995 Cfa Jobs - Page 10

Role Overview: Evalueserve is a global leader in delivering innovative solutions to various clients, including Fortune 500 companies. With a presence in over 45 countries, we leverage technology and subject matter expertise to enhance clients" business impact. As part of the Investment Research team, you will engage in macroeconomic research, analysis of Indian markets, and collaboration with global research teams. Key Responsibilities: - Conduct in-depth macroeconomic research and analysis on Indian markets, focusing on fiscal, monetary, and external sector developments. - Track and interpret key economic indicators and policy announcements. - Utilize large datasets to generate insights, de...

As a Senior Portfolio Counsellor at EWPL, your role involves managing investment portfolios of HNI families, aiming to achieve desired investment returns by implementing strategies, conducting market research, selecting appropriate investment vehicles, and monitoring portfolio performance. Your responsibilities include developing and implementing risk management plans, maintaining client satisfaction through effective communication and regular reviews, identifying new business opportunities, adhering to regulatory guidelines, and collaborating with team members to deliver high-quality services. Additionally, you will mentor and train junior team members/RMs to enhance their relationships and...

As an Assistant Vice President (AVP) Treasury Finance at Barclays, your role will involve supporting the delivery of technology finance solutions. Your experience in Technology and/or Finance related Transformation is critical for success in this role. Barclays is a forward-thinking organization that is actively shaping the future. Key Responsibilities: - Develop and implement stress testing methodologies to assess the bank's resilience under various economic scenarios - Manage the bank's financial risks and communicate financial risks to relevant stakeholders - Analyze the bank's capital position and develop capital management strategies - Orchestrate process cycles for Planning and Stress ...

As a part of FIN-SOFT SOLUTIONS, a software product company based in Ahmedabad specializing in Banking and Financial Services (BFSI) products, you will be working on our flagship product, WT CORP. This product is utilized by private banks, financial advisors, and asset management companies. We are looking for dedicated and experienced team members to join us in this exciting journey within the BFSI domain. Your role will require you to be self-driven, self-motivated, and approach tasks with a result-oriented mindset. Key Responsibilities: - Possess a Finance/Accounting background such as an MBA, CA, or CFA - Demonstrate strong analytical and problem-solving skills - Proficiency in MS Excel a...

Roles and Responsibilities Teach students about stock markets, equities, capitalization, and related concepts. Develop and deliver engaging lesson plans for online courses on stock market trading. Conduct research analysis to create informative content for educational materials. Provide one-on-one support to students through email or chat sessions. Collaborate with team members to improve course curriculum and teaching methods.

Responsibilities: * Conduct research analysis on financial markets and instruments * Teach stock market and finance principles using technical and fundamental analysis techniques * Prepare lesson plans and course materials Health insurance Leave encashment Work from home Job/soft skill training

Role & responsibilities Order to Delivery Local 30 to 100 Kms, dedicated vehicle dispatch monitoring and plan to increase the utilization Bike Delivery Analysis and Feasibility for the scope of improvement VALIDATION, SETTLEMENT OF CNs BEFORE 10th OF EVERY MONTH CFA review as per defined parameters, sending report to HO with CFA ranking. CFA productivity review on Monthly basis(bucketing of CFA as per average tonnage) 3-MAINTAINING CUSTOMER RECEIVING TIME DATA 100% FIFO COMPLIANCE for Deco and industrial . HIGH NOD SKU SHOULD BE HIGHLITED AND TARGET TO REDUCE( nod sku should not go beyond 60 days) Ensuring Critical SKU Score of 95% for the Vehicles dispatched through RDC Ensuring A-Class Cri...

Sales of shipping & logistics services to companies that import & export goods - understanding their needs, creating customized transportation solutions (air, ocean, etc.), preparing quotes, negotiating sales contracts, ensuring client satisfaction Required Candidate profile any graduate 4-5 years of experience in sales in a shipping company or with a freight forwarder Understanding of international shipping processes (Incoterms, customs regulations, transportation modes)

Role Overview: At EY, you will have the opportunity to build a career in line with your uniqueness, supported by a global scale, inclusive culture, and technology to help you become the best version of yourself. Your voice and perspective are crucial in contributing to EY's continuous improvement. Join EY to create an exceptional experience for yourself and contribute to building a better working world for all. Key Responsibilities: - Establish a foundational Commercial Management Office and lead a dedicated team to support large and complex deals within the organization. - Develop frameworks for managing financial processes and controls across multiple large Managed Services projects. - Imp...

