688 Cfa Jobs - Page 15

EquityResearch Analyst s Work Experience Atleast seven years of work experience in equity research with mutual fund,insurance company or broking entity Reasonable experience in covering Capital goods and Power utilities will be preferred Academic Qualifications CAMBA CFA Key Result Area Stock recommendations performing better than the respective sector indices s Equity Research Trackingcompanies under coverage with proper understanding of the various macro andmicro factors impacting them Regularinteractions with the company management and other intermediaries Givingstock recommendations with both relative rating and target prices Maintaining financial models for all companies under coverage ...

Location(s): Quay Building 8th Floor, Bagmane Tech Park, Bengaluru, IN Line Of Business: RRS(RRS) Job Category: Credit Analysis & Research Experience Level: Experienced Hire At Moody's, you have the opportunity to join a team of bright minds dedicated to transforming today's risks into tomorrow's opportunities. We foster an inclusive environment where everyone is encouraged to be themselves, share ideas freely, think innovatively, and engage with colleagues and customers in a meaningful manner. Even if you do not meet all the requirements listed, we encourage you to apply if you are enthusiastic about this role. We are looking for individuals who embody our values: investing in relationships...

As a Financial Advisor at Gamut HR Solutions, you will be responsible for providing expert financial planning and investment advice to clients. With a focus on job placements, our company is headquartered in Hyderabad, Telangana, India, and is currently seeking a mid-level candidate with 4 to 6 years of relevant experience for a full-time role. To excel in this position, you should have proven experience as a Financial Advisor or Wealth Manager, along with in-depth knowledge of investment strategies and financial products. Your strong analytical and problem-solving abilities, coupled with excellent communication and interpersonal skills, will be essential in this role. As part of your respon...

Market Functions: 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 tools available People Function : Lead, Monitor, Motivate and drive performance by leverage selling tools and incentive programmes...

You will be joining M&G Global Services Private Limited, a subsidiary of M&G plc group of companies, as a Manager Business Senior Auditor. In this role, you will report to the Assistant Vice President in M&G Global Services Private Limited, located in Mumbai. Your primary responsibility will be in the Internal Audit function, which is crucial for meeting business ambitions and protecting customer interests by ensuring internal control, risk, and governance frameworks are effective. As a Business Senior Auditor, you will work closely with stakeholders to identify risks and control improvements across various business functions. This role requires at least three to six years of experience in f...

As a Valuations, Modelling and Economics Manager at our firm, you will be involved in a variety of engagements within the Strategy and Transaction Service Line (SaT), catering to clients across different sectors such as financial services, energy, utilities, telecommunications, automotive, real estate, and more. Your responsibilities towards clients will encompass various tasks including planning, executing, and managing engagements, nurturing client relationships with key personnel like CFOs and CEOs, preparing and reviewing reports, providing on-the-job training to junior staff, leading engagements by project managing, building client relationships, and finalizing reports, performing detai...

EquityResearch Analyst About The Role s Work Experience Atleast seven years of work experience in equity research with mutual fund,insurance company or broking entity. Reasonable experience in covering Capital goods and Power utilities will be preferred. Academic Qualifications CAMBA CFA Key Result Area Stockrecommendations performing better than the respective sector indices About The Role s EquityResearch Trackingcompanies under coverage with proper understanding of the various macro andmicro factors impacting them Regularinteractions with the company management and other intermediaries Givingstock recommendations with both relative rating and target prices Maintainingfinancial models for ...

KPMG India is looking for Assistant Manager - Mobility and Logistics to join our dynamic team and embark on a rewarding career journey. Ensuring company policies are followed. Optimizing profits by controlling costs. Hiring, training and developing new employees. Resolving customer issues to their overall satisfaction. Maintaining an overall management style that follows company best practices. Providing leadership and direction to all employees. Ensuring product quality and availability. Preparing and presenting employee reviews. Working closely with the store manager to lead staff. Overseeing retail inventory. Assisting customers whenever necessary. Organizing employee schedule. Ensuring t...

Our esteemed buy-side client is currently looking for a highly skilled and experienced Analyst to join their Valuations Team, specializing in valuations of private companies. The ideal candidate will play a critical role in validating the valuations of private investments, review, and document the valuation models at asset level, draft investment memos, and provide valuable insights. The successful candidate should have at least 3 years of experience in valuations and modeling, with a strong preference for candidates holding a CFA designation or pursuing the CFA program. Key Responsibilities: Review of the inputs included in the valuation matrix-based valuation models and materials Validatio...

: In Scope of Position based Promotions (INTERNAL only) Job TitleBusiness Finance Analyst - NCT 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. What well offer...

We are seeking a motivated and detail-oriented CA Intern to join our Equity Research team. This role offers hands-on experience in fundamental research, financial analysis, and sector-specific evaluation to support investment decisions.

Company Description Mindreflex Technologies Private Limited (21K School) is at the forefront of the shift towards online schooling in India. As a pioneer in online-only schooling, we are dedicated to revolutionizing the education sector and providing quality education through digital platforms. Located in Bengaluru, we are committed to creating innovative and engaging learning experiences for students worldwide. Role Description This is a full-time on-site role for a Head of Finance and Accounting at 21K School in Bengaluru. The Head of Finance and Accounting will be responsible for overseeing financial statements, financial reporting, budgeting, and utilizing analytical skills to drive stra...

