256 Cfa Jobs - Page 10

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)

Pre and Post Sanction Credit Analyst (Operations) Job Overview: The Pre and Post Sanction Credit Analyst is responsible for managing both the pre-approval and post-approval stages of the credit process. This role involves conducting thorough credit analysis, evaluating risk factors, ensuring compliance, and monitoring the credit lifecycle from application to post-sanction monitoring. The analyst plays a critical role in supporting the company s lending decisions by assessing the financial viability and risk of potential borrowers, as well as ensuring adherence to credit policies and regulatory standards after credit has been approved. Key Responsibilities: Pre-Sanction Responsibilities: Credit Assessment: Review and analyze loan or credit applications to evaluate the creditworthiness of potential borrowers. This includes scrutinizing financial statements, credit reports, business plans (for commercial clients), and other relevant documentation. Due Diligence: Perform thorough due diligence by verifying applicant information, including employment verification, property appraisals (for mortgages), secured and unsecured lending and the authenticity of financial documents. Conduct PD (CPV) report Decision Support: Provide recommendations to management and the credit committee based on a detailed risk analysis, ensuring that credit decisions align with company policies and regulatory requirements. Post-Sanction Responsibilities: Loan Documentation: Ensure that all necessary documentation (loan agreements, security documents, etc.) is collected, reviewed, and accurately processed before disbursement. Risk Management: Continuously assess post-sanction risks and proactively address any issues related to payment delays, defaults, or any other concerns that may affect the loan s performance. Portfolio Review: Conduct periodic reviews of the credit portfolio to identify any emerging risks, changes in borrower circumstances, or industry shifts that may affect the creditworthiness of borrowers. Restructuring Modifications: In cases of financial distress or non-compliance, assess the need for loan restructuring, and propose modifications to the loan agreement in consultation with relevant departments. Client Relations: Maintain regular communication with clients after the loan is sanctioned to ensure that they are informed of any changes or issues. Address borrower queries related to repayment or credit terms. Collections Support: In the event of defaults or delinquencies, work with collections teams to support recovery efforts, while ensuring that collection practices comply with internal policies and legal requirements. Qualifications: Education: A Bachelor s degree in finance, accounting, economics, or a related field. A master s degree or professional certification (e.g., CFA, FRM) is a plus. Experience: Minimum of 3 years of experience in credit analysis, risk management, or a similar role. Prior experience in pre and post-sanction credit management, banking, or financial institutions is preferred. Skills Abilities: Strong analytical and problem-solving skills. Ability to assess credit risk and determine appropriate terms and conditions. Knowledge of financial statements, credit reports, and financial modeling. Familiarity with credit underwriting processes and loan structures. Proficiency in credit analysis tools, financial software, and Microsoft Office Suite. Strong attention to detail and accuracy in processing and analyzing credit information. Effective communication skills for both client interaction and internal reporting. Ability to manage multiple tasks and prioritize effectively in a fast-paced environment. Strong understanding of regulatory requirements and lending practices. Certifications (Optional): Certifications such as Chartered Financial Analyst (CFA), Certified Credit Professional (CCP), or similar may be beneficial.

Duties and Responsibilities: Conducting Due Diligence. Drafting of Offer Documents Liaison with clients, legal counsels, registrar, share transfer agents, auditors, and other intermediaries. Liaison with BSE, NSE, SEBI, NSDL, CDSL and other authority as per requirement. Manage proper documentation as required by the Merchant banker. Advising clients on good corporate governance practices and compliance with various applicable Acts and guidelines. Framing Policies as required under the Companies Act, 2013, SEBI (LODR) Regulations. Educational Qualifications: CA/CS/MBA/CFA Skills: CA/CS/MBA/CFA with relevant Merchant Banking experience of 3-4 years Expertise knowledge of various merchant banking services like IPO, Open Offers, Buyback, Delisting, Right Issue etc. Well versed with Companies Act, guidelines/regulations of SEBI, Income Tax, Companies Act, FEMA, etc. Ability to work in teams. Willing to travel to client location for due diligence. Well-presented excellent oral and written communication skills.

