New User: Apply to selected job without registration
  New User: Apply to selected job and register
Please fill in the below details to apply to the selected job.
If you are registred User, Login to Apply

Financial Analyst- DG/ RFP

from 1 to 2 year(s) of Experience


Not Disclosed by Recruiter

Posted: 54 days ago

Job Description

Hi All,

We have openings for Investment bank!!

Below are the roles:

1. JD- Client management- data governance

  • The team is responsible for the following functions:
  • Web maintenance, including disclosures, translations, content update etc.
  • Data remediation as needed in upstream systems
  • Liasoning with upstream teams for ensuring data accuracy
  • Build control mechanism for data cleansing and exception management
  • Resolve issues and identify and implement Business Intelligence solutions related to client reference data by partnering with Business, Technology and other Operations groups
  • Access provisioning
  • Define data attributes, owners, lineage and transformation through Data Dictionary
  • Document current and future state workflow through process mapping and decision modelling for all data remediation
  • Optimize client service through process rationalization
  • Enhance the firms risk framework by analysing existing controls, evaluating their suitability, and recommending new standards


  • Excellent writing, communication and presentation skills; must be confident in interacting with all levels of employees and navigating a global organization
  • Strong focus on control, maintaining accuracy and attention to detail
  • Ability to work independently multitask and prioritize work under tight deadlines while maintaining a strong control mind-set
  • Good problem solving and analytical skills
  • Intellectual curiosity, a strong work ethic and commitment to a superior work product
  • Strong interpersonal skills with a focus on providing superior client service
  • Ability to build and cultivate effective partnerships with a broad range of stakeholders throughout various stages of the date life-cycle
  • Forward thinking, with the ability to assert new ideas and follow them through
  • Self-motivated and proactive team player who takes ownership and accountability of projects
  • Strong organizational skills with the ability to effectively manage competing priorities
  • Proficient in Microsoft Excel, PowerPoint


  • Bachelors degree from tier-1 or 2 institutes with exposure in Finance or Business Intelligence.
  • Experience in operating model design, business analysis, business process mapping and/or business process re-engineering

2. JD- Client management- RFP


  • Coordinate and complete high quality RFPs and DDQs from prospective clients, consultants, and existing clients in a timely and accurate manner
  • Develop knowledge of industry trends, competitive landscape and investment teams capabilities to facilitate improved client experience
  • Develop strong working relationships with client portfolio management teams, sales professionals, client relationship managers, compliance and other groups
  • Learn and communicate the investment teams investment philosophy, process, product positioning and current market trends to internal and external clients.
  • Assist in developing metrics to track key sales figures including RFP flows, hit rates, etc
  • Assist with ad hoc projects including technology initiatives to automate reports and other materials.


  • Bachelors/ Master’s Degree (Preferred: Master’s degree of Finance, Economics, Business or Commerce)
  • Strong analytical and interpersonal skills
  • Strong organizational and project management skills
  • Excellent communication skills both written and verbal
  • Must be motivated and hard working
  • Exceptional attention to detail and accuracy
  • Ability to handle multiple projects, deadlines, personalities, and broad based coverage
  • Knowledge and understanding of Excel, PowerPoint, Word and adaptability to other software products
  • Ability to work in a fast-paced, team-oriented environment
  • Knowledge of the investment management industry and asset management is a plus
  • Prior content writing experience is preferable

Confirm your job interest by replying at the below given mail ID along with the mandate details:

Full Name:.

Current Organization:

Total Experience:

Relevant Experience:

Current CTC:

Expected CTC:

Skills worked on:

Skills known:

Notice period:

If serving the last working day:

Other offers in pipeline :

(if Any )

Current location:

Applying for role(1 or 2) Mandate:



Salary: Not Disclosed by Recruiter
Industry: Accounting / Finance
Functional Area: Analytics & Business Intelligence
Role Category: Analytics & BI
Role: Financial Analyst
Employment Type: Full Time, Temporary/Contractual

Company Profile

CBSI India Pvt. Ltd.
CBSI INDIA is a technology enterprise established in MI - USA in the year 1998. We offer enterprise software services to medium and large organizations. We have our presence in the US, Brazil, Hong Kong, China, Singapore and in India. We are a $100 million turnover company with about 2500 employees working with us.

CBSI INDIA is focused on enterprise applications, mobile applications and cloud enablement. We work as a technology partner to transform business and deliver measurable results. Our professional services team deploys technology professional to our client projects and fulfill their project staffing needs on long term engagements. CBSI INDIA is dedicated to provide its customers with the best possible service.

CBSI INDIA has deployed several thousand top notch technical professionals to many fortune 500 companies in India. We are recognized as one of the primary global partners / core software service partner by our clients.
View Contact Details+
Contact Details

Contact Company:CBSI India Pvt. Ltd.

Address :Sy No 7P & 93P, Electronic City Phase II, Industrial Area, Begur Hobli, , BANGALORE, Karnataka, India