393 Cfa Jobs - Page 10

AVP - Cyber Security & GRC - Technology - CredAble Will be responsible for market scanning, new client acquisition, revenue, growth as well as existing clients retention and relationship. 4-8 Years Jaipur / Kota / Coimbatore / Aurangabad / Ludhiana / Delhi NCR Alright, so youre sold. But who are we Diversity and humility are not just big words hung up on the walls. At CredAble, we put people at the heart of everything we do and our core values are the driving force behind our success. CredAble is an NBFC technology-powered supply chain funding solutions company Leveraging our trade finance expertise, technology platform, and access to 3rd party capital, we arrange funding programs for enterprise supply chains and do direct lending to SMEs. Led by a team of industry experts, CredAble is at the forefront of powering tech-enabled working capital financing. Programs are anchored around enterprise clients, where we provide funding linked to transactions with suppliers (payables) and distributors (receivables). We are series B funded startup with Axis Bank limited as a strategic investor. You will be responsible for: Identify/Prospecting Business opportunities in the given market. Market Coverage Reach out to Clients/Associates across the given markets. Understanding the Financial and Business need of the customers and providing them with appropriate solutions. Liaise with Intermediaries to generate a steady flow of leads. Sourcing and Closure of Deals. Develop and maintain relationships with all stakeholders (up to the C-level). To Collaborate with Internal Teams for Approval and Disbursal processes. Post Disbursal monitoring of the borrower companies. Overall responsibility for Disbursal targets and to increase revenues, profitability, and growth. You will be reporting to: This position will report directly to SVP Lending to drive sales and growth for the platform and lending business. What will you bring to the table Proven track record of managing all aspects of a successful product throughout its lifecycle. Fluent in giving presentations to top-level management. Skilled at working effectively with cross-functional teams in a matrix organization. Ability to be a self-starter and think strategically to independently drive business origination in the assigned market. The educational qualification you ll need: MBA /CA/CFA or equivalent preferred. Besides making the best move of your career, what s in it for you The experience of working in a highly entrepreneurial setup with a visionary team that is at the forefront of inspiring productivity and crushing business goals. Exposure to exploring limitless possibilities and ideas no matter how impossible they may seem today. Be a part of a team that pushes beyond the ordinary and thrives on transparency. 3-8 Years Apply for this position Allowed Type(s): .pdf, .doc, .docx By using this form you agree with the storage and handling of your data by this website. * Please view in portrait mode

The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take the lead and well give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you Do you have Financial Reporting experience, and are you seeking a new jobApex Group is looking for a full-time Financial Reporting Analyst, and the role comes with an attractive salary and benefits package. Were an equal-opportunity employer and ensure that no applicant is subject to less favourable treatment. As a Financial Reporting Analyst, you will receive a receipt of the required data to prepare financial statements. In your first week in this Financial Reporting role, you can expect to: Prepare financial statements of Hedge Funds, Private Equity, Real Estate, Manco, etc., in multiple GAAPs, mainly in IFRS, US GAAP, UK GAAP, Lux GAAP and Canadian GAAP Receive required data for the preparation of financial statements in multiple GAAPs Resolve queries raised by Onshore, Client, Auditor and Director. To apply for this Financial Reporting role, you will need a professional qualification, CA, CPA, ACCA, MBA (Finance), CFA, or any course specialized in accounting. You will also require the following: 8-12 years in Financial Reporting Experience of Financial Reporting in Hedge Fund Manual experience of reporting in IFRS/US GAAP is preferred Proficiency in MS Excel and MS Word Good written and verbal communication skills Good knowledge of capital market and derivatives. In return for your passion, collaborative approach and commitment, youll receive a generous salary and benefits package, joining a friendly and inclusive culture. Benefits As a truly global business, we tailor benefits to each location to safeguard our people and respect local cultures and ways of working. Our people are our greatest asset, and we invest in talent development. Join our global network, and you will benefit from education support, sponsorship and in-house training programs. DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

Position Purpose Provide a daily Economic, Step Reval and Risk Based PNL to each desk and to the Banks 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 Document all exceptional PNL moves and adjustments for Management. Responsibilities Direct Responsibilities 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 understanding of Equity, Eq. Derivatives, Bonds, Interest rates and FX products 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 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 Specific Qualifications (if required) Bachelor/Masters Degree and or CA/CFA/FRM or equivalent At least 5-8 years of experience in Product Control - P&L domain Skills Referential Behavioural Skills : Ability to collaborate / Teamwork Critical thinking Creativity & Innovation / Problem solving Resilience Transversal Skills: Ability to set up relevant performance indicators Ability to develop others & improve their skills Analytical Ability Ability to develop and adapt a process Ability to understand, explain and support change Education Level: Master Degree or equivalent Experience Level At least 5 years Other/Specific Qualifications (if required)

