Jobs
Interviews

388 Cfa Jobs

Setup a job Alert
JobPe aggregates results for easy application access, but you actually apply on the job portal directly.

2.0 - 16.0 years

0 Lacs

maharashtra

On-site

You are being hired for a global investment bank with 2-16 years of experience. Based in Mumbai, the Portfolio Analytics/Monitoring team is looking for a motivated candidate to utilize their skills in performance and risk attribution for fund portfolios, using proprietary analytical tools. Your role will involve demonstrating strong business acumen, process management, and interpersonal skills to ensure timely and effective client deliverables. Your key responsibilities will include managing daily team functions to ensure prompt client deliverables, preparing customized client reports with risk and performance calculations, contributing to automation efforts using VBA or IT solutions for tailored client solutions, engaging stakeholders to streamline processes and improve operational efficiency, actively participating in the development of new analytical tools, providing process training for new team members, and establishing robust business continuity backups. Desired skills and qualifications for this role include a BE/BTech + MBA (Finance) with 2+ years in financial services, hedge fund experience and CFA/FRM certification are advantageous. Proven experience in coding languages such as Excel-VBA or R is necessary. A solid understanding of equities, fixed income, and derivatives is essential, along with exceptional analytical and problem-solving abilities. You should be self-driven with strong verbal and written communication skills, able to take ownership and independently drive assigned tasks.,

Posted 1 day ago

Apply

2.0 - 7.0 years

3 - 5 Lacs

Gurgaon, Haryana, India

On-site

Key Responsibilities: Credit Risk Assessment: Develop and implement credit risk assessment models and methodologies to evaluate the creditworthiness of potential borrowers. Analyze credit data and financial statements to determine the degree of risk involved in extending credit or lending money. Monitor and review credit portfolios regularly to identify potential risks and make recommendations for risk mitigation strategies. Collaborate with other departments such as underwriting, collections, and compliance to ensure adherence to credit policies and regulatory requirements. Analytics and Data Management: Utilize advanced analytics and statistical techniques for credit risk assessment. Develop predictive models for default probabilities and loan performance. Ensure data accuracy by extracting, cleaning, and managing datasets from multiple sources. Implement data governance practices for consistency and integrity. Stay updated on credit risk analytics trends and incorporate best practices. Portfolio Management: Monitor and optimize the lending portfolio s performance. Conduct stress testing and scenario analysis to assess economic impact. Develop risk-return strategies while ensuring compliance with regulatory guidelines. Provide recommendations for portfolio diversification and capital allocation. Credit Policy Development: Assist in refining credit policies based on risk assessments and data insights. Evaluate and enhance credit policies to mitigate emerging risks. Ensure alignment between credit policies, business objectives, and risk strategies. Conduct periodic reviews and audits to maintain compliance. Reporting and Communication: Prepare and present reports on credit risk metrics and portfolio performance. Effectively communicate risk findings to stakeholders and decision-makers. Develop reports and dashboards for real-time insights into credit risk trends. Continuous Improvement: Identify opportunities to enhance efficiency through process automation. Participate in cross-functional projects to strengthen risk management frameworks. Foster a culture of continuous learning and development within the credit risk team. Required Qualifications: Inter CA/CA or Master s degree in Finance, Business, Economics, or a related field. 2+ years of experience in credit risk assessment, portfolio management, or financial analytics. Strong understanding of credit risk modeling, financial analysis, and data analytics. Knowledge of regulatory frameworks related to lending and risk management. Excellent communication and stakeholder management skills. Certification in risk management (FRM, CFA, or equivalent) is a plus.

Posted 2 days ago

Apply

6.0 - 10.0 years

0 Lacs

maharashtra

On-site

Morgan Stanley Fund Services (MSFS), a wholly owned subsidiary of Morgan Stanley, provides fund administration services to the world's leading hedge funds. With over $500+ billion in Assets under Administration, the division employs over 1,400 professionals globally, with offices in New York, Dublin, London, Hong Kong, Mumbai, Glasgow, and Bangalore. The Portfolio Analytics group within Morgan Stanley Fund Services focuses on helping clients analyze, understand, and report Investment risk and performance of clients" portfolios, provide portfolio transparency reporting, derivatives valuation, and other portfolio analytics needs of Morgan Stanley's global hedge fund clientele. We leverage the group's proprietary web-based applications and work closely with hedge fund clients and other teams within the division. The Portfolio Analytics team is currently seeking a candidate based in Mumbai who is interested in applying skills in the business area concerning performance and risk attribution for hedge fund portfolios using in-house analytical tools. The candidate is expected to apply business knowledge, process, and people management skills to effectively manage client deliverables. The role will include significant collaboration with teams across the globe, particularly in New York, Hong Kong, and London. Key responsibilities include: - Taking responsibility for various day-to-day functions within the team to ensure timely client deliverables - Preparing custom client reports that involve risk and performance calculation - Helping in building automation to scale bespoke solutions for the clients using VBA coding or with IT solutions - Streamlining existing processes by proactively engaging with relevant stakeholders to bring operational efficiency - Actively participating and contributing to building new analytical tools - Ensuring proper process training for new hires and creating adequate backups for business continuity Desired Skillset/qualifications: - BE/BTech + MBA(Finance) with 6+ years of experience in financial services. Hedge funds experience along with CFA/FRM certification will be an added advantage - Hands-on Experience in coding language like Excel-VBA or R is required - Strong understanding of equities, fixed income, and derivatives products - Exceptional analytical and problem-solving ability - Self-motivator with strong verbal and written communications skills - Ability to take ownership of assigned tasks and drive them independently The role requires working in shifts from 12 pm - 9 pm or 1 pm - 10 pm and following the US Holiday calendar. Morgan Stanley is an equal opportunities employer that provides a supportive and inclusive environment where all individuals can maximize their full potential. The company values diversity, inclusion, and commitment to excellence, ensuring that employees are supported, empowered, and given the opportunity to work alongside the best and the brightest. Employees at Morgan Stanley benefit from attractive and comprehensive employee benefits and perks, with opportunities for career advancement and personal growth. For more information about Morgan Stanley offices across the globe, please visit https://www.morganstanley.com/about-us/global-offices.,

Posted 2 days ago

Apply

0.0 - 4.0 years

0 Lacs

ahmedabad, gujarat

On-site

As a Jr. Research Analyst (Equity & Derivatives) based in Ahmedabad, you will be responsible for conducting research and developing strategies within the equity and derivatives market. This role entails contributing to equity research by utilizing quantitative indicators and models to drive the creation of high frequency trading strategies. You will be involved in the entire process of developing trading strategies, from idea generation and data collection to analysis and model creation. Your main tasks will include extracting predictive signals from financial data through statistical analysis methods, analyzing large datasets, developing prediction algorithms and regression models, and applying mathematical modeling techniques to enhance existing trading strategies while identifying new trading opportunities through innovative research. To excel in this role, you are required to have a strong academic background, preferably in a quantitative discipline such as mathematics, econometrics, statistics, or a related field. You should possess a demonstrated capacity for conducting high-quality research and experience in handling in-depth research projects. Additionally, you should have strong computer skills, experience working with data, and an understanding of areas such as time-series analysis, statistical estimation, scenario analysis, and numerical optimization. A curiosity for model development and experience in handling large datasets are essential, along with strong problem-solving and analytical skills. You should be proactive in taking the lead on assignments, delivering practical research results in a timely manner, demonstrating creativity, solid analytical skills, attention to detail, and the ability to communicate complex ideas clearly. This is a full-time position based in Ahmedabad, requiring you to work from the office for 6 days a week (Monday to Saturday) from 9:00 AM to 7:00 PM. Candidates with qualifications like CFA, CMT, CA, or MBA in Finance are preferred. If you meet these requirements and are interested in a dynamic role that involves research, strategy development, and data analysis within the equity and derivatives market, we encourage you to apply for this position.,

