393 Cfa Jobs - Page 2

Join Barclays as a Liquidity Management & Strategy Analyst where you will play a crucial role in ensuring that the bank has sufficient funds to meet its short-term and long-term obligations, as well as in the development and implementation of strategies to manage the bank's liquidity position. At Barclays, we are not just predicting the future - we are actively shaping it. To excel in this position, you should possess the following skills: - Solid knowledge of Finance or Treasury functions, particularly in liquidity management/planning or Accounting, and/or experience and interest in balance sheets. - A keen eye for detail, taking pride in the quality of written communications and analyses. - Strong analytical skills, with the ability to handle large datasets effectively. - Excellent relationship management skills, enabling you to build and maintain strong, open, and trusted relationships with various stakeholders beyond your immediate team. Additionally, highly valued skills may include: - Qualifications such as CA/CFA/CPA/MBA or equivalent, with a strong foundation in Finance & Accounts. - Proficiency in Excel, PowerPoint, and Macros is essential. - Understanding and knowledge within a Liquidity (Risk) Management function would be advantageous. - Familiarity with Automation Tools, Macros, Alteryx, Tableau can provide a strong edge. - Background in Banking, NBFC, FIs, Regulatory, and/or consultancy sectors. - Relevant experience in finance or treasury functions. You will be evaluated based on critical skills essential for success in the role, such as risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, as well as job-specific technical skills. The role is based in our Chennai office. **Purpose of the Role:** Your primary responsibility will be to ensure that the bank maintains adequate funds to meet its financial obligations, along with developing and executing strategies to manage the bank's liquidity position. **Key Accountabilities:** 1. Develop and implement funding and liquidity strategies to efficiently manage the bank's liquidity position in compliance with regulatory requirements and risk appetite, achieving favorable commercial outcomes in terms of funding costs. 2. Analyze and quantify the regulatory and behavioral liquidity risk impact of transactions conducted by business units. 3. Maintain strong relationships with key business units, collaborating to manage liquidity within constraints. 4. Monitor key liquidity metrics and trends, providing advice on necessary actions to maintain funding and liquidity levels within tolerance. 5. Manage intra-group funding arrangements to ensure subsidiaries are adequately funded and managed within balance sheet, large exposure, and capital constraints. 6. Design and implement stress testing methodologies to evaluate the bank's liquidity resilience under various financial shocks, economic downturns, and sector-specific crises. Analyze stress testing results and develop mitigation strategies to address potential liquidity shortfalls. 7. Develop new tools, models, and data analysis to enhance the bank's funding and liquidity management capabilities. **Analyst Expectations:** In this role, you will: - Perform assigned activities in a timely and high-quality manner, continuously driving improvement. - Possess in-depth technical knowledge and experience in your area of expertise. - Lead and supervise a team, guiding professional development, allocating work, and coordinating resources. - Impact the work of related teams within your area and collaborate with other functions and business areas. - Take responsibility for end results of operational processing and activities, escalating policy breaches appropriately. - Advocate for risk management, strengthen controls, and ensure adherence to relevant rules, regulations, and codes of conduct. - Continually build an understanding of your sub-function's integration with the overall function, as well as the organization's products, services, and processes. - Resolve problems, guide team members, communicate complex information, and act as a contact point for stakeholders outside your function. All colleagues are expected to embody the Barclays Values of Respect, Integrity, Service, Excellence, and Stewardship, as well as the Barclays Mindset to Empower, Challenge, and Drive.,

The role of Auditor - COO & Senior Auditor in Bangalore & Hyderabad is a full-time position requiring at least 5+ years of experience and eligibility criteria of being a Qualified CPA or Qualified CA. As a Senior Auditor - COO, you will be responsible for executing and managing multiple concurrent projects or audit engagements under the direction of senior management. You will participate in audits as a subject matter expert, demonstrating a broad knowledge encompassing technology, operations, finance, and regulations across various business areas. Building strong business relationships within the Audit team and with other stakeholders is a key aspect of this role. Additionally, you will be accountable for project management, timely completion of audits, and effective communication. The ideal candidate should have a CA or MBA (Finance) qualification along with 3 to 5 years of relevant experience in Internal Audit or a similar domain, preferably in the banking sector, captives, or Big 4s. Experience across Investment Banking audit, Operations teams, Risk and Control functions is desirable. Possessing a good understanding of internal banking processes, auditing techniques, and audit life-cycle is essential. Post-Graduation degree and certifications like CIA, CFA, CPA, ACCA, and CISA will be advantageous. Furthermore, the role requires excellent communication skills, organizational abilities, multitasking, and prioritizing skills. The candidate should have an agile mindset, problem-solving attitude, good analytical skills, and high attention to detail. An ability to positively impact team environments, adaptability, and flexibility are crucial for success in this position. Travel of up to 10% of the time may be required for this role.,

HIRING FOR VICE PRESIDENT -PRICING EDGE , Experience Required : 16 - 20years Responsibilities : Financial Structuring & Analysis: Lead the financial structuring of deals, ensuring alignment with business objectives. Conduct thorough assessments of pricing models, P&L, cash flow, and financial viability throughout the deal lifecycle (from qualification to closure). Identify and mitigate potential risks. Deal Team Leadership: Partner with and lead cross-functional deal teams to develop f inancial strategies and solutions tailored to each deal. Provide recommendations and guidance on deal-specific financial matters, ensuring the formulation of a competitive sales strategy. Client Negotiations: Support client negotiations on financial and commercial terms, aiming to sign contracts that meet financial goals while addressing customer business drivers. Cross-Department Collaboration: Collaborate with FP&A, Tax, Technical Accounting, and other departments as needed to ensure comprehensive deal analysis and financial alignment. Internal Governance & Reporting: Contribute to the preparation of financial materials for internal deal governance. Compile and maintain key performance indicators (KPIs), progress reports, and metrics for leadership and stakeholders. Process Compliance: Ensure adherence to company processes and policies, utilizing approved tools and methodologies. Support compliance and contribute to the development of best practices. Risk & Margin Management: Validate commercial/financial terms and conditions, evaluate risks to revenue and margins, and track these metrics throughout the deal lifecycle. Standardization & Best Practices: Drive the adoption of standardized process and methodologies, ensuring best practices are followed in pricing and financial structuring. Global Pricing Strategy: Promote and support regional and global pricing initiatives. Ensure the overall pricing strategy aligns with the companys business needs and objectives. Qualifications we seek in you! Minimum Qualifications / Skills CA, CMA, MBA (Finance), CFA Show more Show less