Responsibilities Deal Execution 1. Be part of the Transaction Execution team 2. Prepare financial models for each deal 3. Lead preparation of Financial models, Pitch books & Investment Memorandums 4. Prepare financial analysis including trading/transaction comparable, financial benchmarking etc. Client Coordination 1. List all the information and documents needed from the client based on investors requirement 2. Lead client coordination for receiving the said documents and information 3. Demonstrate strength and experience in client requester relationship while gathering information/knowledge from the client Bankers / Investor Coordination 1. Regular banker/investor coordination to understand and discuss initial queries viz-a-viz client queries 2. Provide all required documents/information on time as required quality 3. Coordinate meetings if needed 4. Handholding the Due Diligence and Information process with Big4, Legal, Valuation, Investors team Quality & Timelines Management 1. Review and verify the documents prepared by the Analysts and ensure quality of outgoing documents 2. Ensure project timelines are met Team Supervision 1. Guide team members in pitch book preparation / IM preparation, etc. 2. Resolve queries of the team while preparing documents Support Business development team / leaders Support BD leads/ team in providing any research paper/industry information etc. Skills & Experience Required Requirement Detail 1. Experience 1. 8+ years of overall experience 2. At least 3 years of experience in Investment banking analyst/senior analyst role 3. Must have experience of preparing financial models independently 4. Must have experience of client coordination 5. Must have very good knowledge of Investment banking products viz. Corporate Finance, Private Equity 6. Must have Investor Co-ordination experience Education: MBA or CFA, or CA Skills & Attitude 1. Excellent financial modelling skills 2. Good PPT and MS-Excel skills 3. Strong analytical and number crunching skills 4. Very good written and spoken English 5. Go-getter & self-starter 6. High Aptitude 7. Industry know-how is a must Industry Exposure Investment Banking or Investment Advisory experience is a must Location: Noida,Mumbai,Hyderabad,Chennai CFA,financial modelling,client coordination,Investment Advisory,financial analysis.

Responsibilities Working as a member of the Trade Processing team that includes trade capture, Matching settlement of Securities, FX and Money market instruments. Process Global Security transactions on Calypso platform within given deadlines Interact with both internal and external stake holders to resolve trade confirmation and settlement queries Monitoring of transactions to confirm instructions from the client are processed in a timely and accurate manner thus ensuring timely settlement and accounting Ensure that all trades are matched within market/client deadlines Ensure client positions are correct and all transactions are processed Query resolution in accordance with time frames set out in Client SLA s Work with the Custodians and brokers for timely matching and settlement. Reporting of exceptions in line with internal control and external client requirements. Resolve failed trade queries proactively. Escalating exceptions and failed transaction to appropriate stake holders for early resolution. Ensure all errors/break down of procedure are documented as per company policy Extensive communication with Internal External parties. Skills Required Thorough understanding of all Capital market, Financial Instruments, Investment baking processes and above average accounting skills Proficient in Microsoft Office Applications and strong MS Excel skills required. Strong analytical skills, detail orientation, service commitment, solid organizational and interpersonal skills. Capacity to deal with high volumes of activity Strong Written and verbal communication skills Dedication to work as team and deliver timely results Candidates should be willing and flexible to work in any shifts Qualification and Experience Post graduate in Commerce, MBA Finance, CA/CMA/CFA 5-8 Years of Hedge/Mutual funds Middle Office Trade Support experience.

Analyst - Equity Research: Responsible for research and support portfolio construction in alignment with SUD Lifes strategic and capital objectives Analysing financial information relating to specific companies in the sector, e.g. company results, profit and loss, balance sheet and cash flow statements to determine how an organisation is positioned to deliver for investors Making recommendations to fund managers, being able to position ideas and articulate to the fund manager about the risk or payoff for each recommendation Conducting due diligence on companies and industries by researching, reading financial statements, attending conference calls, sector expert calls and market data Examining and assessing economic and market trends impacting the sector, earnings prospects, financial statements and various other indicators and factors to determine suitable investment strategies in the sector. Keeping up to date with market developments, new investment products and all other areas that can affect the markets, e.g. movements in the economies of relevant countries Monitoring closely financial press and keep a track of market trends, opportunities, risks and new investment products Building and maintaining financial models and generating forecasts as an integral part of the analysis. Conducting complete valuation, operational, peer group, and sensitivity analysis Key Requirements for the Role: 3-5 years of experience Industries / Companies: Capital Goods / Real Estate / Defense / Oil & Gas Education MBA, CFA, CA

