigations: Collaborate with the second line of defence, to investigate and resolve flagged screening results or to escalate it by providing detailed analysis.
• Process Improvement: Identify areas where the screening process can be improved, whether through automation, updated data sources, or improved reporting methods, and suggest improvements to enhance efficiency and accuracy.

WHAT WE ARE LOOKING FOR: 

• You are good in taking initiative and be naturally inquisitive about screening principles and processes
• You have 1+ year's work experience working in KYC/compliance
• You have a clear understanding of the UK/EU regulatory landscape
• You have strong understanding and experience of CDD and EDD processes
• You have similar work experience, preferably in the financial services 
• You have previous experience working on Google sheets and Lexis Nexis
• You have an analytical mindset & able to digest large data sets and spot patterns and trends with ease
• You have exceptional English communication skills – written and verbal
• You have the ability to work well as part of a team; decisive; goal-oriented; proactive; able to adapt to different people and styles
• You must be comfortable with Hybrid working environments

WHAT YOU’LL GET IN RETURN: 

Make work, work for you! We are embracing new ways of working and support flexible working arrangements. With our new Hybrid working model & Working Out of Office (WOO) policy our colleagues can work remotely from home or anywhere in their home country. Additionally, you can work from a different country for 90 days of the year. Plus, you’ll get:

• Competitive salary 
• Vitality Health Insurance, with a proactive focus on mental and physical wellbeing
• Employee Assistance Programme
• 12 casual & 15 Privilege leaves
• We invest in your development with professional L&D budget per year
• Access to ‘salary sacrifice’ benefits such as Cycle to Work scheme and pension contribution
• Spacious office in Hitechcity with all day snacks
• 24 hours paid volunteering time off per year
• Hybrid working 
• Sabbatical leave 

TIDEAN WAYS OF WORKING

At Tide, we champion a flexible workplace model that supports both in-person and remote work to cater to the specific needs of our different teams. 

While remote work is supported, we believe in the power of face-to-face interactions to foster team spirit and collaboration. Our offices are designed as hubs for innovation and team-building, where we encourage regular in-person gatherings to foster a strong sense of community.

Berkadia Services India Pvt Ltd

Job Description

Reports To                    Manager

The Opportunity 

The Credit Analyst will be responsible for assisting Credit Operations teams (across various offices in US) at all stages of Commercial Real Estate deal underwriting. The Credit Analyst will be responsible for generating reports on property financials, evaluating risks associated with the transactions and preparing presentations for loan committee and management. The Analyst will be responsible for timely reporting and quality of work product being submitted.

Global Production Operations (GPO) – Teams in GPO conduct research and analysis of properties financial statements, social and economic drivers, and ownership structure to determine the value of the asset and potential loan value for various lending options.  

In this role, individual will be required to work on one or multiple aspects of Credit Operations with the following key responsibilities –   

• Assist in all aspects of deal processing from screening and application through underwriting, closing and delivery of the loan to servicing. Generate proforma cash flows, identify and evaluate risks associated with a proposed transaction, and prepare formal presentations for management and/or loan committee.
• Act as liaison between underwriters, GPO analysts, mortgage banking staff, closers, in the collection, review, analysis, and dissemination of due diligence materials necessary for the underwriting, approval, and closing of GSE loans.
• Maintain Berkadia systems (e.g. OmniView) with current, applicable deal level data to facilitate production accurate of metrics and reports.
• Coordinate the ordering, and receipt of all third-party reports for GSE loans. Ensure timely receipt of reports from third party vendors.
• Create, organize and maintain underwriting file, create deal checklist with critical dates and deadlines identified, file and maintain deal checklist as due diligence items are received, reviewed, and accepted, and distributes updated checklist weekly.
• Perform various tasks as assigned by Underwriter which may include ordering market reports and credit reports; conducting real estate tax searches; running crime searches; and searching internet sources (e.g. Google) for sponsor, property, and market news.
• Support the UW in organizing the delivery of necessary materials to corporate funding facility partners.
• Assist the Underwriter in preparing GPO feedback material. Arrange and distribute materials for GPO debrief meeting.
• To be able to match the requirements of the process in terms of being available and be flexible to work in multiple shifts.
• Draft / provide input to ensure that departmental policies & procedures are documented and maintained considering revised / new policies / procedures / systems on a continuous basis and present to management for approval. In addition, constantly review processes in operation and provide suggestions for improvement.
• Provide relevant management information at agreed intervals to the Manager/AVP/VP/ Site Director - India
• Work with the Asst. Manager to ensure a high level of motivation, positive communication and a professional work environment throughout the department.
• Determine and organize appropriate employee trainings/one on one meetings/team meetings, when there is a need.
• Perform other duties and special projects as assigned by Management.

