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

Arcesium seeks an experienced Solution Architect to join our Client and Partner Development team as a Forward Deployed Solution Architect. As a Forward Deployed Solution Architect, you will bridge the gap between Arcesium platform and clients' business requirements. You will show the customer value quickly and turn insights into scalable and repeatable long-term solutions. Forward Deployed Solution Architects work directly with Arcesium customer stakeholders and Arcesium product teams to solve sophisticated data problems in the investment management businesses.

What You'll Do: 
• Guide customer top stakeholders (CTO, CDO) on the best ways to accelerate customer data strategy through Arcesium 
• Decompose customer problem into component parts, design scalable solution using platform capabilities as building blocks 
• Present solutions to customers verbally as well as written proposals, rich materials and illustrations 
• Work with prospective clients to define the scope and success criteria of PoC projects 
• Lead various projects including Proof of Concepts, Implementations and beyond 
• Manage stakeholder expectations, highlights project risks and mitigations, and lead governance meetings 
• Collaborate with Forward Deployed Software Engineers, Data Strategists, Project Managers and Product for project success  
• Synthesize and note client requirement for fund and investor allocation business. 
• Work on various methods of calculating Management and incentive fees across complex fund structures.  
• Think critically to suggest improvements to the process, which may reduce costs, drive product innovation and result in increased sales conversion 
• Closely work with client developers getting them up to speed on Arcesium’s data architecture, platform overview, hands-on training, data flow (ingress/egress) across applications 
• Present and discuss Arcesium's Technology capabilities in Sales conversations, demos etc.

What You'll Need: 
• 8 to 12 years of experience in client facing roles requiring a high degree on consultative and solutioning skills (e.g., client solutions, professional services and implementations, etc.), providing technical solutions and building and driving software development 
• Hands on experience in working in investor allocation & fund accounting work space across Hedge fund, UCITS, IAM, private funds. 
• Hands on experience in complex fund structures such as multi layer FOF, Master-feeder, blocker, UCITs etc. 
• Skills cutting across technology and financial domain 
• Ability to drive cross-functional medium & large-scale projects, across business and technology domains; stakeholder management across levels is required 
• Strong interpersonal skills and experience building strong internal and external relationships 
• Strong communication skills, including the ability to be influential and persuasive with stakeholders 
• Familiarity with cutting edge cloud solutions and data analysis techniques 

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

Arcesium seeks an experienced Solution Architect to join our Client and Partner Development team as a Forward Deployed Solution Architect. As a Forward Deployed Solution Architect, you will bridge the gap between Arcesium platform and clients' business requirements. You will show the customer value quickly and turn insights into scalable and repeatable long-term solutions. Forward Deployed Solution Architects work directly with Arcesium customer stakeholders and Arcesium product teams to solve sophisticated data problems in the investment management businesses.

What You'll Do:

• Guide customer top stakeholders (CTO, CDO) on the best ways to accelerate customer data strategy through Arcesium
• Decompose customer problem into component parts, design scalable solution using platform capabilities as building blocks
• Present solutions to customers verbally as well as written proposals, rich materials and illustrations
• Work with prospective clients to define the scope and success criteria of PoC projects
• Lead various projects including Proof of Concepts, Implementations and beyond
• Manage stakeholder expectations, highlights project risks and mitigations, and lead governance meetings
• Collaborate with Forward Deployed Software Engineers, Forward Deployed Data Strategists and Product teams for project success 
• Think critically to suggest improvements to the process, which may reduce costs, drive product innovation and result in increased sales conversion
• Closely work with client developers getting them up to speed on Arcesium’s technical/data architecture, platform overview, hands-on API training, data flow (ingress/egress) across applications
• Present and discuss Arcesium's Technology capabilities in Sales conversations, demos etc.

 What You'll Need:

• 8 to 10 years of experience in client facing roles requiring a high degree on consultative and solutioning skills (e.g., client solutions, professional services and implementations, etc.), providing technical solutions and building and driving software development
• Software engineering background, with prior hands-on coding experience (preferred languages: Python, Java, writing medium/complex SQL queries)
• Strong technology acumen, knowledge of engineering process, design knowledge, and architecture intelligence
• Skills cutting across technology and financial domain
• Ability to drive cross-functional medium & large-scale projects, across business and technology domains; stakeholder management across levels is required
• Strong interpersonal skills and experience building strong internal and external relationships
• Strong communication skills, including the ability to be influential and persuasive with stakeholders
• Familiarity with cutting edge cloud solutions and data analysis techniques 

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

We are looking for an exceptionally talented Trade and Regulatory Compliance Product Lead to join the Product Management Group in our Hyderabad & Bangalore office. This group is responsible for working with technology teams throughout the process lifecycle to specify, develop, and implement the firms’ infrastructure and new middle-and-back-office applications.

