Financial Services Manager

5 days ago


Mount Abu, Rajasthan, India beBeeAsset Full time ₹ 80,00,000 - ₹ 1,50,00,000

About Asset Management

We are a dynamic team of over 300 employees, operating in various markets as one of the youngest global financial services firms. We reimagine operational efficiencies and client experiences while cultivating an unmatched workplace culture that champions collaboration, creativity, and continuous growth.

Job Description:

  • Maintain existing reports and create new dashboards as required, utilizing various data sources.
  • Participate in the preparation of quarterly meetings, coordinating with various entities, including Accounting, Treasury, Compliance, Risks, and business lines.
  • Steer the management of regulatory ratios, ensuring compliance with both local and global requirements.
  • Conduct ad-hoc analysis on the balance sheet and synthesize insights to support decision-making.
  • Update policies and procedures in alignment with directives.

Required Skills:

  • Strong analytical and numerical skills with the ability to synthesize complex data into meaningful reports for monitoring.
  • Excellent oral and written communication skills, capable of presenting information clearly and effectively.
  • Knowledge of the balance sheet and regulatory ratios to support informed decision-making.
  • Proficiency in Microsoft Office and Power BI; familiarity with Alteryx is a plus.
  • Self-motivated team player characteristics with strong interpersonal skills and a customer service orientation.

Qualifications:

  • A minimum of 5 years of overall experience in the banking or financial sector, specifically in Asset and Liability Management, financial analysis, or related fields.
  • Experience working with Power BI, MS Office, and conducting data analysis; familiarity with programming languages such as VBA, DAX, and SQL is advantageous.
  • Proven ability to work with large datasets and various data sources to derive actionable insights.

Key Qualities:

  • Communicate effectively with clarity.
  • Collaborate well within a team to achieve goals.
  • Solve problems creatively and efficiently.
  • Adapt to change and stay flexible in new situations.
  • Demonstrate a strong work ethic and professionalism.

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