Your Qualification

Education:  

• Minimum of B.Com is a must, banking industry is an added advantage.
• Prior experience within Financial Analysis is an added advantage.
• Knowledge of commercial real estate operations including cash flows is a must.
• Must be PC literate in MS windows environment with strong Microsoft Excel and Word skills.
• Excellent organizational and analytical skills.
• A willingness to learn and a positive attitude are essential.
• Ability to work independently and in a team environment through.
• Openness to take on additional responsibilities (work the unconventional way) - create job aids, work on projects to build the templates, enhance tools & technology.
• Collaborate with people across office locations.
• Must be proficient in English, excellent written and oral communication skills.
• Ability to read and interpret documentation.
• Must be able to think outside the box, research problems and provide workable solutions as needed.
• Understands the importance of training and support opportunities for further functional and interpersonal skill development.

Conditions Of Work  

• This position is in Split Shift, however, working additional hours/days is required, as necessary, to meet internal and external deadlines and fulfill the job responsibilities
• To be able to match the requirements of the process in terms of being available and be flexible to work in multiple shifts.
• Though limited, ability and willingness to travel in India and internationally when necessary is required
• While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.

Functional Skills  

• Exhibit a sense of urgency in managing responsibilities.
• Exhibit solid time management skills and works to exceed all deadlines.
• Demonstrate willingness to take on additional responsibilities and work in unconventional ways.
• Exhibit proficiency and pro-activeness in interaction with various individuals and groups.
• Display ownership and work with minimum supervision.
• Display ability to follow up on all outstanding issues.
• Demonstrate an ability to manage multiple tasks under pressure and prioritize.
• Excel in managing customer expectations with consistent results.

Perks & Benefits          

Berkadia offers the best-in-class benefits to enable an enjoyable work environment for the employees. Key benefits include – 

• Leaves: Berkadia offers a comprehensive leave policy that not only helps you to plan holidays and personal milestones, but also covers exigencies such as sickness and bereavement. 

• Transportation: Berkadia offers free transportation to every employee, irrespective of their shift timings. 

• Medical Insurance: Berkadia has an inclusive medical insurance policy that covers the family members of the employees, including parents. 

• Learn while you Earn: Berkadia encourages employees to learn new skills by sponsoring degrees, certifications, training, and workshops. 

• Wellness: Berkadia has an extensive wellness program that includes annual health check, eye checkup, dental screening, OPD reimbursement, and Employee Assistance Program. 

About us 

Berkadia, a joint venture of Berkshire Hathaway and Jefferies Financial Group, is a leader in the commercial real estate industry, offering a robust suite of services to our multifamily and commercial property clients. Powered by deep relationships and industry-changing technology, our people sell, finance, and service commercial real estate, providing support for the entire life cycle of our clients’ assets.                                                            

Berkadia is an equal opportunity employer and affords equal opportunity to all applicants and employees for all positions without regard to race, color, religion, gender, national origin, age, disability, or any other status protected under the law. To learn more about Berkadia, please visit https://berkadia.com/ 

For details about India operations, please visit https://berkadia.com/india/ 

Why us? 

Here At Berkadia, We Believe People Matter. 

In fact, our people are the heart and soul of everything we do. That’s why we employ the top CRE professionals in our industry, and make sure we invest in their personal development and training. With a focus on innovation and insights, we set the bar high – and keep it there – so that we provide best-in-class service for our clients. 

Our culture, or Berkadia Way as we know it, encourages us to truly see people as people, with unique needs, challenges, and objectives. We take this into consideration when working with each other, engaging our clients, and supporting our communities. Thus, instilling a mindset that fosters our shared commitment to self-accountability helps us see our impact on each other and adjust our efforts accordingly. 

While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties and to assign other duties, as necessary.

Berkadia Services India Pvt Ltd

Job Description

Reports To                    Manager

The Opportunity 

The Credit Analyst will be responsible for assisting Credit Operations teams (across various offices in US) at all stages of Commercial Real Estate deal underwriting. The Credit Analyst will be responsible for generating reports on property financials, evaluating risks associated with the transactions and preparing presentations for loan committee and management. The Analyst will be responsible for timely reporting and quality of work product being submitted.

In this role, individual will be required to work on one or multiple aspects of Credit Operations with the following key responsibilities –   