Posted 2 days ago

Apply

5.0 - 7.0 years

0 Lacs

Mumbai, Maharashtra, India

On-site

???? Job Title: PCG Relationship Manager ???? Company: Bajaj Financial Securities Limited About Us: Bajaj Financial Securities Ltd. (BFSL), a fully owned subsidiary of Bajaj Finance Ltd., offers a wide suite of capital market solutions. From Equities, Mutual Funds, and Bonds to Insurance and Loans - we serve Corporates, HNWIs, and affluent families with personalized financial services. ???? What You&aposll Be Doing: Client Acquisition & Growth: Aim to onboard 4 new HNI/UHNI/PCG clients each month from your base city and nearby regions. Your efforts will directly fuel regional expansion. Client Relationship Management: Build and maintain strong client relationships. Stay proactive - keep clients updated on market movements and adjust portfolios to align with their financial goals. Sales & Advisory: Promote a range of financial products like Mutual Funds, Equity Advisory, AIFs, PMS, Structured Products, FDs, and LAS to drive revenue and profitability. MTF Book Expansion: Grow the Margin Trading Facility (MTF) portfolio consistently - month after month. Account Activation: Ensure smooth activation of client trading accounts. Guide new investors through market dynamics to build long-term engagement. Client Monitoring & Engagement: Keep an eye on daily client activities, resolve queries within defined TATs, and conduct regular review meetings to deepen relationships. Compliance First: Follow all compliance and risk management protocols. Maintain a spotless record with zero tolerance for errors. Idea Sharing: Actively communicate market insights and investment recommendations to help clients make informed decisions. ? What Were Looking For: Qualifications & Experience: 5+ years in the Broking/Wealth Management space, with at least 2 years focused on managing UHNI/PCG clients. Strong existing relationships in the wealth segment. Certified with NISM and other relevant regulatory credentials. MBA preferred; CA or CFA is a plus. Key Skills: Strong grasp of capital markets and financial products. Excellent communication and presentation skills. Great people skills with a client-first mindset. Energetic, self-driven, and target-oriented. This is a high-impact role designed for seasoned professionals ready to level up in wealth management and make a tangible difference in clients financial journeys Show more Show less

Posted 2 days ago

Apply

5.0 - 7.0 years

25 - 30 Lacs

Mumbai

Work from Office

As a Deputy Manager in our Corporate Finance Advisory Team you ll build and nurture positive working relationships with teams and clients with the intention to exceed client expectations A career within CFA practice will provide a wide & valuable experience in an exciting and dynamic working & learning environment. The role will position you to support on all aspects of an M&A engagement which include the following activities: Support Deloitte member firms business CFA practice Prepare transaction specific and marketing materials (teasers, information memorandum, pitch books, corporate profiles, and industry data and analyses) Identify potential financial and strategic buyers; perform in-depth company and industry research supporting specific client engagements and marketing opportunities Deliver and manage projects on various corporate finance initiatives and products including company profiles, target/buyer screenings, industry/thematic research, periodicals and sector dashboards, pitch material, etc. Build financial models, including relative valuation and other valuation assessments Serve as a critical project manager for the execution and management of advisory projects; take ownership of projects by delivering quality output on a timely basis; ensure all end deliverables are thoroughly reviewed and are of highest quality; Work towards tight deadlines, adding value to complex and high profile projects Provide guidance, training and timely feedback to project team members Demonstrate strong business diagnostic skills and the ability to apply a logical and analytical approach to problem solving Desired qualifications Prior transaction related experience (5-7 years) in a corporate finance environment from a captive wall street, boutique or middle-market investment bank with a track record of academic and professional success Strong academic qualification (CA, CFA, CPA, Masters in Finance/Management/Economics); MBA from an accredited college/university preferred Superior financial analysis / modeling and research capability Generalist sector exposure or industry experience is strongly desired Skills Required In order to be considered for this role, your competencies will cover the broad scope of CFA services, leveraging your professional background and skills such as: Excellent track record and strong academic achievements Excellent verbal and written communication skills Proven analytical and systematic problem solving skills Ability to quickly interpret and review financial statements and apply basic financial, accounting and valuation skills Working knowledge of data sources such as Capital IQ, Bloomberg, Mergermarket, Thomson etc. would be an asset Basic to advance knowledge of Excel Interest in working in a challenging and dynamic environment Ability to work independently with minimal supervision and with staff at all levels of the organization Proactive and an inquisitive mind, with a passion to provide world class client service Location and way of working Base location: Mumbai This profile does not involve extensive travel for work. Hybrid is our default way of working. Each domain has customised the hybrid approach to their unique needs. Your role as a Deputy Manager We expect our people to embrace and live our purpose by challenging themselves to identify issues that are most important for our clients, our people, and for society. In addition to living our purpose, Deputy Manager across our organization must strive to be: Inspiring - Leading with integrity to build inclusion and motivation Committed to creating purpose - Creating a sense of vision and purpose Agile - Achieving high-quality results through collaboration and Team unity Skilled at building diverse capability - Developing diverse capabilities for the future Persuasive / Influencing - Persuading and influencing stakeholders Collaborating - Partnering to build new solutions Delivering value - Showing commercial acumen Committed to expanding business - Leveraging new business opportunities Analytical Acumen - Leveraging data to recommend impactful approach and solutions through the power of analysis and visualization Effective communication - Must be well abled to have well-structured and well-articulated conversations to achieve win-win possibilities Engagement Management / Delivery Excellence - Effectively managing engagement(s) to ensure timely and proactive execution as well as course correction for the success of engagement(s) Managing change - Responding to changing environment with resilience Managing Quality & Risk - Delivering high quality results and mitigating risks with utmost integrity and precision Strategic Thinking & Problem Solving - Applying strategic mindset to solve business issues and complex problems Tech Savvy - Leveraging ethical technology practices to deliver high impact for clients and for Deloitte Empathetic leadership and inclusivity - creating a safe and thriving environment where everyones valued for who they are, use empathy to understand others to adapt our behaviours and attitudes to become more inclusive. How you ll grow Connect for impact Our exceptional team of professionals across the globe are solving some of the world s most complex business problems, as well as directly supporting our communities, the planet, and each other. Know more in our Global Impact Report and our India Impact Report . Empower to lead You can be a leader irrespective of your career level. Our colleagues are characterised by their ability to inspire, support, and provide opportunities for people to deliver their best and grow both as professionals and human beings. Know more about Deloitte and our One Young World partnership. Inclusion for all At Deloitte, people are valued and respected for who they are and are trusted to add value to their clients, teams and communities in a way that reflects their own unique capabilities. Know more about everyday steps that you can take to be more inclusive. At Deloitte, we believe in the unique skills, attitude and potential each and every one of us brings to the table to make an impact that matters. Drive your career At Deloitte, you are encouraged to take ownership of your career. We recognise there is no one size fits all career path, and global, cross-business mobility and up / re-skilling are all within the range of possibilities to shape a unique and fulfilling career. Know more about Life at Deloitte. Everyone s welcome entrust your happiness to us Our workspaces and initiatives are geared towards your 360-degree happiness. This includes specific needs you may have in terms of accessibility, flexibility, safety and security, and caregiving. Here s a glimpse of things that are in store for you. Interview tips We want job seekers exploring opportunities at Deloitte to feel prepared, confident and comfortable. To help you with your interview, we suggest that you do your research, know some background about the organisation and the business area you re applying to. Check out recruiting tips from Deloitte professionals.