Key duties and responsibilities: Processing of Financial & Non-Financial transactions through internal systems as per regulatory and client requirement Identify and resolve problems within the defined procedures Complete archiving of investor and client documentation ensuring a full audit trail exists for subsequent retrieval Expected to work on initiatives/Ad-hoc requirements as per business needs Should be able to work independently but also need to be a good team player. Should be able to identify process gaps & need to work as a trouble shoot Ability to support, guide & train other team members Should have the ability to understand & handle complex queries Strong domain knowledge is essential & understanding of TA business.es Well versed with preparation and review of SOPs/Process flow charts Able to identify & implement various process control Provide innovative ideas for process enhancements Should have a good understanding of regulatory and audit requirements to ensure all the requirements are fulfilled Ability to prioritize multiple tasks by utilizing effective time management skills. Qualification and Experience Prior Transfer Agency processing experience is required Bachelors Degree in Commerce is desires 5-10 years of relevant experience. Skills Required Strong analytical skills Responsible for meeting all client deliverables Ability to navigate proficiently in a windows environment Strong knowledge of Microsoft excel & word Ability to write messages in a clear and concise manner Ability to read, write & speak English proficiently Strong research, resolution and communication skills Interpersonal skills - Relationship builder, respectful and resolves problems Communication skills - Presentation skills, listening skills, oral & written communication skills Self-management - Adaptability and resilience, learning behaviour, integrity and ethics and relationship builder Motivational skills - Performance standards, achieving results and persistent. Innovative thinking - Creative thinking decision making, input seeking, logical thinking and solution finding. Attention to detail and ability to work on multiple tasks. Flexible enough to work in any shifts as per business needs Prior Transfer Agency processing experience is required. Bachelors degree in commerce is desires desirable. 5-10 years of relevant experience Ability to work under pressure and should be able to handle multiple projects. A good understanding of effective risk management & its execution. Effective verbal reasoning and numeric skills Excellent planning and organization skills The candidate should be able to understand the intricacies of TA business & its impact on other related functions.

Key duties and responsibilities Receipt of required data for the preparation of Book-Keeping and periodic primary statements, namely - PL account, Balance sheet, Cash-flows notes as appropriate. Analysis of bank transactions and processing them on accounting platform/excel. Analysis and processing of invoices, expenses, and other transactions. Clear understanding of accrued prepaid expenses, FAR Revaluations. Understanding of cash, capital Dividend movements Ability to reconcile AP AR (Inter-company transactions) Exposure to Trial balance finalization. Preparation reporting of periodic management accounts in multiple GAAPs, mainly in IFRS, US GAAP. Exposure to payroll accounting, posting journal entries VAT/GST calculations/returns. Ability to understand and resolve queries raised by Onshore, Client, Auditor and Director. Qualification and Experience Qualification- CA, CPA, ACCA, MBA (Finance), CFA, or any course specialized in Accounting/Finance Experience of 0-5 years in Accounting (IFRS/US GAAP is preferred) Skills Required Strong accounting knowledge. Excellent understanding of Journal entries. Analytical and problem solving skills. Attention to details. Willingness to learn. Flexibility to work long hours weekend working (If necessary). Proficient in MS Office tools (Excel Word is mandatory). Good written and verbal communication skills. Good knowledge in capital market, derivatives, Private equity fund, Hedge funds etc

Key Responsibilities :- Designing, maintaining and updating a suite of financial models for business valuation and strategic decision making (for buy-side equity clients and SAAS companies) Involves conceptualizing framework, designing models and updating already developed models on monthly, quarterly, and need-based frequency Manage client engagements on a fully independent basis including one-to-one client communication and manage his/her work independently with end-to-end ownership of client projects. Conducting financial and business analysis on various companies and preparing presentation decks and writeups for financing activities Preparing custom financial dashboards and screeners based on appropriate financial and operating metrics If required, manage 1-2 junior team members and train them on building domain/sector expertise Contribute/work on important pilot projects Create IPs/white papers/blogs/articles/teasers which can be used for marketing purpose What skills will you be expected to have? Experience in financial modeling and end-to-end management of projects and communication with clients Excellent grasp of financial concepts and their application across all areas of financial analysis and valuation Proficiency in Excel-based analysis Aptitude for problem-solving and troubleshooting Ability to synthesize qualitative and quantitative data quickly and draw meaningful insights High consciousness towards attention to detail; drive and commitment towards delivering high-quality Service Experience - 1yr to 3 yrs Note ** - This is a core financial modeling profile. Only relevant experience will be considered.