• Assist in all aspects of deal processing from screening and application through underwriting, closing and delivery of the loan to servicing. Generate proforma cash flows, identify and evaluate risks associated with a proposed transaction, and prepare formal presentations for management and/or loan committee.
• Act as liaison between underwriters, GPO analysts, mortgage banking staff, closers, in the collection, review, analysis, and dissemination of due diligence materials necessary for the underwriting, approval, and closing of GSE loans.
• Maintain Berkadia systems (e.g. OmniView) with current, applicable deal level data to facilitate production accurate of metrics and reports.
• Coordinate the ordering, and receipt of all third-party reports for GSE loans. Ensure timely receipt of reports from third party vendors.
• Create, organize and maintain underwriting file, create deal checklist with critical dates and deadlines identified, file and maintain deal checklist as due diligence items are received, reviewed, and accepted, and distributes updated checklist weekly.
• Perform various tasks as assigned by Underwriter which may include ordering market reports and credit reports; conducting real estate tax searches; running crime searches; and searching internet sources (e.g. Google) for sponsor, property, and market news.
• Support the UW in organizing the delivery of necessary materials to corporate funding facility partners.
• Assist the Underwriter in preparing GPO feedback material. Arrange and distribute materials for GPO debrief meeting.
• To be able to match the requirements of the process in terms of being available and be flexible to work in multiple shifts.
• Draft / provide input to ensure that departmental policies & procedures are documented and maintained considering revised / new policies / procedures / systems on a continuous basis and present to management for approval. In addition, constantly review processes in operation and provide suggestions for improvement.
• Provide relevant management information at agreed intervals to the Manager/AVP/VP/ Site Director - India
• Work with the Asst. Manager to ensure a high level of motivation, positive communication and a professional work environment throughout the department.
• Determine and organize appropriate employee trainings/one on one meetings/team meetings, when there is a need.
• Perform other duties and special projects as assigned by Management.

Your Qualification

Education:  

• Minimum of B.Com is a must, banking industry is an added advantage.
• Prior experience within Financial Analysis is an added advantage.
• Knowledge of commercial real estate operations including cash flows is a must.
• Must be PC literate in MS windows environment with strong Microsoft Excel and Word skills.
• Excellent organizational and analytical skills.
• A willingness to learn and a positive attitude are essential.
• Ability to work independently and in a team environment through.
• Openness to take on additional responsibilities (work the unconventional way) - create job aids, work on projects to build the templates, enhance tools & technology.
• Collaborate with people across office locations.
• Must be proficient in English, excellent written and oral communication skills.
• Ability to read and interpret documentation.
• Must be able to think outside the box, research problems and provide workable solutions as needed.
• Understands the importance of training and support opportunities for further functional and interpersonal skill development.

Conditions Of Work  

• This position is in Split Shift, however, working additional hours/days is required, as necessary, to meet internal and external deadlines and fulfill the job responsibilities
• To be able to match the requirements of the process in terms of being available and be flexible to work in multiple shifts.
• Though limited, ability and willingness to travel in India and internationally when necessary is required
• While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.

Functional Skills  

• Exhibit a sense of urgency in managing responsibilities.
• Exhibit solid time management skills and works to exceed all deadlines.
• Demonstrate willingness to take on additional responsibilities and work in unconventional ways.
• Exhibit proficiency and pro-activeness in interaction with various individuals and groups.
• Display ownership and work with minimum supervision.
• Display ability to follow up on all outstanding issues.
• Demonstrate an ability to manage multiple tasks under pressure and prioritize.
• Excel in managing customer expectations with consistent results.

Perks & Benefits          

Berkadia offers the best-in-class benefits to enable an enjoyable work environment for the employees. Key benefits include – 

• Leaves: Berkadia offers a comprehensive leave policy that not only helps you to plan holidays and personal milestones, but also covers exigencies such as sickness and bereavement. 

• Transportation: Berkadia offers free transportation to every employee, irrespective of their shift timings. 

• Medical Insurance: Berkadia has an inclusive medical insurance policy that covers the family members of the employees, including parents. 

• Learn while you Earn: Berkadia encourages employees to learn new skills by sponsoring degrees, certifications, training, and workshops. 

• Wellness: Berkadia has an extensive wellness program that includes annual health check, eye checkup, dental screening, OPD reimbursement, and Employee Assistance Program. 

About us 

Berkadia, a joint venture of Berkshire Hathaway and Jefferies Financial Group, is a leader in the commercial real estate industry, offering a robust suite of services to our multifamily and commercial property clients. Powered by deep relationships and industry-changing technology, our people sell, finance, and service commercial real estate, providing support for the entire life cycle of our clients’ assets.                                                            

Berkadia is an equal opportunity employer and affords equal opportunity to all applicants and employees for all positions without regard to race, color, religion, gender, national origin, age, disability, or any other status protected under the law. To learn more about Berkadia, please visit https://berkadia.com/ 

For details about India operations, please visit https://berkadia.com/india/ 

Why us? 

Here At Berkadia, We Believe People Matter. 

In fact, our people are the heart and soul of everything we do. That’s why we employ the top CRE professionals in our industry, and make sure we invest in their personal development and training. With a focus on innovation and insights, we set the bar high – and keep it there – so that we provide best-in-class service for our clients. 

Our culture, or Berkadia Way as we know it, encourages us to truly see people as people, with unique needs, challenges, and objectives. We take this into consideration when working with each other, engaging our clients, and supporting our communities. Thus, instilling a mindset that fosters our shared commitment to self-accountability helps us see our impact on each other and adjust our efforts accordingly. 

While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties and to assign other duties, as necessary.

