1009 Cfa Jobs - Page 16

Role & responsibilities Regulatory Compliance and Change Management: Support in Identifying and implementation of regulatory change (covering policy/process/system adaption) Assist in collation and validation of data/ information (sought by regulators pre, during and/ or post Regulatory inspection) Support the identification and remediation for gaps/ improvement areas identified during Inspection as well as Compliance Testing Act as point of contact for escalations, controls, key process and risk indicators in supporting the Risk departments regulatory governance and compliance agenda Contribute in evaluation of adequacy and effectiveness of regulatory reporting policies, processes and contr...

As an experienced credit analyst, you will be responsible for leading and executing detailed credit assessments for leveraged and non-investment grade issuers across various sectors. Your role will involve developing and evaluating comprehensive financial models with projections, conducting thorough business and financial risk analysis, and preparing high-quality credit memos and investment recommendations to meet client standards. Additionally, you will be expected to review and ensure the accuracy of outputs produced by junior analysts, provide feedback and coaching to enhance analytical quality, and lead discussions with onshore stakeholders to clarify assumptions and credit positioning. ...

As a Client Coverage Role at CorpCare, you will be responsible for managing and acquiring client relationships with MSMEs, large corporates, family offices, and Startup treasuries in Bangalore, Mumbai, Pune, Delhi, and Ahmedabad. Your primary goal will be to drive growth and provide customized financial solutions to CorpCare's diverse client base. To be successful in this role, you should have a background in Mutual Fund Institutional Sales, preferably with experience in handling institutional clients for AMCs or similar platforms. You should possess 2-8 years of experience as an RM/BD in corporate banking, treasury management, asset management, or a related field. A strong understanding of ...

At EY, we are committed to shaping your future with confidence by providing opportunities to succeed in a globally connected powerhouse of diverse teams. We offer the support, inclusive culture, and technology to help you build a career as unique as you are. Join us at EY and contribute to building a better working world for all. As a Senior Manager in the Risk Consulting - MENA FS Risk Market Risk division at EY, you will be part of a dynamic team that delivers tailored risk solutions to help clients manage a range of financial and regulatory risks. This includes market, credit, operational, and regulatory risks that arise from various financial activities. We are looking for collaborative ...

You should have completed CA or CFA or MBA from a Tier 2 institute and possess prior experience in M&A and corporate finance projects, specifically supporting on mergers and acquisitions. Your responsibilities will include financial analysis, project and market analysis of potential acquisition targets, preparation of financial statements, business activity reports, and forecasts. You will also monitor financial details to ensure compliance with legal requirements. Additionally, you will be involved in financial planning & analysis, preparing and reviewing financial reports, seeking ways to reduce costs, and developing financial strategies. You will lead budgeting, forecasting, and financial...

Our Client, a Leading Financial Services company is looking out for an Equity Research Analyst - Fundamental Research (Indian Banking & Financial Services sector) to be based at Mumbai. - The ideal candidate should be a CA/CFA/MBA - Finance with 4-6 years' experience in Fundamental Research specifically Indian Banking / Financial Services sector. - The individual could be from Sell Side/ Buy Side, PMS, Insurance and Global Capability Centre but experience in the Indian Banking sector is mandatory - The Research Analyst shall track the sector on a regular basis and develop deep understanding of the sector and companies involved. - The person shall carry out detailed fundamental analysis of th...

Tracking key fundamental and industry data for the companies within the assigned sector Generate equity research reports such as Initiating Coverage, Sector thematic, Quarterly result updates of companies, Event updates, etc. Be part of a well reputed established research team serving domestic and foreign institutional investors, and other relevant investor segments Interact with analysts/FMs in domestic and foreign institutional investors Job specific skills Applicants should have Excellent oral & written communication skills Strong client relationships, endorsed by votes from large domestic and foreign institutional investor Strong relationship with company managements within the sector of...