This position offers exciting opportunities to bridge product management and client relationship management; and to collaborate with some of the brightest minds in the industry.

What you’ll do:

• Own Product Vision & Roadmap: Drive the strategic vision for a global share disclosure reporting product, owning the complete lifecycle from requirements through execution. Create and maintain a prioritized backlog incorporating ROI analysis and product effectiveness, while ensuring alignment with strategic goals.
• Define Regulatory Workflows: Design end-to-end workflows for regulatory disclosure filings across multiple jurisdictions (US SEC, UK FCA, EU ESMA, etc.).
• Translate Specifications into Product: Work closely with engineering teams to translate product specifications into design and implementation while maintaining clear communication on project plans, release notes, and comprehensive product documentation.
• Execute Hands-On Technical Work: Actively engage with APIs (RESTful, GraphQL) for data integration, perform complex data manipulation using SQL and Python, and build interactive dashboards using Google Looker. Prototype features, validate calculations and data accuracy, and troubleshoot issues for filing integrity.
• Manage Stakeholder Communication & Feedback: Communicate effectively with all stakeholders including clients, operations teams, and compliance officers. Conduct product demos and training sessions, gather and synthesize feedback to drive continuous improvement.
• Monitor Market & Regulatory Landscape: Stay on top of the dynamically evolving business environment by tracking regulatory technology (RegTech) trends, conduct competitive analysis and identify differentiation opportunities to maintain market leadership.

What you’ll need:

• 3-5 years of experience in investment management domain or developing/managing software technology products, with demonstrated expertise in data products or SaaS platforms in financial services, preferably in regulatory reporting or post-trade operations.
• Regulatory Domain Expertise: Deep understanding of global share disclosure regulations including Form 13F, 13G/D, Schedule 13D, UK Takeover Code (Rule 8), EU Short Selling Regulation (SSR), and other regimes.
• API & Data Integration Proficiency: Hands-on proficiency with APIs including experience consuming, testing, and integrating RESTful APIs including the ability to read and understand technical documentation, data schemas, and API specifications to orchestrate complex data workflows.
• Data Manipulation & Analysis Skills: Strong proficiency in SQL and at least one scripting language (Python) for data transformation and analysis.
• Data Visualization & Business Intelligence: Demonstrated expertise building dashboards and reports using Google Looker or similar tools.
• Excellent critical thinking skills with the ability to articulate viewpoints and influence stakeholders effectively.
• A distinguished academic background and a strong passion for working in a high-tech software development environment.
• Proven ability to manage multiple deliverables concurrently.

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

We are looking for an exceptionally talented Trade and Regulatory Compliance Product Lead to join the Product Management Group in our Gurugram & Hyderabad office. This group is responsible for working with technology teams throughout the process lifecycle to specify, develop, and implement the firms’ infrastructure and new middle-and-back-office applications.

This position offers exciting opportunities to bridge product management and client relationship management; and to collaborate with some of the brightest minds in the industry.

What you’ll do:

• Own Product Vision, Strategy & Roadmap: Drive the strategic vision for the Regulatory reporting product as a scalable transaction reporting platform. Own the complete product lifecycle from requirements gathering through execution and commercialization.
• Define Regulatory Workflows for multiple regulatory regimes (CFTC, EMIR, SFTR, MIFIR, ASIC, MAS, HKMA, JFSA, Bank of Israel, etc.). Translate complex regulatory requirements into product specifications, data models, and validation frameworks.
• Monitor Regulatory & Market Landscape - Stay current with evolving regulatory standards and proactively incorporate changes into product roadmap.  Identify emerging regulatory regimes and assess commercialization opportunities.
• Drive Commercialization & Client Onboarding: Work with sales and implementation teams to identify market opportunities, qualify prospects, and support client acquisition. Gather client feedback to inform product roadmap priorities and continuous improvement initiatives.
• Regulatory engagement: Engage with industry bodies and regulatory forums to understand future regulatory directions.

