688 Cfa Jobs - Page 17

Posted On 16th May, 2025 : RoleandResponsibilities Executionanddeliveryofvaluationengagements. Planningandmanagingteamdeliveriesandallocations. Managingateamwhilebeingaccountablefortheprogressionandreportingoftheengagementtothesenior membersoftheteam. Responsibleandaccountableforqualitycontrolandaccuracyofdeliverables. Communicateseffectivelywithclientsandtheabilitytocommunicatefindingseffectively. Overseesmultiplevaluationandconsultingengagementssimultaneously. Writescomplexvaluationreportsandeffectivelysummarizesanalysesandconclusions. Workscollaborativelywiththeteamandisapositivecontributortothefirmsculture. Leads,trains,andmentorssenioranalysts,analysts,andotherassociateswithintheteam. P...

Posted On 16th May, 2025 : The role involves working on business valuation assignments for U.S. and global clients, including 409A valuations and Business Enterprise Valuations (BEVs). The ideal candidate should possess strong analytical abilities, financial modeling expertise, and excellent communication skills to interact with clients and manage multiple projects efficiently. 1) Client Communication & Diligence Engage with clients to understand data requirements and valuation scope. Communicate effectivelyboth written and verbalto gather and clarify inputs. 2) Project Management & Execution Handle multiple valuation projects simultaneously and ensure timely delivery. Review and validate fi...

TRUST is seeking to hire an MBA or CA/CFA within the Fixed Income industry with at least 10 years of experience in institutional sales and substantial focus on credit instruments. Core Purpose of the Role: Acquire new clients and build the institutional/corporate client base for fixed income business Responsible for locating potential sales leads through market research and following up to convert leads into business relationships Leverage on market opportunities and develop new client relationships and accounts Generating innovative ideas for new client acquisition

: Job titleBond Analytics Analyst Location:Mumbai, India Corporate title Associate Role Description OverviewBusiness Division Deutsche Banks Corporate Bank (CB) a market leader in cash management, trade finance & lending, securities services and Trust & Agency Services. Focusing on the treasurers and finance departments of corporate and commercial clients and financial institutions across the globe, our universal expertise and global network allows us to offer truly integrated and effective solutions. OverviewBusinessTrust and Agency Service (TAS) With offices in New York, California, London, Frankfurt, Milan, Lisbon, Dublin, Hong Kong, Singapore and Tokyo, the Trust and Agency Services team...

: Job TitleBond Analytics Analyst, AVP LocationMumbai, India Role Description OverviewBusiness Division Deutsche Banks Corporate Bank (CB) a market leader inCash Managemnet, Trade Finance & Lending, Securities services and Trust & Agency Service. 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 Agency Service (TAS) With offices in New York, California, London, Frankfurt, Milan, Lisbon, Dublin, Hong Kong, Singapore and Tokyo, the Trust and Agency Services team at Deutsche Bank has long...

Senior Associate (m/f) Financial Audit focus Financial Planning and Analysis Youll make a difference by: Identify key risks in Siemenss operational and financial environment and develop an understanding of business processes, goals, and strategy to provide analysis and interpretation to management. Design and implement comprehensive audits to address the identified risks. Enhance and challenge existing audit techniques. Develop and promote digital use cases that increase coverage and overall assurance in cooperation with our data analytics team. Independently drive assurance objectives during fieldwork, including partner interviews and technical evaluations. Participate in meetings with seni...

1. Financial Reporting & Control 2. Budgeting & Forecasting 3. Financial Modelling & Analysis 4. Cash Flow & Working Capital Management 5. Cost Control & Margin Improvement 6. Strategic Financial Planning 7. Compliance & Risk 8. Team Leadership Required Candidate profile Candidate must have experience in Financial Controlling 100% on-time financial closure and reporting. Manage audits Qualification Must Be CA / CA Inter / CFA

Key responsibilities: Support credit underwriting through detailed financial modeling, ratio analysis, and forecast building. Perform bottom-up analysis of company financial statements, capital structure, and liquidity Draft initial credit reports and background summaries based on deal information and reporting disclosures. Participate in case reviews by analyzing the business model, industry risks, and financial health Reconcile historical financials under IFRS, identify adjustments, and assist in alignment with deal templates Collaborate with lead analysts and onshore counterparts for data validation, clarification and memo finalization Handle recurring quarterly monitoring updates, includ...