Functional Responsibility / Domain Related The role will include following responsibilities: Customized Research on various investment products like AIFs, MFs, PMS for asset managers, distributors and institutional investors Writing analytical articles related to the investment products/ themes, wealth management and general markets Continuous engagement with existing clients Detailed quantitative and qualitative analysis on other financial products like MFs, PMS, ULIPs, PE Funds, REITs, InvITs for bespoke assignments Qualitative Research: Qualitative assessment of AIFs based on various parameters like organisation structure, investment and risk management processes, process due diligence of...

Institutional Equity Sales person will be responsible for driving sales to institutional investors, domestic and foreign, in Indian equities The job involves understanding, developing and marketing investmentideas to professional, experienced institutional investors Developing and maintaining close relationship with institutional investors, domestic and foreign Marketing equity market transactions, such as IPOs, QIPs etc, that are lead managed by the company, to institutional investors, domestic and foreign Salesperson will work closely with in-house research analysts withsector specialization Focus will be to identify and develop institutional clients seeking access to the companys research...

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 CA /MBA / 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 ...

Acquire HNI/UHNI clients & conduct discovery meetings Pitch & onboard Mutual Funds, PMS, AIFs, Bonds, Insurance Conduct seminars, webinars, networking & referrals Maintain CRM & ensure compliance Achieve revenue & lead conversion targets Health insurance

KEY ROLES & RESPONSIBILITIES Support the Private Equity Valuations Team of a US-based Alternative Asset Manager in validating the valuations of private investments, review, and document the valuation models at asset level, draft investment memos, and provide valuable insights Review of the inputs included in the valuation matrix-based valuation models and materials Validation of valuation methodology and models used – model calibration, and methodology review Review of the valuation of assets held by the funds, at each NAV frequency. Review of significant changes in valuation marks/other valuation KPIs - simple, detailed, scoring, Sample testing is for the public and liquid only Review and d...

Roles and Responsibilities Conduct market research to identify investment opportunities and analyze financial data to determine their viability. Stay up-to-date on industry trends, regulations, and best practices to inform investment decisions. Collaborate with internal teams to develop new products and services, ensuring alignment with company goals. Develop and maintain relationships with clients, understanding their needs and providing tailored investment solutions. Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently.

About KPMG INDIA KPMG entities in India are professional services firm(s). These Indian member firms are affiliated with KPMG International Limited. KPMG was established in India in August 1993. Our professionals leverage the global network of firms, and are conversant with local laws, regulations, markets and competition. KPMG has offices across India in Ahmedabad, Bengaluru, Chandigarh, Chennai, Gurugram, Jaipur, Hyderabad, Jaipur, Kochi, Kolkata, Mumbai, Noida, Pune, Vadodara and Vijayawada. KPMG entities in India offer services to national and international clients in India across sectors. We strive to provide rapid, performance-based, industry-focused and technology-enabled services, wh...

Looking for CFA candidate Qualification : Min CFA level 1 Passed JD : Job Description Risk & Investment Specialist (CFA/FRM Certified) Position Overview We are seeking a highly skilled and certified CFA and/or FRM professional to join our team. The ideal candidate will bring deep expertise in investment analysis, portfolio management, and financial risk management . This role involves supporting strategic decision-making, optimizing investments, and mitigating risks across multiple asset classes and business functions. Key Responsibilities Conduct in-depth financial analysis, valuation, and investment research to support portfolio strategies. Design, implement, and monitor risk management fr...

As a member of the finance team at Indie Stays, you will play a crucial role in ensuring accurate financial reporting and analysis. Your primary responsibilities will include preparing financial statements, utilizing your accounting skills to maintain accurate records, and using your analytical skills to identify trends and make recommendations. To excel in this role, you must have a keen attention to detail and a commitment to accuracy in financial reporting. Proficiency in financial software and Microsoft Excel is essential for success in this position. Additionally, your ability to work effectively in a team environment will be key to collaborating with colleagues across departments. Whil...

