994 Cfa Jobs

As a Senior Underwriter at Barclays, you will embark on a transformative journey to spearhead the evolution of the digital landscape and drive innovation and excellence. You will utilize cutting-edge technology to revolutionize digital offerings, ensuring unparalleled customer experiences. Key Responsibilities: - Evaluate the creditworthiness of new and existing borrowers applying for unsecured lending, including loans, credit cards, and overdrafts. - Identify and mitigate potential risks associated with individual borrowers and the overall unsecured portfolio. - Apply credit scoring models, industry benchmarks, and internal guidelines to assess creditworthiness and determine appropriate len...

As a Senior Mortgage Underwriter at Barclays, you will embark on a transformative journey spearheading the evolution of the digital landscape and driving innovation and excellence. You will utilize cutting-edge technology to revolutionize digital offerings, ensuring unparalleled customer experiences. Your success in this role will be evaluated based on key critical skills including experience with credit risk management, manual underwriting techniques, and job-specific skillsets. **Key Responsibilities:** - Identify potential red flags and discrepancies in applications that may indicate fraud or credit risk. - Analyze loan applications, including income verification, employment history, cred...

As an Analyst RMG Capital & Funding at Barclays, you will leverage technology & risk expertise to assist Management in effectively understanding and managing the Risk & Capital profile of Global Markets. Your role will require a collaborative and entrepreneurial drive to partner across products, functions, and regions. You will utilize your experience in Risk to manage capital, funding, and balance sheet activities across Markets. It is critical to leverage technology to build next-gen tools to help solve business problems. **Key Responsibilities:** - Collaborate across products, functions, and regions to manage capital, funding, and balance sheet activities. - Build next-gen tools using tec...

Execution Role • Responsible for a client-facing role for multiple engagements for investor relations advisory • Creating and presenting investment messages to the investment community on behalf of a company. Also, monitoring and presenting to management the opinions of the investment community regarding the company's performance • Advice clients on setting up IR department, IR strategy, plan, and execution • Conduct perception analysis for clients to understand how investors’ community perceives their performance and communication efforts • Conduct IR benchmarking and communicate leading IR practices to enhance IR communication and collaterals • Develop content and deliver training on inves...

At Franklin Templeton, everything we do is focused on one thing delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 9,500 employees working in 30 countries around the world are dedicated to servicing investment solutions for our clients in more than 155 countries. For more than 75 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team. What is the Sales Manager - Institutional Sales in Marketing Administration group responsible for The role will carry...

Embark on a transformative journey as Senior Underwriter at Barclays, where you'll spearhead the evolution of our digital landscape, driving innovation and excellence. You'll harness cutting-edge technology to revolutionize our digital offerings, ensuring unapparelled customer experiences. You will be assessed on the key critical skills relevant for success in role, such as experience with credit risk management, manual underwriting techniques, as well as job-specific skillsets. To be successful in this role as a Senior Underwriter, you should possess the following skillsets: Prior experience in manual Underwriting in a bank or related industry. A general understanding of the regulatory fram...

Job Description: As an Investment Banking Trainer, you will be responsible for delivering engaging and interactive sessions, guiding learners through real-world scenarios, mentoring them, and preparing them for successful careers in Investment Banking and Finance. Responsibilities: Deliver training sessions on Investment Banking covering modules such as financial markets, banking operations, equity research, M&A, financial modeling, and financial analytics using tools like Excel and Power BI. Guide students through real-world financial scenarios and exercises, ensuring clear understanding of accounting, financial statements, ratios, valuation, and the trade lifecycle. Mentor students through...

Investment Analysis Conduct fundamental and quantitative research Portfolio Management Risk Management Asset valuation and analysis Recommend risk mitigation Wealth planning Valuation and Financial Modeling Required Candidate profile Passed CFA Chartered Financial Analyst , Level 1 and Level 2 Location Kolkata

As an employee at Ares, you will be part of a team guided by core values such as Collaborative, Responsible, Entrepreneurial, Self-Aware, and Trustworthy, all aimed at being a catalyst for shared prosperity and a better future. Your role will involve: - Supervising and developing staff, providing training and feedback, and working collaboratively through challenges and career development - Performing detailed reviews of quarterly investment report valuations, including valuation gains and losses - Preparing or reviewing journal entries, quarterly close processes, workpapers, and analyses - Preparing and reviewing financial statements for complex fund vehicles, including waterfall allocations...

