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Brief write up on how you could be a great fit for the role :
What your days and weeks will include.
- Agile scrum meetings, as appropriate, to track and drive individual and team accountability.
- Ad hoc collaboration sessions to define and adopt standards and best practices.
- A weekly ½ hour team huddle to discuss initiatives across the entire team.
- A weekly ½ hour team training session focused on comprehension of our team delivery model
- Conduct technical troubleshooting, maintenance, and operational support for production code
- Code! Test! Code! Test!
The skills that make you a great fit.
- Minimum of 5 years to 10 Years of experience as Eagle Investment Accounting (BNY Mellon product) as a Domain expert/QA Tester.
- Expert level of knowledge in ‘Capital Markets’ or ‘Investment of financial services.
- Must be self-aware, resilient, possess strong communications skills, and can lead.
- Strong experience release testing in an agile model
- Strong experience preparing test plans, test cases, and test summary reports.
- Strong experience in execution of smoke and regression test cases
- Strong experience utilizing and managing large and complex data sets.
- Experience with SQL Server and Oracle desired
- Good to Have knowledge on DevOps delivery model including roles and technologies desired
About Company
Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.
Roles & responsibilities
• Onboarding, Handling, and Managing HNI / Ultra HNI clients.
• Accountable to achieve Annual revenue, AUM & Strategic product targets in the respective geography.
• Aiming for consistent growth of customer wallet share and book size.
• Advising and meeting clients on their business and investment needs based on their risk appetite and performance objective through various structuring solutions.
• Constantly review client portfolios and give a bird’s eye view.
• Ability to work in partnership with Federal Bank and drive leads & AUM.
• Service existing clients with the support of the client servicing team
• Adherence to all regulatory, statutory, and corporate compliance standards
Requirements
• 8+ years of experience in the Wealth Management space
• Must have completed an MBA from a premier business school.
• Should have a sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs, PE, etc.) & markets.
• English is mandatory and command of the local language would be beneficial.
• Ability to work in tandem with our channel partner and generate leads & business.
• Good communication and presentation skills
About:-
ShareNest is India’s first technology-enabled, asset-light marketplace that makes second home ownership accessible, affordable and enjoyable for everyone. ShareNest's vision is to enrich lives by democratizing second home ownership, making it enjoyable and making it accessible for all. Our innovative co-ownership model is a unique combination of owning an aspirational, fully managed second home along with the benefit of financial upside from real estate investment.
Founded by the Business Head of India's first PropTech Unicorn, ShareNest has secured $1.5 million in a seed round from marquee investors, industry leaders and unicorn founders which will help build a base for the business to scale it to new heights.
Roles & Responsibilities:-
-Present, promote and sell service using solid opinions to prospective clients.
-Perform cost-benefit and needs analysis of existing/potential clients to meet their
needs.
-Establish, develop and maintain positive business and customer relationships.
-Reach out to customer leads through cold calling.
-Expedite the resolution of customer problems and complaints to maximize
satisfaction.
-Achieve agreed-upon sales targets and outcomes within schedule.
-Coordinate sales effort with team members and other departments.
-Keep abreast of best practices and promotional trends.
-Continuously improve through feedback Roles and Responsibilities
Desired Candidate Profile :
-Must be a Graduate
-Good communication skills
-Good Convincing Power
-Good Presentation skills
-Real Estate Sector is Preferred
Location - Mumbai
Vue.js
AngularJS (1.x)
Angular (2+)
React.js
Javascript- 4-8 years of relevant experience in designing & developing and architecting systems/software
- for large business environments (Java, J2EE).
- • Strong design and coding skills in Enterprise Java, Hibernate, Spring, Spring Boot, REST web
- services, JMS (ActiveMQ), XML, JSON.
- • Must have good experience in Unix/Oracle/SQL.
- • Experience in any communication framework (MQ) is an added advantage.
- • Experience in Agile Development, Scrum, and Iterative approaches
- • Participate in requirement gathering JAD sessions and support documentation
Role/Title: Functional QA
Location: Mumbai/Bangalore
Fulltime/Permanent role
Notice period should not exceed more than 60days
Job Responsibilities:
Test Analyst:
- Good Communicator, 4 to 7 years, BFSI domain exp.(Investment banking/Capital Market/Wealth Management) is a must.
Skills & tools needed:
- Agile exp. and knowledge, end to end testing, UAT, regression, automation test frameworks.
Testing tools: JIRA, ALM
- Hands-on experience on test planning/test strategy, defect validation, sending status reports
What you will do:
- Processing and reviewing investor capital transaction requests and ensuring that these comply with the relevant legislation, agreements, and policies
- Ensuring transactions are processed observing the guidelines outlined in the agreements, with attention to proper procedures and deadlines
- Upholding our KYC & Compliance framework in place working closely with the Risk & Data team to ensure monitoring & portfolio performance.
- Processing wire payments and account transfer transactions through multiple banking platforms to settle payouts
- Daily reconciliations of our accounts
- Updating investor wire details, upon request, to ensure flow to available automated payment systems
- Reporting and Client Management
- Ensuring client and investor-related queries are handled
- Preparing and releasing monthly reporting.
- Preparing periodic fund activity reports for submission to relevant clients or their regulatory bodies.
- Coordinating client-specific needs between teams within the department and within the company
- Participating in project-based work
- Overseeing client deliverables and escalations, when needed
What you need to have:
- Experienced Investment / Lending Operations in the investment/hedge fund industry are favorable.
- Experience in completing & closing transactions.
- Experienced in serving demanding clients within an evolving industry, focused on adherence to global financial regulations and compliance procedures would be considered an asset.
- Willingness to work the hours necessary to meet client deliverables
- Writing financial documents, news items, articles, research Reports.
- Keeping updated on various financial regulatory and global activities.
- Keeping watch on various global stock markets especially US Market.
- Writing various financial documents for clients majorly Fintech Companies, agencies.
- Developing content for print, online, and presentation materials.
What you need to have:
- Minimum of 1 year experience in Financial report writing
- Exposure to US financial/Security market
- Candidates from financial background or experience in financial content writing - articles, blogs and from financial news candidates/financial writing companies.
Managing point of contact for the BFS based client for all aspects of activity in the engagement
- Responsible for delivery of mid/large sized projects in BFS space
- Communicates with Project Managers and business sponsors to prioritize and schedule delivery based on resource allocation
- Ensures projects are staffed and tracked appropriately and conform to the development methodology
- Managing the relationship, looking at opportunities for growth, providing governance for the delivery being done for this portfolio and being the point of escalation for any issues with the engagement
- Managing the delivery happening across the portfolio, pro-actively looking at opportunities to transform delivery, P&L management for the portfolio
- Proposes projects for process improvement, technical enhancements, and cost savings efforts
- Assists client in organizational structures for optimum project delivery
- Developing engagement proposals and detailed engagement plans and schedules
- Able to work with international customers on an ongoing basis.
- Define and lead the program team.
- Will have total responsibility and be held accountable for each engagement's success
Skills, Experience:
Relevant leadership experience of approx. 20+ years for similar scale, diversity and complexity
Responsible for revenue size of $500milion & 4000+ FTEYou will stand out if you have the following (Good to have):
Experience in working with Senior Management/Executive Leadership
Global delivery of digital engagements/transformations for BFS customer across all geographies.
Sumit Kumar
Human Resources
Wishfin
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