We are looking for a highly skilled and experienced professional with 6 to 11 years of experience to lead our credit team in Mumbai, Lower Parel. The ideal candidate will have a strong background in finance and risk management. Roles and Responsibility Collaborate with the business team to facilitate seamless credit underwriting for potential partners. Coordinate with the leadership team of business partners and obtain/evaluate necessary documents for credit underwriting. Ensure 100% compliance in lending standards, adhering to the company''s credit policy. Manage credit cost at the lowest level benchmarked to industry norms. Network in the industry, evaluate credit policies, and suggest res...

We are looking for a highly skilled and experienced Relationship Manager to join our team in Mumbai. The ideal candidate will have 10-15 years of experience in business development, team management, customer relationship management, and channel management. Roles and Responsibility Sourcing new customers in the MNC/Large Conglomerate segment to achieve book growth targets. Maintaining relationships with existing large account customers to ensure portfolio quality and growth. Managing portfolios and driving book growth for LRD business. Building and maintaining relationships with residuary companies. Ensuring 100% standard portfolio quality. Developing and implementing strategies to achieve sa...

UK Financial Analyst For MNC Company in Gurgaon, Noida WFH Title:- UK Financial Analyst Experience:-3+yrs Location:- Gurgaon, Noida, Alwar, Barodra, and Jaipur Permanent Work from home 5 Days Working Performing financial & commercial due diligence on client transactions Advise client & take part in negotiations Liaise with other professionals (lawyers, accountants etc).Preparing business valuation reports Excellent written & spoken English skills Work experience in banking or financial services industry Qualifications B.Com/M.Com/CA and ACCA a related field. fill in the details below. What's your Current CTC:- Exp Industry Accounting Auditing Taxation Qualification I.C.W.A, M.B.A/PGDM, M.Com...

Join Barclays as an Analyst role where you'll spearhead the evolution of our digital landscape, driving innovation and excellence You'll harness cutting-edge technology to revolutionise our digital offerings, ensuring unapparelled customer experiences At Barclays, we don't just anticipate the future we're creating it To be successful in this role, you should have below skills: Experienced with MS office toolkit (Word, PPT, Excel, Access Database etc) Excellent communication and presentation skills in both formal and informal settings & ability to interact with the region and UK / US as part of a global team (written and verbal) Strong control awareness in particular, the ability to identify ...

What this job involves: You will be part of the Investment modeling team that sits within the Business line Capital Market. You will be supporting the business in the form of financial modeling, and template creation of all operating and development properties using Microsoft Excel. Passion for global real estate Working closely with analysts and stakeholders from various global offices and supporting on the various process within the capital market team. This will help enhance the skill and global real estate knowledge. Team work Working with our leadership and business line heads to support the existing process and new business opportunities. You will be working closely with our team and g...

Role Description Risk division has a fundamental responsibility to protect the Bank. With group-wide responsibility for the management and control of credit, market, operational and reputational risks, we have a unique vantage point which allows us a holistic view of our businesses and our clients. Nearly 4,000 employees work together in our division to achieve our ambition to be an industry-leading risk management organisation. In an increasingly complex environment, risk management is fast-becoming the most sought after place to build a career within the banking world. Risk at Deutsche Bank is relied upon to help shape the strategy of the organisation and the wider industry agenda. The Glo...

Job description Accounting Independently prepare the data for all periodic RBI compliances. Oversee the timely compliance of Income Tax (TDS) and GST filings. Assist in accounting-related work, as and when needed. Investments Scan for and study the available data, research reports on the invested and investee companies and prepare a Company profile summary Attend investor calls and assist in preparing periodic (quarterly) performance update reports on the invested Companies and competition. Build and maintain a database of key parameters of each Investee company for the past 8 quarters and keep it updated. Attend Invested / investee Company management meetings. Keep track of, compile, and pe...

Skill required: Delivery - Financial Planning and Analysis (FP&A) Qualifications: Master of Business Administration What would you do We are seeking an experienced FP&A Transformation Leader to drive financial planning and analysis modernization initiatives for our clients. This role combines deep FP&A domain expertise with cutting-edge technology capabilities to reimagine traditional finance processes and deliver measurable business outcomes. What are we looking for Apply deep subject matter expertise in core FP&A processes including strategic planning, budgeting, forecasting, variance analysis, and performance reporting to design optimal future-state solutions Leverage advanced analytics a...

