Finance Specialist

CBRE Group, Inc.; Hyderabad; On-site; INR 900,000 - 1,300,000; Full time

Benefits offered by this job

Health Insurance

Accident & Term life Insurance

Free Meals

Mental wellbeing

Child Care

On-site entertainment

Job summary

CBRE Group, Inc. is seeking a Finance Specialist for its Hyderabad-based BSO to govern bank accounts across global Real Estate funds, manage KYC/CDD requests, and coordinate signatory updates. The role interfaces with treasury, legal, and accounting teams.

The candidate will maintain signatory records, review regulatory documents, and support audits while ensuring compliance with internal governance and banking requirements.

Qualifications

• Bachelor’s degree in finance, accounting, business administration, banking, or related discipline.
• 3-7 years of experience in Treasury Operations, Bank Account Management, Cash Management, Corporate Banking Operations, or a related field.
• Experience managing bank account openings, closures, KYC reviews, and banking documentation.
• Knowledge of FATCA, CRS, KYC, AML, and customer due diligence requirements.
• Familiarity with working with multiple banking partners and EMEA Real Estate legal entities.

Responsibilities

• Coordinate end-to-end bank account opening, closing, and maintenance activities across multiple banking partners.
• Prepare and review account opening documentation and ensure timely completion of banking requirements.
• Track account opening and closure requests through to completion.
• Manage Know Your Customer (KYC) and Customer Due Diligence (CDD) requests from banking partners.
• Coordinate collection, validation, and submission of corporate documents, ownership structures, and supporting information.
• Partner with Legal and Corporate Secretarial teams to obtain required documentation.
• Maintain signatory records and monitor compliance with internal governance requirements.
• Review, prepare, and maintain FATCA and CRS forms and related tax documentation.
• Support internal and external audits by providing documentation and responding to information requests.

Job description

Why CBRE Business Services Organization (BSO):

When you join CBRE Business services Organization (BSO), you become part of a global leader in commercial real estate and investment services that help businesses and people thrive.

At CBRE- Business services Organization (BSO), We are dynamic problem solvers and forward-thinking professionals who create significant impact.

CBRE Business Services Organization (BSO), Our collaborative culture is built on our shared values - respect, integrity, service and excellence - and we value the diverse perspectives, backgrounds and skillsets of our people and you have the opportunity to realize your full potential.

Job Title – Finance Specialist

About the Role:

Job Purpose (Job Summary):

We are seeking a detail-oriented and proactive Bank Account Maintenance Specialist to support the administration and governance of global bank accounts across multiple Real Estate funds' legal entities and jurisdictions. The role is responsible for managing bank account lifecycle activities, supporting KYC and due diligence requests, coordinating authorized signatory updates, reviewing regulatory documentation, and administering user access to banking platforms.

What You’ll Do:

• Coordinate end-to-end bank account opening, closing, and maintenance activities across multiple banking partners.
• Prepare and review account opening documentation and ensure timely completion of banking requirements.
• Track account opening and closure requests through to completion.
• Manage Know Your Customer (KYC) and Customer Due Diligence (CDD) requests from banking partners.
• Coordinate collection, validation, and submission of corporate documents, ownership structures, and supporting information.
• Partner with Legal and Corporate Secretarial teams to obtain required documentation.
• Maintain signatory records and monitor compliance with internal governance requirements.
• Review, prepare, and maintain FATCA and CRS forms and related tax documentation.
• Support internal and external audits by providing documentation and responding to information requests.

Qualification and Skills:

• Bachelor’s degree in finance, Accounting, Business Administration, Banking, or related discipline.
• 3-7 years of experience in Treasury Operations, Bank Account Management, Cash Management, Corporate Banking Operations, or a related field.
• Experience managing bank account openings, closures, KYC reviews, and banking documentation.
• Knowledge of FATCA, CRS, KYC, AML, and customer due diligence requirements.
• Familiarity with working with multiple banking partners and EMEA Real Estate legal entities.

Other Requirements:

• Ability to build effective relationships with banks, internal teams, and external service providers.
• Excellent communication skills, both written and verbal, with the ability to clearly articulate banking requirements and follow up on requests.
• High attention to detail and accuracy when handling sensitive banking information and regulatory documentation.
• Ownership and accountability for delivering high-quality outcomes and following tasks through to completion.
• Collaboration and teamwork to work effectively across Treasury, Accounting, Legal, and banking partners.
• Basic knowledge of MS Suite, proficiency MS Excel

Company Perks and benefits:

• Health Care: Health Insurance to Self, Immediate family & Parents/In-laws
• Accident & Term life Insurance for all employees Accident & Term life Insurance for all employees.
• Food & Snacks: Free Meals & snacks are provided in all shifts.
• Mental Wellbeing: A confidential service that provides facility of counselling to keep you emotionally & mentally well while dealing with the challenges.
• Child Care: We partner with Klay day care and CBRE employees get 100% waiver on admission fee. This Day school is in our HYD campus.
• Entertainment: On floor - Chess, Carrom board, Table tennis, Foosball.

Our Values in Hiring:

At CBRE, we are committed to fostering a culture where everyone feels they belong.

We value diverse perspectives and experiences, and we welcome all applications.

CBRE Business Services Organisation (BSO) is a part of CBRE Group, Inc. (NYSE:CBRE):

CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the world’s largest commercial real estate services and investment firm (based on 2023 revenue). The company has more than 130,000 employees (including Turner & Townsend employees) serving clients in more than 100 countries. CBRE serves a diverse range of clients with an integrated suite of services, including facilities, transaction, and project management; property management; investment management; appraisal and valuation; property leasing; strategic consulting; property sales; mortgage services and development services. Please visit our website at www.cbre.com. We routinely post important information on our website, including corporate and investor presentations and financial information. We intend to use our website as a means of disclosing material, non-public information and for complying with our disclosure obligations under Regulation FD. Such disclosures will be included in the Investor Relations section of our website at https://ir.cbre.com. Accordingly, investors should monitor such portion of our website, in addition to following our press releases, Securities and Exchange Commission filings and public conference calls and webcasts.