688 Cfa Jobs - Page 14

The job requires the candidate to have a CA/CFA/ACCA qualification.,

You should have 8 - 10 years of experience in Capital Markets with exposure to brokerage, clearing corporations, depositories, stock exchanges, mutual fund asset management companies, or similar. Along with this, you should possess 5+ years of hands-on experience in custody firms across various areas such as transaction processing and settlement, safekeeping, account opening and onboarding, corporate action processing, proxy services, income collection, tax services, cash management, real-time reporting, and market infrastructure connectivity. It is essential for you to have proficient communication, organizational, and analytical skills. Being team-oriented and having experience working wit...

As a Fund Selection/ Fund Manager Research (Alternative Assets) in the Investment Portfolio, you will be responsible for leading quantitative and qualitative data requests from traditional and alternative asset managers for fund due diligence. Demonstrating subject matter expertise in leading the manager research vertical, you will play a crucial role in the investment decision-making and manager-selection processes. Your tasks will include conducting fund manager due diligence, maintaining updated investment due diligence notes, and organizing data on a central database. Upon receiving data from the investment manager, you will be in charge of formatting and inputting it into a company rese...

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...

Embark on a transformative journey as an ICAAP and CCR Stress testing professional at Barclays. You will spearhead the evolution of the digital landscape, driving innovation and excellence by harnessing cutting-edge technology to revolutionize digital offerings, ensuring unparalleled customer experiences. As an ICAAP and CCR Stress testing role holder, you will work independently and as part of a team to provide expert analysis and commentary on the bank's wholesale credit and counterparty credit risk profile, and internal capital assessment. This exciting opportunity involves collaborating with Treasury and Capital Management, Trading, and Banking teams to understand risk on wholesale credi...

Responsible for Independent Model validation & performance monitoring. Evaluating model assumptions & data integrity, testing model numerical, statistical, performing outcomes analysis & reviewing model governance & control process. Required Candidate profile 4+ years of experience in statistical or mathematical role with advanced experience in financial modeling in Commercial Real Estate Advanced Excel skills and experience in basic SQL query writing

As a Quant Analyst at AVP level in Mumbai, India, you will be a part of the Strategic Analytics team at Deutsche Bank. The team plays a crucial role in developing quantitative analytics, modelling, pricing, and risk management solutions for various units of the bank, including Investment Bank, Corporate Bank, and Risk and Control functions. Your primary responsibility will be to develop complex processes, frameworks, and risk analysis models, as well as enhance existing frameworks to measure market risks across the bank. You will work on converting business problems into manageable statements, gather information from stakeholders, design automated solutions, and develop databases and applica...

Role & responsibilities Deliver classroom-based sessions in Navi Mumbai or Pune (based on location preference) Conduct structured lessons aligned with the CFA Level 1 curriculum and Financial Modeling syllabus Provide conceptual clarity, real-world examples, and hands-on Excel training Clarify student doubts during and after sessions Track student progress and provide feedback Collaborate with the MentorMeCareers team to ensure high-quality delivery Occasionally conduct assessments, mock exams, or interview prep workshops Preferred candidate profile For CFA Level 1 Trainer: Passed CFA Level 2 or Level 3 (preferred) Strong grip over Ethics, Quantitative Methods, FRA, Equity, and Portfolio Man...

As a member of the Fixed Income (FI) Credit Products and Content team at Morgan Stanley Wealth Management, you will be responsible for curating and distributing actionable Taxable Fixed Income content to our Financial Advisors. You will leverage both internal and external credit analysis, as well as Morgan Stanley Research and Strategy, to assist in portfolio construction, positioning, and overall strategy. Additionally, you will supervise the Equity Product team in creating and delivering timely and insightful equity-related content. Your primary responsibilities will include performing fundamental and relative value credit analysis across multiple sectors within the US Investment Grade ass...

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 responsibilities will include preparing strategy presentations, analyzing portfolios, assisting with client performance reports, and coordinating with Sales, Consultants, and RFP teams. Leveraging your strong understanding of fixed income securities & market, excellent communication skills, and proficiency in MS Office and Bloomberg, you will deliver effective cash management solutions to our clients. Your main tasks will involve preparing strategy presentations that include performance & mar...

The Senior Analyst, MoRM (DIPL) position based in Mumbai, India involves actively managing model risk globally in line with the bank's risk appetite. The primary responsibilities include performing independent model validation, identifying and mitigating model risks, designing model risk metrics, implementing a robust model risk management framework, and supporting bank-wide model risk-related policies and practices. This role encompasses validation applicable to estimation approaches within the Deutsche Bank Combined US Operations (CUSO) across various business units and risk types. As a Senior Analyst in Model Risk Management, you will be responsible for validating Stress testing models un...

Analyst/ Associate @ Acuity Knowledge Partners (2-4 years Model Risk Management) Key Responsibilities As part of the first line of defence, assess new and existing models for potential vulnerabilities, limitations, or misuse. Review, analyse and interpret findings and observations from the model validation team. Propose, implement and document required changes or enhancements to models, methodologies, data inputs, and assumption to address identified issues. Define and develop relevant edge case scenarios (e.g., extreme market, credit, or borrower conditions) to robustly challenge model performance Design and code analytical frameworks to simulate and test defined edge cases, ensuring compre...

