688 Cfa Jobs - Page 11

Department: Lending Services 0-2 months' notice candidates preferred due to business need. Job Purpose We are looking for a dedicated and motivated individual who has strong technical, analytical and organizational skills for our Lending Services team. Key Responsibilities - Credit Review/ Analysis Preparing credit reports (annual/quarterly reviews) by including profile of the counterparty, key rating considerations, credit risk assessment, (including financial peer analysis, rating rationale, outlook etc.) Build forecast excel models Analyzing the business model, identifying strengths, weakness, risks, understanding the revenue models and the corporate structure of the counterparties. Analy...

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

Position Purpose Provide a daily Economic, Step Reval and Risk Based PNL to each desk and to the Bank's management. Ensure that the PNL is calculated from the reference positions and that these positions are real and checked. Escalate any unusual P&L to the desk and management that may indicate a wrong position or transaction in the FO system. Run all the required controls on key elements of the PNL Responsibilities Direct Responsibilities Document all exceptional PNL moves and adjustments for Management. Produce accurate daily analysis of P&Ls to Trading desks and bank's management. This includes the 3 different P&L analysis required by the internal Valuation Policy and Regulators: Economic...

The Investment Risk Team's primary function is to provide the second line of defense for Investment Risk. We are looking for an Investment Risk Manager to join the Investment Risk Team in India. The primary function of this position is to assess daily derivative usage and liquidity across FT funds, leverage the technical skills to enhance the team's data analytics capabilities. The candidate is expected to achieve Business Intelligence and Engineering by understanding existing internal tools and data warehouses and to identify data quality and reliability improvements and to establish best practices. What are the ongoing responsibilities of this position? Identify, monitor, and communicate i...

What is Inv Risk Data Management team responsible for? The Risk Analyst primary function is to compile data and reports for risk analysis, identify and reconcile data and modeling discrepancies, Create and manage data visualizations, and ensure accurate reports and data are delivered to their intended audiences within a defined timeframe. Risk Analysts have in depth knowledge and understanding of a specific investment strategy. What are the ongoing responsibilities of Risk Analyst? Data Validation & Maintenance: Support a specific data model and asset class focus. Identify, reconcile, and resolve data issues of low complexity. Look for errors in data models. Analyze and understand existing i...

What is the Digital Product Manager in FTT Digital Technology group responsible for? The Product Manager will be responsible for the product management of our generative AI products. This includes defining the product vision, developing the product roadmap, and working with cross-functional teams to bring products to market. The ideal candidate will have a strong understanding of generative AI, product management, and software development. They will also have a proven track record of success in launching and growing products What are the ongoing responsibilities of a Digital Product Manager? Product Design, Product Development, Product Management (70%): Define the product vision and strategy...

At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture, and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. Business Consulting QAS- Quantitative Trading Book (QTB) Profile: Quant Analyst/ Consultant/ Manager EY's Financial Services Office (FSO) is a unique, industry-focused business unit that provides a broad range of integrated services leveraging deep industry experience with strong functional capability and product knowledge. FSO practice offe...

As a Valuation Specialist at [Company Name], your primary responsibility will be to ensure the accuracy of externally sourced prices for listed instruments and market values for OTC derivatives. You will be tasked with calculating fair values of less liquid securities and OTC derivatives using proprietary IT applications or valuation models provided by third-party vendors. It will be crucial for you to resolve time-critical valuation issues while adhering to the cut-off times of the funds in the specific location. Additionally, you will be responsible for preparing inputs for pricing committees, communicating effectively with stakeholders such as Risk Management, Investment teams, Legal & In...

At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture, and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself and a better working world for all. As part of our EY-Business Consulting-Finance team, you will help clients develop their Change Management/Performance Improvement initiatives and identify potential opportunities for performance improvements and drive them. This includes a techno-functional role conducting finance processes assessments, deep diving and analyzing pain areas an...

We are looking for an Executive Communications professional with specialized experience in Banking, Insurance, and Capital Markets. The ideal candidate will have a background in financial consulting, strong knowledge in investor relations, and experience in IPO communications. A CFA level certification or an MBA in Finance is highly preferred. Your responsibilities will include developing and executing strategic communications plans for clients in the banking, insurance, and capital markets sectors. You will provide expert counsel on financial communications, investor relations, and capital markets activity, including IPOs, M&As, and other corporate events. Creating compelling content like p...

Join Barclays as a Liquidity Management & Strategy Analyst where you will play a crucial role in ensuring that the bank has sufficient funds to meet its short-term and long-term obligations, as well as in the development and implementation of strategies to manage the bank's liquidity position. At Barclays, we are not just predicting the future - we are actively shaping it. To excel in this position, you should possess the following skills: - Solid knowledge of Finance or Treasury functions, particularly in liquidity management/planning or Accounting, and/or experience and interest in balance sheets. - A keen eye for detail, taking pride in the quality of written communications and analyses. ...

The role of Auditor - COO & Senior Auditor in Bangalore & Hyderabad is a full-time position requiring at least 5+ years of experience and eligibility criteria of being a Qualified CPA or Qualified CA. As a Senior Auditor - COO, you will be responsible for executing and managing multiple concurrent projects or audit engagements under the direction of senior management. You will participate in audits as a subject matter expert, demonstrating a broad knowledge encompassing technology, operations, finance, and regulations across various business areas. Building strong business relationships within the Audit team and with other stakeholders is a key aspect of this role. Additionally, you will be ...

