1009 Cfa Jobs - Page 13

As a Partner-First Private at IDFC FIRST Bank, your role is vital in managing and expanding the private banking business in Chandigarh. You will collaborate with the Wealth Management team to provide tailored financial solutions to high net worth individuals and families. Your responsibilities include acquiring new clients, nurturing existing relationships, and contributing to the growth of the bank's private banking segment while ensuring compliance with regulatory and internal guidelines. Key Responsibilities: - Develop and execute a strategic plan to attract new private banking clients. - Foster strong connections with current clients to enhance their financial portfolio. - Conduct regula...

As a Capital Market Specialist at Adfactors PR in Mumbai, you will play a crucial role in the investment banking sector, specifically focusing on deal origination and capital markets. Your expertise will be vital in driving communication strategies across the capital market lifecycle and beyond. - Conduct thorough research on capital markets, business, finance, and economics - Create advisory documents for clients - Develop execution roadmaps for successful strategies - Distil complex business stories into compelling narratives - Take on diverse responsibilities in a proactive and multi-disciplinary approach - Advise clients on scenarios such as M&A, boardroom disputes, regulatory challenges...

Job Description: You will need to have a CA/CFA/ACCA qualification to be considered for this position.,

Job Description: As a candidate for this role, you are required to hold a CA, CFA, or ACCA qualification. Please let me know if you need any further details.,

As an Economics & Markets Strategy Associate, you will be responsible for monitoring economic developments and market trends, translating insights into actionable trade ideas, and contributing to impactful research that is disseminated to clients globally. Your role will involve analyzing emerging markets and their effects on FX and interest rate products, developing valuation models, conducting statistical analysis of macroeconomic data, and producing analytical reports for global investors. You will collaborate with cross-functional teams, such as Sales & Trading, on strategic initiatives and provide market commentary based on key macroeconomic releases. Additionally, you will play a key r...

About The Role : In Scope of Position based Promotions (INTERNAL only) Job Title - Senior Analyst, MoRM (DIPL), NCT Location - Mumbai, India Role Description Model Risk Managements mission is to manage, independently and actively, model risk globally in line with the bank's risk appetite with responsibility for: Performing robust independent model validation; Ensuring early and proactive identification of Model Risks; Effectively managing and mitigating Model Risks; Supporting the design of Model Risk metrics; Implementing a strong Model Risk Management and governance framework; Supporting bank-wide Model Risk-related policies and practices. This role spans all aspects of validation applicab...

About The Role : Job Title Investment Risk Senior Risk Analyst, AS LocationMumbai, India Role Description Today, markets face a whole new set of pressures but also a whole lot of opportunity too. Opportunity to innovate differently. Opportunity to invest responsibly. And opportunity to make change. Join us at DWS, and you can be part of an industry-leading firm with a global presence. You can lead ambitious opportunities and shape the future of investing. You can support our clients, local communities, and the environment. Were looking for creative thinkers and innovators to join us as the world continues to transform. As whole markets change, one thing remains clear; our people always work ...

About The Role : Job TitleBusiness Finance Senior Analyst LocationMumbai, India Role Description This is a role within Business Finance, where the candidate will be accountable for the managing monthly financial control functions .The products covered are Loans, Bonds, Equities & OTC products. What well offer you As part of our flexible scheme, here are just some of the benefits that youll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you a...

About The Role : Job TitleBusiness Product Senior Analyst, AVP LocationMumbai, India Role Description The Advisory Solutions team is responsible for managed investment solutions including funds, alternative investments, and ETFs. The team works closely with client advisors to provide a range of managed investment solutions to meet client objectives. This includes assessing product needs, creating fundsolutions / positioning along with regular follow-on updates. In addition to supporting the sales function, the team is also involved in ongoing product management and the maintenance of the funds and alternatives platform globally. What well offer you As part of our flexible scheme, here are ju...