What you'll need:

• Regulatory Tech Expertise: 8-10 years of experience in investment management domain or building/managing software technology products, with substantial experience in RegTech environments building transaction reporting solutions. Demonstrated expertise in developing and commercializing data products or SaaS platforms in financial services, particularly in transaction reporting.
• Deep Regulatory & Domain Knowledge of global transaction reporting regulations including but not limited to CFTC (Dodd-Frank Act), EMIR, SFTR, MIFIR, ASIC, MAS, HKMA, JFSA. Familiarity with regulatory filing formats, validation standards, and amendment/correction procedures.
• Stakeholder Management & Communication Excellence: Exceptional verbal and written communication skills with ability to influence and build consensus across diverse stakeholders including clients, internal teams, and executives.
• Professional Attributes & Strategic Mindset: Outstanding academic background with advanced degree preferred (MBA, specialized certifications in product management). Intellectual curiosity and willingness to dive deep into regulatory nuances, market dynamics, and technical implementation details.

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

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.

ABOUT THE TEAM: 

The Treasury team acts as 1st LoD and is at the forefront of driving financial excellence and supporting strategic growth. The Treasury team mission is to optimise the company's financial resources and investment, manage financial risks, ensure robust liquidity and effective cash management and comprehensive treasury operations.

Moreover the team collaborates closely with the product and business team to align financial strategies with business objectives. By contributing to impactful financial decisions, the Treasury team aims to enable sustainable success and growth.

ABOUT THE ROLE: 

As a Treasury Manager – New Products, you will lead the end-to-end implementation of new product initiatives from a Treasury perspective. Acting as the primary Treasury representative, you will drive the design, build, and operational readiness of new product flows and market launches.

This is a high-impact, high-visibility role, where you will work closely with Product, Engineering, Payments, and senior leadership to ensure Treasury requirements are embedded across the full product lifecycle.

Product Delivery & Stakeholder Management

• Act as the primary Treasury point of contact for Product and Engineering teams.
• Own front-to-back delivery of new product initiatives, including design, testing, implementation, and go-live.
• Translate Treasury requirements into product and technical roadmaps.
• Drive cross-functional collaboration across Treasury, Payments, Compliance, and Technology teams.
• Manage project plans, timelines, risks, and dependencies across multiple workstreams.
• Engage, influence, and where required push back on senior stakeholders to ensure Treasury priorities are met.

Treasury Transformation & Automation

• Identify and deliver automation opportunities across treasury processes (cash management, payments, forecasting, bank reporting).
• Lead process re-engineering to support scalable and standardised new product flows.
• Partner with Product and Engineering to implement efficient, future-ready treasury infrastructure.

Data, Reporting & Controls

• Improve data quality, reporting, and transparency across treasury activities.
• Build and enhance dashboards and MIS for liquidity, payments, and forecasting.
• Ensure all implementations align with treasury strategy, safeguarding requirements, and internal controls.
• Support Treasury readiness for new markets, products, and regulatory requirements.

WHAT WE ARE LOOKING FOR: 

• Good relevant years of experience in Treasury, Payments, or Financial Services transformation roles.
• Proven track record of delivering end-to-end product or system implementations.
• Strong understanding of treasury operations, payments ecosystems, and safeguarding.
• Experience in fintech or high-growth environments preferred.
• Strong stakeholder management and communication skills, with ability to influence senior leaders.
• Self-starter with high ownership, comfortable working in ambiguity and fast-paced environments.
• Experience with BI/reporting tools (e.g., Power BI, Tableau) is a plus.

WHAT YOU’LL GET IN RETURN: 

• Competitive Compensation -  competitive salary and share options
• Time Off – Generous annual leave on top of bank holidays.
• Parental Leave – Paid maternity, paternity, and adoption leave to support your family journey.
• Sabbatical – Extended unpaid and paid leave options after completing milestone years with Tide.
• Health Insurance – Private family insurance with additional OPD coverage and top-up options.
• Life & Accident Cover – Comprehensive accidental and life insurance protection.
• Mental Wellbeing – Access to therapy sessions, courses, meditations, and workshops.
• Volunteering & Development Days – Paid days annually for volunteering or personal growth.
• Learning & Development – Annual budget for books, courses, coaching, and more.
• WOO (Work Outside the Office) – Work from abroad for up to 90 days annually.
• Home Office Setup – Contribution towards setting up your home office
• Laptop Ownership – Keep your old laptop and get a new one when it’s time for a replacement.
• Snacks & Meals – Office perks with snacks, coffee, tea, and lunch (location dependent).

