Line of Service

Assurance

Industry/Sector

Not Applicable

Specialism

Assurance

Management Level

Manager

Job Description & Summary

At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise their financial performance, improve decision-making, and achieve their financial goals.

As a finance consulting generalist at PwC, you will possess a broad understanding of various aspects of finance consulting. Your work will involve providing comprehensive guidance and support to clients in optimising their financial performance, improving decision-making, and achieving their financial goals. You will be responsible for analysing client needs, developing financial solutions, and offering recommendations tailored to specific business requirements.

Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member’s unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.

Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:

Analyse and identify the linkages and interactions between the component parts of an entire system.Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.Develop skills outside your comfort zone, and encourage others to do the same.Effectively mentor others.Use the review of work as an opportunity to deepen the expertise of team members.Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate.Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.

Job Specification

Job title: Structured Finance - Specialist

Level: Manager

Line of Service: Assurance

Industry (if applicable): Financial Services (Financial Markets)

Type: Full Time

About the Job

● Introduction to PwC Service Delivery Center

● PricewaterhouseCoopers Service Delivery Centre (Kolkata) Private Limited is a joint venture in India amongst members of the PricewaterhouseCoopers network that leverages the scale and capabilities of the network. It is a member firm of PricewaterhouseCoopers International Limited and has its registered office in Kolkata, India.

● The Delivery Center will provide a professional opportunity to work in a dynamic environment, offering the ability to develop process and quality-based skills.

Reporting structure & key relationships

This should include detail on:

● Line Manager

● Number of reports (if

applicable)

● Priority team relationships

● Key client relationships

● Working for a variety of client engagement teams from PwC network firms.

Job Description

Main purpose of the job and key background information

(Note: Key responsibilities are assigned based on an evaluation of the candidate’s professional qualification, relevant experience, Excel skills, and a demonstrated working knowledge of financial analysis that impacts the business and economic environment.)

You will play an integral role in structured finance /securitization services provided to PwC clients

Specific responsibilities include but are not limited to:

● Assisting during each phase of a securitization transaction, from loan file due diligence, collateral and modelling services to post-closing, comfort services and periodic reporting;

● Assisting in preparation of agreed-upon procedures and compiling our findings in a report ready for closing;

● Creating independent financial models to project collateral and bond cash-flows for various debt types and related securitizations, including asset backed securities, mortgage backed securities, and collateralized loan obligations;

● Investor reporting and ongoing deal management to provide comfort to Trustees / Bankers on the accuracy of ongoing reports provided to investors or sponsors;

● Performing valuation analysis of financial instruments and structured products;

● Enhancing the quality of work by actively supervising and coaching others taking responsibility for the quality of work and performing a critical self-review, seeking proactively the advice of supervisors, and responding to feedback in a timely manner;

● Building long-term client relationships through exceptional client service including a deep understanding of the client and their needs, exceptional responsiveness, and the delivery of the highest quality service and work product

Education & Experience

● Qualified CPA, CFA or a Master’s degree in Finance;

● Minimum 6 to 9 years of experience in Structured finance-related work experience including but not limited to Transaction & Financial modelling, cash flow modelling & bond data, investor reporting and ongoing deal management and Regulation AB;

● Understanding of securitization products such as ABS, RMBS, CMBS, Agency or CLO/CDOs;

● Ability to comprehend the various rules and terms in the governing documents and being able to model cash flows per the priority of payments clauses and other sections enlisted in the Offering memorandum;

● Proficient in MS Excel;

● Experience of building and maintaining client relationships;

● Experience in mentoring staff and/or managing a small team;

● Ability to coordinate internal teams and tasks across a variety of functions;

● Knowledge of VBA and Python will be an advantage;

● Playing a role in discussions, proactively asking questions and share an informed point of view

Personal competencies

● Strong transaction, financial modelling, and analytical skills;

● Strong communication skills along with fluency in English;

● Strong intellectual curiosity and a fast learner;

● Demonstrated capability of working effectively with 3rd parties, including managing the process/ timetable of deliverables and providing feedback etc.;

● Strong team player, demonstrated capability of working closely with team members and delivering quality work under tight schedule;

● Flexible and able to adapt to changing situations

Requirements

These should include essential & desirable requirements such as:

● Level of experience

● Education/qualifications

● Industry experience

● Technical capability

● Sales/BD capability

● Metrics

● Key personal attributes

● Consulting experience

● Bachelor’s in finance/Accounting/Economics with focus on valuation methods (B. Com, B.Sc. with Economics Hons) along with following certifications: - CFA (US) - Mandatory

● Work Experience from following organisations: - Big 4s – similar experience - Financial Services Companies / Investment Banks/Credit Rating Agencies – Morningstar, Moody’s, BNY Mellon, Barclays, JP Morgan, Morgan Stanley, Goldman Sachs, Credit Suisse, Wells Fargo, Macquarie, Standard Chartered, Nomura, Citigroup, HSBC, Karvy Financial Services Company, Merrill Lynch, UBS, Bank of America, Fidelity Investments, Blackrock, TIAA - Consulting Firms: Accenture, McKinsey & Co., Acuity Knowledge Partners

● Experience in transaction & financial modelling

● Good understanding of corporate financial statements and various types of securities

● Proficient written and verbal English communication skills

● Commitment to continuous training and to proactively learn new processes

● Demonstrated self-motivation and a desire to take responsibility for personal growth and development.

Education (if blank, degree and/or field of study not specified)

Degrees/Field of Study required:

Degrees/Field of Study preferred:

Certifications (if blank, certifications not specified)

Required Skills

Optional Skills

Accepting Feedback, Accepting Feedback, Accounting Consulting, Accounting Policies, Active Listening, Analytical Thinking, Coaching and Feedback, Communication, Complying With Regulations, Creativity, Economic Forecasting, Embracing Change, Emotional Regulation, Empathy, Ensuring Compliance With Accounting Standards, Financial Accounting, Financial Economics, Financial Management, Financial Market, Financial Modeling, Financial Regulation, Financial Reporting, Financial Risk Management, Financial Statement Analysis, Financial Statement Preparation {+ 16 more}

Desired Languages (If blank, desired languages not specified)

Travel Requirements

Not Specified

Available for Work Visa Sponsorship?

No

Government Clearance Required?

No

Job Posting End Date