GENERAL FUNCTION

Momentum’s Analytics team is looking for a Senior Data Analyst – Cards to join our growing Analytics Team. This individual will be the key person for consulting with the business to share data insights providing solutions, reports and strategies to launch, grow and take ownership of the data for our card product. Reporting directly to the Senior Manager of Analytics, the Senior Data Analyst – Cards will be the data subject matter expert for all card related data and any associated products and platforms, working closely with the product and marketing department, and external stakeholders. In addition to sharing data insights, the individual will have opportunities to work closely with business leaders in presenting findings and formulating data supported strategies.

If you see analytics as an opportunity to solve problems, build relationships, drive business and have fun while doing it, you’ve come to the right place.

DUTIES/RESPONSIBILITIES

• Leverage data expertise to analyze a wide spectrum of data to provide insights and solutions to the business.
• Identify and improve inefficiencies or issues in current data processes and reports with a “there’s always room for improvement” mindset.
• Conceive, design & develop purpose focused reports and dashboards that drives value and meets business needs
• Manipulate large data sets from multiple sources to provide business metric reporting
• Communicate concise and actionable business strategies from vast amounts of data for Sr. Management.
• Continuously broaden knowledge of different business verticals and their functions and how they utilize data
• Lead the regular touchpoint with business stakeholders to provide insights beyond what is requested and/or provide data solutions to improve their workflow
• Be able to provide accurate and reliable solutions and explanations independently with minimal supervision

EDUCATION

• Bachelor’s degree or higher in a quantitative field such as Decision Science, Data Science, Mathematics, Statistics, Computer Science, Operations Research, Engineering, Finance, or Economics

EXPERIENCE

• 3+ years of experience in reporting, analysis and strategy development in the financial services industry.
• Proven experience using SQL, R, Python, or similar data mining and analytics applications.
• Experience manipulating, creating and presenting insights with credit card data that influence credit card product strategy.
• Experience with Tableau, Microsoft Power BI, Microsoft SSRS or other tools.
• Proficient in Microsoft Excel, Word, and PowerPoint.
• Capable of completing descriptive, diagnostic, exploratory, predictive, and prescriptive analytical exercises.
• Proven ability to effectively analyze and interpret large amounts of raw data to accurately convey business needs.
• Excellent communication and presentation skills, and ability to simply explain complex information to both technical and non-technical audiences.
• Strong work ethic, curious and persistent determination in reviewing and reconciling variances.
• Ability to work autonomously as well as in a team setting.
• Aptitude and willingness to roll-up the sleeves and get involved in the details.
• Highly curious with the desire to go deep beneath the surface to solve problems.
• Good business judgment with demonstrated ability to think creatively and strategically.
• Desire to take full ownership of deliverables and be accountable for results
• Ability to provide deliverables accurately and on time with minimal supervision
• Ability to draw conclusions and provide explanations and make recommendations based on analysis

EMPLOYER’S RIGHTS

This job description does not list all the duties of the job. You may be asked by supervisors or managers to perform other duties. You will be evaluated in part based upon your performance of the tasks listed in this job description.

The employer has the right to revise this job description at any time. This job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.  This document contains Momentum Group’s confidential and proprietary information and is intended for Momentum internal use only.

At Momentum/Money Mart, our vision is to transform customers’ lives for the better. With over 40 years of experience in financial services and 400+ retail locations across Canada and the U.S., we are committed to providing tailored financial solutions to underserved customers often overlooked by traditional financial institutions.

Now, we’re bringing this purpose-driven approach to India, and we want you to be part of our journey.

OUR CORE VALUES: WHAT DRIVES US

• Where Everybody is Somebody: We prioritize inclusivity and respect, ensuring that every team member’s voice matters. We foster a collaborative environment where everyone can thrive. 
• We Say “Yes” When Others Say “No”: Our team is friendly and compassionate, dedicated to delivering an uplifting customer experience. We go the extra mile to provide solutions that truly make a difference, no matter where our customers are on their financial journey. 
• We Have a Passion for Our Purpose: We act with integrity and continually seek ways to grow and innovate. With the largest breadth of products in our industry and new offerings in development, we challenge the status quo to better serve our customers. 
• We Win as a Team: We believe in the power of teamwork and diversity, celebrating the unique talents of every team member. Hard work is recognized and valued, creating an environment where everyone contributes to our collective success. 
  
  

WHY JOIN MFSG TECHNOLOGIES INDIA?

Employee Benefits

We’re committed to supporting your health, well-being, and financial growth:

1. Competitive Employee Benefits

💠 Comprehensive Medical Coverage

• Includes employee, spouse, two children, and two parents.
• Coverage Amount: ₹6 lakhs annually.
• ₹5 lakhs top-up is available if you would like to opt, with thousand rupees per month deduction.

💠 Provident Fund Contribution

• Employer contribution of ₹1,800 per month to support long-term financial security.

💠 Performance-Based Incentives

• Annual bonus of up to 5% of base salary, based on performance and company success.