Posted 3 days ago

Apply

8.0 - 13.0 years

30 - 35 Lacs

Gandhinagar, Ahmedabad

Work from Office

Jobs At CCIL - ccil - The Clearing Corporation of India Limited Jobs At CCIL - ccil Job Description of : Forex Settlement Job Title : Manager Department : Forex Settlement Reports To : Senior Manager Experience : Experience of at least 8 years in the front office and/or back office of the treasury in Foreign Exchange, Payment and settlement area preferably in a bank. Preferred Qualification : Preferably MBA (Finance), CA,CFA, Graduate with relevant Finance Profile Required Qualification : Preferably MBA (Finance), CA,CFA, Graduate with relevant Finance Profile Skill, Knowledge & Trainings : Technical: 1 Fair understanding of Forex operations, Nostro Accounts, fund settlement of banks and customers, accounting, regulations, etc. 2Should have sound understanding of the IT framework of forex, payment and settlement business functioning and can lead the related business/projects Behavioural & Leadership: 1 Team building and Team working 2 Project Execution skills with internal/external team members 3 Good communication skills 4 A team-player, able to work under tight deadlines and manage multiple concurrent projects 5 Ability to priorities, work independently and exercise good judgment Core Competencies : Functional Competencies : Job Purpose : The incumbent will have primary responsibility of executing forex payment and settlement operations, coordinate with various stakeholders including the Regulator, Member banks and other entities. The incumbent will have to Coordinate and manage the functioning of the payment and settlement systems at the GIFT City, Gandhinagar Area of Operations : Key Responsibility : Execute all operations for clearing and settlement of Forex (USD-INR Settlement, Forex Forward and CLS) Oversea smooth functioning of all operations for payment and settlement at the GIFT City, Gandhinagar Develop capabilities to handle clearing and settlement of new instruments Communicate with the Regulators for necessary approvals and for reporting Interact with member banks and respond to all queries Handle documentation and correspondence Coordinate with other departments where necessary Any Other Requirement : This is a middle management position for shouldering responsibilities as part of leadership team and contributing to multiple areas related to Forex. Candidate will normally be working in general shift. However, based on the need of the hour, the candidate may have to extend his working hours.

Posted 3 days ago

Apply

0.0 - 1.0 years

7 - 11 Lacs

Mumbai

Work from Office

The Investment Analyst role will entail working closely with the investment research team. Candidates are encouraged to pursue higher studies post the completion of the 2-year program. Exceptional performers in the program may be considered for a full-time role after the completion of higher studies. Key Responsibilities: Evaluating listed companies for potential investment opportunities Analysing and evaluating business models, preparing financial models, conducting due diligence Monitoring existing investments Qualification & Skills: Chartered Accountant (Rank holders and/or CFA Level 2 cleared candidates preferred) Strong analytical and spreadsheet modelling skills Excellent written and verbal communication Passion for investing

Posted 3 days ago

Apply

2.0 - 8.0 years

5 - 9 Lacs

Gurugram

Work from Office

0-2 months' notice candidates preferred due to business need . Job Purpose Acuity Knowledge Partners is currently looking fordedicated and self-motivated individuals who have strong organizational andteamwork skills to support the DCM ECM team of a global investment bank. Key Responsibilities - Equity Capital Markets Supporting our clients onpreparing pitch books, company focused discussion documents, studying analysing various type of precedent equity offerings Managing delivery execution of projects on ECM side, including capital market updates,newsletters, shareholder / ownership analysis, IPO comps / analysis, new equityissuance analysis, Capital structure analysis, Investor analysis and profiles,ECM transaction case studies, , industry research, league tables etc Should have fair knowledgeabout capital markets, equity offerings, equity-linked offerings likeconvertible bond market Debt CapitalMarkets Prepare pitch books,capital structure analysis, debt profiles, credit memos, sales memos and roadshow presentations Creating variousissuer/target related analyses including market analyses, company profiles,credit highlights, balance sheet analyses, credit ratings assessment, andcompetitive benchmarking Working on market updates /newsletters including commentary, trading levels, recent issuances update,major economic events RequiredBackground MBA / CFA/ CA/ Graduate Relevant experience of 2-8years in Investment Banking preferably Equity Capital market Debt Capital Markest team of a bank,boutique firm, KPO, consultancy, or advisory firm. Ability to workindependently and possess the management/leadership skills to run the researchon a day-to-day basis and apply his insights to client ideas Should have fair knowledgeabout capital markets, equity offerings, equity-linked offerings likeconvertible bond market Strong statistical andanalytical skills to assess the economic performance/analysis of companies andindustries for clients The candidate should havethe ability to work independently Excellent written andspoken communication skills Working knowledge ofdatabases such as Factset, Dealogic, CapitalIQ, Bloomberg, Thomson Research, Morningstar MS Office skills shouldbe good in MS PowerPoint, MS Excel, and MS Word

Posted 3 days ago

Apply

3.0 - 12.0 years

3 - 7 Lacs

Bengaluru

Work from Office

Department: Lending Services 0-2 months' notice candidates preferred due to business need Job Purpose We are looking for a dedicated and motivated individual who has strong technical, analytical and organizational skills for our Lending Services team. Key Responsibilities - Credit Review/ Analysis Preparing credit reports (annual/quarterly reviews) by including profile of the counterparty, key rating considerations, credit risk assessment, (including financial peer analysis, rating rationale, outlook etc.) Build forecast excel models Analyzing the business model, identifying strengths, weakness, risks, understanding the revenue models and the corporate structure of the counterparties. Analyzing and spreading the financial statements in Moodys Risk Analyst (MRA) / Credit Lens / client customized templates Analysis of financial statements including Income statement, Balance Sheet cash flow of public private companies for the credit appraisal process Going through the supplementary schedules, notes and MDA for the detailed breakups and adjustments Normalizing the financial statement for exceptional and non-recurring items to arrive at the true profitability figures Calculating the Adjusted Net Worth, Recurring Cash Flows, Annual Debt Service, Contingent Liabilities, Custom Ratios, and other financial metrics Screening the credit agreements and analyzing the financial covenants applicable to the borrower Responsible for delivering 100% quality, meeting strict deadlines and ability to work under pressure Regular communication with the client to ensure the expectations are met Analyzing financial statement, performance, and trend analysis for assessing the credit worthiness of large corporates. Managing a portfolio of clients and handling rating assignments. Adhering to standard operating procedure policies including compliance documentation. Maintaining strong relationship with the client Key Competencies Strong understanding of credit principles, policies, and regulations MBA (Finance) / CA (CPA equivalent) / CFA Experience of 3-12 years in credit report writing Proven track record of process handling and client management Proficient in Advanced MS Excel Prior experience of working on Moodys Risk Analyst (MRA) is preferred Excellent written and spoken communication skills Experience of working for a US based bank will be an added advantage