Key Responsibilities : Conduct property valuations for residential, commercial, and industrial assets using market, income, and cost approaches. Prepare detailed valuation reports for clients, banks, investors, and internal stakeholders. Perform market research to analyze trends, comparable sales, and rental data. Collaborate with cross-functional teams including project management, strategy, and finance. Ensure compliance with local and international valuation standards (e. g. , RICS, IVS). Support business development by preparing proposals and client presentations. Mentor junior analysts and contribute to internal process improvements. Oversee valuation projects across Western India. Conduct client meetings and deliver presentations. Coordinate with marketing and strategy teams to promote services. Identify system improvements for better client reporting.

About The Role : In Scope of Position based Promotions (INTERNAL only) Job TitleCapital & Liquidity Management Analyst Corporate TitleAssociate LocationMumbai, India Role Description Treasury Treasury at Deutsche Bank is responsible for the sourcing, management and optimization of liquidity and capital to deliver high value risk management decisions. This is underpinned by a best-in-class integrated and consistent Treasury risk framework, which enables Treasury to clearly identify the Banks resource demands, transparently set incentives by allocating resource costs to businesses and manage to evolving regulation. Treasurys fiduciary mandate, which encompasses the Banks funding pools, Asset and liability management (ALM) and fiduciary buffer management, supports businesses in delivering on their strategic targets at global and local level. Further Treasury manages the optimization of all financial resources through all lenses to implement the groups strategic objective and maximize long term return on average tangible shareholders equity (RoTE). The current role is part of Treasury Office in DBC Mumbai with a regional focus on all APAC region entities. Function Description APAC Treasury function plays a key role in helping the Bank to achieve its overall objectives in the APAC region, to protect and commercially steer the firm's financial resources, to enable execution of the Bank's strategy both in normal and stress environments. APAC Treasury team oversees DB legal entities (subsidiaries and branches) in the APAC region from liquidity, capital, balance sheet and funding perspective, complying with local regulatory requirements and optimising DB Group resource utilisation. Within APAC Treasury, Fund Transfer Pricing team (FTP) is responsible for ensuring the Bank maintains a sound funding framework to correctly quantify and incentivize funding provision and diversification under normal and stressed market conditions, while remaining in compliance with regulatory requirements. In addition FTP develops and maintains methodologies to allocate funding and liquidity costs to the Bank's Business Units fairly and transparently. What well offer you , 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities APAC Treasury FTP team wish to hire a FTP specialist. The core deliverables for the roles are Analytical and Governance support with regards to FTP for individual country ALCOs with close linkage with group FTP team for consistency Local entity specific FTP MI analytics work to support local treasurer on monthly local liquidity account PnL review and signoff process. Support Kannon enablement for FTP-related processes in APAC and identify and delivery process optimization opportunities Coordination for FTP related Policy update in each entity as well as collation of audit responses for Group audit, KPMG, or tax authorities. Methodology recommendation when needed by considering local entity, product or market nuances Materials preparation for regional FTP forums, including collating inputs from global SMEs and local treasury teams Support other global FTP deliverables when needed Your skills and experience Core Skills Strong analytical skills Strong numerical skills Interpersonal skills and ability to deal with senior stakeholders across various time locations. Communication style needs to adapt based on varied audience with varied understanding of the concepts and of the processes. Proficient in Microsoft Office applications, strong Excel, PowerPoint is a must. Effective Presentation skills Understanding of Financial Resource Management concepts -asset, liabilities, liquidity constraints and how they translate into the funding plan (Good to have, but not a must have skill) Personal Attributes Attention to details. Strong organizational skillsadhering to timelines - prioritization Issue resolution - challenge, resolve, and communicate issues to relevant stakeholders Curiosity being inquisitive willingness to question and strong drive to improve Pride setting oneself high standards, owning deliveries Highly motivated and self-sufficient - an individual with ability to be directed with high precision and reliability Ability to escalate issues and seek guidance is key as well Collaborative work style -someone who takes great pride in being a true team player working for the benefit of the entire team Experience/Exposure A degree in accounting (Chartered Accountant or equivalent)/ MBA (Finance)/CFA/FRM with Excellent educational background from institutes of repute preferred. However we encourage you to apply if can demonstrate core skills and other personal attributes. Knowledge of python/VBA/SQL will be an added advantage, but not mandatory. How well support you . . . .