About The Role : In Scope of Position based Promotions (INTERNAL only) Job TitleBusiness Finance Senior Analyst LocationMumbai, India Role Description The Business Finance function is responsible for the production of business level revenue attribution, financial accounting and financial disclosures. It ensures, on a daily basis, the accurate and timely reporting of Profit and Loss (PnL) for each business unit and ensures that the drivers behind the risk positions and PnL are fully understood and explained. It also ensures that all of the Banks transactions and positions are correctly reflected in the Banks accounting records and disclosures, in accordance with relevant accounting standards....

About The Role : In Scope of Position based Promotions (INTERNAL only) Job TitleBusiness Finance Analyst Corporate TitleNCT LocationMumbai, India Role Description Accounting Control is a function within Financial Control and as such part of the Business Finance organization. The primary responsibility for a financial controller is to ensure correctness of Balance Sheet and P&L for their business areas (including formal sign-off in SAP). This includes but is not limited to substantiation as well as reconciliation of the Financials, ownership and control over the front-to-end month-end production cycle. Above all it is their core duty to create full transparency around every aspect of the Fina...

About The Role : Job Title Bond Analytics Analyst LocationMumbai, India Role Description OverviewBusiness Division Deutsche Banks Corporate Bank (CB) a market leader incash management, trade finance & lending, securities services and Trust & Agency Services. Focusing on the treasurers and finance departments ofcorporate and commercial clients and financial institutionsacross the globe, our universal expertise and global network allows us to offer truly integrated and effective solutions. OverviewBusinessTrust and Securities Service (TSS): With offices in New York, California, London, Frankfurt, Milan, Lisbon, Dublin, Hong Kong, Singapore and Tokyo, the Trust and Securities Services team at D...

About The Role : In Scope of Position based Promotions (INTERNAL only) Job TitleValuations Analyst Corporate TitleNCT LocationMumbai, India Role Description About MVRM-Valuations Control Valuations Control (VRAC) is a specialist group within Market Valuations & Risk Management (MVRM) department under the Risk umbrella. With over 300+ professionals, the function has a Global presence across Mumbai, London, New York and Singapore that operate as business/asset class aligned organisational matrix supported by central functions to provision all official valuation results to key stakeholders across MVRM and Management Board. MRC/PTV Team Model Risk Control & Product Tagging Validation team within...

Candidates should be graduates/post graduates with specialization in finance with strong academic records Work experience range in case highest qualification is undergraduate studies 2-5 years of relevant experience and in case highest qualification is postgraduate studies 0-3 years of relevant experience in investment banking, equity research or consulting with corporate finance exposure Strong understanding of financial statement analysis, ratio analysis and underlying valuation principals, ability to connect financial performance to valuations with a flair for numbers and fair knowledge of equity markets to generate compelling insights and equity story with a focus on so what Proficient p...

As a part of the functional team at Applied Software Pvt. Ltd., you will be responsible for the functional lifecycle of the software product utilized by leading investment managers, alternative investment funds, and hedge funds. Our flagship product, WealthSpectrum, is being utilized by global private banks, financial institutions, and investment managers worldwide. We derive great satisfaction from collaborating with distinguished industry leaders and esteemed clients, and are committed to developing software that is simple to use, stable, and reliable. - Ideal candidates for this position will possess a Finance/Accounting background such as an MBA, CA, or CFA, along with strong analytical ...

Role Overview: As the Vice President Finance Transformation, you will be responsible for driving specific initiatives as part of a broader Transformation program, focusing on strategic sub-ledger and allied initiatives. You will play a pivotal role in planning, executing, and overseeing process assessment and mapping, communications, analysis, and future state operating model/process design and execution within a specific Finance Transaction Cycle. To excel in this role, you must demonstrate proven ability to work effectively under pressure, prioritize tasks to meet tight deadlines, and have experience leading large transformation programs within Risk, Finance, or Treasury domains. A deep un...

