1009 Cfa Jobs - Page 19

About the Role We are seeking an experienced and detail-oriented Finance Sr. Manager to oversee all financial operations of our Skill Development company. The role involves managing compliance with government-funded projects (DDU-GKY, UPSDM, JSDM, State Skill Missions, etc.), ensuring timely statutory filings, maintaining financial discipline across training centers, and providing strategic financial insights for sustainable growth. Key Responsibilities Financial Management & Control Oversee end-to-end accounting, financial planning, and reporting for all company operations. Prepare accurate monthly, quarterly, and annual financial statements in compliance with statutory and funding agency r...

As a Vice President at MSWM Capital Markets within Morgan Stanley Wealth Management, you will play a crucial role in the Fixed Income (FI) Credit Products and Content team. Your primary responsibility will be to curate and distribute pertinent Taxable Fixed Income content to Morgan Stanley's Financial Advisors, utilizing both internal and external credit analysis along with Morgan Stanley Research and Strategy to assist in portfolio construction, positioning, and overall strategy. You will be required to perform fundamental and relative value credit analysis across various sectors within the US Investment Grade asset class. Additionally, you will monitor and leverage internal & 3rd party res...

Assist with onboarding workflows including account setup, custodian paperwork review and CRM updates. Analyse and manage advisor workflows, compliance checklists, and operational task Prepare detailed reports Assistance in Portfolio Services Provident fund

Set the strategy: Develop and execute India s institutional engagement plan aligned to global priorities driving employer adoption and recognition of CFA Institute programs. Lead partnerships: Cultivate and expand high-impact institutional relationships with employers, regulators, industry bodies, and channel partners; represent CFA Institute at conferences, roundtables, and workshops. Drive outcomes: Serve as a trusted advisor to senior stakeholders; influence employer uptake of CFA Institute credentials and learning; ensure the profession recognizes the value of CFA Institute candidates and charterholders. Deliver early impact: Within the first 30/60/90 days, quickly identify priority oppo...

Designation: Warehouse & Logistics Manager, Trade Generics Key Responsibilities: •Manage the overall logistics of pharmaceutical products for a new company in Trade Generics –Manage storage, inventory control, and ensuring timely delivery .

Sr. Manager UK Life and Pension, insurance Process Position Overview The Sr. Manager role is a non-voice position within the insurance process, specifically Life and Pension Retirements. Candidates must be flexible to work in any shift and hold a graduate degree in any stream. Qualifications & Experience Graduate in any discipline 12+ years of experience, primarily in BPO insurance (Life and Pension Retirements) Must have a team of 100+ associates Relevant certifications: CF1, FA1, FA2 (one or more) Intrusted to work from office 5 days in week in UK Shift(2-11pm) Job Location: Kolkata Essential Skills Strong knowledge of insurance products and policy life cycles Excellent customer service or...

As a prospective candidate for the position, you should hold a mandatory education qualification of being a graduate in any discipline, with preference given to those with a background in Engineering, Maths, or Economics. Additionally, having an MBA/MMS/MS/PGDM in Finance, or being a Chartered Accountant or CFA would be considered as an additional preferred qualification. Possessing the certification of NISM Series XIX-C/D: Alternative Investment Fund Managers will be advantageous. In terms of relevant work experience, the ideal candidate for SIA should have 3 to 5 years of experience, for IA 2 to 3 years, and for an Analyst position, freshers are welcome. It is important to have work experi...

The Data Science Lead role is a strategic position where you will stay updated on the latest developments in the field and contribute to the directional strategy by applying these developments to your job and the business. As a recognized technical authority within the company, you will need to possess basic commercial awareness. Your role will have a significant impact on the business through the delivery of complex outcomes. Communication and diplomacy skills are essential as you will be required to guide, influence, and convince others, including colleagues from different areas and occasional external customers. Your work will impact an entire area, ultimately affecting the overall perfor...