Build and update company and industry models Create and maintain databases using data from different sources Work on regular research publications - earnings previews, reviews, event updates, flash notes etc. Contribute meaningful research ideas for thematic publications Carry out sector analysis and help onshore analyst in coming up with investment themes /ideas Keep a track of latest developments in the companies under coverage and the sector and incorporate these into the research publications etc. Assist with data aggregation and ad-hoc requests Respond to client inquiries with respect to designated coverage areas Deepen research skills to prepare investment thesis and generated differen...

Urgent Hiring Chief Financial Officer (CFO) Industry: Real Estate Location: Greater Noida, Head Office, Plot no. 21, Knowledge Park 3, Greater Noida 201308 Employment Type: Full-Time, Permanent Experience - 12-15 years Position Overview: We are seeking a seasoned and dynamic Chief Financial Officer (CFO) to join our leadership team. The ideal candidate will be responsible for steering the company's financial strategy, ensuring regulatory compliance, and safeguarding the financial health of the organization. The CFO will play a critical role in financial planning, risk management, reporting, and guiding key investment decisions to drive sustainable business growth. Key Responsibilities: Lead ...

Experience required is less than 2.5 years. Research Analyst Job Description Role: The role involves supporting the equity research team of a buy-side firm Working with the CIO and Portfolio managers at client end and provide highly integrated research support Analysing and sharing insights on the sector and companies tracked (both public and private stocks) Handle bespoke research tasks, including preparing event updates, analysing IPOs/corporate actions, maintaining sector databases Build and maintain financial models for active and new positions Preparing questions for company management and coordination with sell-side brokers Regular interaction with brokers/ company management Support i...

Proven experience in sales or business development, with a strong track record of uccessfully selling products or services valued at Rs. 1 crore and above, preferably in the automobile, real estate, or high-end luxury sectors. A background in investment management, wealth management, or related fields is highly desirable Possess strong networking and relationship-building skills, with a demonstrated ability to engage high net worth individuals Excellent communication and presentation skills to effectively and convincingly articulate complex investment concepts. Proven track record of achieving or surpassing sales targets, demonstrating a results-oriented mindset. In-depth understanding of fi...

1.Perform specialised analyses & quality reviews . 2.Supervise the preparation of quarterly & annual account reconciliations 3.Tracking & managing audits including timely closure of all audit related open items 4.Create strategic business plans Required Candidate profile 1.Good excel skills and comfortable handling technology. 2.Ability to understand broader business issues and link that to impact on the financial results. 3.Demonstrate integrity, values & principles

About the Role: Grade Level (for internal use): 08 Department overview S&P Global's Market Intelligence Group empowers a diverse spectrum of private equity and venture capital firms to control their data more effectively and drive internal analytics and insights. Whether it is for portfolio analytics, valuations, investor reporting, or on-demand insight into operating metrics of a specific asset, this team is at the forefront of the FinTech space. Position summary Within the Data, Valuation and Analytics (DVA) division, the Valuation Services team islooking foran analyst to deliver valuation services and support to a roster of marquee Venture Capital/Private Equity clients spread across the ...

Company Overview With 80,000 customers across 150 countries, UKG is the largest U.S.-based private software company in the world. And we're only getting started. Ready to bring your bold ideas and collaborative mindset to an organization that still has so much more to build and achieveRead on. Here, we know that you're more than your work. That's why our benefits help you thrive personally and professionally, from wellness programs and tuition reimbursement to U Choose "” a customizable expense reimbursement program that can be used for more than 200+ needs that best suit you and your family, from student loan repayment, to childcare, to pet insurance. Our inclusive culture, active and engag...

The incumbent would be responsible for the primary & secondary sales for the territory. The deliverables of this role is to increase the sales with the retailers/wholesalers by handling the distributors. Continuous exploration and implementation of strategy for building opportunities & developing team to drive daily POB target. Responsibilities Increase in Sale: Monitoring success on volume, Price, & Value objectives for Top Products Strategic Sales Analysis: Proactively identifying growth opportunities &mitigating risks through resource optimization Gaining Market Insights: Uncovering customer needs and unleashing market potential for informed expansion strategies and growth plan Drive prod...

Project description Our customer is a leading private bank in India that provides front-to-back integrated treasury solution. Bank is embarking upon first ever Murex upgrade (v3.1.38 to v3.1.6x) since implementation. Luxoft has been chosen as the System Integrator partner for this project and will have key roles across all the streams - Front Office, Back Office, Finance, Risk, Integration, Reporting, Test Management, Configuration & Environment management. We are looking for experienced & motivated Murex colleagues to join this exciting program and contribute towards the success of this engagement Responsibilities Understand the project requirement and validate the design solutions Support ...