Role Overview: At EY, as a Senior in the Business Consulting Financial Services Risk Management (FSRM) Business Solutions team, you will have the opportunity to work within the Financial Services Office (FSO) to provide integrated consulting services to financial institutions and other capital markets participants. You will be part of a team that assists clients in identifying, measuring, managing, and monitoring various risks associated with their trading, asset-liability management, capital management, and other capital markets activities. Key Responsibilities: - Conduct gap assessments, impact analysis, and business readiness assessments for regulatory change management - Demonstrate deep...

You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team. As a Planning & Analysis Analyst in the Finance team, you will spend each day defining, refining, and delivering set goals for the firm. You will serve as a strategic analytical resource to help senior executives understand, manage, forecast, and plan the financial profitability of the business. Your responsibilities will include managing monthly and quarterly forecasts, CCAR Stress testing, earnings press release process, and annual budget/mid-year forecast reporting. **Key Responsibilities:** - Ensure data integrity and accuracy in all reporting and forecasting. - Proactivel...

Work with team of onshore analysts to cover credit risk monitoring for Financial Institutions portfolio Reviewing credit reports and financial models submitted by portfolio monitoring team based on fundamental analysis for a set of assigned credits/companies The credit assessment review requires the following: Undertaking research and analysis of an entity through thorough assessment of its credit strengths and weakness and weighing its business and financial risk profile. Understanding the potential for sovereign support or parent support which would need to be factored into the credit assessments. Preparing a detailed credit assessment report and elaborately discuss the company profile and...

Join our Macquarie Asset Management Finance team and be part of a dynamic and collaborative work environment. You will have the opportunity to gain relevant exposure and grow in the areas of accounting, tax, financial and management reporting. At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. We are a global financial services group operating in 31 markets and with 56 years of unbroken profitability. You'll be part of a friendly and supportive team where everyone - no matter what role - contributes ideas and drives outcomes. What role will you play In this role, you will be responsible within the domains of financial and ...

Analyst ICG: Elevate Your Impact Through Evalueserve Evalueserve is a global leader in delivering innovative and sustainable solutions to a diverse range of clients, including over 30% of Fortune 500 companies. With a presence in more than 45 countries across five continents, we excel in leveraging state-of-the-art technology, artificial intelligence, and unparalleled subject matter expertise to elevate our clients' business impact and strategic decision-making. Our team of over 4, 500 talented professionals operates in countries such as India, China, Chile, Romania, the US, and Canada. Our global network also extends to emerging markets like Colombia, the Middle East, and the rest of Asia-P...

Financial Planning & Analysis: Develop, maintain, and improve financial models to support budgeting, forecasting, and long-term planning. Analyze variances between actuals and forecasts/budgets and provide insightful explanations. Reporting: Prepare and deliver timely and accurate financial reports, dashboards, and presentations for management and stakeholders. Data Analysis: Gather, validate, and analyze large data sets from multiple sources to identify trends, risks, and opportunities. Business Partnering: Work closely with business units and leadership teams to understand financial drivers, track KPIs, and support strategic initiatives. Process Improvement: Identify and implement process ...

Financial Planning & Analysis: Develop, maintain, and improve financial models to support budgeting, forecasting, and long-term planning. Analyze variances between actuals and forecasts/budgets and provide insightful explanations. Reporting: Prepare and deliver timely and accurate financial reports, dashboards, and presentations for management and stakeholders. Data Analysis: Gather, validate, and analyze large data sets from multiple sources to identify trends, risks, and opportunities. Business Partnering: Work closely with business units and leadership teams to understand financial drivers, track KPIs, and support strategic initiatives. Process Improvement: Identify and implement process ...

Support the fiscal month-end close processes including managing accruals, reconciliations and performing the variance analysis for partner programs. Assist with monthly and quarterly financial reporting for partner programs including automation of existing and new reporting on key performance metrics Investigate and resolve discrepancies or issues related to partner programs, incentives and investments, working closely with internal and external teams as needed. Review and approve the POs for partner programs and investments in accordance with established policies, budgets, and procedure Collaborate with cross functional teams, including Finance, Sales Operations, IT and Legal to drive proce...