Reward & Recognition

⭐ Bucketlist Rewards Platform

• Recognizing outstanding contributions through a point-based rewards system.
• Redeem points for gift cards, experiences, and personalized perks that matter most to you.

⭐ Culture of Appreciation

• Celebrating milestones, achievements, and impact across teams.

Work-Life Balance & Flexibility

🏠 Flexible Work Model

• Currently remote, with a future transition to a hybrid model.

📅 Paid Leave Entitlements

• 15 Annual Leaves
• 6 Casual Leaves
• 12 Sick Leaves

If you're looking for a place where passion fuels purpose and where you can make a difference, we invite you to join us at MFSG Technologies (India) Private Limited. Together, let’s win and empower our customers. 

1. Learning & Career Growth

📚 Continuous Learning Culture

• Access to upskilling programs, mentorship, and professional development resources.
• Encouragement to learn, adapt, and innovate in a fast-growing financial services landscape.

🚀 Career Growth Opportunities

• Internal mobility programs to help employees advance in their careers.
• Support for leadership development, industry certifications, and specialized training.

🤝 Collaborative Knowledge Sharing

• Work with global teams, gaining exposure to international best practices.
• Encouragement to share ideas, experiment, and take ownership of impactful projects.

GENERAL FUNCTION

Momentum’s Analytics team is looking for a Sr. Analyst, Data Analytics to join our growing Risk Group. Reporting directly to the Sr. Manager of Analytics, the Sr. Analyst, Data Analytics will be the subject matter data expert providing the business with insights, strategies, and solutions through a consultative approach to bring success to our business and our customers.

DUTIES/RESPONSIBILITIES

• Leverage data expertise to analyze a wide spectrum of data to provide insights and solutions to the business.
• Identify and improve inefficiencies or issues in current data processes and reports with a “there’s always room for improvement” mindset.
• Conceive, design & develop purpose focused reports and dashboards that drive value and meets business needs
• Manipulate large data sets from multiple sources to provide business metric reporting
• Communicate concise and actionable business strategies from vast amounts of data to senior management.
• Continuously broaden knowledge of different business verticals and their functions and how they utilize data
• Lead the regular touchpoint with business stakeholders to provide insights beyond what is requested and/or provide data solutions to improve their workflow
• Conduct advanced statistical and financial analysis to uncover trends, patterns, and business opportunities.
• Leverage statistical modeling, predictive analytics, and machine learning techniques to provide deeper insights into business operations and market conditions.
• Produce high-quality, visually compelling reports and dashboards using tools such as Tableau, Power BI, or Excel for stakeholders at all levels.
• Support the Sr. Manager of Analytics in defining key metrics, performance targets, and project priorities for the department.

EDUCATION

• Bachelor’s degree or higher in a quantitative field such as Decision Science, Data Science, Mathematics, Statistics, Computer Science, Operations Research, Engineering, Finance, or Economics

EXPERIENCE

• 4 years of experience in reporting, analysis and strategy development in the financial services industry.
• Proven experience using SQL, R, Python, or similar data mining and analytics applications.
• Experience with Tableau, Microsoft Power BI, Microsoft SSRS or other tools.

SKILLS

• Proficient in Microsoft Excel, including advanced functions such as pivot tables, macros, and data analysis tools
• Strong attention to detail, with a high level of accuracy in data analysis and reporting.
• Capable of completing descriptive, diagnostic, exploratory, predictive, and prescriptive analytical exercises
• Proven ability to effectively analyze and interpret large amounts of raw data to accurately convey business needs
• Excellent communication and presentation skills, with an ability to explain complex information to both technical and non-technical audiences.
• Strong work ethic, curious and persistent determination in reviewing and reconciling variances.
• Ability to work autonomously as well as in a team setting.
• Ability to work cross-functionally and build relationships with both technical and non-technical colleagues
• Good business judgment with demonstrated ability to think creatively and strategically
• Desire to take full ownership of deliverables and be accountable for results
• Ability to provide deliverables accurately and on time with minimal supervision
• Ability to draw conclusions and provide explanations and make recommendations based on analysis

At Momentum/Money Mart, our vision is to transform customers’ lives for the better. With over 40 years of experience in financial services and 400+ retail locations across Canada and the U.S., we are committed to providing tailored financial solutions to underserved customers often overlooked by traditional financial institutions.

Now, we’re bringing this purpose-driven approach to India, and we want you to be part of our journey.

OUR CORE VALUES: WHAT DRIVES US

Where Everybody is Somebody: We prioritize inclusivity and respect, ensuring that every team member’s voice matters. We foster a collaborative environment where everyone can thrive. 

We Say “Yes” When Others Say “No”: Our team is friendly and compassionate, dedicated to delivering an uplifting customer experience. We go the extra mile to provide solutions that truly make a difference, no matter where our customers are on their financial journey. 

We Have a Passion for Our Purpose: We act with integrity and continually seek ways to grow and innovate. With the largest breadth of products in our industry and new offerings in development, we challenge the status quo to better serve our customers. 