About The Role : In Scope of Position based Promotions (INTERNAL only) Job TitleCapital & Liquidity Mgmt. Analyst LocationMumbai, India Corporate TitleAS Role Description The Group Capital Management (GCM) function within Treasury oversees the governance framework and the active management of solvency and leverage ratios to ensure the bank is well positioned externally and efficiently deploys its resources internally. The GCM team has the remit to steer and challenge distribution of CET1 ratio and leverage ratio resources to support Group ambitions, and then manage plan execution through forecasting, scenario testing, limit setting, and identification of threats and proposal of contingent management actions. GCM also co-ordinates the integrated countermeasure identification and aggregation across the group (covering liquidity as well as capital) GCM manages capital supply through executing measures like share issuance and buybacks. GCM oversees DB AGs dividend capacity and deployment of capital in DB AGs subsidiaries and branches. Furthermore, it is involved in Pension Plan management, ensures delivery of Equity compensation and hedging of the corresponding programs. GCM also manages structural risk positions resulting from the capital investments in branches and subsidiaries through hedging against FX volatility. In addition, the function articulates and documents the framework for Capital Management including policies, procedures, and plans. Treasury Treasury at Deutsche Bank is responsible for the sourcing, management and optimization of Deutsche Banks financial resources and providing high quality steering to the business on financial resource deployment. This is underpinned by a best-in-class integrated and consistent Treasury risk framework, which enables Treasury to clearly identify the Banks resource demands, transparently set incentives by allocating resource costs to businesses and manage to evolving regulation. Treasurys fiduciary mandate, which encompasses the Banks funding pools, asset and liability management (ALM) and liquidity reserves management, supports businesses in delivering on their strategic targets at global and local level. Further, Treasury manages the optimization of all financial resources through all lenses to implement the groups strategic objective and maximize long term return on average tangible shareholders equity (RoTE). The current role is part of Treasury Office in DBC Mumbai. The role requires interactions with all key hubs i.e. Frankfurt, London, New York and Singapore. What well offer you 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities The capital management specialist is expected to work across the Capital Demand & Supply side: Understanding of the group and divisional capital plans and contributing to the articulation of the impact of those plans on the group. Driving capital efficiency by optimizing the capital demand framework Own funds Composition Basel IV reporting Economic Capital Steering & Pillar/Pillar 2 comparison Calculation of capitals FX sensitivity. Analysis & reporting around the FX Hedging of capital. Calculation of Pension risk sensitivities for DBO Pension Plans Coordinate and review the New Trade Approval (NPA) and New Transaction Approval (NTA) impacting various Treasury sub-functions Contribute to the key areas of regulatory constraint for the bank, with ability to respond quickly and with confidence to ad hoc requests from other stakeholders within the bank. Involvement in the monthly forecast process of capital elements on DB Group consolidated level Preparation of the annual strategic capital planning process for all capital elements Support of the coordination of the forecast of the development of risk weighted assets and leverage exposure. Understanding of governance framework which supports transparency in the above, including hands on analytics and coordinating support and partner functions for reporting, MIS, explain and decision making. Stakeholder and relationship management across divisions to ensure GCM is a trusted partner in the management of capital and balance sheet issues. Participate in the ongoing development of tools, governance, and structures to stay ahead of changing regulatory demands and increasing internal sophistication in balance sheet management. Your skills and experience 4+ years of experience in in the Banking/Financial services industry Education background in Finance/Economics/Statistics/Data Science or a degree with focus on or a comparable business subject & relevant practical experience in banking/ financial services Working knowledge of CRR2 & CRR3 regulations CFA/FRM qualification is a plus, but not a must Strong analytical skills & numerical mindset High proficiency in MS Office (MS Excel, VBA) Python know-how or other programming skills would be helpful (but not a must) Effective organizational and interpersonal skills: Ability to work through other teams (which might have conflicting priorities and may have limited incentives to share at times) to gain insights in most amicable way. How well support you About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.

You will have the opportunity to kickstart your career at India's leading Retail, Ecom, Distribution & Logistics Company. As a part of Bhawar, you will be a valuable member of a team that is involved in retailing, CFA & distribution for FMCG, Telecommunication products, dst & dsa for banking services. Our primary focus is to earn the trust of our consumers by delivering on the promises made by each brand we represent, creating meaningful experiences for Indian Shoppers. Our success is centered around ensuring that shopping is a delightful experience for our customers, whom we consider as our top priority. By deeply understanding the market, we are able to anticipate and fulfill the needs and desires of our customers. Our success is also attributed to our partnerships with world-class brands, where we apply the best Sales and Business practices to maintain strong relationships and provide exceptional shopping experiences. The key responsibilities of this role include managing B2B corporate orders for various products, with a specific focus on the distribution of branded electronics & gadgets. The ideal candidate should possess a minimum of 2 to 3 years of experience in corporate sales, exhibit a smart and presentable appearance, and have excellent communication skills. Additionally, this role will require travel as part of the job responsibilities. This position offers a competitive salary package that includes a fixed component as well as attractive incentives, providing a rewarding opportunity for individuals looking to excel in the corporate sales domain.,