ABOUT THE TEAM:

Wealth Services is a fast growing global product area at the heart of Tide’s long-term member value strategy. Our mission is to help SMEs and sole traders grow and manage their money more effectively through market-leading savings, deposits, and investment solutions. By building a trusted, unified wealth platform integrated directly into Tide’s business account experience, we aim to become the primary hub where small businesses manage liquidity, build reserves, and grow their financial wellbeing.

The Wealth Services division encompasses savings accounts, investment products, deposit optimisation, cash management tools, and key partnerships with banking and investment providers. We are in the early stages of the journey, with strong traction and a large, underserved SME market ahead. Over the next three years, we expect to scale deposits, AUM, and product coverage significantly, expand internationally (initially India, Europe, and the UK), and build a high-performing, multidisciplinary team to deliver long term growth and profitability.

ABOUT THE ROLE: 

We are seeking an entrepreneurial, visionary VP of Wealth Services to define and scale Tide’s end to end wealth proposition. You will be the business, commercial, and product owner for the division, holding full P&L accountability and shaping the strategic roadmap that accelerates deposit growth, expands AUM, and delivers a best-in-class wealth experience for SMEs.

Partnering with the dedicated VP of Engineering for the domain, you will lead product management, commercial operations, and go to market functions for Wealth Services. You will build the team, drive innovation, ensure regulatory robustness, and unlock international opportunities — all while delivering a seamless, trusted member experience.

As VP of Wealth Services responsibilities will include:

• Strategic Leadership & P&L Ownership: 
  • Define the long-term vision, strategy, and operating model for Wealth Services across savings, deposits, investments, and future adjacent offerings.
  • Own full P&L accountability, driving aggressive growth in deposits, AUM, revenue, and profitability.
  • Balance short term commercial impact with long term scalability, compliance, and member value.
• Team Building & Leadership: 
• Build, mentor, and lead a high performing, multidisciplinary team spanning product, commercial, operations, and go to market roles.
• Scale the organisation from early-stage foundations to a world-class 50+ person division over time.
• Foster a culture of innovation, data driven decision making, accountability, and customer centricity.
• Product Strategy & Development: 
• Lead the full product lifecycle across multiple channels (app, web, partner integrations), from concept to launch to optimisation.
• Expand Tide’s wealth product suite, including savings accounts, deposit products, investment wrappers, cash management tools, and partner-led investment offerings.
• Ensure robust regulatory and compliance frameworks underpin every release, in collaboration with legal, risk, and compliance teams.
• Commercial & Go to Market Ownership: 
• Develop and execute comprehensive go to market, pricing, and monetisation strategies for all wealth products.
• Drive customer acquisition, deposits growth, engagement, retention, and cross sell effectiveness.
• Oversee strategic partnerships with banking, investment, and infrastructure providers.
• Operational Excellence: 
• Establish and scale efficient processes for onboarding, servicing, reconciliations, risk management, treasury interactions, and customer support.
• Ensure world class reliability and customer experience across all wealth journeys.
• International Expansion: 
• Lead Wealth Services’ expansion into new regions, tailoring products and partnerships to local regulatory and market needs (initial focus: India, Europe, UK).
• Build localisation and compliance strategies to support scalable international growth.
• Cross-Functional Collaboration: 
• Work closely with Engineering leadership to align commercial and technical roadmaps.
• Collaborate with Marketing, Finance, Risk, Legal, Member Support, and central Product & Engineering teams to execute the division’s strategy end to end.
• Influence executive stakeholders and represent Wealth Services in senior leadership forums.
• Data Driven Decision Making: 
• Use analytics, segmentation, experiments (A/B, MVT), and forecasting to inform priorities and optimise performance.
• Monitor and manage key commercial and product metrics (deposits, activation, AUM, retention, product NPS, cost-to-serve).
• Market & Customer Insight: 
• Maintain deep understanding of SME financial behaviour, market competitors, regulatory changes, and emerging wealth technologies.
• Translate insights into differentiated solutions that deliver long term value to members.