We Win as a Team: We believe in the power of teamwork and diversity, celebrating the unique talents of every team member. Hard work is recognized and valued, creating an environment where everyone contributes to our collective success. 

WHY JOIN MFSG TECHNOLOGIES INDIA?

Employee Benefits

We’re committed to supporting your health, well-being, and financial growth:

1. Competitive Employee Benefits

💠 Comprehensive Medical Coverage

• Includes employee, spouse, two children, and two parents.
• Coverage Amount: ₹6 lakhs annually.
• ₹5 lakhs top-up is available if you would like to opt, with thousand rupees per month deduction.

💠 Provident Fund Contribution

• Employer contribution of ₹1,800 per month to support long-term financial security.

💠 Performance-Based Incentives

• Annual bonus of up to 5% of base salary, based on performance and company success.

Reward & Recognition

⭐ Bucketlist Rewards Platform

• Recognizing outstanding contributions through a point-based rewards system.
• Redeem points for gift cards, experiences, and personalized perks that matter most to you.

⭐ Culture of Appreciation

• Celebrating milestones, achievements, and impact across teams.

Work-Life Balance & Flexibility

🏠 Flexible Work Model

• Currently remote, with a future transition to a hybrid model.

📅 Paid Leave Entitlements

• 15 Annual Leaves
• 6 Casual Leaves
• 12 Sick Leaves

If you're looking for a place where passion fuels purpose and where you can make a difference, we invite you to join us at MFSG Technologies (India) Private Limited. Together, let’s win and empower our customers. 

1. Learning & Career Growth

📚 Continuous Learning Culture

• Access to upskilling programs, mentorship, and professional development resources.
• Encouragement to learn, adapt, and innovate in a fast-growing financial services landscape.

🚀 Career Growth Opportunities

• Internal mobility programs to help employees advance in their careers.
• Support for leadership development, industry certifications, and specialized training.

🤝 Collaborative Knowledge Sharing

• Work with global teams, gaining exposure to international best practices.
• Encouragement to share ideas, experiment, and take ownership of impactful projects.

Overview:  The Business Analyst is the liaison between the design and development teams and the client to define the objectives and requirements of the client.   Finalizes the implementation process by implementing development plans.

Duties and Responsibilities:

• Works with client to understand their requirements of the system;
• Works with Product development to communicate the client’s needs and provide business case for enhancement requests;
• Accountable for assigned functional track and deliverables, and assist QA and Support with understanding Client needs;
• Creating and maintaining deliverables within assigned area;
• Participates in testing the product before it is released to the client;
• Assist in triaging escalated system defects and/or providing clarification on defects and works to resolve them;
• Integrated as part of the full client lifecycle
• RFP;
• Demos;
• Project Kick-Off;
• Implementation;
• Go Live;
• Optimizations;
• Collaborate with the Product Manager on Product/Knowledge Share;
• Provide support to the team during implementation as well as post go live;
• Provide support to SME’s for client training initiatives;
• Document and maintain deliverables (requirements document, Configuration Design Doc, etc.);
• Document process workflow;
• Build and configure system based on design;
• Ensuring configuration meets requirements and works as expected;
• Maintain industry expertise;
• Provide support for internal training events as necessary;
• Relies on experience and judgment to plan and accomplish goals;
• A wide degree of creativity and latitude is expected;
• Maintain compliance with Inovalon’s policies, procedures and mission statement;
• Adhere to all confidentiality and HIPAA requirements as outlined within Inovalon’s Operating Policies and Procedures in all ways and at all times with respect to any aspect of the data handled or services rendered in the undertaking of the position; and
• Fulfill those responsibilities and/or duties that may be reasonably provided by Inovalon for the purpose of achieving operational and financial success of the Employer.

Job Requirements:

• Minimum of 4 years of experience as a software business analyst;
• Minimum of 1 year of experience in a healthcare/specialty pharmacy related environment;
• Must be familiar with healthcare/pharmacy system designs and concepts;
• Possesses excellent communication, organizational and observational skills;
• Proficient problem-solving skills with good judgment and decision making;
• Must be goal-oriented and focused;
• Work well as a member of a team; and
• Possess SQL and Crystal Reports skills.

Education:

• Bachelor’s degree in a related area of Healthcare and IT preferred.

Physical Demands and Work Environment:

• Sedentary work (i.e. sitting for long periods of time);
• Exerting up to 10 pounds of force occasionally and/or negligible amount of force;
• Frequently or constantly to lift, carry push, pull or otherwise move objects and repetitive motions;
• Subject to inside environmental conditions; and
• Travel for this position will include less than 5% locally usually for training purposes.