Posted 3 days ago

Apply

3.0 - 12.0 years

3 - 7 Lacs

Gurugram

Work from Office

Department: Lending Services 0-2 months' notice candidates preferred due to business need. Job Purpose We are looking for a dedicated and motivated individual who has strong technical, analytical and organizational skills for our Lending Services team. Key Responsibilities - Credit Review/ Analysis Preparing credit reports (annual/quarterly reviews) by including profile of the counterparty, key rating considerations, credit risk assessment, (including financial peer analysis, rating rationale, outlook etc.) Build forecast excel models Analyzing the business model, identifying strengths, weakness, risks, understanding the revenue models and the corporate structure of the counterparties. Analyzing and spreading the financial statements in Moodys RiskAnalyst (MRA) / CreditLens / client customized templates Analysis of financial statements including Income statement, Balance Sheet cash flow of public private companies for the credit appraisal process Going through the supplementary schedules, notes and MDA for the detailed breakups and adjustments Normalizing the financial statement for exceptional and non-recurring items to arrive at the true profitability figures Calculating the Adjusted Net Worth, Recurring Cash Flows, Annual Debt Service, Contingent Liabilities, Custom Ratios, and other financial metrics Screening the credit agreements and analyzing the financial covenants applicable to the borrower Responsible for delivering 100% quality, meeting strict deadlines and ability to work under pressure Regular communication with the client to ensure the expectations are met Analyzing financial statement, performance, and trend analysis for assessing the credit worthiness of large corporates. Managing a portfolio of clients and handling rating assignments. Adhering to standard operating procedure policies including compliance documentation. Maintaining strong relationship with the client Key Competencies Strong understanding of credit principles, policies, and regulations MBA (Finance) / CA (CPA equivalent) / CFA Experience of 3-12 years in credit report writing Proven track record of process handling and client management Proficient in Advanced MS Excel Prior experience of working on Moodys Risk Analyst (MRA) is preferred Excellent written and spoken communication skills Experience of working for a US based bank will be an added advantage

Posted 3 days ago

Apply

1.0 - 5.0 years

5 - 7 Lacs

Noida, New Delhi, Delhi / NCR

Work from Office

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 Excellent communication skills & Financial Planning concepts. Basic understanding of MS power point, MS Excel and MS Word Exposure to financial products like mutual funds, insurance, retirement service. Experience of interacting with advisors or U.S business partners will be preferred Candidate should be flexible to work in US Shift Perks and benefits 5 Days Sat- Sun off Both Side Cabs To apply share your cv at sophiya.massey@careernet.in or Call/ Whatsapp @ Sophiya on 7042266439

Posted 3 days ago

Apply

2.0 - 5.0 years

2 - 5 Lacs

Mumbai, Maharashtra, India

Remote

Position Purpose Provide a daily Economic, Step Reval and Risk Based PNL to each desk and to the Bank's management. Ensure that the PNL is calculated from the reference positions and that these positions are real and checked. Escalate any unusual P&L to the desk and management that may indicate a wrong position or transaction in the FO system. Run all the required controls on key elements of the PNL Responsibilities Direct Responsibilities Document all exceptional PNL moves and adjustments for Management. Produce accurate daily analysis of P&Ls to Trading desks and bank's management. This includes the 3 different P&L analysis required by the internal Valuation Policy and Regulators: Economic P&L (cash + PV) for Management and Accounting P&L reconciliation (performed by Finance) Step Reval P&L for VaR back-testing feeds and contribution to Regulatory ratios (used in the Dodd Franck and French Banking Law ratio calculations) Risk based P&L to validate the FO risk and models. Responsible for daily and monthly controls on key elements (positions, market data, adjustments, reserves) and liaise with internal departments in case of issues. Perform FO/MO reconciliations between Trading P&L estimations at T and Official MO P&L at T+ 1 and both explain and investigate P&L breaks to FO if any. Adjust the P&L if necessary to secure correct P&L reporting and document each Monitor daily Funding and fees. Interact daily with traders to explain the results of their P&Ls and seek their daily sign-off. Report, Comment and Validate the P&Ls into the Official Reporting tool Monitor and reconcile monthly R-IM and V&RC reserves during EOM process. Active follow up on updating documentation. Organize a monthly meeting with trading to go through all P&L issues during the last month. Escalate issues to management on the fly and via Orus. Confirm PV to dependent team/business. Contributing Responsibilities Participate to global projects related to MO or P&L processes improvements. Participate to local projects related to systems migrations. Participate to the improvement of the productivity within the team by proposing initiatives Technical & Behavioral Competencies Strong products knowledge including its models and valuations Competency with MS Suite, especially Excel Communication Skills Decision Making Adaptability & Change Management: Ability to develop and leverage networks Ability to develop and adapt a process Result oriented approach Collaborate with remote teams Specific Qualifications (if required) Attention to detail: Ability to notice any abnormal processes as well as any unusual dividends or prices for instance when monitoring and reconciling the various market data. Adaptability & Change Management: Ability to easily adapt to new situations (new booking systems, new products, new activities to manage) as this is a constant changing environment Strong Client Focus: Capacity to work with various clients, especially FO. Need to be sensitive about the rationale of their requests and be proactive when replying to them. Work as partnership while consistently keeping an independent mindset. Escalation & Reporting process: Internal rules of reporting and escalation to Ops and FO need to be known & applied. The team member also needs to report any sensitive information/issues and escalate immediately to their management to allow proper time resolution Skills Referential BehaviouralSkills : (Please select up to 4 skills) Ability to collaborate / Teamwork Critical thinking Creativity & Innovation / Problem solving Resilience Transversal Skills: (Please select up to 5 skills) Ability to set up relevant performance indicators Ability to develop others & improve their skills Analytical Ability Ability to develop others & improve their skills Ability to understand, explain and support change Education Level: Bachelor Degree or equivalent Experience Level At least 2 years Other/Specific Qualifications(if required) CA/CFA, FRM or equivalent