As a member of the Investment Risk & Analytics (IR&A) team at WM, you will play a crucial role in reviewing fiduciary and suitability activities within the Private Bank and Wealth Management. Reporting to a senior team member, you will be tasked with deep-dive reviews of fiduciary activities, metrics, new business initiatives, and control activities. Collaboration with Risk Management colleagues, Legal, Compliance, Audit, and Control Management will be essential to provide valuable feedback on fiduciary issues and emerging risks. **Key Responsibilities:** - Review client exceptions and identify risk issues and trends - Conduct reviews to recommend risk mitigation strategies - Participate in ...

As an Investment Specialist within the Global Liquidity Investment Specialist Team, your role involves 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 encompassing performance & market value, analytics, and portfolio characteristics - Creating customized client presentations for review m...

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. **Role Overview:** As a Manager with expertise in Oracle EPM Cloud, you will act as a techno-functional solution architect to deliver Oracle EPM implementation projects to clients. You will be involved in various project phases from gathering requirements to post go-live support. It is crucial to have a proactive and solution-oriented mindse...

**Job Description:** 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. **Key Responsibilities:** - Develop solutions in Asset Management, Asset Servicing, Private Equity, Investment Banking, and Brokerage within the B2B sector - Manage alternative investments effectively - Provide expertise in RFP responses, fund analysis...

As a Sales Head at Finplan Edu, a Platinum Approved Learning Partner of ACCA and a rapidly growing professional education provider (US CMA, MIA), you will play a crucial role in leading student acquisition, driving enrollments, and managing a results-oriented team. Your responsibilities will encompass owning the entire sales lifecycle and directly contributing to the growth of Finplan. - Delivering enrollment targets across ACCA, US CMA, and MIA - Enhancing funnel metrics - Managing telecounselors & BDEs, driving their performance through effective coaching - Ensuring zero lead leakage, CRM compliance, and SOP execution - Building institutional tie-ups, monitoring trends, and aligning with m...

Job Purpose With approximately 5 million contracts cleared every day across multiple asset classes, ICE Clear Europe (ICEU) is one of the worlds most diverse and leading clearing houses. As a clearing house, ICEU performs a critical role in ensuring market stability specially through periods of volatility and increased uncertainty. It provides central counterparty clearing and risk management services for global energy, interest rate, equity index, and agricultural derivatives. The Clearing Risk Department of ICEU is at the forefront of managing the risk across these global markets and is the business risk (or first line risk) management function. The department is responsible for management...

Role Overview: As a Manager of Private Markets Implementations and Consulting at SS&C Technologies Holdings, Inc., you will be responsible for overseeing the onboarding of private equity clients, managing system configuration, data migration, and client-specific requirement fulfillment. Working closely with internal stakeholders, you will ensure efficient and accurate implementations that align with operational and technology best practices. This hands-on role is ideal for individuals with experience in private markets fund structures and accounting platforms, who thrive in a dynamic, client-focused environment. Key Responsibilities: - Lead and support the onboarding of new private equity cl...

About Stride Green: Stride Green operates an asset finance and management platform focused on key climate technology sectors, including electric vehicles (EVs), green hydrogen, solar assets, circular economy, and energy storage. Currently, the platform specializes in commercial EVs, integrating stakeholders such as warehouses, factories, fleet operators, OEMs, financiers, and lessors while offering value-added asset management solutions. Through asset intelligence solutions like early warning systems, asset tracking, and uptime monitoring, Stride Green optimizes performance and mitigates risks. The platform enables vehicle-level financing and leasing, collaborating with lenders and lessors w...

A leading Real-Estate company is keen to hire an MBA/CA/CFA with 3+ years of exp in financial modelling, investor presentations, and relationship management with funds, banks, family offices and UHNW investors. Also securing equity investments. Required Candidate profile - Experience in Equity Raise -High autonomy, speed, problem-solving -Represent the company in capital markets