Role : Head of Institution : Hospital & Govt. Business Job Summary: BU Head would be required to develop/ shape the channel strategy for hospital and govt institutions that drives growth with an increase in market share from existing and potential customers through the implementation of best-in-class sales management practices. Area of Responsibilites: The role requires the incumbent to work on quotations and/or tender participation for both hospitals and govt institutions. Role involves meeting customers frequently (hospital & govt officials) and regularly across India. Role includes managing the end to end demand fulfilment cycle which includes appointment of Stockists, coordinating with CFA and service providers. Role would require frequent interactions with other BU teams (who generate demand in these channels) for smooth functioning and win market share. Frequent interactions with cross functions like finance (payments), distribution team (CN), CFA, SC, HR and IT etc is required. Role would require channel development by improving quality of execution in the field by team members as well as evaluating adding more customers and therapies to ensure market share growth for the organization. Experience: 15+ years of experience preferably from a Pharma/FMCG/OTC company Should have worked closely with hospital business and pharmacies as well as have exposure to serve govt institutions. Proven expertise in leveraging analytics to strengthen customer relationships Experience in building high performance teams

Kroll provides clients with Valuation Advisory Services, Corporate Finance, Governance Risk Investigations & Disputes and Cyber Risk operational support services to the firms subsidiaries across the globe, The Global Business Solutions (GBS) Portfolio Valuations Advisory Services teams in India operates as an extension of our global offices and works very closely with their counterparts in the US and EMEA on diverse nature of valuation engagements across industries, Kroll Portfolio Valuation practice specializes in assisting clients with the valuation of alternative investments, specifically securities and positions for which there are no "active market" quotations such as illiquid securities for hedge funds, private equity funds, business development corporations and fund of funds Kroll team is looking for consultant who will be involved in providing support to our global valuation practice The opportunity is ideal for professionals who are interested in learning global best practices, tools and techniques by working on valuation engagements for global clients, We are looking for Analysts who will be involved in providing support to our global portfolio valuation practice The opportunity is ideal for professionals who are interested in learning best practices, tools and techniques by working on valuation engagements for our clients, Day-to-day Responsibilities Building long-term client relationships through exceptional client service including a deep understanding of the client and their needs, exceptional responsiveness, and the delivery of the highest quality service and work product Developing deep technical strength in the valuation of alternative assets, serving as a firm resource for that expertise and sharing that knowledge through training and mentoring Managing client engagements from day-to-day interaction with the client through to staffing and managing the resources and work plan through to timely completion Individuals will be assigned a wide variety of projects and given as much responsibility as their experience and capabilities permit Project management including client interviewing, engagement economics, team management, report writing, research and tracking market and industry information Model building and reviewing DCF models, comparable company models, stock option models, financial instrument, and loan valuations Writing industry reports on emerging sectors and coverage reports on valuation of global Unicorns in the emerging sectors Essential Traits Minimum of 0-2 years of valuation-related work experience in financial services CA, Master's degree in Finance, Accounting or Economics or equivalent thereof (e-g , CFA); or MBA from an accredited college/university Proven technical skills, proven analytical and problem-solving skills Demonstrated leadership experience including managing and developing client relationships as well as mentoring and developing staff Demonstrated verbal and written communication skills, comfortable speaking with senior management and in front of an audience Ability to manage confidential, sensitive information About Kroll Join the global leader in risk and financial advisory solutions?Kroll With a nearly century-long legacy, we blend trusted expertise with cutting-edge technology to navigate and redefine industry complexities As a part of One Team, One Kroll, you'll contribute to a collaborative and empowering environment, propelling your career to new heights Ready to build, protect, restore and maximize our clientsvalueYour journey begins with Kroll, In order to be considered for a position, you must formally apply via careers kroll, Kroll is committed to equal opportunity and diversity, and recruits people based on merit

We are looking for a passionate, energetic individual to join our Investment Banking division. You will be part of team working as an extension to our global clients. Role responsibilities Maintaining high quality in the below workflows by performing quality checks, providing training, mentoring and upskilling juniors: o Overseeing the request intake process, including participation in project scoping calls to improve understanding and prepare detailed project scope documents. Preparing and driving the content of client- and prospect-related materials, including pitches, proposals, client marketing materials, and other associated offering documents and analyses. Working with Investment Banking and Boutique Advisory clients on work types including but not limited to pitchbook creation, industry research, valuation, capital market products, and idea/peer/target identification Motivating and managing a team of analysts, planning workflows, and liaising with global clients to ensure that deadlines are met at the required standard. Contributing to process improvement, QC, and providing value adds to the deliverables and automation of tasks. Providing domain expertise in MA and capital raising activities. Communicating clearly and confidently with internal and external stakeholders both written and verbal. Providing strategic thought leadership through the authoring of blogs and whitepapers Preferred candidate profile 12-15 years of experience working with Investment Banks and Boutique Advisory. Experience in managing large teams. Familiarity and expertise in a specific sector will be an added advantage. Experience in complete delivery set-up, smooth roll-out of services and the implementation of best practices, feedback mechanisms, hiring and training the team. Good knowledge of the products involved in the entire value chain of Investment Banking activities, including MA and capital raising. Excellent understanding of the financial statements analysis. A master's in business administration and/or a full/ part qualification in CFA will be an added advantage. A highly analytical mind and a high level of attention to detail.