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. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. As part of our EY-Business Consulting- Finance team, you will help clients develop their Change Management / Performance Improvement initiatives and identify potential opportunities for performance improvements and drive them. This includes a techno-functional role conducting finance processes assessments, deep diving, and analyzing pain areas and coming up with solutions. The client base spans across industries and countries. We're looking for a Senior Consultant with expertise in Business Consulting in the finance domain to join the global EY-BC Finance team. This is a fantastic opportunity to be part of a leading firm while being instrumental in the growth of a new service offering. Your key responsibilities include: - 5-7 years of consulting experience - 2 real-time projects on any finance functions with knowledge of technical solutions like Oracle ARCS, Trintech, BlackLine, Onestream - Experience with finance functions: Record to report processes involving account reconciliations, Journals, Transaction matching, Variance analysis, intercompany, etc. - Knowledge on Financial Consolidation and Close, Cost Allocation, and Finance Planning and Budgeting Processes - Good Knowledge on ledger and sub-ledger systems; technical know-how of SAP ERP/HANA, Oracle GL (good to have) - Strong accounting skills and understanding of financial reports and statements - Good experience in Chart of accounts design - Knowledge of activities in the financial close of an organization for month/Quarter/Annual close - Translate business requirements to technical language and model/program them in applications - Managing/ supervising teams of people on project work - Ability to effectively prioritize and execute tasks in a high-pressure - Open to travel (Domestic & International) To qualify for the role, you must have: - MBA OR Masters in business administration in Finance / CA / CFA - Bachelors in technology or engineering - Strong Excel and PowerPoint skills. Skills and attributes for success include: - Certification in any of the financial tools is good to have - Strong analytical skills as well as excellent problem-solving skills - Confident & professional communication style - Proficiency in English (oral and written) - Problem-solving and root cause identification skills - Ability to clearly articulate messages to a variety of audiences - Flexible and adaptable; able to work in ambiguous situations - Able to work effectively at all levels in an organization - Capability to influence others and move toward a common vision or goal - Ability to lead and manage a team of consultants - Must be a team player and able to work collaboratively with and through others. What we look for: A Team of people with commercial acumen, technical experience, and enthusiasm to learn new things in this fast-moving environment. Opportunities to work with EY Advisory practices globally with leading businesses across a range of industries. What working at EY offers: At EY, we're dedicated to helping our clients, from the world's top companies, and the work we do with them is as varied as they are. You get to work with inspiring and meaningful projects. Our focus is education and coaching alongside practical experience to ensure your personal development. We value our employees and you will be able to control your own development with an individual progression plan. You will quickly grow into a responsible role with challenging and stimulating assignments. Moreover, you will be part of an interdisciplinary environment that emphasizes high quality and knowledge exchange. Plus, we offer: - Support, coaching, and feedback from some of the most engaging colleagues around - Opportunities to develop new skills and progress your career - The freedom and flexibility to handle your role in a way that's right for you. EY | Building a better working world: EY exists to build a better working world, helping to create long-term value for clients, people, and society and build trust in the capital markets. Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform, and operate. Working across assurance, consulting, law, strategy, tax, and transactions, EY teams ask better questions to find new answers to the complex issues facing our world today.,

The client you will be working with is one of the world's largest providers of financial services, offering investment management, asset management, brokerage, and various other financial products and services. They are a prominent mutual fund company in the United States with a strong presence in India. Your role will involve defining, refining, and effectively communicating the team's mission and roadmap to inspire alignment and support among team members and stakeholders. You will contribute to the product roadmap by ensuring transparency around capabilities being developed and identifying new opportunities. Engaging with clients and partners to understand and prioritize their needs will be crucial, with a focus on serving as their advocate within the team. It will be your responsibility to establish clear acceptance criteria, measure results against them, monitor progress, identify obstacles, and facilitate their removal. Evaluation of team performance against established objectives to ensure the delivery of business, technology, and people outcomes will also fall under your purview. Collaboration with other leaders and Scrum Masters to enhance team capacity and capability, as well as foster the growth and development of team members, will be essential. Preferred qualifications include a Bachelor's degree or above in fields such as Computer Science, Management Information Systems, Business Information Systems, Mathematics, or Finance. A CFA/CFP designation or post-graduate degree in finance would be a plus. Experience between 11 and 14 years, particularly in the Fixed Income or asset management domain, is required. You should have a data-driven approach to understanding customer needs, translating strategic objectives into actionable plans, and prioritizing to maximize value delivery. Demonstrated experience in defining minimum viable products, managing product backlogs, and expertise in the Fixed Income domain will be crucial for delivering optimal business outcomes within a complex set of applications and business processes. You should possess proven capability in leading, influencing, and motivating teams without formal authority, with a track record of building high-performing teams. Commitment to continuous improvement, promoting an agile way of working, and establishing and maintaining strong relationships across functions are key attributes. You should have intellectual curiosity, a commitment to fostering a culture of continuous learning, mentoring, and coaching, as well as a balanced development of both technology and non-technology skills to fully understand and meet customer needs. Skilled in identifying scope changes and addressing them proactively will be an important aspect of your role.,

The Market Risk team at Infosys Limited is seeking experienced professionals to expand its presence in India and support activities in data management, risk operations, product, and research. We are looking for individuals who have hands-on experience with real-world data and are proficient in statistical analyses. The ideal candidates should be motivated self-starters and team players, eager to collaborate, learn new skills, and go the extra mile for both internal and external clients. Key Responsibilities: - Minimum of 3-8 years of experience in market risk measurement within an investment bank or financial institution, with previous experience in VaR or Credit Risk. - Knowledge of Asset Classes, focusing on at least 1-2 of the following: Equity, Fixed Income, FX, Commodities, Derivatives, and Structured Products. - Expertise in Fixed Income and Derivatives, particularly Corporate Bonds, Interest Rate derivatives, Total Return Swaps (TRS), Credit Derivatives, CVA, FVA, etc. - Basic understanding of pricing and valuation of financial products. - Familiarity with key risk and profitability concepts such as Probability of Default, Event of Default, Jump to Default, Present Value of basis point, Mark to Market, volatility, Yield curve parallel and point shifts, etc. - Ability to break down the price of a security into its various constituent components, including interest rate curves and relevant term structure sensitivity. - A higher degree in finance or a relevant area, or a professional qualification like CFA, FRM, PRIMA would be advantageous. - General knowledge of risk issues, investment products, and some programming skills would be desirable. - Strong teamwork and relationship-building skills. - Capability to deliver high-quality and accurate work under pressure and tight deadlines. - Willingness to challenge the status quo, provide alternative approaches, and question existing norms. Preferred Skills: - Financial Risk Management: Credit Risk Management, Market Risk Measurement & Control.,

Role & responsibilities Job Description • Preparing Initiating Coverage / Result Update Reports, Management Meet Notes, etc. • Being updated on companies under coverage through regular follow-up with management, company results, conference calls, analyst meets, industry publications, public documents, trade journals, IR departments, competition, customers, vendors, etc. • Timely and accurate maintenance of research documents as per regulatory requirements • Assisting the team in generating / initiating new stock ideas and strengthening teams thought process through knowledge sharing. Regards, Sandipa, 7980475998