As a CIB Portfolio Management Manager at Wells Fargo, you will have the opportunity to manage and develop a team to provide portfolio management and underwriting support to the entire industry. Your responsibilities will include engaging with coverage officers and relationship managers to lead the credit approval process, identifying industry trends and managing risks and opportunities, making decisions regarding underwriting and relationship management strategies, interpreting policies for compliance requirements, and collaborating with various stakeholders to support the industry team. To be successful in this role, you should have at least 4+ years of CIB Portfolio Management experience a...

Job Description: Immediate Joiners / Less then 15 Days Notice Period (If* Serving Notice Period) Edutation* - Mcom - MBA - CA Inter - CMA - CFA - B.Com * with (KPO - BPO Experience) US / UK - International Process Experience (Mandatory) Team is seeking a highly skilled Assistant Manager to oversee the Record-to-Report (RTR) function while contributing to FP&A activities, including cash forecasting, consolidation, AP/AR management and Team handling experience. The ideal candidate must possess excellent communication skills and be able to collaborate effectively with team and US clients via email and virtual meetings. Knowledge of QuickBooks, Sage, or US Accounting will be a significant advant...

We re interested in hiring a responsible individual and a pro-active Prompt Engineer to join our team, focused on developing intelligent systems for financial use cases. This role is ideal for professionals with deep experience working with different prompt engineering techniques and a strong command of company financials. Youll be responsible for designing prompts and fine tuning the results for financial data. Job Responsibilities: Design, test, and optimize prompts for financial document summarization, statement analysis, KPIs, forecasting, and regulatory compliance tasks. Manage prompt routing, context injection, and response formatting. Perform quantitative and qualitative evaluations o...

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...

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...

We are seeking a highly skilled and experienced Credit Valuations Analyst to join our esteemed buy-side client's Valuations Team, specializing in credit valuations of private companies. As a member of the team, you will play a critical role in conducting comprehensive credit valuations, updating valuation models, and providing valuable insights to support informed investment decisions. Key Responsibilities: 1. Conduct Credit Valuations: Perform thorough credit valuations of private credit investments, including analyzing financial statements, credit agreements, and market data to determine creditworthiness and potential risks. 2. Develop and Maintain Credit Valuation Models: Create, maintain...

In this role, you will: Research complex credit investigations and diverse credit information for loans Identify opportunity for process improvements within scope of responsibilities or functional area Review and identify basic operational assignments that require research, evaluation, and selection of alternatives while exercising independent judgement to guide medium risk deliverables Present recommendations for resolving complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements Collaborate and consult with functional colleagues, internal partners, and stakeholders including internal as well as extern...

Job Specifications Role Designation: Cluster Manager- Department: Investment Products Function: Sales Company: MOFSL Reporting to: Regional Head - Investment Products Location: Hyderabad Job Purpose The role would require complete P&L responsibility for the Team reporting in - To profitably manage and create a team of high achievers. To expand the organisations HNI client base with acquisition of HNI clients . To create a profitable cross sell business at assigned branches . To score high on client satisfaction by providing them best investment advice, managing their portfolios and superior after sales services- To ensure all processes are followed keeping in mind the ethos of the organizati...

Job Details: Position: Research on Fund Managers (Alternative Assets)- Investment Portfolio Job Location: - Mumbai Shift Timing: - 12:30 PM to 9.30 PM Hybrid Policy: 3 days from office and 2 days work from home Role & responsibilities Leading quantitative and qualitative data requests from traditional and alternatives asset managers for fund due diligence Demonstrate subject matter expertise in leading the manager research vertical Contribute to the investment decision-making and manager-selection processes Conducting fund manager due diligence, involving a broad set of qualitative and quantitative considerations Maintain updated investment due diligence notes, meeting notes and recommendati...

Opening at Ativir Financial Consultants Private Limited Company Profile: Ativir Financial Consultants Private Limited is a SEBI Registered Category -I Merchant Banking Firm engaged in Business and Investment Advisory Services, Credit Appraisal, Project Financing, Equity Research, Valuation and Financial Due Diligence. The Company focuses on Debt Syndication and Structured Finance, Debt Restructuring and Resolution Services. The group has diversified into NBFC , Cat I AIF. The Company is having its presence at Mumbai, Kolkata, Delhi and Bangalore. The Company is looking for highly motivated Candidates to join our team at its Mumbai Office. Job Location: 412A, The Capital, Bandra-Kurla Complex...

Engaging in identifying the ideal customer base for the territory to facilitate the propecting and lead generation. Creating the value matrix and strategizing the sales funnel for the product for the territory. Build a business database for the territory within the stipulated time limit. Execute collection of monthly MOP of Paint Majors from key Dealers. Conduct shortlisting of prospective Tinting Machines outlets in the territory and Franchise Stores subsequently. Conduct a credit risk assessment of every dealer. Gather benchmark data about length of credit given by Paint Majors and understand the inventory management followed by the dealers. Build a strong team of DDEs. Understand and pres...

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 credit ...

Engaging in identifying the ideal customer base for the territory to facilitate the propecting and lead generation. Creating the value matrix and strategizing the sales funnel for the product for the territory. Build a business database for the territory within the stipulated time limit. Execute collection of monthly MOP of Paint Majors from key Dealers. Conduct shortlisting of prospective Tinting Machines outlets in the territory and Franchise Stores subsequently. Conduct a credit risk assessment of every dealer. Gather benchmark data about length of credit given by Paint Majors and understand the inventory management followed by the dealers. Build a strong team of DDEs. Understand and pres...