Position Overview: We are seeking a highly skilled and detail-oriented Financial Due Diligence Analyst to join our team. The ideal candidate will possess a strong understanding of financial analysis, accounting principles, and due diligence procedures. The Financial Due Diligence Analyst will be responsible for conducting in-depth financial reviews, analyzing financial data, identifying potential risks and opportunities, and preparing detailed reports for our clients. Key Responsibilities: 1. Financial Analysis: Conduct detailed financial analysis of target companies, including financial statements, projections, and historical performance. 2. Due Diligence: Perform comprehensive due diligence procedures to assess the financial health and operational performance of target companies. 3. Risk Assessment: Identify and evaluate potential risks and opportunities associated with target companies, including financial, operational, and industry-specific risks. 4. Financial Modeling: Develop financial models to support valuation analysis, scenario planning, and sensitivity analysis. 5. Report Preparation: Prepare clear and concise due diligence reports summarizing findings, analysis, and recommendations for clients. 6. Communication: Communicate effectively with internal team members and clients to discuss findings, address questions, and provide recommendations. 7. Client Interaction: Collaborate with clients to understand their objectives, preferences, and concerns, and tailor due diligence procedures and reports accordingly. 8. Project Management: Manage multiple due diligence projects simultaneously, ensuring timely completion and delivery of high-quality work products. 9. Continuous Improvement: Stay informed about industry trends, best practices, and regulatory developments related to financial due diligence, and proactively seek opportunities to enhance processes and methodologies. Qualifications: Bachelors degree in finance, Accounting, Business Administration, or related field. Master's degree or professional certification (e.g., CFA, CPA) is a plus. 2+ years of experience in Statutory Audit or Internal audit Strong analytical skills with the ability to interpret complex financial data and perform detailed financial modeling. Proficiency in Microsoft Excel, financial modelling software, and other relevant analytical tools. Excellent communication skills, both written and verbal, with the ability to present complex information in a clear and concise manner. Proven ability to work independently and collaboratively in a fast-paced, deadline-driven environment. Attention to detail and commitment to producing accurate and high-quality work. Strong organizational and project management skills, with the ability to prioritize tasks and manage multiple projec

EquityResearch Analyst About The Role s Work Experience Atleast seven years of work experience in equity research with mutual fund,insurance company or broking entity. Reasonable experience in covering Capital goods and Power utilities will be preferred. Academic Qualifications CA /MBA / CFA Key Result Area Stockrecommendations performing better than the respective sector indices About The Role s EquityResearch Trackingcompanies under coverage with proper understanding of the various macro andmicro factors impacting them Regularinteractions with the company management and other intermediaries Givingstock recommendations with both relative rating and target prices Maintainingfinancial models for all companies under coverage to support therecommendations Modelportfolio construction for respective sectors under coverage for clearcommunication of stock preferences Understandingrequirements of different portfolios and give appropriate stock recommendations Writingupdates on quarterly results and other interactions Stockevaluations will include both listed and unlisted equities Providingcompany updates as per regulatory requirement

Handle RBI, GST, TDS Compliance; Assist Accounting. Research companies, Track Performance, Manage data & trades, Analyze news, update records. Prepare reports. Detail-oriented, Ethical, Team player, Eager to learn, Accountable, discreet.

Conducted commercial due diligence and market study Supporting the origination of investment opportunities in Private Equity Building financial models Performing valuation analyses, including comparable transactions and Private trading companies Required Candidate profile Should have Min 3 Years exp in Merger and Acquisitions Analytical, combining both quantitative & qualitative skills Practical knowledge of FactSet, Capital IQ, Bloomberg etc CFA Qualified preferred

Associate Director/Director - Investment Bank - CA/CFA/IIM/ISB/MDI/FMS Open Positions : Associate Director(6+ Years) and Director (10+ Years) Timings: 9 am - 6pm Monday - Friday Candidate shall be responsible for: - Taking the lead in industry research, market mapping, preparing mandate pitches, and client interface (Sector Industrials). - Focusing on core Industrial sector product companies (primarily Indian) and not so much on services or e-commerce. - Having a good grasp of the latest product trends and offerings in the market in the Industrials sector. - Be a part of end- to- end deal-making cycle for multiple sell-side/buy-side mandates. - Candidate would be expected to get actively involved at every stage of the transaction, leading the transaction until it gets closed (client visits, meetings, bilateral discussions, commercial negotiations, due-diligence, transaction closure agreements) Requirements: - 10+ years of experience working with IB firms - MBA from premier Institute CA First attempt - CFA Certification would be an added advantage - Over the years, candidate should aspire to move up the ladder, with the growing organization and build and independently lead the function further. - Candidate should be analytical, multi- tasker, persuasive, should possess excellent number crunching analytical skills, and have a hunger for growth both as a person and as a professional. Interested candidates may send their resume mentioning their current CTC and notice period details.