Role Overview: As a part of KPMG in India, you will be working as a professional services firm affiliated with KPMG International Limited. Established in India in August 1993, KPMG has a widespread presence with offices across various cities in India. Your role will involve leveraging the global network of firms, staying up-to-date with local laws, regulations, markets, and competition. You will be offering services to national and international clients across different sectors, providing rapid, performance-based, industry-focused, and technology-enabled services. Key Responsibilities: - Work collaboratively with national and international clients in India - Stay informed about local laws, r...

Title of the Position: Senior Associate (Corporate Advisory) (On Contract) No. of Positions: 01 (UR) Qualification: MBA (Finance)/CA/CMA/CFA Experience & Skills required: ? Experience of minimum 6 years in any MSME Branch of a Bank, FI or, with the Private Equity/ Venture Capital Funds, or Merchant Bankers or Consultancy Firms. Desirable Experience: ? Public Issue Management (including SME IPO), Debt Syndication for MSMEs, Private Equity/ Venture Capital sourcing. Key Responsibilities: - Business Development in MSME sphere. Facilitating clients in equity/ debt raising transactions. Assisting clients in meeting regulatory requirements. Representing IFCI in various meetings, presentations, sem...

Company Description We suggest you enter details here. Role Description This is a full-time on-site role for a Private Wealth Manager located in Chennai. The Private Wealth Manager will be responsible for providing personalized wealth management, investment advice, and financial planning services to clients. Day-to-day tasks include assessing clients financial goals, developing and implementing investment strategies, conducting regular portfolio reviews, and staying updated on financial markets and products. The role involves building and maintaining strong relationships with clients, ensuring their financial objectives are met, and providing exceptional customer service. Qualifications Fina...

We are seeking a Senior Manager - (Pricing) - Individual Contributor to join our team! Location: Gurgaon /Noida experience: 10 to 15 years Key Responsibilities: - Financial Structuring & Analysis: Leading deal financial structuring, ensuring alignment with business goals. Conducting comprehensive assessments of pricing models, P&L, cash flow, and financial viability. - Deal Team Leadership: Collaborating with cross-functional teams to tailor financial strategies for each deal, offering recommendations. - Client Negotiations: Assisting in client negotiations on financial and commercial terms to achieve financial objectives. - Cross-Department Collaboration: Working with various departments to...

Job Title Manager Experience: 8-12 years of experience in Capital Markets Hands on experience in real estate capital markets transactions is preferred Qualification: CA / MBA Finance / CFA Role Summary: Supporting role to the Senior members in the team and will also be working independently on specific proposals. Competencies and requirements: Excellent Communication & interpersonal skills. Strong analytical, proven negotiation & financial skills with the ability to adapt to change Self-starter, Confident, Collaborative with ability to multitask and work in a team Attention to detail, strong bias for action and execution oriented Strong communication skill (verbal and written) with demonstra...

We are looking for a highly skilled and experienced professional to join our team as an FAQs specialist in CHIREC. The ideal candidate will have 2 to 4 years of experience in the field. Roles and Responsibility Develop and implement effective FAQs strategies to enhance customer engagement. Create high-quality content that addresses customer inquiries and concerns. Collaborate with cross-functional teams to ensure seamless execution of FAQs initiatives. Analyze customer feedback and suggest improvements to FAQs processes. Stay updated with industry trends and best practices in FAQs management. Provide exceptional customer service through timely and accurate responses to queries. Job Requireme...

Analyze and understand the requirement of bankers and companies in the perspective of CDR/TEV study Responsible for client interaction, site visits, document review, technical and industry analysis, preparation of financial models Co-ordinate with the company & technical consultants to gather all relevant information required for the study Undertake secondary research in the local market to validate cost assumptions Draft/write necessary reports based on the information collected Presents the outcomes of TEV at joint lenders meetings Regularly reports all activity and acts within the company s compliance framework Ensures process adherence at all times for error free timely delivery of proje...

We are hiring an Analyst-Financial Advisory Role & responsibilities The candidate will be responsible for working with a dedicated advisor/team of financial advisors and staff to help provide outstanding service to the clients. Role & responsibilities: Preparing basic financial plans, conducting investment research and completing trades and transactions (Money movement, new account opening, etc.). Create the agenda and summary of meetings and provide necessary follow-up. Prepare and ensure new business Assisting in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors Preferred candidate profile...