1+ years of experience as an Inter CS for the Department of Human Resource. Experience in taking MoM ( Minutes of Meeting ), Basic Knowledge of SEBI Regulations, Fixing Agenda of the Meetings, taking NRC Notes from the meeting. Required Candidate profile We are looking for semi-qualified Chartered Accountants or Chartered Financial Analyst with 1+ years of experience. Recording & maintaining all the entries of day-to-day business transactions. Perks and benefits To be disclosed post interview

Location: Grade C1 Experience :6 to 10 years Notice period :preferred Immediate,30 days Proactive HiringBA JD for BA Role (6-10 yrs exp) Master's Degree (Preferred):In Business Administration (MBA), Finance, Economics, or a related field. Certifications (good to have):CBAP, PMI, CFA, Six sigmaSkills and Experience:1. Proficiency in data analysis, financial modelling, project management tools2. Identifying and documenting the business needs and requirements related to Banking systems and processes.3. Experience in Business Process Modelling , creating models and diagrams to represent financial processes and systems, helping to visualize and analyse them.4. Evaluating proposed solutions to ensure they meet the business requirements and provide value.5. Clearly communicating requirements and solutions to both technical and non-technical stakeholders.6. Identifying areas for improvement in Banking processes and recommending changes to enhance efficiency and effectiveness.7. Analysing financial data and generating reports to support decision-making.8. Assisting in the implementation of new Banking processes and ensuring they meet business needs.9. Providing training and support to teams on new systems and processes.10. Working closely with stakeholders, including bank management, IT departments, and end-users, to ensure alignment on banking goals and solutions.11. Awareness of Agile methodologies and use of tools like JIRA, Confluence etc Location - Lakshadweep,Chandigarh,Dadra & Nagar Haveli,Daman,New Delhi,Diu,Goa,Haveli,Puducherry,Sikkim

Description Landytech is on a mission to revolutionize the way that investment managers, asset owners and their advisors access asset information. Powered by Sesame, an industry-leading investment reporting platform, we are helping clients in over 15 countries make informed investment decisions and deliver insights faster. The company is growing rapidly and it's an exciting time to join, having secured $12M in Series B funding in January 2023. In just four years, it has gone from two co-founders to a team of almost 100 staff, with offices in London and Paris. At Landytech, we see diversity as our strength with a team from over 15 countries and 14 languages spoken. Team & Role Landytechs Services Group consists of Client Success, Data Services, Implementation, Product Specialist and Support teams. The purpose of the group is to ensure clients achieve their objectives, attaining value for money and fast RoIe, and in parallel delivering a healthy and sustainable client-base for Landytech with high retention and growth rates. The Product Specialist role requires individuals who currently are or can quickly become industry experts with a deep understanding of our platform and its capabilities. As a Product Specialist, you will play a crucial role in helping bring together our product and service offerings with our clients needs, ensuring that our solutions align with industry workflows and best practices. You will be responsible for enabling internal teams, designing client-specific requirements, demonstrating solutions and features, and driving the successful adoption of our products. What We Are Looking For: 1. Product and Industry Expertise: Industry Expert: Act as a subject matter expert, deeply understanding the day-to-day operations of the industry and how different Ideal Customer Profiles (ICPs) interact with our product including cash and cash flow management, private asset data maintenance, reporting, allocation, performance and risk analytics, data workflows and aggregations, etc. Product Knowledge: Gain and maintain a comprehensive understanding of our platform, including its features, capabilities, and limitations. Foster best practices in product usage and share this knowledge to help clients achieve their goals by participating in the creation of knowledge materials (articles, videos) and leading client live workshops. 2. Feature and Workflow Expertise: Solution Design: Leverage your end-to-end understanding of product features and industry workflows to design customized solutions that align with client needs. Collaborate on designing new client solutions for complex use cases that go beyond the self-service package providing specifications for Professional Services. Technical Requirements: Work closely with stakeholders to gather and analyze both business and technical requirements, translating them into scalable and efficient solutions. Feature Development: Participate in the development of new features by collaborating with product teams, providing feedback, and helping to refine solutions through proof-of-concepts. 3. Internal Enablement and Training: Team Enablement: Enable internal teams, including Client Success, Implementation, Support and Sales, on new or existing product features. Train them on how to present, use, and sell these features effectively. 4. Client and Partner Enablement and Escalation Management: Client Training: Conduct general and client specific training with customers and partners. Build and maintain a Knowledge Base (KB), Use Case Library (UCL), Standard Operating Procedures (SOPs), and an Academy for both internal and external stakeholders. Develop learning pathways for specific profiles of client. Demonstrate: Plan, design and lead demonstrations of product, new features and client specific requests. Escalation Handling: Act as the expert focus for resolving escalations, ensuring client issues are addressed swiftly and effectively. 5. Product Testing and Quality Assurance: Testing: Conduct rigorous testing of new features and product updates, ensuring any issues are promptly identified and resolved. Quality Maintenance: Maintain the product's quality and reliability through a hands-on approach to testing and problem-solving. Be a crucial feedback loop into our Engineering and Product teams Services Group Support: Enable the Service teams to perform at their best by providing the tools, knowledge, and support they need. 6. Presales and Commercial Efforts: Presales Assessment: Participate in presales assessments, providing technical and product expertise to support the commercial team. Sales Support: Collaborate with the sales team to demonstrate the value of our products, conduct Proof of Concepts (PoCs) and contribute to the commercial effort. Skills and Expertise 2- 3 years experience within the investment industry. Experience of working with software platforms. In-depth knowledge of the investment industry and asset classes. Strong product understanding and ability to share best practices through workshops and materials. Skilled in designing tailored client solutions and translating technical/business needs into efficient workflows. Experience in feature development collaboration with product teams. Experience in training internal teams and clients on product features. Expertise in conducting product demos, handling escalations, and building knowledge resources. Hands-on experience in product testing, identifying issues, and ensuring quality. Support engineering teams with feedback and maintain product reliability. Provide technical expertise in presales and collaborate with sales teams on Proof of Concepts (PoCs) to showcase product value. Our Benefits An opportunity to work in a fast-growing fintech revolutionizing investment reporting. Regular socials and being part of an international team with an HQ in London, UK and office in Paris, France as well. Hybrid style of work/ 2 days working from our office in Pune, India Private medical insurance for you and your family members.