As a Senior Analyst specializing in Mortgage Bookkeeping and Accounting, your role will involve providing virtual business process services to a global investment management company. You will be responsible for ensuring the accurate and timely recording of journal entries in compliance with US accounting regulations and company policies using Accounting Software Applications. Daily reconciliations of cash movements across banking records, loan records, and general ledger will be a crucial part of your responsibilities. Additionally, you will need to reconcile key balance sheet accounts monthly to maintain consistency between external records (such as Asset Management System, Bank Records, Se...

Private Equity Accounting Location: Bangalore / Mumbai Department: Fund Accounting Vacancy Type: Permanent Job Shift: UK/US The position: Fund Accounting team is responsible to Coordinate in Fund setup i.e. N Tier or GWI including setup of Classes, Special allocation groups, multiple legal entities, defining all the linkages and hierarchies across multiple Masters and Feeders, defining Catch-up and Carry terms and classes (after deciding that Carry should be calculated at what level). Performing system fund allocations in GWI moth on month and verifying the correctness of all attributes. Your Responsibilities: Knowledge of private equity/ debt fund structures designs & hierarchies, Special p...

You are a strategic thinker passionate about driving solutions in Alternative Investments. You have found the right team. As an Alternative Investments Professional / Lead within our Global Product Team, you will be responsible for setting and improving our organizational objectives and ensuring their consistent accomplishment. Job Responsibilities Support the Global Product Owner in leading the strategy, design, and execution of key initiatives across the end-to-end Alternative Investments value chain. Assist in defining product vision by connecting client/advisor needs with business goals. Understand current state requirements and offerings; define end state, target operating model, and pr...

You are a strategic thinker passionate about driving solutions in Operational Due Diligence(ODD). You have found the right team. As an Operational Due Diligence Analyst within our Alternatives Solutions Group, you will be responsible for setting and improving our organizational objectives and ensuring their consistent accomplishment. Job responsibilities Assist the team in initial and ongoing manager due diligence. Contribute to the strengthening of our ODD process, skills, and knowledge. Collaborate with investment and risk management teams. Develop independent views on new/existing managers regarding business and operational risks. Evaluate sustainability and diversity practices of manager...

The job involves working at KPMG, a professional services firm in India affiliated with KPMG International Limited. KPMG has been operating in India since August 1993, with offices located in various cities across the country such as Ahmedabad, Bengaluru, Chandigarh, Chennai, Gurugram, Jaipur, Hyderabad, Kochi, Kolkata, Mumbai, Noida, Pune, Vadodara, and Vijayawada. The professionals at KPMG leverage the global network of firms and possess knowledge of local laws, regulations, markets, and competition to serve national and international clients in India across different sectors. The primary focus of KPMG entities in India is to provide rapid, performance-based, industry-focused, and technolo...

As an Assistant Vice President Fund Research at HSBC, you will play a key role in the Wealth & Personal Banking business by conducting high-quality fund research and selection across multi asset funds. Your responsibilities will include performing in-depth investment due diligence, monitoring the multi asset fund shelf, preparing thought leadership material, actively participating in fund selection committees, and collaborating with local fund specialists and frontline teams. To excel in this role, you should have a minimum of 7 years of experience in the Funds/Asset Management industry with exposure to equity, fixed income, or multi assets. Professional qualifications such as CFA, FRM, MBA,...

The Business Product Senior Analyst, AVP position in Mumbai, India involves working in the Advisory Solutions team, focusing on managed investment solutions such as funds, alternative investments, and ETFs. The primary responsibility is to collaborate with client advisors to offer a range of investment solutions tailored to meet client objectives. This includes assessing product needs, creating fund solutions, and providing regular updates. Additionally, the role involves supporting the sales function, managing ongoing product development, and maintaining the funds and alternatives platform globally. As part of the position, you will enjoy various benefits under the flexible scheme, includin...