Posted 4 days ago

Apply

5.0 - 10.0 years

8 - 13 Lacs

Hyderabad

Work from Office

The Investment Risk Team's primary function is to provide the second line of defense for Investment Risk. We are looking for an Investment Risk Manager to join the Investment Risk Team in India. The primary function of this position is to assess daily derivative usage and liquidity across FT funds, leverage the technical skills to enhance the team's data analytics capabilities. The candidate is expected to achieve Business Intelligence and Engineering by understanding existing internal tools and data warehouses and to identify data quality and reliability improvements and to establish best practices. What are the ongoing responsibilities of this position? Identify, monitor, and communicate issues related to regulatory risks. Leverage the technical skills to enhance the team's data analytics capabilities. Assess daily derivative usage and liquidity across FT funds Identify, reconcile and resolve data issues related to derivative and liquidity calculation. Assess and analyse the accuracy and quality of the underlying data and provide commentary for the risk trends. Design, develop, test, automate, and launch new dashboards and reporting solutions across the Regulatory risk team Ensure reports are delivered to the appropriate client(s) and/or provided via automated processes to downstream systems by the agreed upon date Create and run standard reports and queries Review automated validation controls and complete issue resolution process Respond to ad-hoc requests for portfolio risk statistic information, and perform ad hoc analyses, such as stress tests, sensitivity or hedging analysis given various market conditions Ensure client requirements understood during product launch and account on-boarding and internal systems/processes are updated support requirements Remain current on portfolio and market risk related trends, topics, issues, systems and analytical techniques What qualifications, skills and experience would help someone to be successful? Bachelors degree (Masters preferred) in finance, Computer Science, Mathematics or other quantitative discipline CFA or FRM designation preferred. 5 - 10 years relevant work experience in the Mutual Fund/Financial Services Industry Experience with global regulatory rules including 18f4, SEC 22e-4 and UCITS liquidity requirements. Experience with VaR and other risk metrics Experience in programming languages, preferably VBA or R/Python, Power BI, Tableau or other data visualization tools Experience in SQL experience for data extraction, manipulation and analyses; including complex joins. Experience using financial/risk application/software, Bloomberg, MSCI Barra Risk Model, FactSet, and Morningstar Knowledge of statistical calculations, financial instruments and markets, GIPS Composite Strong verbal and written communications skills Strong attention to details and excellent analytical skills Ability to work independently, perform mathematical calculations (or analysis and to exercise independent judgment consistent with department guidelines Ability to organize and prioritize workflow and to coordinate the work of others Ability to maintain updated knowledge of procedures, products and activities of assigned area Ability to accurately proofread documents and work under pressure, and the ability to perform multiple tasks in a fast-paced, team environment. Job Level - Individual Contributor Work Shift Timings - 2:00 PM 11:00 PM IST

Posted 4 days ago

Apply

4.0 - 6.0 years

3 - 8 Lacs

Hyderabad

Work from Office

What is Inv Risk Data Management team responsible for? The Risk Analyst primary function is to compile data and reports for risk analysis, identify and reconcile data and modeling discrepancies, Create and manage data visualizations, and ensure accurate reports and data are delivered to their intended audiences within a defined timeframe. Risk Analysts have in depth knowledge and understanding of a specific investment strategy. What are the ongoing responsibilities of Risk Analyst? Data Validation & Maintenance: Support a specific data model and asset class focus. Identify, reconcile, and resolve data issues of low complexity. Look for errors in data models. Analyze and understand existing internal tools and data warehouses to identify data quality. Analyze and understand existing internal tools and data warehouses to confirm data quality. Review automated validation controls and complete issue resolution. Assist with setup of new accounts. Reporting: Run existing standard reports and queries from Risk systems and databases. Ensure reports are delivered to the appropriate client(s) and/or provided via automated processes to downstream systems according to defined SLAs and time frames. Review, understand, and respond to basic ad-hoc requests for risk statistical information supporting Risk, Investment Management, Marketing, and other constituent teams. Work closely with Technology team to test production enhancements to the Risk systems and reports. Data Analytics: Manage existing analytics and create new ones if needed. Respond to specific requests for portfolio characteristics and risk statistics information. What ideal qualifications, skills & experience would help someone to be successful? Bachelors degree in finance, statistics, mathematics, operations research, engineering, or computer science, or related field Higher education or relevant industry certifications like CFA, FRM, preferable 4 to 6 years relevant work experience in the Asset Management Industry, in particular working in the front office with exposure to investment, trading, Portfolio and risk data Data Quality, Data Analytics and/or Data Management experience preferred Database and SQL (Structured Query Language), Tableau or Power BI and any programming language experience required. Knowledge, Skills and Abilities: Database/ SQL (Azure, Snowflake, AWS): Ability to use basic functionality to collect data from a single or multiple sources Data Science/ Analytics (Excel, Databricks, coding, Python, Machine learning, AI): Ability to use basic coding functionality to compile, clean and search through large data sets for usable information Visualization (Power BI, Tableau): Ability to use basic screens to help visualize the information Data Modelling (Barra, Port, Axioma): Ability to model portfolio securities terms and conditions appropriately in selected risk system and create user defined instruments for commonly used derivatives. Business & Risk Knowledge: Cursory knowledge of investment management and investment risk concepts. Eager to seek out organized educational opportunities pertaining to business, risk, financial services, and investment management. Demonstrates ability to use interactions with peers as occasions to gain knowledge. Industry Trends: Learning and skill development stage of industry trend awareness. Demonstrates eagerness to learn about data modeling, research, and insight methods by gaining knowledge from peers and organized educational opportunities. Initiative, Organization & Time Management: Good organization & time management skills. Ability to prioritize work and deliverables to meet committed timelines. Communication: Effective written and verbal communication skills Problem Solving and Decision Making: Ability to make independent decisions related to day to day job duties Ability to independently solve problems of moderate scope and complexity Travel Requirements: Possibly on occasion and could require global travel Physical Requirements: Ability to hear and speak to employees and outside business associates on the phone and in person Ability to view letters and numbers on a computer screen for long hours at a time Ability to maintain a professional image Job Level - Individual Contributor Work Shift Timings - 2:00 PM 11:00 PM IST

Posted 4 days ago

Apply

5.0 - 8.0 years

7 - 10 Lacs

Hyderabad

Work from Office

What is the Digital Product Manager in FTT Digital Technology group responsible for? The Product Manager will be responsible for the product management of our generative AI products. This includes defining the product vision, developing the product roadmap, and working with cross-functional teams to bring products to market. The ideal candidate will have a strong understanding of generative AI, product management, and software development. They will also have a proven track record of success in launching and growing products What are the ongoing responsibilities of a Digital Product Manager? Product Design, Product Development, Product Management (70%): Define the product vision and strategy for our generative AI products. Develop the product roadmap and track progress against it. Work with cross-functional teams to gather and analyze user feedback. Prioritize features and bug fixes. Work with engineers to develop and launch new products. Drive product adoption and growth. Ensure that our products are aligned with our business goals. Stay up-to-date on the latest trends in generative AI. Build and maintain relationships with key stakeholders. Represent the product to all internal and external stakeholders Release Management, Presentations, AI Capability research (30%) : Actively engage in release discussions, prioritizations, status reporting Ability to create well-articulated presentations to explain the work Take lead roles in Internal team initiatives and suggest process improvements. Suggest and adopt usage of tools and technique to do a task more efficiently Take part in evaluating vendor products and ability to pick the latest and best in the market. Help and collaborate with the research team with relevant industry best practices, proof of concepts and pseudo code where necessary What ideal qualifications, skills & experience would help someone to be Successful? Bachelors and Masters degree Engineering/Technology/Mathematics/Statistics/related disciplines from Tier 1 universities/institutes in India or abroad. Relevant industry certifications such as CFA, CQF will be looked at favorably 5-8 years of mixed experience in product management and hands-on product development Proven track record of launching and growing products Should have worked in SaaS products using Python as a programming language Experience with agile development methodologies. Excellent Team player and demonstrate the ability to work in ambiguity and thrive in chaos. Self motivated and driven with a heightened sense of ownership and accountability Proven ability to take initiative and work under pressure in a changing/growing environment. A passion to keep oneself abreast of the latest technological advancements and suggest ways to improve ways of working. Exceptional decision-making skills: Ability to prioritize across needs given limited resources Thrives in a startup like environment: loves dealing with fast pace and changing needs Ability to create relationships both inside and outside of the Product organization Excellent story telling/articulation abilities along with the capacity to dive into minute details. Superlative communication and consensus building skills