Oversee financial planning, budgeting, and forecasting to support business growth.Ensure accurate and timely preparation of financial statements, MIS reports, and cash flow managemen Supervise inventory accounting, stock value.

Job description Hi, Greetings from Manpower Resources India (P) ltd. Manpower Resources India (P) Limited, a leading Executive Search company, offers services in Power, Steel, Infrastructure, Oil & Gas, Cement, Engineering space. We have be en mandated by a large conglomerate in building material business for the below mentioned position. Position Name: State System Controller Designation : Sr Officer / Asst Manager Location: Odisha /Hyderabad /Punjab/Jaipur /Kolkata Qualification & Skills : MBA(Finance)/CA/ICWAI/M.com/B.Com Experience : 5+ Job Description Implementing Commercial systems / processes, SOPs & legal guidelines for Sales and Logistics in the Zone / State. Ensuring adherence to processes / defined norms & SOPs, identification of deviations and taking necessary actions Market visits : Meet Dealers, Customers and Vendors and build rapport for smooth commercial operations Gather and analyze industry trends and provide inputs to the Sales team on price positioning prevailing in the market for suitable internal decision making Gather Market information on pricing trends, discount schemes, Credit Policy etc. and share the intelligence findings with stakeholders for suitable internal decision making Godown visits for Physical verification and operations review Analysis of logistics proposals & continuous review of existing practices; exercising comprehensive commercial controls to ensure SOP and policies are adhered to and take proactive steps for risk mitigation Examine the PTPKM rates on cost assumption model, Negotiate Secondary freights jointly with Zonal / Regional Logistics team Validation of Freight fixation of new destinations and Freight revisions jointly with Logistics function Validation of sub-optimal movement proposals Validation of new network proposals for HA / CFA / Godown / Secondary Freight proposals Godown Operation Ensure policy with respect to godown management is followed and there are NO damages generated in Godown. Ensure evacuation of cut & torn / damage cement material from godown Routine monthly physical verification of godowns - cover all godown on half yearly basis Track Inventory ageing to avoid damage of cement in godown Ensure registration of Godown with GST Customers Credit limit monitoring in line with SOP Ensure adequate checks and controls are there in SAP system with respect to release of credit hold orders for both Trade and Non Trade Network / Channel Management Ensure Complete documentation is done before opening of code for appointment of new dealers / SPA / Retailers / Non Trade customer / other vendors with respect to sales operations Ensure proper legal agreement is done with dealers / SPA / other vendors Refund and full & final settlement for Dealers / Registered Retailers / SPA / other vendors Analysis of CFA & SPA performance Discount & Incentive Comparison of Discount and incentive scheme with the Other Competition Brands Evaluation of Discount efficacy Tracking of Provisions vs Actuals

Bachelors degree in Engineering, Mathematics, Finance or Science. Master s or PhD a plus. CFA encouraged. FRM and CIPM optional. Expertise with global equity factor models (Barra, Axioma). Knowledge of equity options and equity futures. Proficiency in SQL and Python. Experience with Power BI or Tableau. Ability to multitask and handle and advise development team. Should be comfortable working in afternoon shift from 1 PM / 2 PM to 10:30 PM / 11:30 PM (9:30 Hours).