WHAT WE ARE LOOKING FOR:

• Proven leadership track record in high growth organisations, ideally within fintech, banking, or wealth management.
• Deep domain expertise in savings, deposits, treasury linked products, or investment solutions — with a strong grasp of regulatory frameworks.
• Ability to translate deep investment experience into simple products for MSME.
• Demonstrable experience scaling a product or business line, ideally with full P&L ownership and commercial accountability.
• Strong product leadership skills, having overseen end to end delivery across discovery, build, launch, and optimisation.
• Commercially astute, with experience defining pricing, modelling economics, structuring partnerships, and driving sustainable revenue growth.
• Exceptional leadership and team building ability, with a history of growing and mentoring high performing teams.
• Highly analytical, adept at using data to guide prioritisation, experimentation, and commercial decision making.
• Outstanding stakeholder management and communication skills, able to influence at all levels.
• Innovative and customer obsessed, with a bias for execution and continuous improvement.
• Resilient and adaptable, thriving in a dynamic, fast scaling environment.

WHAT YOU’LL GET IN RETURN:

Our location-specific employee benefits are designed to cater to the unique needs of Tideans: 

• Competitive Compensation – Competitive salary and share options.
• Time Off – Generous annual leave on top of bank holidays.
• Parental Leave – Paid maternity, paternity, and adoption leave to support your family journey.
• Sabbatical – Extended unpaid and paid leave options after completing milestone years with Tide.
• Health Insurance – Private family insurance with additional OPD coverage and top-up options.
• Life & Accident Cover – Comprehensive accidental and life insurance protection.
• Mental Wellbeing – Access to therapy sessions, courses, meditations, and workshops.
• Volunteering & Development Days – Paid days annually for volunteering or personal growth.
• Learning & Development – Annual budget for books, courses, coaching, and more.
• WOO (Work Outside the Office) – Work from abroad for up to 90 days annually.
• Home Office Setup – Contribution towards setting up your home office.
• Laptop Ownership – Keep your old laptop and get a new one when it’s time for a replacement.
• Snacks & Meals – Office perks with snacks, coffee, tea, and lunch (location dependent).

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. 

#LI-AC1 #LI-Remote #LI-Hybrid

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.

Position Overview:

As Zenoti’s Fintech scope and payment complexity increases, we are aiming to strengthen the risk and compliance framework, with a specific focus on the Fintech space. As the Risk and Compliance Manager, you will be involved in identifying, assessing, and mitigating potential risks within the Fintech and Payments domains while ensuring adherence to all relevant laws, regulations, and internal policies. You will evaluate, assess and manage the financial exposure related the Fintech products. You will conduct regular audits, monitoring compliance, while advising management on necessary actions to maintain a compliant and ethical business environment.

Key Responsibilities:

• Risk Assessment:

Conduct comprehensive risk assessments and identify potential internal and external risks across different areas of the organization, including financial, operational, legal, reputational, and cyber risks. 

• Compliance Monitoring:

Monitor adherence to relevant laws, regulations, and internal policies through regular reviews, audits, and data analysis to identify potential compliance gaps. 

• Policy Development:

Develop, implement, and maintain compliance policies and procedures aligned with regulatory requirements and best practices. 

• Training and Awareness:

Design and deliver training programs to educate employees on key compliance risks and procedures, promoting a culture of compliance within the organization. Educate our customers on compliance requirements as well as operating procedures to reduce financial risk for them such as KYC, record keeping for chargebacks/dispute management etc.

• Incident Response:

Investigate and manage compliance incidents, including potential violations or breaches, and implement corrective actions 

• Reporting and Analysis:

Prepare regular reports on risk assessments, compliance status, and key risk indicators to senior management and relevant stakeholders. 

• Internal Audit Support:

Collaborate with internal audit teams to facilitate compliance audits and address any audit findings 

Qualifications:

1. 12+ years of overall experience in banking, payments, consulting, or other business-related function in a payments fintech, banking or payments provider setting. 6+ years of compliance, audit or risk management experience
2. Deep knowledge of internal control frameworks, Risk and Control Self-Assessment, SOX, and audit procedures.
3. Knowledge in regulatory and compliance requirements relevant to the payments domain- PCI DSS, BSA, AML, OFAC, KYC, ISO20022 etc
4. Ability to recognize necessary operational adaptations in response to changes in laws and regulations.
5. Strong organizational skills and proactive identification, tracking, and reporting on multiple workstreams within the program.
6. Excellent communication and presentation skills, with the ability to articulate complex ideas to both technical and non-technical audiences, especially to C-suite audience.
7. Critical mind-set to challenge the status quo and provide new perspectives
8. Demonstrated skill in working with large, complex topics and problems
9. Master’s degree in finance, Engineering or MBA from Tier 1 college preferred.
10. Knowledge of Microsoft Office products and applications at an advanced level.