Investment Banking Division - Manager, Expense Management (Mumbai)
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Job Description
Structured overview of role & requirementsAbout This Role
Lead a team responsible for reviewing and approving travel requisitions across APAC and EMEA regions, ensuring compliance with firm travel policies and service levels.
Provide subject matter expertise (SME) on travel approval processes, handle escalations, and maintain process documentation to ensure operational consistency and quality.
Partner with stakeholders including bankers and travel coordinators to respond to queries, manage complex travel scenarios, and support Concur expense submission reviews and vendor onboarding.
Minimum Requirements
Bachelor's degree or equivalent experience.
5–7+ years of experience in Travel & Expense (T&E) operations with prior team management or supervisory experience.
Strong knowledge of travel approval processes, expense management systems (Concur preferred), and global international travel itineraries.
Flexible to work in rotational shifts covering APAC (6:30 AM – 3:30 PM) and EMEA (3:30 PM – 12:30 AM).
Ideal Candidate Profile
Experienced leader capable of managing time-sensitive travel approval processes across multiple regions with high accuracy and judgment.
Deep understanding of global geography, travel policies, and process compliance within a fast-paced investment banking environment.
Skilled in stakeholder management and communication, including handling escalations and driving continuous process improvements using AI tools.