Posted 4 days ago

Apply

2.0 - 10.0 years

0 Lacs

kolkata, west bengal

On-site

At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture, and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. Business Consulting QAS- Quantitative Trading Book (QTB) Profile: Quant Analyst/ Consultant/ Manager EY's Financial Services Office (FSO) is a unique, industry-focused business unit that provides a broad range of integrated services leveraging deep industry experience with strong functional capability and product knowledge. FSO practice offers integrated advisory services to financial institutions and other capital markets participants, including commercial banks, investment banks, broker-dealers, asset managers (traditional and alternative), insurance and energy trading companies, and the Corporate Treasury functions of leading Fortune 500 Companies. The service offerings provided by the FSO Advisory include market, credit, and operational risk management, regulatory advisory, quantitative advisory, structured finance transaction, actuarial advisory, technology enablement, risk and security, program advisory, and process & controls. Within EY's FSO Advisory Practice, the Financial Services Risk Management (FSRM) group provides solutions to help FSO clients identify, measure, manage, and monitor market (trading book), credit (banking book), operational, and regulatory risks associated with their trading, asset-liability management, capital management, and other capital markets activities. The Market Risk (MR) team within FSRM assists clients in designing and implementing strategic and functional changes across risk management, treasury, front office, middle office, and back office activities with a focus on risk and valuation processes, regulatory compliance, analytics, strategy, and organizational structure. Your key responsibilities include demonstrating deep technical capabilities and industry knowledge of financial products, leading components of large-scale client engagements, understanding market trends and demands in the financial services sector, monitoring progress, managing risk, and effectively communicating with key stakeholders, and playing an active role in mentoring junior consultants within the organization. To qualify for the role, you should have an Undergraduate (4-year degree) or Masters (Computational Finance, Mathematics, Engineering, Statistics, or Physics preferred) or Ph.D. in quantitative topics with at least 2-10 years of relevant experience. Additionally, you should have working knowledge or academic experience of statistical and numerical techniques, knowledge of mathematical concepts related to pricing derivatives for various asset classes, strong risk management/model development/validation knowledge, good hands-on experience in model development/validation/monitoring/audit procedures, knowledge of mathematical concepts like Stochastic Calculus, Differential and Integral calculus, strong coding skills in programming languages like Python and R, excellent communication and strong problem-solving skills, project management experience, and report writing experience. Good-to-have qualifications include certifications such as FRM, CQF, CFA, PRM, regulatory knowledge/experience in areas such as Basel, CCAR, and FRTB, ETRM/CTRM systems experience, pricing/risk management system knowledge/experience, willingness to travel to meet client needs, experience in stakeholder and client management, and contributing to people initiatives. EY offers a competitive compensation package, a collaborative environment, excellent training and development prospects, an excellent team of senior colleagues, and opportunities to contribute to developing intellectual capital to support delivering superior outcomes for clients and the firm. EY exists to build a better working world, helping to create long-term value for clients, people, and society and build trust in the capital markets. Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform, and operate. Working across assurance, consulting, law, strategy, tax, and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.,

Posted 4 days ago

Apply

5.0 - 9.0 years

0 Lacs

chennai, tamil nadu

On-site

As a Valuation Specialist at [Company Name], your primary responsibility will be to ensure the accuracy of externally sourced prices for listed instruments and market values for OTC derivatives. You will be tasked with calculating fair values of less liquid securities and OTC derivatives using proprietary IT applications or valuation models provided by third-party vendors. It will be crucial for you to resolve time-critical valuation issues while adhering to the cut-off times of the funds in the specific location. Additionally, you will be responsible for preparing inputs for pricing committees, communicating effectively with stakeholders such as Risk Management, Investment teams, Legal & Investment Compliance, Fund Administration, and collaborating closely with valuation specialists to ensure best practices are applied globally across AllianzGI portfolios. To be successful in this role, you must hold a Master's degree in Economics, Finance, or a related field, along with 5-7 years of relevant experience in the financial industry, preferably in asset valuation. You should have first-hand experience with major data providers like Bloomberg, Markit, and Refinitiv, as well as in-depth knowledge of widely used valuation models. Proficiency in Microsoft Office, especially MS Access and MS Excel, is essential. Furthermore, you should possess excellent communication skills, be able to work well under pressure, prioritize tasks effectively, demonstrate a high level of commitment and motivation, and work both independently and collaboratively in a team environment. Fluency in English, both spoken and written, is required, while fluency in German is preferred. Preferred qualifications for this role include a CFA or FRM charter, coding skills in VBA, SQL, and Python, experience in developing IT applications, and the ability to work during European business hours. If you are a dedicated professional with a strong background in asset valuation and a passion for delivering accurate and timely results, we encourage you to apply for this exciting opportunity at [Company Name].,

Posted 4 days ago

Apply

5.0 - 9.0 years

0 Lacs

karnataka

On-site

At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture, and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself and a better working world for all. As part of our EY-Business Consulting-Finance team, you will help clients develop their Change Management/Performance Improvement initiatives and identify potential opportunities for performance improvements and drive them. This includes a techno-functional role conducting finance processes assessments, deep diving and analyzing pain areas and coming up with solutions. The client base spans across industries and countries. We're looking for a Senior Consultant with expertise in Business Consulting in the finance domain to join the global EY-BC Finance team. This is a fantastic opportunity to be part of a leading firm while being instrumental in the growth of a new service offering. Your key responsibilities include: - 5-7 years of consulting experience - 2 real-time projects on any finance functions with knowledge of technical solutions like Oracle ARCS, Trintech, BlackLine, Onestream - Experience with finance functions Record to report processes involving account reconciliations, Journals, Transaction matching, Variance analysis, intercompany, etc. - Knowledge of Financial Consolidation and Close, Cost Allocation, and Finance Planning and Budgeting Processes - Good Knowledge of ledger and sub-ledger systems; technical know-how of SAP ERP/HANA, Oracle GL (good to have) - Strong accounting skills and understanding of financial reports and statements - Good experience in Chart of accounts design - Knowledge of activities in the financial close of an organization for month/Quarter/Annual close - Translate business requirements to technical language and model/program them in applications - Managing/supervising teams of people on project work - Ability to effectively prioritize and execute tasks in a high-pressure environment - Open to travel (Domestic & International) To qualify for the role, you must have: - MBA OR Masters in business administration in Finance / CA / CFA - Bachelors in technology or engineering - Strong Excel and PowerPoint skills Skills and attributes for success: - Certification in any of the financial tools is good to have - Strong analytical skills as well as excellent problem-solving skills - Confident & professional communication style - Proficiency in English (oral and written) - Problem-solving and root cause identification skills - Ability to clearly articulate messages to a variety of audiences - Flexible and adaptable; able to work in ambiguous situations - Able to work effectively at all levels in an organization - Capability to influence others and move toward a common vision or goal - Ability to lead and manage a team of consultants - Must be a team player and able to work collaboratively with and through others What we look for: A team of people with commercial acumen, technical experience, and enthusiasm to learn new things in this fast-moving environment. Opportunities to work with EY Advisory practices globally with leading businesses across a range of industries. What working at EY offers: At EY, we're dedicated to helping our clients, from the world's top companies, and the work we do with them is as varied as they are. You get to work with inspiring and meaningful projects. Our focus is education and coaching alongside practical experience to ensure your personal development. We value our employees, and you will be able to control your own development with an individual progression plan. You will quickly grow into a responsible role with challenging and stimulating assignments. Moreover, you will be part of an interdisciplinary environment that emphasizes high quality and knowledge exchange. Plus, we offer: - Support, coaching, and feedback from some of the most engaging colleagues around - Opportunities to develop new skills and progress your career - The freedom and flexibility to handle your role in a way that's right for you EY | Building a better working world: EY exists to build a better working world, helping to create long-term value for clients, people, and society and build trust in the capital markets. Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform, and operate. Working across assurance, consulting, law, strategy, tax, and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.,