Finance Manager Mandatory Skills: 8+ Years of experience in Finance Manager and Chartered Accountant, CFA Objective of role Develop new metrics for driving business performance relative to strategic priorities and minimizing risk Drive value within the business through margin enhancement, lower costs, and operational efficiencies Execute accurate reporting that enables sound analysis and financial recommendations Provide insights into business performance vs. competitor and industry trends Manage relationships with bankers, auditors, and tax authorities Comply with national and local financial regulations by studying existing and policies Responsibilities Develop financial and valuation models, materials, and recommendations for executive decision-making by conducting comprehensive analyses and utilizing appropriate methods Coordinate strategic financial planning for the company and its clients, including expenses, income, insurance coverage, objectives, tax status, and risk tolerance Support finance partners in implementing valuation models, measuring results, tracking performance vs. expectations, and providing recommendations for corrective action. Provide insights about spending trends, cost-savings initiatives, and margin opportunities Perform a variety of advanced financial analyses to determine present and forecasted financial health of the company Present potential scenarios and outcomes to management team Collaborate with management on development and execution of funding strategies Examine financial and legal documents to verify accuracy and adherence to financial regulations and acceptable financial principles Develop or recommend solutions for problems or situations Lead and mentor the finance team Skills required Chartered Accountant, CFA or other professional qualification in finance 8+ years experience in a financial management position Proven strategic planning experience at the management level Proficient in Microsoft Excel and PowerPoint Demonstrate creative, analytical, problem solving and critical thinking skills Able to work on multiple projects simultaneously Strong communication and presentation skills

Support the month end close process through the analysis of contra variances against budget, forecasts, prior year actuals, key business drivers and initiatives for the UK&I Division Interact and work along with respective country finance business partners to identify and execute the development of the annual plan/budget and forecast for scheduled cycle. Also be responsible for ensuring accurate data upload into Hyperion, CRS budgeting and forecasting tool Develop and maintain a comprehensive deal workbook aligned with customer agreements, business cases and Salesforce data. Ensure schedules include accurate forecasts, actuals and completed deal information for seamless tracking and analysis Identify and communicate revenue risks and opportunities with the aim of increasing customer value and revenue growth. Furthermore, respond promptly to ad-hoc requests for information and analysis Oversee the identification of market trends, competitive positioning, and emerging opportunities to shape strategic direction by providing top class analytics Partner with stakeholders across Europe and various functions to drive the execution of budget. Ensure alignment across functions, including Finance, Account Managers, Business Development and Country Managers, to drive shared outcomes and measurable success. Execute on financial process improvements by building and maintaining financial tools to perform analysis and modelling; review and create suggestions to financial systems. Investigate and create opportunities for automation Nonlocal deals point of contact (MWP, Global, Digital, etc): this is not about being the planner for these deals, only the person in our team who will reach out to the respective teams in case of queries on those deals MCDS support (Kostyas team except Payoneer): Payoneer is under Hannes because of the size but for all other UK&I customers managed by Kostya s team, the analyst will be the point of contact. This involves CBA tracking responsibility in case there are any CBAs but also the finance support for any other type of queries the AMs have (payments, advice on queries, etc) CRS deal set-up SME: want the analyst to be the SME for CRS deal set-up so he/she is the expert and does it for all deals needed by the team Ad-hoc R&I analysis and deals update: this could be things like 1. small deals needing to be reviewed/updated on an ad-hoc basis or 2. monitoring which incentive IDs hadn t been updated for a while and why, pointing out which ones should be updated (if there s no reason for them not to be updated for more than a year). This is a piece of work Kratika started but never became a routine exercise Net Comp, Impairment reviews, CRS metrics, CRS rejections, Aged accruals, Forecasting & Budgeting: this is applicable to all of the team members and is depending on which accounts they manage. Might be that some don t apply because there s no need to do anything but if there is each of them gets involved Services and Core Payments SME: this will be a shared responsibility with Abena (an associate analyst joining our team for 9 months) and it will be around working with Europe Services and CP team to: 1. understand drivers for major products/revenue lines, 2. understand how each is budgeted/forecasted and tracked, 3. explain/train the team on what they learnt and 4. influence reporting to match our needs. Once this piece of work is done I will then reassess the needs on this part of the P&L. Key Skills and Experience : Proven experience in leading the development of high-impact strategies in a top-tier strategy consulting firm at Engagement Manager level, or within a corporate strategy function covering strategy and analytics. Extensive experience and knowledge in Payment industry is a desirable Expertise in advanced data analysis, with a strong ability to turn complex datasets into actionable insights. Advanced proficiency in Excel, with Alteryx, and Hyperion experience is desirable to build sophisticated models that support decision-making Exceptional written and verbal communication skills, with the ability to present complex data and analysis to senior executives in a clear and impactful manner. Strong experience in creating high-quality presentation decks that influence decision-making A strategic thinker with a demonstrated ability to identify innovative solutions to complex business challenges, driving continuous improvement and operational excellence. Strong leadership capabilities with the ability to manage and influence cross-functional teams, build relationships with senior stakeholders, and align strategic initiatives with broader business objectives. Proven track record in managing multiple strategic initiatives simultaneously while leading and mentoring high-performing teams to ensure successful delivery of outputs. Deep understanding of key business drivers and the ability to align analytics and strategy initiatives with overarching organizational goals. Experience in working across a matrixed environment is highly desirable. A high degree of adaptability and agility, with a strong ability to move quickly in a dynamic, fast-paced environment, ensuring swift and effective decision-making. About you: Educational qualification - Chartered Accountant, CFA, CPA or MBA Finance Experience in financial roles with advanced knowledge and experience with all phases of financial planning and management Good knowledge of Business Intelligence tools and experience with financial systems/applications (e.g. Hyperion and Oracle) Good understanding of reporting, forecasting and budgeting techniques Strong analytical and problem-solving skills Ability to deliver results in a fast-paced environment with a sense of urgency and accuracy Ability to manage multiple activities of different nature in a condensed timeframe Excellent communication and presentation skills Strong relationship management and networking skills High intellect with good commercial acumen and a creative approach to problem solving.