*05 -08 Yrs exp. with IT Companies in Accounts, Ledgers (AS/Ind AS, IFRS/GAAP) *Compliance (Companies Act, Income Tax Act, GST, PF/ESI) *Maintain internal controls on revenue, costs, auditing *Assist in budgeting, financial planning *Support CFO Required Candidate profile Must be CA/CFA/CPA Qualified with IT Company exp. Expert in financial reporting, budgeting, accounting, investment accounting Internal/ External audit Strong background in grants mgmt 9120665790

Investment Strategist-Land Aggregation / Land Acquisition-(Bangalore) Opening: 1 Nos. Job ID: 102783 Employment Type: Full Time Reference: Work Experience: 4.0 Year(s) To 10.0 Year(s) CTC Salary: Not Disclosed by Recruiter Function: Real Estate Industry: Real Estate/Property Location: Bengaluru/bangalore Posted On: 04th Mar, 2025 Share On WhatsApp Share LinkedIn Share Facebook Share Twitter Job Description: Job Summary: We are seeking an experienced and results-driven Investment Strategist in Land aggregation in Bangalore with proven track record able to demonstrate transaction done in recent past, also to lead society redevelopment engagement in Bangalore. Key Responsibilities: Responsible for various elements of investment strategy Originating deals and creating business plan in Bengaluru and Mumbai (redevelopment) Understanding of the Bengaluru real estate market norms; some knowledge of Mumbai redevelopment would be given due weightage Underwriting and analysing the return profile based on proposed business plan. Working in close proximity with Senior leadership on both sides (sell and buy) for target screening and idea generation. Guiding and executing multiple client deliverables including Investor Committee Presentations and Deal Models (including LBOs). Project and Team management Performing relative valuation and financial modelling on need basis. Idealising and modelling JV level economics like Promote structures, co-investments, fees / incentive structures, etc. Key Skills- Land Acquisition Society Redevelopment Engagement Land Parcels (outright purchase and tender process) PLR (Preliminary Land Report) Liaising - Central/State government authorities Preferred Qualifications: 4 to 5 years in Bengaluru market MBA/CA / CFA holder ( exceptions to this may be considered ) Key Skills : Land Acquisition Land Investment Financial Modelling

External Interfaces: Contractors BPO Partners Vendors Digital tools and Supplier Relation Management (SRM) Internal Interfaces: Global Procurement GNFR Selected Global Procurement GFR categories Finance, Accounting, and Legal GNFR Stakeholders Job Requirements: Education: Bachelors degree in Finance, Accounting, Business, or related field (Masters preferred) Professional accounting and/or finance certification (e.g., CFA, CA, CPA, ACCA, CIMA) is highly desirable Relevant Experience: 5+ years of experience in financial analysis, procurement analytics, or financial planning Strong understanding of procurement processes, financial management, cost savings, and budgeting Excellent understanding of financial reporting, variance analysis, and key performance indicators (KPIs) Proven ability to transform complex data into actionable insights Experience in developing and automating reports and dashboards for real-time data analysis Experience working with external vendors (preferred) Behavioral Skills: Strong analytical mindset with attention to detail Excellent communication skills in English (spoken and written); additional languages are a plus Proactive, problem-solving attitude Highly organized with the ability to manage multiple projects and work under tight deadlines Willingness to work flexible hours due to global time zones Ability to explore and analyze data independently Continuous learning mindset Knowledge: Minimum of 3 years working with Longview (or similar financial planning tools) Advanced proficiency in Excel (advanced formulas, pivot tables, and data analysis) Familiarity with ERP and procurement systems (e.g., SAP Ariba or similar) Experience with procurement analytics tools and financial reporting systems (preferred) Business intelligence & reporting (Power BI, Tableau, Qlik, Spotfire, Alteryx, etc.) Experience with data governance and ensuring data integrity Knowledge of contract negotiation and management from a financial perspective (preferred) Understanding of supply chain finance and cost optimization techniques in procurement (advantageous) Experience with the IGNITE tool and a strong affinity for Data Analytics, Data Science, AI, and Automation (preferred) Roles & Responsibilities: Analytics: Develop financial models to evaluate supplier performance, analyze pricing structures, and assess procurement contracts Work with finance teams to integrate procurement data into financial systems Design and implement reporting dashboards and analytical tools to monitor procurement performance Leverage Longview to streamline financial reporting, budgeting, and forecasting Collaborate with IT and finance teams to enhance Longview configurations Work with Power BI as a user and support the IGNITE tool when necessary Financial Reporting & Oversight: Provide detailed financial reporting and performance analysis to optimize cost management Utilize Longview for consolidated financial reporting and data integrity Present financial results and recommendations to senior leadership Ensure accurate and timely financial reporting (monthly, quarterly, and annual reports) Cost Control & Optimization: Monitor global procurement costs and identify areas for cost reduction Collaborate with procurement teams to identify cost optimization opportunities Utilize Longview to track spending patterns and manage procurement analytics costs Financial Planning & Analysis: Create and analyze financial models to support procurement decisions Conduct financial analysis, including trend analysis, forecasting, and variance analysis Assist in procurement contract evaluations to ensure budget alignment Utilize Longview to model financial scenarios and assess procurement costs Compliance & Internal Controls: Ensure adherence to global financial regulations and accounting standards (IFRS, GAAP) Maintain strong internal controls within Longview for data accuracy and compliance Drive process improvements in financial reporting and procurement analytics Collaboration with Senior Stakeholders: Work with senior leaders across procurement, finance, and other business units to provide strategic insights Assist in driving procurement decisions through data-driven insights and financial forecasts Communicate complex financial data to senior management in a clear and actionable manner Cross-Functional Collaboration: Partner with global procurement teams, supply chain managers, and data analytics professionals Provide training and support on financial analysis tools, including Longview Act as a liaison between finance and procurement teams to ensure alignment on financial goals Collaborate with external vendors as needed