As a Derivatives Analyst at our Mumbai location, you will be responsible for executing the full production lifecycle for all Derivatives asset types in the APAC region. This includes performing pre-production analysis, conducting quality checks, ensuring production execution, and delivering outputs in a timely manner. You will also be tasked with collecting and analyzing requirements for a wide range of derivatives, including vanilla products like IRS, Swaptions, FX and Equity Options, CDS, TRS, and Inflation Swaps, as well as complex/exotic products such as Dispersion Swaps, Volatility Swaps, Hybrid Instruments, and Exotic Structured Notes. Additionally, you will play a key role in supporti...

Working Location: Thessaloniki or Athens (hybrid) At EY, you will have the opportunity to shape a career that aligns with your unique attributes, benefiting from the global reach, support system, inclusive environment, and cutting-edge technology to maximize your potential. Your distinctive voice and perspective are highly valued at EY, as they play a crucial role in enhancing the organization's overall performance. Join our rapidly expanding team, which comprises more than 2,500 professionals in Greece and holds prestigious recognitions such as Greece's Top Employers, Great Place to Work, and Best Workplaces for Women in 2024. Immerse yourself in a flexible work environment under our hybrid...

Requirements: Qualifications: Education: Bachelors degree in Finance, Economics, Business Administration, or a related field. Certified Financial Planner (CFP) certification from the Financial Planning Standards Board (FPSB) India or an equivalent recognized body(preferred). Additional certifications such as CFA (Chartered Financial Analyst), NISM (National Institute of Securities Markets) are a plus. Experience: Minimum of 5 years of total experience in financial planning and wealth management in India. At least 3 years of proven experience as a Relationship Manager, preferably in wealth management, private banking, or financial advisory services. Demonstrated success in managing high-net-w...

Company Overview One Centurion Pvt Ltd (The 1% Club) The 1% Club is a SEBI-registered Non-Individual Investment Adviser (RIA) dedicated to transforming the way individuals and families approach personal finance. Unlike traditional distributors who earn commissions from financial products, we follow a fee-only advisory model, ensuring that every recommendation we provide is unbiased, transparent, and always in the clients best interest. As a Non-Individual RIA, we operate as a professional advisory firm rather than as a single adviser. This allows us to bring together a team of qualified financial planners, researchers, and compliance professionals who collectively deliver the role of a Perso...

As a Senior Financial Modeling Analyst at NTT DATA, you will play a crucial role in gathering, analyzing, and summarizing financial recommendations for new capital investments and sales opportunities. Reporting to the Senior Director, Strategic Planning and Governance, you will collaborate with various departments to develop business case modeling for new locations, analyze profitability, make financial recommendations, and monitor financial performance. Your responsibilities will also include evaluating complex and large opportunities in collaboration with the Sales department to ensure alignment with the original business case. Your essential duties and responsibilities will involve workin...

We are hiring an Analyst-Financial Advisory Role & responsibilities The candidate will be responsible for working with a dedicated advisor/team of financial advisors and staff to help provide outstanding service to the clients. Role & responsibilities: Preparing basic financial plans, conducting investment research and completing trades and transactions (Money movement, new account opening, etc.). Create the agenda and summary of meetings and provide necessary follow-up. Prepare and ensure new business Assisting in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors Preferred candidate profile...

- Guide equity analysts & ensure quality research reports - Conduct financial & valuation analysis of companies/sectors - Develop thematic investment ideas & strategies - Present insights to stakeholders & monitor markets Required Candidate profile Master’s in Finance/Economics/Business;CFA/CA preferred 2–3 yrs direct equity research experience(Indian markets) Strong financial modelling &Excel skills Excellent communication &leadership potential

Department Global Investment Research - Research Specialist Team Reports To Team Lead Associate Director, Investment Research Level Research Analysis - 5 About your team Investment Research Specialist team is based out of two locations - Gurgaon, India and Dalian, China. The department provides fundamental research support (building financial models, maintaining industry databases, and conducting Industry and company analysis) to all FIL Equity and Credit analysts and select Portfolio Managers. This allows analyst teams to cover a higher number of stocks/credits, respond faster to corporate developments, dig deeper into investment issues, and manage coverage gaps. The team is also looked upo...

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 customer 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 for Internal Empl...