Posted 4 days ago

Apply

4.0 - 8.0 years

0 Lacs

maharashtra

On-site

We are looking for an Executive Communications professional with specialized experience in Banking, Insurance, and Capital Markets. The ideal candidate will have a background in financial consulting, strong knowledge in investor relations, and experience in IPO communications. A CFA level certification or an MBA in Finance is highly preferred. Your responsibilities will include developing and executing strategic communications plans for clients in the banking, insurance, and capital markets sectors. You will provide expert counsel on financial communications, investor relations, and capital markets activity, including IPOs, M&As, and other corporate events. Creating compelling content like press releases, financial reports, speeches, and presentations will be a crucial part of your role. Building and maintaining strong relationships with key media, analysts, and stakeholders in the financial sector is also essential. You will manage client communications during high-profile financial events, including IPOs, earnings reports, and crisis situations. Collaboration with senior leadership and cross-functional teams to drive communication strategies will be key. Preferred qualifications include experience in financial consulting or investor relations, particularly in banking, insurance, or capital markets. A CFA level certification or equivalent experience in financial analysis is preferred. A strong understanding of capital markets, financial instruments, and IPO processes is required. Excellent written and verbal communication skills are a must, with the ability to distill complex financial data into clear messaging. You should have a proven ability to manage multiple client accounts and meet tight deadlines in a fast-paced environment. Strong media relations and crisis communication skills are also highly valued. We offer a dynamic and collaborative work environment with opportunities to work with high-profile clients in the financial sector. Competitive compensation and benefits, as well as professional growth and development opportunities within one of India's top PR firms, are part of the package. Interested candidates should submit their resume and a cover letter outlining their relevant experience to shrinivas.alley@adfactorspr.com. Join Adfactors PR and help shape the future of financial communications!,

Posted 4 days ago

Apply

3.0 - 7.0 years

0 Lacs

chennai, tamil nadu

On-site

Join Barclays as a Liquidity Management & Strategy Analyst where you will play a crucial role in ensuring that the bank has sufficient funds to meet its short-term and long-term obligations, as well as in the development and implementation of strategies to manage the bank's liquidity position. At Barclays, we are not just predicting the future - we are actively shaping it. To excel in this position, you should possess the following skills: - Solid knowledge of Finance or Treasury functions, particularly in liquidity management/planning or Accounting, and/or experience and interest in balance sheets. - A keen eye for detail, taking pride in the quality of written communications and analyses. - Strong analytical skills, with the ability to handle large datasets effectively. - Excellent relationship management skills, enabling you to build and maintain strong, open, and trusted relationships with various stakeholders beyond your immediate team. Additionally, highly valued skills may include: - Qualifications such as CA/CFA/CPA/MBA or equivalent, with a strong foundation in Finance & Accounts. - Proficiency in Excel, PowerPoint, and Macros is essential. - Understanding and knowledge within a Liquidity (Risk) Management function would be advantageous. - Familiarity with Automation Tools, Macros, Alteryx, Tableau can provide a strong edge. - Background in Banking, NBFC, FIs, Regulatory, and/or consultancy sectors. - Relevant experience in finance or treasury functions. You will be evaluated based on critical skills essential for success in the role, such as risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, as well as job-specific technical skills. The role is based in our Chennai office. **Purpose of the Role:** Your primary responsibility will be to ensure that the bank maintains adequate funds to meet its financial obligations, along with developing and executing strategies to manage the bank's liquidity position. **Key Accountabilities:** 1. Develop and implement funding and liquidity strategies to efficiently manage the bank's liquidity position in compliance with regulatory requirements and risk appetite, achieving favorable commercial outcomes in terms of funding costs. 2. Analyze and quantify the regulatory and behavioral liquidity risk impact of transactions conducted by business units. 3. Maintain strong relationships with key business units, collaborating to manage liquidity within constraints. 4. Monitor key liquidity metrics and trends, providing advice on necessary actions to maintain funding and liquidity levels within tolerance. 5. Manage intra-group funding arrangements to ensure subsidiaries are adequately funded and managed within balance sheet, large exposure, and capital constraints. 6. Design and implement stress testing methodologies to evaluate the bank's liquidity resilience under various financial shocks, economic downturns, and sector-specific crises. Analyze stress testing results and develop mitigation strategies to address potential liquidity shortfalls. 7. Develop new tools, models, and data analysis to enhance the bank's funding and liquidity management capabilities. **Analyst Expectations:** In this role, you will: - Perform assigned activities in a timely and high-quality manner, continuously driving improvement. - Possess in-depth technical knowledge and experience in your area of expertise. - Lead and supervise a team, guiding professional development, allocating work, and coordinating resources. - Impact the work of related teams within your area and collaborate with other functions and business areas. - Take responsibility for end results of operational processing and activities, escalating policy breaches appropriately. - Advocate for risk management, strengthen controls, and ensure adherence to relevant rules, regulations, and codes of conduct. - Continually build an understanding of your sub-function's integration with the overall function, as well as the organization's products, services, and processes. - Resolve problems, guide team members, communicate complex information, and act as a contact point for stakeholders outside your function. All colleagues are expected to embody the Barclays Values of Respect, Integrity, Service, Excellence, and Stewardship, as well as the Barclays Mindset to Empower, Challenge, and Drive.,