Position: Logistics- Executive Location: Chennai Job Type: Permanent Work Mode: Work from Office Job Description: Service Level Management Secondary Logistics (South India) Monitor and follow up on dispatches from CFA to RS (Redistribution Stockists) to ensure timely delivery. Coordinate with transporters for daily vehicle placement as per business requirements. Ensure dispatch stocks reach RS within the defined Transit Time (TAT). Maintain On-Time Delivery (OTD) for Modern Trade (MT) and CSD channels as per customer appointment schedules. Cost Control & Efficiency Ensure secondary freight costs remain within the approved budget. Prevent detention or halting charges at CFA or transporter lev...

Financial Reporting & Analysis Support Budgeting & Forecasting Assistance Accounts Management & Reconciliation Financial Compliance Assistance Financial Planning Support Audit Support and Documentation Financial Analysis and Risk Assessment Required Candidate profile 10 yr of experience in finance and accounting roles, demonstrating progressive responsibilities. Proficiency in financial software and MS Excel for analysis and reporting.

Job Summary: The Structured Finance Specialist is responsible for originating, structuring, and executing complex financing transactions for corporate and institutional clients. This role focuses on developing tailored financial solutions including securitization, project finance, leveraged finance, and asset-backed structures to meet client needs while optimizing risk and return for the bank. Key Responsibilities: Deal Origination & Structuring Identify opportunities to provide structured finance solutions to corporate clients, financial institutions, and government entities. Structure and execute transactions such as project finance, securitization, syndicated loans, leveraged buyouts, and...

JOB SUMMARY Marmore is looking for individuals who will undertake business, strategic and financial analysis. The role will see the candidate undertaking extensive writing, modelling on spreadsheets, conducting discussions and interviews with external and internal stakeholders, and seeking ways to promote ideas and recommendations even in the middle of information scarcity or ambiguous data. The individual must have an eye for detail and should be able to perform under reasonable pressure on multiple activities. DUTIES & ESSENTIAL JOB FUNCTIONS OPERATIONAL Working on strategic consulting mandates for top institutions based in the Middle East region. Developing strategic and competitive intel...

Wipro Limited (NYSEWIT, BSE507685, NSEWIPRO) is a leading technology services and consulting company focused on building innovative solutions that address clients’ most complex digital transformation needs. Leveraging our holistic portfolio of capabilities in consulting, design, engineering, and operations, we help clients realize their boldest ambitions and build future-ready, sustainable businesses. With over 230,000 employees and business partners across 65 countries, we deliver on the promise of helping our customers, colleagues, and communities thrive in an ever-changing world. For additional information, visit us at www.wipro.com. About The Role _x000D_ repare and present fund level mo...

Job Title: Chartered Financial Analyst (CFA) Full-Time / Part-Time Location: Jaipur / Mumbai Experience Required: 2 - 4 Years Job Purpose: We are seeking a qualified Chartered Financial Analyst with strong experience in the Indian Equity Market, including investment analysis, portfolio management, and financial research. Key Responsibilities: Conduct equity research and valuation of Indian-listed companies Manage and monitor investment portfolios Analyse market trends and prepare investment strategies Prepare detailed financial reports and recommendations Required Skills & Competencies: CFA Charter holder or active CFA Level III candidate Proven experience in equity market analysis and portf...

The Team: The role will be part of the Index Management and Production Group (IMPG) at S&P Global. The team is responsible for the production and management of a wide range of indices covering global options, equities, futures, fixed income, commodity, digital assets and economics indices. This role will focus on providing comprehensive insights and solution in the fixed income markets, including management of Asian and Global Fixed income indices of S&P Dow Jones Indices The Impact: As a Fixed Income Index Manager you will play a crucial role in maintaining and enhancing the quality of our fixed income indices. Your experience in the Fixed Income markets and Index management will be essenti...

We are looking for an Analyst (or Senior Analyst) to join our growing Risk Analytics team. This individual will play a hybrid role supporting: Daily risk production support – ensuring the timely and accurate delivery of risk metrics. Risk analytics support – conducting in-depth analysis on portfolio and market risks using our enterprise risk platform (e.g., MSCI RiskManager). Risk model implementation – contributing to product onboarding, governance, and enhancements aligned with investment strategies and asset characteristics. This role is ideal for someone who combines strong analytical skills, a sound understanding of capital markets and risk concepts, and the ability to engage with data ...