Function: Fund Services Job Type: Permanent Location: Mumbai Shift: UK Shift 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-affiliated classes. Recording investors commitments and knowledge on accounting of initial/subsequent/late closings. Processing capital activities i.e. subscription, redemption, transfers, switches. Preparing call and distribution notices, wire details and related schedules. Processing and understanding the role of Master-feeder capital transactions Responsible for booking trading and non-trading transactions and finalizing books of accounts. Preparation of monthly/quarterly NAV workbooks and economic allocations, knowledge on PNL rebalancing and European & American waterfall methods Computation of management fees in various periods, preferred returns and carried interest computations Knowledge of various ratios viz. Internal rate of return, Time weighted return, Investment multiple Handling Investor reporting, Fund level reporting and ILPA reporting (optional) Interacting with clients on various accounting/operational issues Knowledge of Operations and accounting of Bank debts, TRS, MBS, CLO instruments Profile Requirement: Preferred CA/CPA/CFA, Masters in Finance & Accounting. Experience in working across country lines and operating in a global, multinational organization, ideally in a matrix structure. Demonstrable accomplishments relating to organizational change activities in a fast-paced environment. Willing to work in global shifts. Excellent verbal and written communication in English & Strong problem-solving skills.

The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take the lead and well give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you SENIOR ASSOCIATE All Locations Key duties and responsibilities Receipt of required data for the preparation of Book-Keeping and periodic primary statements, namely P&L account, Balance sheet, Cash-flows & notes as appropriate. Analysis of bank transactions and processing/reviewing on accounting platform/excel. Analysis and processing/review of invoices, expenses, and other transactions. Clear understanding of accrued & prepaid expenses, FAR & Revaluations. Understanding of cash, capital & Dividend movements Ability to reconcile AP & AR (Inter-company transactions) Exposure to Trial balance finalization. Preparation & review of periodic management accounts in multiple GAAPs, mainly in IFRS, US GAAP. Exposure to payroll accounting, posting journal entries & VAT/GST calculations/returns. Ability to understand and resolve queries raised by Onshore, Client, Auditor and Director. Qualification and Experience Qualification- CA, CPA, ACCA, MBA (Finance), CFA, or any course specialized in Accounting/Finance. Experience of 5-7 years in accounting. Experience of Accounting in IFRS/US GAAP is preferred. Skills Required Strong accounting knowledge. Excellent understanding of Journal entries. Analytical and problem-solving skills. Attention to details. Willingness to learn. Flexibility to work long hours & weekend working (If necessary). Proficient in MS Office tools (Excel & Word is mandatory). Good written and verbal communication skills. Good knowledge in capital market, derivatives, Private equity fund, Hedge funds etc DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

Job Description: Market Functions: Manage n ational accounts like Reliance, Spencers, MRL, Metro Cash and Carry, VMart for FMCG foods brands. 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 as designed by the company. Coach FSA s on the Mars Sales & Distribution system and drive desired productivity levels. Implement structured training interventions as per agreed calendar to continuously upskill his FSA team. Recruit desired numbers of FSA s of targeted profiles within specific timelines. Administration: Ensure timely submission of trade and distributor related paperwork such as claims, competitor information and any other information required from time to time. Effectively coordinate with CFA and Distributors to ensure adherence to PDP and delivery schedules. Key competencies required: Delivers Consistent Results Action Orientation Planning, Priority Setting Drive for results Creates Collaborative Relationships Customer Service Excellence Route to Market Optimization

J. P. Morgan is seeking talented candidates for an Associate position in our Equity Research team. Job summary As an Associate in Equity Research, you will help to conduct and facilitate industry analysis and company-specific coverage. This involves core research ranging from dissecting earnings releases and regulatory filings to assessing relevant news events, modelling financial statements and industry dynamics, performing detailed valuation work, writing research notes and sector pieces, and speaking to internal/external clients and management teams about the stocks/sector. You will work with our partners in both sales and trading to provide comprehensive client coverage, including fulfilling client requests for market updates and market intelligence. Research is fast-paced, demanding and intellectually stimulating. We look for candidates who possess strong accounting, finance, quantitative and business writing/communication skills, as well as modelling, forecasting, and valuation experience. Job responsibilities Work with India Equity Research team supporting coverage on India Pharma Sector Contribute to thematic sector reports or cross-sector collaborations with other teams; Handle day to day client requests and needs, with a focus on clients who have interest in the Indian Pharma sector; Communicate your teams ideas with a persuasive curve to internal and external parties; tailor your communications by client need/type; Organize fact-finding trips and channel-check meetings upon clients bespoke requests or for investors tours; Contribute to furthering your franchise as a business by suggesting new approaches or ideas. Understands firms approach and policies for managing risks in relevant business and applicable legal and regulatory rules, and follows policies. Required qualifications, capabilities, and skills Advanced level of proficiency in Excel Strong written and oral communication skills A passion for the markets and interest in industry specific coverage Preferred qualifications, capabilities, and skills Minimum 3 years of working experience in research is preferable A CFA, or progress toward a CFA, is a plus J. P. Morgan is seeking talented candidates for an Associate position in our Equity Research team. Job summary As an Associate in Equity Research, you will help to conduct and facilitate industry analysis and company-specific coverage. This involves core research ranging from dissecting earnings releases and regulatory filings to assessing relevant news events, modelling financial statements and industry dynamics, performing detailed valuation work, writing research notes and sector pieces, and speaking to internal/external clients and management teams about the stocks/sector. You will work with our partners in both sales and trading to provide comprehensive client coverage, including fulfilling client requests for market updates and market intelligence. Research is fast-paced, demanding and intellectually stimulating. We look for candidates who possess strong accounting, finance, quantitative and business writing/communication skills, as well as modelling, forecasting, and valuation experience. Job responsibilities Work with India Equity Research team supporting coverage on India Pharma Sector Contribute to thematic sector reports or cross-sector collaborations with other teams; Handle day to day client requests and needs, with a focus on clients who have interest in the Indian Pharma sector; Communicate your teams ideas with a persuasive curve to internal and external parties; tailor your communications by client need/type; Organize fact-finding trips and channel-check meetings upon clients bespoke requests or for investors tours; Contribute to furthering your franchise as a business by suggesting new approaches or ideas. Understands firms approach and policies for managing risks in relevant business and applicable legal and regulatory rules, and follows policies. Required qualifications, capabilities, and skills Advanced level of proficiency in Excel Strong written and oral communication skills A passion for the markets and interest in industry specific coverage Preferred qualifications, capabilities, and skills Minimum 3 years of working experience in research is preferable A CFA, or progress toward a CFA, is a plus

