688 Cfa Jobs - Page 13

As an Analyst Macro Product Control at Barclays, you will play a crucial role in shaping the digital landscape, driving innovation, and ensuring exceptional customer experiences. Your responsibilities will include utilizing cutting-edge technology to transform our digital offerings and contribute to creating the future at Barclays. To excel in this position, you should possess the following skills and qualifications: - Proficiency with MS Office tools such as Word, PowerPoint, Excel, and Access Database - A qualified accountant with strong control awareness and the ability to identify and escalate potential control breakdowns - Excellent communication and presentation skills for interacting ...

As a VC Fund Operations Manager at Equirus Wealth Private Limited, you will be responsible for overseeing and coordinating fund operations and accounting for an early-stage venture capital fund. Your role will involve managing relationships with various vendors, ensuring smooth operation of routine functions, and liaising with vendors for ongoing fund compliances. Joining our dynamic team, you will play a pivotal role in driving the operational success of our venture capital fund. We are looking for a proactive, detail-oriented professional with 3-5 years of experience in fund operations and vendor management to fill this crucial position. Your key responsibilities will include overseeing da...

As an Assistant Vice President in the ALM - Insights role at Barclays, your primary responsibility will be developing business capabilities for Finance. This will involve various key stages such as functional design, data management, end-to-end process and controls, delivery, and functional testing. Your role will be crucial in ensuring effective integration and optimization of these elements to support financial operations at Barclays. We pride ourselves on not just anticipating the future, but actively creating it. To excel in this role, you should possess the following skills and qualifications: - Bachelor's in Engineering/MBA-Finance/CA/Masters in economics or equivalent qualifications. ...

Role & responsibilities PLEASE NOTE:- We are officially appointed hiring partner of few Highly reputed and leading corporate houses, Manufacture units and educational Institutions in Pan India. ATTENTION PLEASE:- We also need some marketing and sales experts who can deal online with overseas clients while sitting in office / home. (Candidates wishing to do a hybrid job should have good knowledge of any one of the languages French, Spanish, English, Italian, German or Arabic) 01. Chief Financial Officers [CA/ ICWA/ MBA (Finance) / M.com / B.com ] (M/F) 02. Head of treasury management [CA/ ICWA/ MBA (Finance) / M.com / B.com ] (M/F) 03. Productions / Manufacturing Head [( Degree OR Diploma in ...

As a part of India's leading Retail, Ecom, Distribution & Logistics Company, Bhawar, you will be joining a dynamic team focused on retailing, CFA & distribution for FMCG, Telecommunication products, dst & dsa for banking services. Our primary goal is to earn the trust of our consumers by delivering on the promises made by the brands we represent, thereby enhancing the shopping experience for Indian shoppers. We measure our success based on our ability to provide exceptional shopping experiences for our customers, who we consider to be our top priority. We believe in deeply understanding the market to gain insights into the needs and wants of our customers. By collaborating with reputable par...

Drive attainment of all sales targets for the territory Execute achievement of value volume targets for the year. Lead achievement of Numeric and Weighted Reach Target of the territory together with development of key dealers. Own up Tinting machines across the territory Action out the booking, installation and successful nurturing of Tinting Machines across outlets in the territory. Driving performance of trade schemes and on ground promotions for the territory Analyse and understand all the trade schemes and on ground promotions. Communicate the trade schemes and on ground promotional activity briefs to the relevant stakeholders. Manage and engage all dealers within the territory Conduct c...

You are a strategic thinker passionate about driving solutions in investments, and you have found the right team. As an Investment Specialist within the Global Liquidity Investment Specialist Team, your role will involve preparing strategy presentations, analyzing portfolios, assisting in the preparation of client performance reports, and coordinating with Sales, Consultants, and RFP teams. Leveraging your strong understanding of fixed income securities & markets, excellent communication skills, and proficiency in MS Office and Bloomberg, you will deliver effective cash management solutions to clients. Your responsibilities will include preparing strategy presentations that encompass perform...

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 - Finance Consulting Team, you will help clients develop their Performance Improvement initiatives and identify potential opportunities for performance improvements drive them. This includes a techno-functional role conducting finance processes assessments, deep diving, and analyzing pain areas and coming up with solutions....

As a Senior Director in the Credit Risk Review Group (CRRG), you will have the key accountability of reviewing and approving credit analysis conducted by junior team members. You will independently conduct end-to-end reviews of individual exposures when necessary. Your role will involve presenting analysis to senior management and peers, providing independent and contrasting views, and leading credit reviews and projects assigned within the CRRG Annual Plan. Additionally, you will support the Head of CRRG in plan development, work with co-Directors on credit review methodologies, and engage in reviews outside of corporate credit. Interface with regulators, manage portfolio monitoring, mainta...

As a Solution Lead in the Financial Services domain, you will be responsible for developing solutions and providing expertise in various areas such as Asset Management, Asset Servicing, Private Equity, Investment Banking, and Brokerage within the B2B sector. You should have a proven track record in managing alternative investments and possess expertise in areas like RFP responses, fund analysis, and performance evaluation. With at least 15 years of experience in the Financial Services domain, you are expected to have exposure to Capital Markets in areas such as Asset Management (Front Office, Middle Office, Back Office), Asset Servicing (Fund Accounting, Corporate Action, Securities Lending,...

The ideal candidate for this role should hold a CFA, CA, MBA, or ACS qualification with 10-15 years of experience in managing relationships with institutional investors, mutual funds, banks, media, and press. Key responsibilities include: - Maintaining and managing relationships with key market participants such as brokers, analysts, investors, and fund managers. - Organizing analyst meetings, conference calls, and plant visits with key investors and analysts. - Addressing concerns from retail and strategic investors in a timely and appropriate manner. The successful candidate will have a proven track record in relationship management and a strong understanding of the financial market ecosys...