Assisting wealth Managers and Financial Advisory firms based in USA for following operational support tasks like - Daily Processes - Compliance Tasks - Billing Tasks - Portfolio Management - Reporting - Problem Solving

Role & responsibilities Need to coordinate with bankers and clients . hardcore accounting person and manges all accounting transactions Prepare budget forecasts and Publish financial statements in time Handle monthly, quarterly, and annual closings and reconcile accounts payable and receivable Required Candidate Profile The Candidate should have completed CA full time. Manage balance sheets and profit/loss statements.

Chartered Accountant, CFA or other professional qualification in finance and experience in a financial management position Proven strategic planning experience at the management level Proficient in Microsoft Excel and PowerPoint Demonstrate creative, analytical, problem solving and critical thinking skills Able to work on multiple projects simultaneously Strong communication and presentation skills

The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take the lead and well give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you Associate - Hedge Fund Accounting Bangalore/Pune - India Shift Timings- Based on Business The successful candidate will join the Fund Services team as a Hedge Fund Accountant and will be closely working with Client Service Managers based in Middle East/Europe/Singapore/US regions in connection with the performance of duties related to the administration of Alternative Funds. Candidate should possess a good understanding about Capital Market, Derivatives, Corporate Actions, and Hedge Funds. Good knowledge in Accounting concepts and Financial Products are required. Reporting The position reports to AVP Hedge Fund Accounting About Apex The Apex Group is a global financial services provider with 3,000 staff across 40+ offices globally. We look to recruit bright, articulate and numerate employees who are not afraid of a challenge and are prepared to work hard and love what they do. Every employee plays a part in making Apex who we are today and the more that we grow, the more important that becomes. Whatever your career path or specialism Apex provides a global platform to allow you to thrive. Job Specification Responsible to prepare/ validate the NAVs of the hedge fund clients on a daily/Monthly basis. Prepare Cash/Position/Market Value Reconciliations and resolving breaks. Notify Clients/CSMs of valid breaks. If break are due to an erroneous or missing transaction in Accounting system, then make necessary adjustments Reviewing pricing of the portfolio and analysing the pricing exceptions if any. Reviewing the corporate actions booked in the system and ensuring that the same is correctly reflected in the books. Dividends/Interest Reconciliation with Broker reports Responsible for accruing/amortizing daily or monthly non-security related Fee accruals including management fees and financing accruals. Process non-automated transactions including OTC derivatives and their related cash movements. Effective communication with clients on daily reporting of Estimates/NAVs/Query resolutions. Checking that all OTC products traded by the client have been booked correctly. Booking of Capital Activities of the fund. Finalizing the month end NAV of the client and providing Investor Level Allocation reports at month-end. Providing support in Audits for funds in the preparation on financial statements. Complete audit reviews and ensure identified issues are documented and tracked to closure. Support operations on projects related to Automations/Work migrations/Conversions etc. Coordinating with Internal/External Stake holders such as Securities/Trades and Pricing Team, Reporting Team, Investor Services team, Auditors, Client Service Managers and Clients. Skills Required Post graduate in Commerce, MBA Finance, CA/CMA/CFA 0-4 Years of Fund accounting experience. DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take the lead and well give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you Senior Associate - Hedge Fund Accounting Bangalore/Pune India Shift Timings- Based on Business The successful candidate will join the Fund Services team as a Hedge Fund Accountant and will be closely working with Client Service Managers based in Asia/Europe/US regions in connection with the performance of duties related to the administration of Alternative Funds. Candidate should have around 5 plus years of relevant experience in the Administration of Hedge Funds and NAV calculations. Reporting The position reports to AVP Hedge Fund Accounting About Apex The Apex Group is a global financial services provider with 3,000 staff