As a Senior Portfolio Counsellor at EWPL, you will play a crucial role in managing investment portfolios of HNI families, both NRI and domestic clients. With your MBA Finance/CA/CFA or FRM qualification and 7 to 10 years of relevant experience, you will be responsible for creating and implementing investment strategies to achieve desired returns for clients. Your expertise in investment products across various asset classes will be essential in conducting market research, analyzing data, and evaluating client-level portfolio strategies. Your duties will include developing a comprehensive risk management plan, monitoring portfolio performance, and ensuring client satisfaction through effective communication and proactive engagement. You will collaborate with team members, including product managers and analysts, to deliver high-quality services and identify new business opportunities to grow the company's assets under management. Additionally, you will mentor and train junior team members to enhance their skills and relationships with clients. To excel in this role, you must possess strong analytical skills, be proficient in Microsoft Office (especially advanced Excel and presentation skills), and comply with internal compliances and industry best practices. Your communication and interpersonal skills, along with your ability to maintain good rapport with stakeholders, will be crucial in maintaining client loyalty and satisfaction. If you are looking for a challenging opportunity in wealth management, where you can leverage your skills and experience to drive investment success for high net worth clients, this role as a Senior Portfolio Counsellor at EWPL in Mumbai, India, is the perfect fit for you. The salary for this full-time position is negotiable, and you will have the chance to work in a dynamic and growth-oriented environment.,

FIN-SOFT SOLUTIONS is a software product company located in Ahmedabad, specializing in products within the Banking and Financial Services (BFSI) domain. Our flagship product, WT CORP, is utilized by private banks, financial advisors, and asset management companies. We are currently looking for experienced and diligent team members who are enthusiastic about contributing to innovative projects in the BFSI sector. The ideal candidate will possess a self-driven and self-motivated attitude, with a focus on delivering results. If you are interested in joining our team, please submit your resume detailing your educational background, work experience, and current compensation package to careers@fin-soft.com. These positions are based in Ahmedabad. Functional Analyst Responsibilities: - Candidates should have a background in Finance or Accounting, with qualifications such as an MBA, CA, or CFA. - Strong analytical and problem-solving abilities are essential for this role. - Proficiency in tools like MS Excel and SQL is required. - Previous exposure to capital markets, mutual funds, and wealth management will be considered an advantage.,

Key Responsibilities: Franchise and business development Leverage industry network to initiate conversation across top tier large and regional banks with the aim of generating new business in the First Line of Defense (1LoD) and Second Line of Defense (2LoD) Credit risk management Liaise with business heads and business development team to identify opportunities and drive market outreach for credit risk offerings for the Wholesale banking clients across 1LoD and 2LoD life cycle Develop an account plan for identified target clients including insights on relevant businesses and their key decision makers Work closely with the members of the sales team on proposals, Requests for Proposal and Request for Information responses Take initiatives towards franchise development to demonstrate Crisil’s domain leadership (in white papers, point of view notes, webinars, etc.) Client Engagement As a subject matter expert in credit risk management space, lead customer facing meetings Responsible for understanding customer needs in credit risk assessment, across the loan life cycle – including origination (due diligence, policy and regulatory compliance), underwriting, risk rating processes, regulations, compliance, portfolio monitoring, collateral monitoring, among others and prepare, present and promote sale of our credit solutions Determine business and methodological requirements and architect solutions based on each client use case and CRISIL’s product/service suite Engage in new client pilots, solution and review processes for new opportunities Develop, maintain and foster strong client relationships and lead multiple client engagements independently Document market feedback regarding experience with CRISIL’s solutions and desired enhancements; actively manage client relationships and drive Net Promotor Scores and CSATs for CRISIL Project and team management For client engagement assigned, ensure robust governance and oversight through appropriate workflow planning, resource utilisation, quality assurance and client satisfaction Undertake quality underwriting of the work executed by the team Lead/build large teams of analysts to deliver on client requirements Attract, develop and retain top quality staff to ensure a robust pipeline of talent Job Skills & Qualifications Essential MBA/CA/CFA 10+ years of experience in Wholesale banking including credit due diligence, regulatory compliance, credit modelling, credit underwriting, portfolio management, controls assessment, stress testing and/or loss forecasting Excellent organization, oral, and written communication skills with ability to listen to requirements and business problems to respond with appropriate solution Strong leadership, team management and problem-solving skills, with experience of leading large teams Ability to work in a high-pressure, deadline-oriented environment and work independently with minimal supervision Preferred Experience in Leveraged Finance portfolio credit monitoring Knowledge of existing and evolving regulations impacting the wholesale banking lending space Public speaking experience, publications and/or internal lead on training within an organization Experience and enthusiasm of working with senior leadership on franchise development, client acquisition/farming and related business growth activities Ability to influence and gain buy-in from sceptics

Financial Reporting & Analysis Support Budgeting & Forecasting Assistance Accounts Management & Reconciliation Financial Compliance Assistance Financial Planning Support Audit Support and Documentation Financial Analysis and Risk Assessment Required Candidate profile 10 yr of experience in finance and accounting roles, demonstrating progressive responsibilities. Proficiency in financial software and MS Excel for analysis and reporting.