About this role: Wells Fargo is seeking is seeking a Senior Finance Analyst to focus on balance sheet and net interest income forecasting, reporting, and analytics across baseline forecasts, stress tests, resolution and recovery planning, and other financial management processes for the Corporate and Investment Banking business. This role will cover responsibilities around managing balance sheet composition, net interest income, funding and liquidity, forecast operations and risk management including the design and implementation of the processes, policies and procedures. In this role, you will: Lead or participate in moderately complex initiatives as a technical professional Provide a broad expertise and unique skills used to develop company objectives and standards Contribute to large scale planning such as economic research in support of management decision making for a business unit Research key forecasting projections as well as management of financial reporting to support monthly and quarterly forecasting Perform work on significant and unique issues involving data and evaluation or highly complex situations Develop strategies and make recommendations for forward financial planning Lead team to meet the implementation of complex projects impacting one or more lines of business Establish effective and efficient reporting delivery that meets brand standard and internal control standards Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals Required Qualifications: 4+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Required Qualifications for Europe, Middle East & Africa only: Experience in Finance or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Experiences in process improvements and automation Familiarity of emerging financial / analytical tools - Oracle Financials, Essbase, Power BI, Tableau, Alteryx, Python, etc. Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills Knowledge and understanding of financial analysis, forecasting as well as balance sheet and net interest income behavior A strong track record of change management, problem solving, attention to detail, critical thinking with a willingness to engage in continuous process improvement Ability to work independently, be highly organized, able to prioritize multiple tasks, and take on new challenges Capability to interpret and communicate complex financial data to a variety of stakeholders and management levels in a clear and concise format Flexibility to manage multiple projects in a time sensitive environment Comfortable to work in Rotational shifts CA / CMA / CFA / MBA Graduate with financial or banking sector experience in treasury, finance, change management experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Progressive track record of management reporting experience with familiarity of running and / or working in a geographically diverse team Strong Financial analysis and experience in providing timely and relevant recommendations to drive business decisions and outcomes Strong interpersonal and communication skills, including the ability to give presentations and briefings to senior management Creative and strategic thinking skills, including the ability to analyze business transactions and identify key finance risks/mitigating controls, Ability to work under pressure and maintain high energy levels Must be able to work independently with positive collaboration within a fast paced, team environment Job Expectations: Execute balance sheet and net interest income for the CIB Loan portfolio (inclusive of yields and cost of funds) forecasts on a monthly, and quarterly basis, and for CCAR, and RRP Collaborate and consult with business partners such as the broader finance team, treasury functions, Business Finance, Corporate FP&A, Corporate Enterprise Risk Group, and Risk Modeling Group, etc. Develop strategies and enhancements to transform the forecast process to achieve optimal automation and process efficiency in partnership with the transformation office Ensure data quality, risk mitigation, compliance, and well-controlled processes Exercise sound judgement, and apply an appropriate level of skepticism and review and challenge through collaborative partnership with LOB Finance, LOB SMEs Produce reporting and analytics to provide management with meaningful insight into underlying drivers impacts balances and yields forecasts