Posted 4 days ago

Apply

3.0 - 7.0 years

0 Lacs

hyderabad, telangana

On-site

The role of Auditor - COO & Senior Auditor in Bangalore & Hyderabad is a full-time position requiring at least 5+ years of experience and eligibility criteria of being a Qualified CPA or Qualified CA. As a Senior Auditor - COO, you will be responsible for executing and managing multiple concurrent projects or audit engagements under the direction of senior management. You will participate in audits as a subject matter expert, demonstrating a broad knowledge encompassing technology, operations, finance, and regulations across various business areas. Building strong business relationships within the Audit team and with other stakeholders is a key aspect of this role. Additionally, you will be accountable for project management, timely completion of audits, and effective communication. The ideal candidate should have a CA or MBA (Finance) qualification along with 3 to 5 years of relevant experience in Internal Audit or a similar domain, preferably in the banking sector, captives, or Big 4s. Experience across Investment Banking audit, Operations teams, Risk and Control functions is desirable. Possessing a good understanding of internal banking processes, auditing techniques, and audit life-cycle is essential. Post-Graduation degree and certifications like CIA, CFA, CPA, ACCA, and CISA will be advantageous. Furthermore, the role requires excellent communication skills, organizational abilities, multitasking, and prioritizing skills. The candidate should have an agile mindset, problem-solving attitude, good analytical skills, and high attention to detail. An ability to positively impact team environments, adaptability, and flexibility are crucial for success in this position. Travel of up to 10% of the time may be required for this role.,

Posted 4 days ago

Apply

16.0 - 20.0 years

0 Lacs

Bengaluru, Karnataka, India

On-site

HIRING FOR VICE PRESIDENT -PRICING EDGE , Experience Required : 16 - 20years Responsibilities : Financial Structuring & Analysis: Lead the financial structuring of deals, ensuring alignment with business objectives. Conduct thorough assessments of pricing models, P&L, cash flow, and financial viability throughout the deal lifecycle (from qualification to closure). Identify and mitigate potential risks. Deal Team Leadership: Partner with and lead cross-functional deal teams to develop f inancial strategies and solutions tailored to each deal. Provide recommendations and guidance on deal-specific financial matters, ensuring the formulation of a competitive sales strategy. Client Negotiations: Support client negotiations on financial and commercial terms, aiming to sign contracts that meet financial goals while addressing customer business drivers. Cross-Department Collaboration: Collaborate with FP&A, Tax, Technical Accounting, and other departments as needed to ensure comprehensive deal analysis and financial alignment. Internal Governance & Reporting: Contribute to the preparation of financial materials for internal deal governance. Compile and maintain key performance indicators (KPIs), progress reports, and metrics for leadership and stakeholders. Process Compliance: Ensure adherence to company processes and policies, utilizing approved tools and methodologies. Support compliance and contribute to the development of best practices. Risk & Margin Management: Validate commercial/financial terms and conditions, evaluate risks to revenue and margins, and track these metrics throughout the deal lifecycle. Standardization & Best Practices: Drive the adoption of standardized process and methodologies, ensuring best practices are followed in pricing and financial structuring. Global Pricing Strategy: Promote and support regional and global pricing initiatives. Ensure the overall pricing strategy aligns with the companys business needs and objectives. Qualifications we seek in you! Minimum Qualifications / Skills CA, CMA, MBA (Finance), CFA Show more Show less

Posted 4 days ago

Apply

14.0 - 19.0 years

12 - 13 Lacs

Mumbai, Pune

Work from Office

Key Responsibilities : Conduct property valuations for residential, commercial, and industrial assets using market, income, and cost approaches. Prepare detailed valuation reports for clients, banks, investors, and internal stakeholders. Perform market research to analyze trends, comparable sales, and rental data. Collaborate with cross-functional teams including project management, strategy, and finance. Ensure compliance with local and international valuation standards (e. g. , RICS, IVS). Support business development by preparing proposals and client presentations. Mentor junior analysts and contribute to internal process improvements. Oversee valuation projects across Western India. Conduct client meetings and deliver presentations. Coordinate with marketing and strategy teams to promote services. Identify system improvements for better client reporting.

Posted 4 days ago

Apply

2.0 - 6.0 years

8 - 13 Lacs

Mumbai

Work from Office

About The Role : In Scope of Position based Promotions (INTERNAL only) Job TitleCapital & Liquidity Management Analyst Corporate TitleAssociate LocationMumbai, India Role Description Treasury Treasury at Deutsche Bank is responsible for the sourcing, management and optimization of liquidity and capital to deliver high value risk management decisions. This is underpinned by a best-in-class integrated and consistent Treasury risk framework, which enables Treasury to clearly identify the Banks resource demands, transparently set incentives by allocating resource costs to businesses and manage to evolving regulation. Treasurys fiduciary mandate, which encompasses the Banks funding pools, Asset and liability management (ALM) and fiduciary buffer management, supports businesses in delivering on their strategic targets at global and local level. Further Treasury manages the optimization of all financial resources through all lenses to implement the groups strategic objective and maximize long term return on average tangible shareholders equity (RoTE). The current role is part of Treasury Office in DBC Mumbai with a regional focus on all APAC region entities. Function Description APAC Treasury function plays a key role in helping the Bank to achieve its overall objectives in the APAC region, to protect and commercially steer the firm's financial resources, to enable execution of the Bank's strategy both in normal and stress environments. APAC Treasury team oversees DB legal entities (subsidiaries and branches) in the APAC region from liquidity, capital, balance sheet and funding perspective, complying with local regulatory requirements and optimising DB Group resource utilisation. Within APAC Treasury, Fund Transfer Pricing team (FTP) is responsible for ensuring the Bank maintains a sound funding framework to correctly quantify and incentivize funding provision and diversification under normal and stressed market conditions, while remaining in compliance with regulatory requirements. In addition FTP develops and maintains methodologies to allocate funding and liquidity costs to the Bank's Business Units fairly and transparently. What well offer you , 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities APAC Treasury FTP team wish to hire a FTP specialist. The core deliverables for the roles are Analytical and Governance support with regards to FTP for individual country ALCOs with close linkage with group FTP team for consistency Local entity specific FTP MI analytics work to support local treasurer on monthly local liquidity account PnL review and signoff process. Support Kannon enablement for FTP-related processes in APAC and identify and delivery process optimization opportunities Coordination for FTP related Policy update in each entity as well as collation of audit responses for Group audit, KPMG, or tax authorities. Methodology recommendation when needed by considering local entity, product or market nuances Materials preparation for regional FTP forums, including collating inputs from global SMEs and local treasury teams Support other global FTP deliverables when needed Your skills and experience Core Skills Strong analytical skills Strong numerical skills Interpersonal skills and ability to deal with senior stakeholders across various time locations. Communication style needs to adapt based on varied audience with varied understanding of the concepts and of the processes. Proficient in Microsoft Office applications, strong Excel, PowerPoint is a must. Effective Presentation skills Understanding of Financial Resource Management concepts -asset, liabilities, liquidity constraints and how they translate into the funding plan (Good to have, but not a must have skill) Personal Attributes Attention to details. Strong organizational skillsadhering to timelines - prioritization Issue resolution - challenge, resolve, and communicate issues to relevant stakeholders Curiosity being inquisitive willingness to question and strong drive to improve Pride setting oneself high standards, owning deliveries Highly motivated and self-sufficient - an individual with ability to be directed with high precision and reliability Ability to escalate issues and seek guidance is key as well Collaborative work style -someone who takes great pride in being a true team player working for the benefit of the entire team Experience/Exposure A degree in accounting (Chartered Accountant or equivalent)/ MBA (Finance)/CFA/FRM with Excellent educational background from institutes of repute preferred. However we encourage you to apply if can demonstrate core skills and other personal attributes. Knowledge of python/VBA/SQL will be an added advantage, but not mandatory. How well support you . . . .

Posted 4 days ago

Apply
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

Featured Companies