Overview: The Senior Product Owner is responsible for establishing a deep product expertise both from a technical and market perspective by understanding buyer and user personas, value proposition, benefits, features and functionality, competitive landscape, architecture, code base, and technical components. This person collaborates closely with other product owners, product managers, scrum master(s), and development managers to leverage Agile processes and tools which support product requirements, sprint review, backlog refinement (grooming), sprint planning, retrospectives, and backlog/ticket creation. This role will partner closely with product managers in reviewing product roadmaps and drive the prioritization of work accordingly. This role will plan, prioritize, and maintain product feature backlog and development for a product and owns and drives product release planning, backlog prioritization, and ticket review through the elaboration of user stories. This person has prior experience with software-as-a-service (SAAS) distribution models. 

Duties and Responsibilities:

• Adopt and role model Agile behaviors while building an inclusive team culture.
• Drive strong collaboration across internal stakeholders including product, engineering, corporate development, and marketing to ensure timely execution and delivery of our products to market.
• Engage with internal and external stakeholders to inform product and feature design to drive perspective, requirements, and prioritization of the backlog in line with the product vision and while communicating expectations to internal and external stakeholders.
• Develop detailed business requirements that meet the needs of internal and external stakeholders and support corporate objectives; 
• Analyze the current system or application, conceptualize and define operational problems, model and present recommended enhancements and modifications, and walk each new enhancement or modification through the development process, from planning and preparation to testing and implementation; 
• Oversee the design, prioritization, and delivery of products through the software development lifecycle, from concept to testing, deployment, adoption and value realization
• Perform validation and testing of solutions through managing and executing user acceptance plans, collaborating with the engineering team during user testing and complex validation sessions, and responding to technical and functional product questions raised by stakeholders, and reformulate solutions as necessary to ensure that the recommended solution is responsive to the data requirements; 
• Analyze the impact of a proposed solution on connected processes, systems, and/or applications to determine the best course of action to achieve the desired outcome; 
• Assist in the development of roadmaps and business strategy for assigned product or department; 
• Demonstrate robust knowledge of the healthcare industry, product management, and software development to translate problems, needs, and opportunities into user stories. 
• Display effective time management across complex and overlapping projects while supporting your team with schedule and priority management.
• Maintain compliance with Inovalon’s policies, procedures and mission statement; 
• Adhere to all confidentiality and HIPAA requirements as outlined within Inovalon’s Operating Policies and Procedures in all ways and at all times with respect to any aspect of the data handled or services rendered in the undertaking of the position; and 
• Fulfill those responsibilities and/or duties that may be reasonably provided by Inovalon for the purpose of achieving operational and financial success of the Employer. 

Job Requirements:

• Minimum 3-5 years of experience with exposure to SAAS products as a business analyst or related role; 
• Agile / SCRUM experience and/or certification; 
• Excellent interpersonal, written, and oral communication skills; 
• High level of honesty, respect, dependability and flexibility; 
• Experience in fast-paced and rapidly growing environment; 
• Strong business acumen; 
• Must be comfortable gathering feedback from internal and external stakeholders. 
• Mastery of Microsoft Office tools, including Word, Excel, and PowerPoint preferred; and
• Great organizational skills and ‘get things done’ attitude.

Education:

• Bachelor’s degree or an equivalent combination of education and experience.

Physical Demands and Work Environment:

• Sedentary work (i.e., sitting for long periods of time);
• Exerting up to 10 pounds of force occasionally and/or negligible amount of force;
• Frequently or constantly to lift, carry push, pull or otherwise move objects and repetitive motions;
• Subject to inside environmental conditions; and
• Travel for this position will include up to 10%.

Job Title: Data Analyst

 About Us

“Capco, a Wipro company, is a global technology and management consulting firm. Awarded with Consultancy of the year in the  British Bank Award and has been ranked Top 100 Best Companies for Women in India 2022 by Avtar & Seramount. With our presence across 32 cities across globe, we support 100+ clients across banking, financial and Energy sectors. We are recognized for our deep transformation execution and delivery. 

WHY JOIN CAPCO?

You will work on engaging projects with the largest international and local banks, insurance companies, payment service providers and other key players in the industry. The projects that will transform the financial services industry.

MAKE AN IMPACT

Innovative thinking, delivery excellence and thought leadership to help our clients transform their business. Together with our clients and industry partners, we deliver disruptive work that is changing energy and financial services.

#BEYOURSELFATWORK

Capco has a tolerant, open culture that values diversity, inclusivity, and creativity.

CAREER ADVANCEMENT

With no forced hierarchy at Capco, everyone has the opportunity to grow as we grow, taking their career into their own hands.

DIVERSITY & INCLUSION

We believe that diversity of people and perspective gives us a competitive advantage.

MAKE AN IMPACT

Number of Positions: 2

Job Location: Pune, Hyderabad, Bangalore

In this role, you will:

• Support the delivery of complex transformation program development within data portfolio.
• Work within agile multi-skilled teams to create world class products to serve our customer’s needs.
• Perform the elicitation and analysis of business change, functional and non-functional requirements across a range of stakeholders, work with cross asset IT teams to interface those requirements and finally deliver a working reconciliation solution.
• Own and produce relevant analysis and modeling artefacts that enable development teams to develop working products.
• Understand the "user" journey end to end which goes beyond the "system”.
• Provide advanced business knowledge and technical support for requirements development.
• Create/enhance logical and physical data models by adhering to the agreed standards, to fulfil both business as well as technical requirements and expectations.
• Undertake the metadata analysis which includes but not limited to naming of the logical entity and attributes and physical table and columns, definitions and appropriate data type and length etc.
• Create and maintain the data models.

