688 Cfa Jobs - Page 12

As a Senior Portfolio Counsellor at EWPL, you will play a crucial role in managing investment portfolios of HNI families, both NRI and domestic clients. With your MBA Finance/CA/CFA or FRM qualification and 7 to 10 years of relevant experience, you will be responsible for creating and implementing investment strategies to achieve desired returns for clients. Your expertise in investment products across various asset classes will be essential in conducting market research, analyzing data, and evaluating client-level portfolio strategies. Your duties will include developing a comprehensive risk management plan, monitoring portfolio performance, and ensuring client satisfaction through effectiv...

FIN-SOFT SOLUTIONS is a software product company located in Ahmedabad, specializing in products within the Banking and Financial Services (BFSI) domain. Our flagship product, WT CORP, is utilized by private banks, financial advisors, and asset management companies. We are currently looking for experienced and diligent team members who are enthusiastic about contributing to innovative projects in the BFSI sector. The ideal candidate will possess a self-driven and self-motivated attitude, with a focus on delivering results. If you are interested in joining our team, please submit your resume detailing your educational background, work experience, and current compensation package to careers@fin...

Key Responsibilities: Franchise and business development Leverage industry network to initiate conversation across top tier large and regional banks with the aim of generating new business in the First Line of Defense (1LoD) and Second Line of Defense (2LoD) Credit risk management Liaise with business heads and business development team to identify opportunities and drive market outreach for credit risk offerings for the Wholesale banking clients across 1LoD and 2LoD life cycle Develop an account plan for identified target clients including insights on relevant businesses and their key decision makers Work closely with the members of the sales team on proposals, Requests for Proposal and Req...

Financial Reporting & Analysis Support Budgeting & Forecasting Assistance Accounts Management & Reconciliation Financial Compliance Assistance Financial Planning Support Audit Support and Documentation Financial Analysis and Risk Assessment Required Candidate profile 10 yr of experience in finance and accounting roles, demonstrating progressive responsibilities. Proficiency in financial software and MS Excel for analysis and reporting.

Associate Manager Equity Research Banking Sector- 4 Years – Noida Location – Noida Domain – Investment & Financial Research (Banking Sector Focus – Qatar) We are hiring an experienced Associate Manager – Equity Research for a leading research and advisory firm. If you’re passionate about financial modelling, equity research, and mentoring junior analysts, this opportunity offers you a fast-paced, global client-facing environment with immense growth potential. Your Future Employer – A globally renowned research and advisory firm with over two decades of excellence, offering high-impact insights and bespoke solutions to investment banks, global corporations, and advisory firms. Known for its d...

Key Responsibilities : Client Relationship Management : Build, manage, and deepen long-term relationships with HNW/UHNW individuals, family offices, or institutional investors. Act as the single point of contact for equity-related needs, offering investment advice tailored to client goals and risk profiles. Conduct regular portfolio reviews and ensure consistent client engagement and satisfaction. Equity Advisory & Sales : Offer advisory and execution services in listed equities , IPOs , structured equity products , and equity derivatives . Work closely with research, trading desks, and investment strategists to deliver value-added insights and trade ideas. Drive equity revenue through proac...

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. 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. The FSO practice offers integrated advisory services to financial institutions and other capital markets participants, ...

As an Associate or Director at Morgan Stanley, you will be responsible for providing assurance coverage for business processes within the Institutional Securities, Investment Management, and related Finance, Non-Financial Risk, and Operations sectors. The Internal Audit Department (IAD) plays a crucial role in the firm's risk management framework by providing independent assurance on the quality and effectiveness of internal controls, risk management, and governance systems. With over 400 employees globally, IAD assists senior management and the Audit Committee of the Board in fulfilling their legal, fiduciary, and oversight responsibilities. In this role, you will help identify risks and pr...

You are invited to join our team at TRUST as an MBA or CA/CFA professional with a background in the Fixed Income industry and a minimum of 10 years of experience in institutional sales, particularly focusing on credit instruments. In this role, your core purpose will be to acquire new clients and expand our institutional/corporate client base for our fixed income business. You will be responsible for identifying potential sales leads through thorough market research and diligently following up to convert these leads into valuable business relationships. Additionally, you will be expected to capitalize on market opportunities, cultivate new client relationships, and manage accounts effectivel...

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...

Function: Fund Services Job Type: Permanent Location: Mumbai/Bangalore Shift: EMEA / Americas 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-a...

About Befree : Trusted by over 700 businesses, we are one of the largest bookkeeping companies in Australia & UK. We deliver best practice bookkeeping, accounts and payroll solutions tailored to your business needs. Our services are tailored to your business needs and are designed with a long-term approach. We provide a full range of services bookkeeping and accounting services at a price that wont break your budget. For more details visit : www.befree.com.au The Role of the Paraplanner The Paraplanner role may be broken down into four key parts: A. Preparing andmaintaining the client file B. Preparing recommendations C.Implementing recommendations D. Review A. Preparing and maintaining the ...

Prepare detailed financial reports and analysis Collaborate with controllers and accountants to ensure data accuracy. Assist in the development and adherence to financial policies. Contribute to the preparation of financial statements. Support the controllership team with financial data management. Monitor compliance with accounting regulations and internal controls. Provide financial insights and analysis. Foster a cooperative and result oriented environment within the team. Basic Qualifications : Bachelor s degree in a relevant field or equivalent combination of education and experience. Typically, 4+years of relevant work experience in industry, with a minimum of 1+years in a similar role...

As a Controller at our firm, you will play a pivotal role in ensuring that the financial control and reporting obligations of our global, regulated, and public financial institution are met. Your responsibilities will include measuring the profitability and risks associated with various aspects of the firm's business, as well as ensuring that all activities are conducted in compliance with the regulations governing transactions in the financial markets. Being a part of the Controllers group means safeguarding the firm's assets and maintaining the integrity of Goldman Sachs" finances and expenditures. Through careful consideration and analysis of firm finances, objectives, and strategies, you...