We are seeking an experienced and results-driven Business Development in Land aggregation in Bangalore with proven track record able to demonstrate transaction done in recent past, also to lead society redevelopment engagement in Bangalore. Key Responsibilities: Responsible for various elements of investment strategy Originating deals and creating business plan in Bengaluru and Mumbai (redevelopment) Understanding of the Bengaluru real estate market norms; some knowledge of Mumbai redevelopment would be given due weightage Underwriting and analysing the return profile based on proposed business plan. Working in close proximity with Senior leadership on both sides (sell and buy) for target screening and idea generation. Guiding and executing multiple client deliverables including Investor Committee Presentations and Deal Models (including LBOs). Project and Team management Performing relative valuation and financial modelling on need basis. Idealising and modelling JV level economics like Promote structures, co-investments, fees / incentive structures, etc. Key Skills- Land Acquisition Society Redevelopment Engagement Land Parcels (outright purchase and tender process) PLR (Preliminary Land Report) Liaising - Central/State government authorities Preferred Qualifications: 4 to 5 years in Bengaluru market MBA/CA / CFA holder ( exceptions to this may be considered ) Key Skills : Land Acquisition "land Aggregation" "liasioning"

Evaluate credit worthiness of corporate clients Utilize various risk models (PD, LGD, EAD) to assess portfolio level credit risk Use statistical models -Value at risk, Monte Carlo simulation, Stress testing & Scenario Analysis Required Candidate profile 5+ yrs of exp in credit risk analysis/corporate lending Expert in statistical tools/Python/MATLAB Strong in ETL data pipeline, Power-BI /Tableau CFA/FRM will be an added advantage

Hi, Greetings from Manpower Resources India (P) ltd. Manpower Resources India (P) Limited, a leading Executive Search company, offers services in Power, Steel, Infrastructure, Oil & Gas, Cement, Engineering space. We have been mandated by a large conglomerate in building material business for the below mentioned position. Position Name: Zonal Commercial Controller(Sales & Logistics) Designation : Manager/Sr. Manager/ AGM Location: Raipur/Kolkata/Jaipur Qualification & Skills : MBA(Finance)/CA/ICWAI/M.com Experience : 10 to 18 years Job Description Implementing Commercial systems / processes, SOPs & legal guidelines for Sales and Logistics in the Zone / State. Ensuring adherence to processes / defined norms & SOPs, identification of deviations and taking necessary actions Market visits : Meet Dealers, Customers and Vendors and build rapport for smooth commercial operations Gather and analyze industry trends and provide inputs to the Sales team on price positioning prevailing in the market for suitable internal decision making Gather Market information on pricing trends, discount schemes, Credit Policy etc. and share the intelligence findings with stakeholders for suitable internal decision making Godown visits for Physical verification and operations review Analysis of logistics proposals & continuous review of existing practices; exercising comprehensive commercial controls to ensure SOP and policies are adhered to and take proactive steps for risk mitigation Examine the PTPKM rates on cost assumption model, Negotiate Secondary freights jointly with Zonal / Regional Logistics team Validation of Freight fixation of new destinations and Freight revisions jointly with Logistics function Validation of sub-optimal movement proposals Validation of new network proposals for HA / CFA / Godown / Secondary Freight proposals Godown Operation Ensure policy with respect to godown management is followed and there are NO damages generated in Godown. Ensure evacuation of cut & torn / damage cement material from godown Routine monthly physical verification of godowns - cover all godown on half yearly basis Track Inventory ageing to avoid damage of cement in godown Ensure registration of Godown with GST Customers Credit limit monitoring in line with SOP Ensure adequate checks and controls are there in SAP system with respect to release of credit hold orders for both Trade and Non Trade Network / Channel Management Ensure Complete documentation is done before opening of code for appointment of new dealers / SPA / Retailers / Non Trade customer / other vendors with respect to sales operations Ensure proper legal agreement is done with dealers / SPA / other vendors Refund and full & final settlement for Dealers / Registered Retailers / SPA / other vendors Analysis of CFA & SPA performance Discount & Incentive Comparison of Discount and incentive scheme with the Other Competition Brands Evaluation of Discount efficacy Tracking of Provisions vs Actuals Reporting Commercial performance of the Zone using KPIs & providing focused and relevant MIS and value-added analysis to Senior Management for quick decision making. Critical review of Audit Reports at State / Zone and make appropriate responses / corrective actions through Management Response and Implement audit recommendations and ensure strict adherence to the same.