Support an equity research analyst of a US-based sell-side firm tracking the US insurance sector: Build end-to-end financial models for initiating coverage; update models for earnings and events Contribute to initiation notes, earnings notes and other notes Search and aggregation related to sector and companies Provide data and analysis based on various client requests Build and update sector databases Prepare and update marketing presentations Work on wall-crosses assignments Use data sources such as Factset and Bloomberg Role requires: Keen understanding of financial analysis Excellent knowledge of accounting and valuation concepts Excellent MS-Excel skills Ability to write research report...

Overview Perform Supply Chain activities for all relevant BUs in This role will ensure quality, SLA compliance and accuracy of all Supply Chain performance management activities. Assist BU Supply Chain teams in performance management reporting, PSP, AOP Phase-1, AOP Phase-2, monthly rolling forecast, quartlery rolling forecast delivery as well as adhoc analysis for decision support. Responsibilities Functional Responsibilities Perform Supply Chain activities namely Performance management reporting including insightful commentary on variances and business performance Financial modelling for PSP, AOP Phase-1, Phase-2 and rolling forecasts What if and scenario analysis Data collection to suppor...

Teaching: Deliver engaging instructional sessions, conduct workshops, and facilitate discussions to reinforce CFA concepts, ensuring students grasp key material and develop critical thinking skills. Student Support: Assist students in understanding CFA concepts, addressing coursework questions, and offering study guidance. Course Material Preparation: Organize and update course materials, including lecture slides and assignments, ensuring accessibility and accuracy. Grading and Feedback: Support grading assignments, quizzes, and exams, providing constructive feedback for student improvement. Research and Development: Stay updated on the CFA curriculum and financial topics to ensure relevance...

The job requires a candidate who holds a CA/CFA/ACCA qualification.,

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

You will be working as a part of the Business and Financial Research Team at Axience, a professional business services firm known for delivering Integrated Bespoke Solutions to clients. The firm specializes in providing high-quality financial and business research services to a diverse range of reputable clients in the financial services industry, including private equity and debt funds, investment banks, asset managers, and family offices. As an Associate / Senior Associate at Axience, you will be responsible for working on various financial and investment research projects, such as financial benchmarking, sector analysis, company analysis, financial modeling, due diligence, and preparation...

As a Senior Analyst in Model Risk Management (MoRM) at Deutsche Bank, your primary responsibility will be to manage and actively validate model risk globally in alignment with the bank's risk appetite. This includes performing independent model validation, early identification and mitigation of model risks, designing model risk metrics, and implementing a robust model risk management and governance framework. You will support bank-wide model risk-related policies and practices. Your role will involve validating stress testing models used within the CCAR PPNR umbrella for DB USA, requiring an understanding of various aspects of the bank's business across Corporate Banking, Private Banking, an...

You should have 8 - 10 years of experience in Capital Markets with exposure to brokerage, clearing corporations, depositories, stock exchanges, mutual fund asset management companies, or similar. Additionally, you should possess 5+ years of hands-on experience in custody firms across various areas such as transaction processing and settlement, safekeeping, account opening and onboarding, corporate action processing, proxy services, income collection, tax services, cash management, real-time reporting, and market infrastructure connectivity. It is essential to have proficient communication, organizational, and analytical skills while being team-oriented and capable of working with a cross-loc...

As a member of Morgan Stanley Wealth Management's Fixed Income (FI) Credit Products and Content team, you will play a vital role in curating and distributing actionable Taxable Fixed Income content to Financial Advisors. Your responsibilities will involve conducting fundamental and relative value credit analysis, leveraging internal and external research for idea generation, and commercializing Fixed Income content through trade ideas. Additionally, you will oversee the Equity Product team's content creation process and delivery, focusing on timely and insightful equity-related content based on Morgan Stanley Equity Research and Institutional Equity Division insights. Your primary responsibi...

As a Quantitative Researcher in Mumbai with 2-4 years of experience, you will be responsible for conducting research and analysis on various financial products such as equities, fixed income, and alternative investments. Your role will involve contributing to the development of the financial advisory ecosystem by building models, automating processes, and creating tools to enhance advisory services. Utilizing data and quantitative analysis, you will generate valuable insights and recommendations. Your key responsibilities will include developing and maintaining financial models to support investment analysis and portfolio management. Additionally, you will be required to prepare reports and ...

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 4 Years exp in M End to End Merger and Acquisitions Analytical, combining both quantitative & qualitative skills Practical knowledge of FactSet, Capital IQ, Bloomberg CFA preferred

Role Purpose: Responsible to enable sales by leveraging product knowledge and supporting the sales team. Primarily responsible for conducting product trainings and knowledge sessions for internal employees and distributors and achieving product level targets for the assigned Region. To be the Single point of contact for all Product related queries in the Region Key Accountabilities: 1) Responsible for Concept Selling across the region, leveraging distributor relationships 2) Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agenda 3) To conduct Regular Training and Knowledge Sessions...

Key Responsibilities : He/ she must be a Chartered Accountant (CA) with 2-4 years of experience with Big 4 experience in hardcore accounting advisory and/ or Audit Preferably cleared CA in first attempt Certificate in International Financial Reporting is an added advantage. Advanced knowledge of Excel , audit tools , Power BI and financial software. Good communication ( both spoken and Written) and interpersonal skills are a must Pleasant personality as the job has interactions with Auditors and internal stakeholders Key Responsibilities : Financial Accounting and Reporting : Ownership for preparation and review financial statements in compliance with Indian Accounting Standards (IND AS) . E...