Associate Manager Equity Research Banking Sector- 4 Years – Noida Location – Noida Domain – Investment & Financial Research (Banking Sector Focus – Qatar) We are hiring an experienced Associate Manager – Equity Research for a leading research and advisory firm. If you’re passionate about financial modelling, equity research, and mentoring junior analysts, this opportunity offers you a fast-paced, global client-facing environment with immense growth potential. Your Future Employer – A globally renowned research and advisory firm with over two decades of excellence, offering high-impact insights and bespoke solutions to investment banks, global corporations, and advisory firms. Known for its dynamic work culture, this organization empowers professionals to thrive in analytical, client-facing roles across global markets. You’ll be joining a team that values precision, innovation, and strategic thinking to drive business decisions and outcomes. Responsibilities – Conduct deep-dive industry and company research within the banking sector , focusing on mid- and small-cap banks in Qatar Build and maintain detailed financial models using DCF, DDM, SOTP, LBO , and Relative Valuation techniques Analyze and present findings to clients; address questions confidently Plan account staffing based on earnings calendar and project pipeline Review and validate work of junior team members, ensuring high-quality output under deadlines Manage MIS, contribute to training, recruitment, knowledge development initiatives Requirements – CA / CFA / MBA (Finance) from a reputed institute 4-7 years of experience in investment research with focus on banking sector (Qatar) Minimum 2 years of experience in team review/coaching Strong command over financial modelling, financial statements, and valuation methods Proficiency in databases like Bloomberg, Eikon, Capital IQ, Factiva Excellent communication, report writing, and quantitative analysis skills Experience with management calls, expert interviews, and secondary research Exposure to Bottom up Financial modelling Exposure to middle east banking sector (European and Africa ) MENA is must . What is in it for you – Exposure to global investment banks and M&A advisory clients Opportunity to work on high-impact strategic research Leadership opportunities and firm-level contributions Fast-paced, intellectually stimulating environment Reach us: If you think this role is aligned with your career, kindly write to me along with your updated CV at parul.arora@crescendogroup.in for a confidential discussion. Disclaimer: Crescendo Global specializes in senior to C-level niche recruitment. We are committed to providing a transparent and inclusive hiring experience. Kindly note, due to high volume of applications, we may not be able to respond to each individually. If you don’t hear from us within 1 week, please consider your application not shortlisted. Profile Keywords – Equity Research Jobs, Associate Manager Roles, Financial Modelling, Banking Sector Research, Qatar Banking Jobs, Equity Research, Financial Modelling, Investment Research, Banking Sector, Valuation, DCF, DDM, SOTP, Relative Valuation, Financial Statements, CFA, CA, MBA Finance, Bloomberg, Capital IQ, Eikon, Factiva, MIS Reporting, Report Writing, Global Markets, Qatar Banking, Team Management, Client Communication

Key Responsibilities : Client Relationship Management : Build, manage, and deepen long-term relationships with HNW/UHNW individuals, family offices, or institutional investors. Act as the single point of contact for equity-related needs, offering investment advice tailored to client goals and risk profiles. Conduct regular portfolio reviews and ensure consistent client engagement and satisfaction. Equity Advisory & Sales : Offer advisory and execution services in listed equities , IPOs , structured equity products , and equity derivatives . Work closely with research, trading desks, and investment strategists to deliver value-added insights and trade ideas. Drive equity revenue through proactive product pitching, cross-selling, and tactical trading strategies. Market Intelligence : Keep abreast of equity market trends, sector performance, macroeconomic developments, and regulatory changes. Provide clients with real-time market updates and timely investment ideas backed by strong fundamentals or technical triggers. Compliance & Risk : Ensure full compliance with internal policies, KYC/AML requirements, and regulatory guidelines. Maintain high standards of ethics, conduct, and professionalism in all client dealings. Accurately document client interactions and investment decisions in line with internal audit and risk frameworks. Collaboration & Leadership : Collaborate with internal teams including product specialists, compliance, legal, and operations to deliver seamless client experiences. Mentor junior team members and contribute to the development of the broader equities business. Experience Required : 10+ years of experience in relationship management, equities advisory, or institutional equity sales , preferably with a private bank, wealth manager, or brokerage firm . Proven track record of AUM growth, revenue generation, and client retention . Strong expertise in equity markets , including global equities, Indian equities, ETFs, IPOs, equity-linked products, and derivatives . Sound understanding of portfolio management , risk assessment, and client profiling. Strong relationships with HNW/UHNW clients or institutional investors is highly desirable. Certifications like NISM VA/VIII , CFP , CFA , or CMT will be advantageous. Key Skills : Excellent interpersonal and communication skills Strong investment acumen and analytical ability Goal-oriented with a sales-driven mindset High ethical standards and regulatory awareness Familiarity with CRM tools, trading platforms, and equity research