HIRING FOR VICE PRESIDENT -PRICING EDGE , Experience Required : 16 - 20years Responsibilities : Financial Structuring & Analysis: Lead the financial structuring of deals, ensuring alignment with business objectives. Conduct thorough assessments of pricing models, P&L, cash flow, and financial viability throughout the deal lifecycle (from qualification to closure). Identify and mitigate potential risks. Deal Team Leadership: Partner with and lead cross-functional deal teams to develop f inancial strategies and solutions tailored to each deal. Provide recommendations and guidance on deal-specific financial matters, ensuring the formulation of a competitive sales strategy. Client Negotiations: ...

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

About The Role : In Scope of Position based Promotions (INTERNAL only) Job TitleCapital & Liquidity Management Analyst Corporate TitleAssociate LocationMumbai, India Role Description Treasury Treasury at Deutsche Bank is responsible for the sourcing, management and optimization of liquidity and capital to deliver high value risk management decisions. This is underpinned by a best-in-class integrated and consistent Treasury risk framework, which enables Treasury to clearly identify the Banks resource demands, transparently set incentives by allocating resource costs to businesses and manage to evolving regulation. Treasurys fiduciary mandate, which encompasses the Banks funding pools, Asset a...

About The Role : In Scope of Position based Promotions (INTERNAL only) Job TitleCapital & Liquidity Mgmt. Analyst LocationMumbai, India Corporate TitleAS Role Description The Group Capital Management (GCM) function within Treasury oversees the governance framework and the active management of solvency and leverage ratios to ensure the bank is well positioned externally and efficiently deploys its resources internally. The GCM team has the remit to steer and challenge distribution of CET1 ratio and leverage ratio resources to support Group ambitions, and then manage plan execution through forecasting, scenario testing, limit setting, and identification of threats and proposal of contingent ma...

You will have the opportunity to kickstart your career at India's leading Retail, Ecom, Distribution & Logistics Company. As a part of Bhawar, you will be a valuable member of a team that is involved in retailing, CFA & distribution for FMCG, Telecommunication products, dst & dsa for banking services. Our primary focus is to earn the trust of our consumers by delivering on the promises made by each brand we represent, creating meaningful experiences for Indian Shoppers. Our success is centered around ensuring that shopping is a delightful experience for our customers, whom we consider as our top priority. By deeply understanding the market, we are able to anticipate and fulfill the needs and...

At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture, and technology to become the best version of yourself. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. As part of our EY-Business Consulting- Finance team, you will help clients develop their Change Management / Performance Improvement initiatives and identify potential opportunities for performance improvements and drive them. This includes a techno-functional role conducting finance processes assessments, deep diving, and analyzing pai...

The client you will be working with is one of the world's largest providers of financial services, offering investment management, asset management, brokerage, and various other financial products and services. They are a prominent mutual fund company in the United States with a strong presence in India. Your role will involve defining, refining, and effectively communicating the team's mission and roadmap to inspire alignment and support among team members and stakeholders. You will contribute to the product roadmap by ensuring transparency around capabilities being developed and identifying new opportunities. Engaging with clients and partners to understand and prioritize their needs will ...

The Market Risk team at Infosys Limited is seeking experienced professionals to expand its presence in India and support activities in data management, risk operations, product, and research. We are looking for individuals who have hands-on experience with real-world data and are proficient in statistical analyses. The ideal candidates should be motivated self-starters and team players, eager to collaborate, learn new skills, and go the extra mile for both internal and external clients. Key Responsibilities: - Minimum of 3-8 years of experience in market risk measurement within an investment bank or financial institution, with previous experience in VaR or Credit Risk. - Knowledge of Asset C...

Role & responsibilities Job Description • Preparing Initiating Coverage / Result Update Reports, Management Meet Notes, etc. • Being updated on companies under coverage through regular follow-up with management, company results, conference calls, analyst meets, industry publications, public documents, trade journals, IR departments, competition, customers, vendors, etc. • Timely and accurate maintenance of research documents as per regulatory requirements • Assisting the team in generating / initiating new stock ideas and strengthening teams thought process through knowledge sharing. Regards, Sandipa, 7980475998

Function: Fund Services Job Type: Permanent Location: Mumbai Shift: UK Shift Work Mode: Hybrid Position: This position is for a member of the client facing fund services team catering to Global Hedge Fund, Private Equity & Debt Fund clients. The fund services team deals with complex fund structures along with multiple asset classes across jurisdictions with specialized accounting services. Responsibilities: Knowledge of private equity/ debt fund structures designs & hierarchies, Special purpose vehicles, standalone funds, master-feeder funds and the role of each entity in the fund structure Knowledge on the role of Investors classes, GP class, carry class, Affiliated / Non-affiliated classes...

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 t...

Job Description: Market Functions: Manage n ational accounts like Reliance, Spencers, MRL, Metro Cash and Carry, VMart for FMCG foods brands. Territory planning to ensure optimal coverage, infrastructure, visibility and service levels. Size and seize market level opportunities by building a strong business case around them and getting necessary investments and efforts to realize them. Engage with distributors so as to create collaborative, long term relationships with them to support growth ambitions. Manage trade spends as per agreed norms and deliver maximum results from them by innovative deployments. Ensure delivery of In Store Visibility and execution as per MARS standards leveraging to...

J. P. Morgan is seeking talented candidates for an Associate position in our Equity Research team. Job summary As an Associate in Equity Research, you will help to conduct and facilitate industry analysis and company-specific coverage. This involves core research ranging from dissecting earnings releases and regulatory filings to assessing relevant news events, modelling financial statements and industry dynamics, performing detailed valuation work, writing research notes and sector pieces, and speaking to internal/external clients and management teams about the stocks/sector. You will work with our partners in both sales and trading to provide comprehensive client coverage, including fulfil...