To be successful in this role, you should meet the following requirements:

• Strong Data Analysis and/or Data Modeling experience of 8-12 years.
• Strong financial domain and data analysis skills with experience covering activities like requirement gathering, elicitation skills, gap analysis, data analysis, effort estimation, reviews, ability to translate the high-level functional data or business requirements into technical solution, database designing and data mapping.
• Comprehensive understanding of the Data Modeling (conceptual, logical, and physical), create and deliver high-quality data models, by following agreed data governance and standards.
• Maintain quality metadata and data related artefacts which should be accurate, complete, consistent, unambiguous, reliable, accessible, traceable, and valid.
• Should be an individual contributor with good understanding of the SDLC & Agile methodologies.
• A team player with self-starter approach, having a sense of ownership, should be a problem solver with solution-seeking approach and an ability to work in fast-paced and continuously changing environment.
• Excellent communication & stakeholder management skills and should be capable of building rapport and relationships.
• Act as a liaison between business and technical teams to bridge any gaps and assist the business teams & technical teams to successfully deliver the projects.
• Other Skills & Tools: SQL, MS-Office tools, GCP Big Query, Erwin, Visual Paradigm (preferable).

About Instead

Instead is a tax platform designed to help taxpayers and tax professionals collaborate to save money on taxes. As the first company in decades to receive IRS approvals to E-file 1040, 1041, 1120, 1120S, and 1065 — we're re-inventing a complex category. Founded in 2023, Instead combines LLMs with tax law to make tax management a continuous, proactive process rather than a dreaded annual deadline.

Instead's investors include Sarah Guo from Conviction (conviction.com) and many of our customers who believe in our mission and vision. The Instead team comprises talented leaders from leading tax, financial services and fintech companies — Gusto, Intuit, Zenefits, Thomson Reuters, Wolters Kluwer, Bloomberg — as well as top tax & accounting firms such as PwC, BDO, RSM, and KPMG.

Instead was a 2024 Innovation Award Finalist in CPA Practice Advisor. Instead's CEO, Andrew Argue, is a CPA and has been named Top 100 Most Influential People in the Accounting Profession twice - Ones To Watch and CPA Practice Advisors 20 under 40.

We’re opening an office in Hyderabad and looking for talented team members to join us.

About the Role

We are seeking a skilled and detail-oriented U.S Tax Analyst to drive tax form development and testing. You will play a vital role in creating and annotating tax forms, managing tax calculations, compliance, and contributing to the development of a cutting-edge tax software product. You will work with partners in government liaison, engineering, prompt engineering, and applied AI to achieve our annual goals to comply with U.S. government requirements. This role requires a deep understanding and familiarity with preparing and reviewing tax returns across all core U.S. tax entity types (1040, 1041, 1120, 1120S, 1065).

What You'll Do

• Leverage your expertise in preparing U.S. federal and state tax returns, including:
• Form 1040 (Individual)
• Form 1120 (C Corporation)
• Form 1120S (S Corporation)
• Form 1065 (Partnership)
• Form 1041 (Trust and Estate)
• Drive the development of tax forms including annotating forms, and testing the accuracy of printed forms.
• Collaborate with the product team to design, develop, and test tax calculations for our cutting-edge U.S. tax software.
• Validate and test calculations to ensure accuracy, efficiency, and compliance with U.S. tax laws.
• Provide actionable feedback to developers to enhance the software’s tax preparation functionality.
• Stay updated on U.S. tax law changes and assess their impact on the software.

What You'll Need

• A minimum of 3+ years of U.S. tax preparation experience is required.
• Proficiency in preparing and reviewing the following U.S. tax forms: 1040, 1120, 1120S, 1065, 1041.
• Strong knowledge of U.S. federal and state tax regulations.
• Experience with tax software platforms such as Lacerte, UltraTax, Drake Tax, CCH, or similar.
• Excellent attention to detail and problem-solving skills.
• Strong English communication skills, both written and verbal.
• CPA/CA certification or equivalent

Nice to Have

• Experience with multiple tax preparation software products
• Experience from one of the top 25 U.S. accounting firms
• Familiarity with government E-file and print requirements
• Experience with an existing tax software company (Wolters Kluwer, Thomson Reuters, Intuit or similar)

Benefits

• Competitive salary and benefits package.
• Opportunity to work on an innovative tax software product.
• Collaborative and inclusive work environment.
• Career growth opportunities with a focus on professional development.

If you meet the qualifications and are passionate about U.S. tax compliance and innovation, we’d love to hear from you!