As a member of the Portfolio Analytics team at Morgan Stanley Fund Services in Mumbai, you will play a crucial role in analyzing, understanding, and reporting investment risk and performance for the global hedge fund clientele. Your responsibilities will include preparing custom client reports, building automation solutions using VBA coding, streamlining processes, and actively contributing to the development of new analytical tools. You will collaborate with teams across the globe, particularly in New York, Hong Kong, and London, to ensure timely client deliverables and operational efficiency. This role requires a combination of business knowledge, analytical skills, and the ability to work...

You will be joining CorpCare as a Client Coverage Role in locations like Bangalore, Mumbai, Pune, Delhi, and Ahmedabad. CorpCare is a unique all-in-one corporate treasury surplus fund management and asset management platform based in Mumbai. They offer a single window solution for corporates, family offices, and HNIs to formulate and manage treasury management policies. The portfolio management advisory system provides assistance in conducting reviews with investment committees and the board. Your main responsibility will be to manage and acquire client relationships with MSMEs, large corporates, family offices, and Startup treasuries in and around Pune, Delhi, Ahmedabad, Bangalore, and Mumb...

Job description Some careers open more doors than others. If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Job Descriptors International Wealth and Premier Banking (IWPB) helps deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people. Our international network and breadth of expertise enable...

As the Alternative Investments Due Diligence Vice President at Morgan Stanley Wealth Management, you will have the opportunity to oversee a team of investment analysts and conduct investment due diligence on alternative investment funds and managers. Your responsibilities will include managing the team, performing ongoing due diligence, participating in manager meetings, preparing research reports, and analyzing investment strategies. You will collaborate with the team to evaluate private equity, private credit, private real assets, and hedge funds, while also conducting liquid risk analysis and preparing peer analyses. It will be crucial to interact with various internal teams, adhere to po...

You should have 3-8 years of experience in Investment Banking or related roles within the investment management industry. Your expertise should include financial modeling, valuation techniques, and risk assessment across various asset classes like equities, fixed income, alternatives, and derivatives. Your responsibilities will involve conducting detailed financial analysis of potential investment opportunities, using advanced financial models to evaluate risk and return profiles, and leading industry and company research to identify growth drivers and investment risks. You will be expected to generate investment reports, mentor junior analysts, and communicate investment strategies to clien...

You are an experienced Senior Research Analyst responsible for leading and conducting high-quality equity market research. Your role involves deep analysis of listed companies, tracking market trends and economic data to generate research reports, and updating financial models and valuations. You will collaborate with various teams to provide investment recommendations and support decision-making. As a candidate, you should possess a Bachelor's or Master's degree in Finance, Economics, or related field with at least 4 years of equity research experience. Strong financial analysis skills, proficiency in tools like Bloomberg and MS Excel, and excellent communication abilities are essential for...

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...

Analysis for the current business practice. Find out the different operational strategies. Work on developing the current operational strategy applied to the company with the most recent technology. Required Candidate profile Implement the operational strategy in the different departments of company. Supervise the strategy and make sure that all the employees respect this strategy. Optimize the operations in the company.

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 yourself. Your unique voice and perspective are essential in helping EY become even better. Join us to build an exceptional experience for yourself and contribute to creating a better working world for all. As a Manager in Complex Securities at EY-Valuations team, you will assist clients in understanding the value of their business assets, securities, intellectual property, capital equipment, and other intangibles. Your role will involve managing valuation engagements for financial reporting, tax, and management planning purpose...

You should have an in-depth understanding of local voice telecommunications, which includes POTS, Trunks, PRI, T1s, DIDs, Toll-Free, Integrated Voice/Data, and VOIP. It is essential to be familiar with various network inventory elements such as DS0, DS1 circuits, DS3 circuits, Optical, DSX panels, DACS units, cross-connect scenarios, common inventory languages, relay racks, panels, jacks, multiplexed ports, and CFA (channel facility assignments). Your problem-solving skills should be top-notch, and you should be resourceful with effective decision-making abilities. In this role, the focus will be on Industrial Operations Engineering. You will be expected to develop competency in your area of...