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 you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. EY's Financial Services Office (FSO) is a unique, industry-focused business unit that provides a broad range of integrated services leveraging deep industry experience with strong functional capability and product knowledge. The FSO practice offers integrated advisory services to financial institutions and other capital markets participants, including commercial banks, investment banks, broker-dealers, asset managers, insurance and energy trading companies, and Corporate Treasury functions of leading Fortune 500 Companies. The service offerings include market, credit, and operational risk management, regulatory advisory, quantitative advisory, technology enablement, and more. Within EY's FSO Advisory Practice, the Financial Services Risk Management (FSRM) group provides solutions to help clients identify, measure, manage, and monitor market, credit, operational, and regulatory risks associated with trading, asset-liability management, and capital markets activities. The Credit Risk (CR) team within FSRM assists clients in designing and implementing strategic and functional changes across risk management within banking book portfolios of large domestic and global financial institutions. Key Responsibilities: - Demonstrate deep technical capabilities and industry knowledge of financial products, particularly lending products. - Stay informed about market trends and demands in the financial services sector and issues faced by clients. - Monitor progress, manage risk, and communicate effectively with key stakeholders. - Mentor junior consultants and review tasks completed by them. - Work on projects involving model audits, validation, and development activities. Qualifications, Certifications, and Education: Must-have: - Postgraduate degree in accounting, finance, economics, statistics, or related field with at least 3 years of related work experience. - Understanding of climate risk models, ECL, stress testing, and regulatory requirements related to credit risk. - Knowledge of Credit Risk and Risk Analytics techniques. - Hands-on experience in data preparation, manipulation, and consolidation. - Strong documentation skills and ability to summarize key details effectively. - Proficiency in statistics, econometrics, and technical skills in Advanced Python, SAS, SQL, R, and Excel. Good-to-have: - Certifications such as FRM, CFA, PRM, SCR. - Experience in Data/Business Intelligence Reporting and knowledge of Machine Learning models. - Willingness to travel and previous project management experience. EY exists to build a better working world, creating long-term value for clients, people, and society while building trust in capital markets. EY teams across 150 countries provide trust through assurance and help clients grow, transform, and operate in various sectors like assurance, consulting, law, strategy, tax, and transactions, addressing complex issues globally.,

As an Associate or Director at Morgan Stanley, you will be responsible for providing assurance coverage for business processes within the Institutional Securities, Investment Management, and related Finance, Non-Financial Risk, and Operations sectors. The Internal Audit Department (IAD) plays a crucial role in the firm's risk management framework by providing independent assurance on the quality and effectiveness of internal controls, risk management, and governance systems. With over 400 employees globally, IAD assists senior management and the Audit Committee of the Board in fulfilling their legal, fiduciary, and oversight responsibilities. In this role, you will help identify risks and prioritize areas of focus within the coverage area. You will execute and lead assurance activities to assess risk, formulate views on the control environment, and engage with stakeholders to discuss risks and their management. Managing multiple deliverables in line with team priorities and soliciting/providing feedback to further develop yourself and peers are also key responsibilities. To excel in this role, you should have a solid understanding of business lines, key regulations, audit principles, methodology, and tools. The ability to analyze multiple data sources, ask meaningful questions, adapt messaging, and demonstrate inclusive behaviors are essential. Familiarity with financial markets, instruments, business drivers, and regulatory environments is crucial. Relevant certifications such as CA, CIA, CFA, FRM, or CAMS would be advantageous. The role offers a hybrid working model with four days in the office each week and flexibility in working hours for time-sensitive matters. You can expect to engage in periodic evening calls with internal clients and vendors from the US and EMEA regions. Morgan Stanley, a global leader in financial services for over 89 years, is committed to excellence, diversity, and inclusion. By joining the Morgan Stanley team, you will work in a supportive and empowering environment alongside talented colleagues from diverse backgrounds. The company values its employees and offers attractive benefits, career development opportunities, and a culture that promotes collaboration and innovation. As an equal opportunities employer, Morgan Stanley fosters a culture of inclusion and actively recruits, develops, and advances individuals based on their skills and talents. For more information about Morgan Stanley's global offices, please visit https://www.morganstanley.com/about-us/global-offices.,

You are invited to join our team at TRUST as an MBA or CA/CFA professional with a background in the Fixed Income industry and a minimum of 10 years of experience in institutional sales, particularly focusing on credit instruments. In this role, your core purpose will be to acquire new clients and expand our institutional/corporate client base for our fixed income business. You will be responsible for identifying potential sales leads through thorough market research and diligently following up to convert these leads into valuable business relationships. Additionally, you will be expected to capitalize on market opportunities, cultivate new client relationships, and manage accounts effectively. Your role will also involve brainstorming and implementing innovative ideas to enhance client acquisition strategies. If you possess the required qualifications and experience, we encourage you to apply by sending your details to talent@trustgroup.in.,

The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take the lead and well give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you ASSOCIATE All Locations Key duties and responsibilities Receipt of required data for the preparation of Book-Keeping and periodic primary statements, namely P&L account, Balance sheet, Cash-flows & notes as appropriate. Analysis of bank transactions and processing them on accounting platform/excel. Analysis and processing of invoices, expenses, and other transactions. Clear understanding of accrued & prepaid expenses, FAR & Revaluations. Understanding of cash, capital & Dividend movements Ability to reconcile AP & AR (Inter-company transactions) Exposure to Trial balance finalization. Preparation & reporting of periodic management accounts in multiple GAAPs, mainly in IFRS, US GAAP. Exposure to payroll accounting, posting journal entries & VAT/GST calculations/returns. Ability to understand and resolve queries raised by Onshore, Client, Auditor and Director. Qualification and Experience Qualification- CA, CPA, ACCA, MBA (Finance), CFA, or any course specialized in Accounting/Finance Experience of 0-5 years in Accounting (IFRS/US GAAP is preferred) Skills Required Strong accounting knowledge. Excellent understanding of Journal entries. Analytical and problem solving skills. Attention to details. Willingness to learn. Flexibility to work long hours & weekend working (If necessary). Proficient in MS Office tools (Excel & Word is mandatory). Good written and verbal communication skills. Good knowledge in capital market, derivatives, Private equity fund, Hedge funds etc. What you will get in return A genuinely unique opportunity to be part of an expanding large global business. Exposure to work on multiple GAAPs, multiple jurisdictions, end to end Accounting services. Additional information We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made based on skills, qualifications and experiences. We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society, and the planet. DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.