Role & responsibilities Help clients in Valuation Reporting for all open-ended funds and different investor reports throughout the quarter Reconciling data set between data sources to ensure consistency and accuracy Work on different BPP funds to project the Incentive fees Calculating and reporting of TWRs, IRRs and other key performance indicators Perform special projects and ad-hoc business case analyses determined by the needs of Stakeholders Work on different databases such as iLevel, Niagara etc Maintain a consistent and strong focus on compliance and risk management Preferred candidate profile Masters degree – Major/Minor in Finance, Banking or Mathematics is a plus Exceptional quantit...

About KPMG in India KPMG entities in India are professional services firm(s). These Indian member firms are affiliated with KPMG International Limited. KPMG was established in India in August 1993. Our professionals leverage the global network of firms, and are conversant with local laws, regulations, markets and competition. KPMG has offices across India in Ahmedabad, Bengaluru, Chandigarh, Chennai, Gurugram, Jaipur, Hyderabad, Jaipur, Kochi, Kolkata, Mumbai, Noida, Pune, Vadodara and Vijayawada. KPMG entities in India offer services to national and international clients in India across sectors. We strive to provide rapid, performance-based, industry-focused and technology-enabled services,...

As one of the world's leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of distinctive investment management capabilities, Invesco provides a wide range of investment strategies and vehicles to clients around the world. If you're seeking challenging work, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco and make a difference every day. **Key Responsibilities / Duties:** - Serves as Subject Matter Expert (SME), thought leader, and technical strategy driver for the business capability/product - Interfaces with the business to determine their nee...

About the Opportunity Job TypeApplication 30 June 2025 Title Senior Associate - Investment Research Department Global Investment Research - Research Specialist Team Location Gurgaon, India Reports To Team Lead / Associate Director, Investment Research Level Research Analysis - 4 Were proud to have been helping our clients build better financial futures for over 50 years. How have we achieved thisBy working together - and supporting each other - all over the world. So, join our Global Investment Research - Research Specialist Team and feel like youre part of something bigger. About your team Investment Research Specialist team is based out of two locations - Gurgaon, India and Dalian, China. ...

About The Role Skill required: Financial Planning & Analysis - Financial Planning and Analysis (FP&A) Designation: Financial Plan & Analysis Specialist Qualifications: BCom/MCom/Chartered Accountant Years of Experience: 7 to 11 years What would you do? You will be aligned with our Finance Operations vertical and will be helping us in determining financial outcomes by collecting operational data/reports, whilst conducting analysis and reconciling transactions.Financial planning, reporting, variance analysis, budgeting and forecastingFinancial planning and analysis (FP&A) refers to the processes designed to help organizations accurately plan, forecast, and budget to support the company s major...

Manage accounting/budgeting function in the company including recurring statutory compliances. Facilitate timely completion of statutory and tax audits of the company. Coordinate the direct and indirect tax assessments with various statutory departments. Ideate, conceptualize and implement projects for process improvements. End to end handling of advanced projects like Advance Pricing Agreement, ESOP implementation, Digitization of accounting processes etc. Partner with global stakeholders on enterprise driven projects/ initiatives with also implementation at a local India entity level Basic Qualifications At least 6 years of experience as a Chartered Accountant. Preferred Qualifications Cer...

ROLE DESCRIPTION This role requires a strong hands-on Business Data Analyst to work closely with the CVA Data Service Product Owner and Project team in supporting analysis, planning and execution of complex, large scale projects from definition to closure. They are responsible for the end-to-end business analysis of data related subject matter or issues/exceptions, proactively balancing priorities, team, outcomes and benefits. Preference will be given to candidates with strong hands-on business analysis experience, preferably in counterparty credit risk, market risk and XVA. Objectives of CVA Data Services CVA Data Services is a newly created application, centralising Counterparty Risk relat...

Analyse Company’s financial performance which include; Past financial and business performance & Benchmark these against peers performance. Project future performance of the company Undertake rigorous credit risk analysis encompassing industry / business research and financial analysis of various large Finance Sector Clients. Assign Ratings and prepare reports that cogently capture the rationale behind the rating. Make credit rating recommendation to the Rating Committee. Ensure adherence to timelines. Maintain a high quality of analytics and rating committee presentation. Client Management / Stakeholder Management. Discuss with the key management personnel of the corporates being rated to u...