Evaluate credit worthiness of corporate clients Utilize various risk models (PD, LGD, EAD) to assess portfolio level credit risk Use statistical models -Value at risk, Monte Carlo simulation, Stress testing & Scenario Analysis Required Candidate profile 5+ yrs of exp in credit risk analysis/corporate lending Expert in statistical tools/Python/MATLAB Strong in ETL data pipeline, Power-BI /Tableau CFA/FRM will be an added advantage

Handle Portfolio & Stocks aiming to buy / sell. Research on start-up companies under portfolio, Industry research of sectors in listed and unlisted portfolio, Arranging PE reports and researching investee companies in the PEs. Tracking mutual funds. Required Candidate profile Basic accountancy concepts / P&L / Bal Sheet. financial concepts .Knowledge of financial markets /investment funds etc.Conversant with Computer knowledge as such MS-Office.Good Communication Skills.

Lead and manage valuation engagements, ensuring accuracy, quality, and timely delivery. Oversee multiple projects, mentor teams, communicate with clients, and contribute to firm culture. Drive training, hiring, and operational improvements. Required Candidate profile MBA/MS (Finance), CA, CFA, or relevant certifications preferred. 4+ years in valuation/consulting, leadership skills analytical expertise. Experience in top valuation firms preferred. Perks and benefits 5 Days working Medical Benefits

The role involves conducting business valuations, including 409A and BEVs, for U.S. and global clients, focusing on client communication, project management, technical analysis, and reporting. Required Candidate profile Experience valuation and financial modeling, with expertise in DCF, market multiples, and databases like Capital IQ. Strong Excel skills, multitasking, and excellent communication abilities. Perks and benefits 5 days working Medical Insurance

Acquire new clients through clear strategies, references, networks etc. Manage client relationship being primary point of contact Develop Investment Management by collaborating with Senior advisors Ensure Compliance & Document all client interactions

About The Role : Job Title:Sr. Analyst Location:Gurgaon, India About The Role :: Candidates will gain exposure to a wide range of industries and investment structures. As a result of the breadth of the experience, candidates will develop a unique understanding of companies, capital structures, and credit markets. Responsibilities: Analyzing investment guidelines and interpret them to build logic-based rules to implement into automated investment compliance system for monitoring. Deliver daily/monthly/quarterly compliance reports to PM team for the new violations across all investment policies. Support onshore team by assisting them in post trade compliance monitoring activities across all the investment strategies. Assist in identifying the data governance and data reconciliation issues. Must be good with people management skills, must have on papers experience Qualifications: Bachelors degree with a preference to advanced degree or progression towards CFA/FRM/CAIA 4-6 years of relevant experience in investment compliance monitoring with an exposure towards rule coding. Knowledge of guideline monitoring or coding in compliance systems e.g., Charles River, Bloomberg, LZ Sentinel, Aladdin or Clearwater Analytics would be an added advantage. Good to have experience in querying database and analyzing large data sets Deliver NoPerformance ParameterMeasure1ProcessNo. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback2Self- ManagementProductivity, efficiency, absenteeism, Training Hours, No of technical training completed

About The Role : Essential General Skills : Advanced knowledge of MS Office tools. Very Good written & spoken communication skills; Good Analytical Skills & problem solving skills Pro-active & Positive Attitude Ability to Work efficiently and effectively in a team; Excellent Customer facing Skills and Ability to build Rapport with Clients Have the ability to escalate issues on time to ensure quick resolution Good phone & email etiquettes Candidate must be a Post Graduate or a CA or CFA, with knowledge of accounting and finance. 4 - 6 years of fund accounting experience Domain Skills : Very good understanding of Financial Accounting Genaral understanding of Capital Markets Genaral understanding of Banking Genaral understanding of Private Equity / Real Estate / Hedge Funds Hands on experience of Private Equity / Real Estate / Hedge Funds systems Reasonable understanding of Private Equity / Real Estate / Hedge Funds processes such as Accounting, Investor Reporting, Capital Calls, Distribution, Financial Statements etc. Deliver excellent customer service through effective diagnosis and troubleshooting of client queries Provide product support and resolution to clients by performing a question diagnosis while guiding users through step-by-step solutions Assist clients with navigating around product menus and facilitate better understanding of product features Troubleshoot all client queries in a user-friendly, courteous and professional manner Maintain logs and records of all customer queries as per the standard procedures and guidelines Accurately process and record all incoming call and email using the designated tracking software Offer alternative solutions to clients (where appropriate) with the objective of retaining customers and clients business Organize ideas and effectively communicate oral messages appropriate to listeners and situations Follow up and make scheduled call backs to customers to record feedback and ensure compliance to contract /SLAs Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/client Undertake product trainings to stay current with product features, changes and updates Enroll in product specific and any other trainings per client requirements/recommendations Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client Update job knowledge by participating in self learning opportunities and maintaining personal networks Deliver NoPerformance ParameterMeasure1ProcessNo. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback2Self- ManagementProductivity, efficiency, absenteeism, Training Hours, No of technical training completed