Job Description Position Title, Responsibility Level Assistant Manager Function Statutory Reporting - Aetna F&A Reports to Manager Permanent/ Temporary Permanent Span of Control I C Location Noida - C15 Basic Function - Process entails preparation of Orange and Blue book financials for an insurance client. Understanding regulatory requirements as laid out by NAIC and verify financial statements are prepared accordingly. Essential Functions Requires the knowledge and ability to prepare financial statements and related reports, investigate problems and organize projects Insurance accounting regulatory reporting experience (SSAP knowledge) preferred. Ability to understand the significance of va...

Role & responsibilities Responsible to enable sales by leveraging product knowledge and supporting the sales team. Responsible for Concept Selling across the region, leveraging distributor relationships Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agenda To conduct Regular Training and Knowledge Sessions for Internal Employees across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related information and ensure each employee speaks the same language ( Common Pitch ) To conduct Regular Huddles/Conference Calls / Meetings with Distributors a...

Financial Reporting & Analysis Support Budgeting & Forecasting Assistance Accounts Management & Reconciliation Financial Compliance Assistance Financial Planning Support Audit Support and Documentation Financial Analysis and Risk Assessment Required Candidate profile 10 yr of experience in finance and accounting roles, demonstrating progressive responsibilities. Proficiency in financial software and MS Excel for analysis and reporting.

Job Description Financial statement analysis Industry benchmarking Preparation of project/credit/fund raising report Handling queries of credit rating agencies /lenders Creating Financial/valuation Models Supporting Seniors in client management Assisting Seniors in business development Responsibilities and Duties Excellent understanding of financial statements /ratios/ cash flow Good understanding of Excel Well versed with Indian /Global economic scenario Required Experience, Skills and Qualifications : Experienced in Corporate Credit and / or Fresh MBAs or CAs Chartered Accountant and / or MBA (Finance) from premier institute Additional certifications such as CFA / FRM would be preferred Pr...

Company: Mercer Description: We are seeking a talented individual to join our Investments team at Mercer. This role will be based in Gurgaon/Mumbai/Noida. This is a hybrid role that has a requirement of working at least three days a week in the office. Director Operations Due Diligence - Investments Mercer Wealth is a leading global provider of investment consulting services. We offer customised advice at every stage of the investment decision, risk management and investment monitoring process. In addition to core consulting, we have developed a number of specialist teams; the Financial Strategy Group, Mercer Sentinel, Manager Research, Responsible Investment and Fiduciary Management, thereb...

Company: Mercer Description: We are seeking a talented individual to join our investments team at Mercer. This role will be based in Gurgaon. This is a hybrid role that has a requirement of working at least three days a week in the office. Specialist- Investments The role will be responsible for working closely with the Investment Consultants, to deliver comprehensive and accurate performance reports for pension clients and related support functions. This role will support analysis and research at every stage of the investment decision, risk management and investment monitoring process portfolio of clients. The role will focus on various aspects of institutional investing, including data col...

Company: Marsh Description: WAS Investments WAS - Investments is seeking candidates for the following position based in the ASF office Level B2 (Senior Analyst) What can you expect We are looking to hire a Senior Analyst in the European Performance Reporting Team (EPRT) The role will be responsible for working closely with the Investment Consultants, to deliver comprehensive and accurate performance reports for pension clients and related support functions. This role will support analysis and research at every stage of the investment decision, risk management and investment monitoring process portfolio of clients. The role will focus on various aspects of institutional investing, including d...

As a Trading Lifecycle Associate in the Transformation team, you will be responsible for conducting comprehensive reviews of equity transactions, with a strong focus on derivatives, structured, and exotic products, to ensure compliance with regulatory standards and internal policies. Your role will involve analyzing complex deal structures, assessing risk factors, and collaborating with various teams to facilitate smooth transaction processes. You will provide insights and recommendations to enhance deal efficiency and mitigate potential risks. This position requires a keen eye for detail and a strong understanding of equity markets and financial instruments. Job Responsibilities Conduct tho...

As a Trading Lifecycle Associate in the Transformation team, you will be responsible for conducting comprehensive reviews of equity transactions, with a strong focus on derivatives, structured, and exotic products, to ensure compliance with regulatory standards and internal policies. Your role will involve analyzing complex deal structures, assessing risk factors, and collaborating with various teams to facilitate smooth transaction processes. You will provide insights and recommendations to enhance deal efficiency and mitigate potential risks. This position requires a keen eye for detail and a strong understanding of equity markets and financial instruments. Job Responsibilities Conduct tho...

A career within CFA practice will provide a wide & valuable experience in an exciting and dynamic working & learning environment. The role will position you to support on all aspects of an M&A engagement which include the following activities: Support Deloitte member firms business CFA practice Prepare transaction specific and marketing materials (teasers, information memorandum, pitch books, corporate profiles, and industry data and analyses) Identify potential financial and strategic buyers; perform in-depth company and industry research supporting specific client engagements and marketing opportunities Deliver and manage projects on various corporate finance initiatives and products inclu...

The role involves and covers the following support from a Business Analyst (BA) perspective. As a Business Analyst, you will be responsible for understanding data and data architecture, metrics, and their significance in the design and delivery of new dashboards. You should be able to identify and engage data owners. Your role will require you to translate business requirements into technical requirements and conduct process mapping, with experience in Risk Transformation. Additionally, you should possess knowledge of requirement gathering and BRD/FRD documentation. Relevant experience of controls is necessary to ensure the quality and completeness of the solution and its data. You should al...