Experience Range: Minimum 4 year Shift Timings-: 2:00 PM - 11:30 PM IST Responsibilities: Deal Management: Collaborate closely with ABF Deal Analysts to assist in investment management and monitoring activities for structured finance 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 and stratify the collateral pool using Python to assess risk and investment potential....

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 understandi...

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. This candidate will work directly with the Specialty Finance investment team within the Blackstone Insurance Structure. 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 complia...

Risk and compliance 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. Risk and compliance Job Description: Analyst will support dynamic portfolio risk and compliance team by assisting with compliance and portfolio reporting for a broad portfolio of US CLOs and other funds Primary activities will include but are not limited to monitoring compliance with investment restrictions by performing post trade testing, hypothetical testing, interact with Portfolio Managers and Legal to assist in resolving an array of compliance related issues, and preparing complia...

Job title: Analyst - Capital Formation Band: B1 Analyst Location: Gurugram (Hybrid) Experience Range: Minimum 1.5 years Shift Timings-: 12:00 PM - 9:30 PM IST / 2:00 PM 11.30 PM IST We are seeking a highly motivated Analyst to join our Capital Formation & Direct Lending team within client. 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 supporting the NY stakeholders in preparing Surveillances and portfolio reviews for our clients. Responsibilities: Work as part of a team-based structure and assist the NY analyst in running Hypos to finalize allocations for each Asset class and Funds. Undertake multiple a...

Job title: Analyst Investment Management Structured Finance Band: B1 - Analyst Experience Range: Minimum 1 year Shift Timings-: 2:00 PM - 11:30 PM IST Job Summary We are seeking a highly motivated Investment Management Analyst to join our Asset Based Finance (ABF) team within the Structured Finance Group. As an integral part of our team, you will gain exposure to a diverse portfolio of Asset-Backed Securities (ABS) investments and play a pivotal role in underwriting, monitoring, and managing these deals for our institutional clients. Responsibilities: Deal Management: Collaborate closely with ABF Deal Analysts to assist in investment management and monitoring activities for structured financ...

About the Opportunity Job TypeApplication 19 July 2025 Title Lead - Multi-Asset Investment Research (SMA) Department Global Investment Research - Research Specialist Team Location Gurgaon, India Reports To Team Lead - Multi-Asset Investment Research Level Research Analysis - 5 Were proud to have been helping our clients build better financial futures for over 50 years. How have we achieved thisBy working together - and supporting each other - all over the world. So, join our Global Investment Research - Research Specialist Team and feel like youre part of something bigger. About the Global team Fidelity Solutions & Multi-Asset (SMA) is a global team with assets under management on behalf of ...

Role Overview This individual will be a member of the EMEA COE Finance India team. Working closely with Finance teams in EMEA, APAC and USA and, they will play an important role developing the FP&A function to support firm growth and be responsible for: Prepare and present fund level quarterly valuations of real estate investments and debt securities Responsible for the preparation and reviewing of fund valuation related projects including quarterly reporting, MTM Impact analysis, Net Debt Analysis, Solvency Analysis etc. Conduct analysis to identify key trends, investigate unusual items, and provide variance analysis with explanations to stakeholders. Lead and manage projects from inception...

: 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 rec...

This individual will be a member of the EMEA COE Finance India team. Working closely with Finance teams in EMEA, APAC and USA and, they will play an important role developing the FP&A function to support firm growth and be responsible for: Prepare and present fund level monthly valuations of real estate investments and debt securities Responsible for the preparation and reviewing of Quarterly Reporting, Net Debt Analysis, FX and MTM Impact analysis as well as Board Meeting Material Reconciliation and Variance Analysis: Close coordination with onshore and offshore teams to identify and reconcile the reporting data and provide regular variance analysis, with explanations, to global stakeholder...

Job Title: Sr. Research Analyst/ Research Analyst – Fixed Income Research & Valuations Division – CRISIL Intelligence Department – Fixed Income Research Website- https://intelligence.crisil.com/ Experience: 2-5 years Functional Responsibility/ Domain Related: Valuations of various Indian debt instruments including corporate bonds, money market instruments, government securities, state development loans, Treasury bills etc. Construction and review of yield curve across issuers, sectors and rating categories. Establishing a strong network for polling across market participants – mutual funds, insurance companies, banks, primary dealers, brokers, arrangers and other active investor/ traders seg...

Job Description About this role: Wells Fargo is seeking a Secured Lending Underwriting Manager... In this role, you will: Manage and develop a team of professionals to support the origination function by focusing on structuring of receivables and trade finance, asset based lending transactions through loan funding and engage management or internal partners associated Identify and recommend opportunities for process improvement leveraging comprehensive product and industry knowledge Make decisions and resolve issues regarding overall management of the underwriting or loan closing function of Secured Lending Underwriting to meet business objectives Interpret and develop policies and procedures...

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 Our Integration...

KEY RESPONSIBILITIES Develop and maintain relationships with high-net-worth individuals, family offices, and private investors Source, analyse, and structure real estate investment opportunities across various asset classes Execute buy-side and sell-side transactions for private capital / family office clients Provide strategic investment advice aligned with clients' wealth management goals Collaborate with JLL's broader capital markets platform globally to leverage market intelligence and opportunities Create detailed financial models and investment memorandums for potential acquisitions and dispositions Negotiate investment terms and transaction structures Stay current on market trends, ca...