across 40+ offices globally. We look to recruit bright, articulate and numerate employees who are not afraid of a challenge and are prepared to work hard and love what they do. Every employee plays a part in making Apex who we are today and the more that we grow, the more important that becomes. Whatever your career path or specialism Apex provides a global platform to allow you to thrive. Job Specification Responsible to review/prepare the NAVs of the hedge fund clients on a daily/Monthly basis. Prepare Cash/Position/Market Value Reconciliations and resolving breaks. Notify Clients/CSMs of valid breaks. If break are due to an erroneous or missing transaction in Accounting system, then make necessary adjustments Reviewing pricing of the portfolio and analysing the pricing exceptions if any. Reviewing the corporate actions booked in the system and ensuring that the same is correctly reflected in the books. Dividends/Interest Reconciliation with Broker reports Responsible for accruing/amortizing daily or monthly non-security related Fee accruals including management fees and financing accruals. Process non-automated transactions including OTC derivatives and their related cash movements. Effective communication with clients on daily reporting of Estimates/NAVs/Query resolutions. Checking that all OTC products traded by the client have been booked correctly. Booking of Capital Activities of the fund. Finalizing the month end NAV of the client and providing Investor Level Allocation reports at month-end. Providing support in Audits for funds in the preparation on financial statements. Complete audit reviews and ensure identified issues are documented and tracked to closure. Support operations on projects related to Automations/Work migrations/Conversions etc. Support global changes in Key operating procedures and implementation. Coordinating with Internal/External Stake holders such as Securities/Trades and Pricing Team, Reporting Team, Investor Services team, Auditors, Client Service Managers and Clients. Skills Required Experience working with an investment management or finance-related firm. Good knowledge of the investment industry with 5+ Years in Hedge Fund administration or related industry experience. M.com/CA/MBA Finance/CFA Familiarity with Paxus is a major plus. An ability to think critically and objectively. Experience with general ledger accounting and, with demonstrated attention to detail and accuracy, analytical, technical, organizational, and problem solving skills. Proficiency in advanced Excel functions. Excellent communication and inter-personal skills. Work additional hours as needed. What you will get in return: A genuinely unique opportunity to be part of an expanding large global business Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly Additional information We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences. We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet. For more information on our commitment to Corporate Social Responsibility (CSR)) please visit https://theapexgroup.com/csr-policy/ DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

Build and update company and industry models Create and maintain databases using data from different sources Work on regular research publications - earnings previews, reviews, event updates, flash notes etc. Contribute meaningful research ideas for thematic publications Carry out sector analysis and help onshore analyst in coming up with investment themes /ideas Keep a track of latest developments in the companies under coverage and the sector and incorporate these into the research publications etc. Assist with data aggregation and ad-hoc requests Respond to client inquiries with respect to designated coverage areas Deepen research skills to prepare investment thesis and generated differentiated research ideas Work on presentations/slide decks summarizing investment research Roles and Responsibilities Build and update company and industry models Create and maintain databases using data from different sources Work on regular research publications - earnings previews, reviews, event updates, flash notes etc. Contribute meaningful research ideas for thematic publications Carry out sector analysis and help onshore analyst in coming up with investment themes /ideas Keep a track of latest developments in the companies under coverage and the sector and incorporate these into the research publications etc. Assist with data aggregation and ad-hoc requests Respond to client inquiries with respect to designated coverage areas Deepen research skills to prepare investment thesis and generated differentiated research ideas Work on presentations/slide decks summarizing investment research