About The Role : Job title:Lead Analyst- Investment Management- PHG Band:B3 -Lead Analyst Location:Gurugram / Bengaluru Experience Range:5 to 7 years Shift Timings-:2:00 PM - 11:30 PM IST Job Summary We are seeking a highly motivated Investment Management Analyst to join our Private High Grade (PHG) team. As an integral part of our team, you will gain exposure to a diverse portfolio of Private Credit investments and play a pivotal role in underwriting, monitoring, and managing these deals for our institutional clients. ncepts and the ability to critically implement them. Responsibilities: Deal Management:Collaborate closely with PHG Deal Analysts to assist in investment management and monitoring activities for the deals. IC Memos:Support the deal team in updating Investment Committee approval memos, ensuring a comprehensive understanding of each deal's intricacies. Term sheets:Analyze closing documents such as credit agreements, indentures and note purchase agreements and set up processes for analyzing and monitoring the deal post-closing. Due Diligence:Perform pre-deal due diligence to assess risk and investment potential. Surveillance and Reporting:Update surveillance data and create one-pagers for presentations to senior management for both Public and Private deals. Cashflow Modeling:Develop and update cashflow models for PHG deals. Monitor key metrics to assess risk and expected returns. Projection Models and Sensitivity Analysis:Create and update projection models and run sensitivity analysis to judge the performance of the deal. Sector-Level Analysis:Update monthly sector-level presentations and pro-actively highlight potential issues to senior management. Covenant Monitoring:Continuously monitor covenants and key performance indicators (KPIs) at the deal level, thereby assist the Business Analytics team to run portfolio-level analysis. Ad Hoc Projects:Undertake multiple ad hoc projects as requested by senior management to assess the impact of macro events. Client request/ Compliances:Ensure compliance with investor requirements from an investment management perspective. Data and Tools:Leverage advanced tools such as Python for in-depth analysis. Utilize Tableau for enhanced data visualization. Skills Required: MBA in Finance, CFA, or CA qualification. Experience in analyzing Corporate Credit Analysis is a plus. Strong analytical and quantitative skills. Proficiency in Microsoft Office tools (MS Excel, MS PowerPoint, and MS Word). Ability to summarize complex information succinctly and efficiently. Excellent written and verbal communication skills. Ability to manage multiple projects in a fast-paced environment. Detail-oriented with a commitment to accuracy and precision. Ability to work independently and collaboratively while demonstrating high sense of ownership and accountability. Thorough understanding of basic financial concepts and the ability to critically implement them.

About The Role : Role Purpose The purpose of the role is to provide effective technical support to the process and actively resolve client issues directly or through timely escalation to meet process SLAs. Prepare and present fund level monthly valuations of real estate investments and debtsecurities Responsible for the preparation and reviewing of Quarterly Reporting, Net Debt Analysis, FXand MTM Impact analysis as well as Board Meeting Material Reconciliation and Variance Analysis:Close coordination with onshore and offshore teams toidentify and reconcile the reporting data and provide regular variance analysis, withexplanations, to global stakeholders Prepare and review materials for funds' regulatory reporting Oversee co-ordination and submission of quarterly US Securities & Exchange Commission("SEC") Disclosures for all International entities Assist with finance operations including Limited Liability Partnership administration andexecution of centralised finance processes Continuously seek to create operational efficiencies and reporting enhancements Ad-hoc projects in support of the Firms businesses/new initiatives Masters degree- Major/Minor in Finance, Banking or Mathematics is a plus Proficient clarity on basics of Financial statements Previous background within a valuation or reporting role a plus CFA designation and knowledge on derivatives is a plus Highly proficient in Advance Excel & Powerpoint skills; experience with Anaplan or Tableau is a plus Strong analytical and quantitative skills with a detail orientation Highly organized and able to prioritise deliverables and meet demanding deadlines in a fast paced environment Excellent interpersonal and communication skills, both written and verbal Highly self motivated with ability to work independently and work effectively in a team Collaborative and able to build strong relationships with a broad range of stakeholders Strong initiative, energy and confidence completing assignments with limited supervision Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/client Undertake product trainings to stay current with product features, changes and updates Enroll in product specific and any other trainings per client requirements/recommendations Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client Update job knowledge by participating in self learning opportunities and maintaining personal networks Deliver NoPerformance ParameterMeasure1ProcessNo. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback2Self- ManagementProductivity, efficiency, absenteeism, Training Hours, No of technical training completed