688 Cfa Jobs - Page 22

Our client is a global banking firm which provides industry-focused services for clients across geographies. We are currently looking for a seasoned candidate to head their FP&A team for Wealth & Retail Banking in Bangalore / Chennai. Some of the key responsibilities will include: Lead end-to-end FP&A activities including planning, forecasting, and performance tracking across WRB markets. Collaborate closely with Country Business Heads, CFOs, and Group stakeholders to deliver actionable insights and steer strategic decisions. Deliver standardized, insightful MI and drive deep-dive analytics to support sustainable business growth. Implement industrys best practices for efficiency, accuracy, a...

: Job TitlePortfolio Analyst (Passive), AS LocationMumbai, India Role Description The Portfolio Analyst supports the Passive Portfolio Manager in overseeing and maintaining the performance of investment portfolios. This position involves tracking key portfolio metrics, conducting in-depth data and performance analysis, and preparing internal reports to inform investment decisions. The analyst works with financial datasets and analytical tools to assess and attribute portfolio performance, while also supporting the day-to-day operational activities associated with passive investment strategies. What we'll offer you As part of our flexible benefits program, you will have access to: Best-in-cla...

: In Scope of Position based Promotions (INTERNAL only) Job TitleBusiness Finance Analyst LocationMumbai, India Corporate TitleAnalyst Role Description The Business Finance function is responsible for the production of business level revenue attribution, financial accounting and financial disclosures. It ensures, on a daily basis, the accurate and timely reporting of Profit and Loss (PnL) for each business unit and ensures that the drivers behind the risk positions and PnL are fully understood and explained. It also ensures that all of the Banks transactions and positions are correctly reflected in the Banks accounting records and disclosures, in accordance with relevant accounting standards...

Morningstar Direct focused on growing revenue and building relationships within our Tier 1 and Tier 2 accounts. Aligned with the Business Development reps for those accounts, you will work opportunistically to deepen our footprint of Morningstar Direct. This role covers opportunities across India. This position is based in our Morningstar India office. Responsibilities: Exceed growth targets. Work with Business Development to bring Morningstar Direct opportunities from trial to close. Identify new business groups and opportunities within the accounts, and work to replicate success across the team. Employ winning strategies to maintain and grow adoption of Morningstar Direct and leverage the ...

Responsibilities Develop an understanding of firm's risk management framework, models, methodology, techniques, andprocesses. Conduct independent review of key regulatory and internal initiatives and communicate results through formalreports. Perform validation of the firm's qualitative models by verifying conceptual soundness, methodology, and implementation Develop and maintain effective stakeholderrelationships, and present results to senior management committees and regulators Basic Qualifications Minimum of bachelor's degreerequired. Masters in a quantitative discipline preferred Qualified Chartered Accountants (CAs) can also be considered CFA, FRM or equivalent professional certificati...

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

Reporting to: Associate Director Role: Manage large teams (approximately 5-20 people across offices) supporting international clients with a strong focus on driving results, talent management and stakeholder engagement. The manager will play an important role in fostering a talented and motivated team, understanding client needs and enhancing processes. Functional Responsibility / Domain Related: Responsibilities include analytical guidance to team members, talent management and recruitment, overseeing team workflow and process adherence, quality assurance, client management, governance reporting. Provide analytical guidance to the team membersto Assist global Credit Analyst(s) in adhering t...

Analyzing macro-economic data using reasoning, qualitative assessment and quantitative techniques to assist the overall research framework. Building and maintaining a macroeconomic model that incorporates key economic indicators and market trends to guide investment decisions. Generating ideas and gleaning insights from financial data to provide actionable insights to stakeholders and business heads. Conducting research and analysis on a range of financial products, including equities, fixed income, and alternative investments. Preparing thematic reports on global macroeconomic trends and their effect on financial markets. Well versed with Advanced Excel, SQL and PythonCFA charterholder or p...

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 t...

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 t...

You are a strategic thinker passionate about driving solutions in financial control . You have found the right team. As a Financial control Professional in our Finance team you will spend each day defining, refining and delivering set goals for our firm. Job Responsibilities Work closely with line of business controllers, middle office, and operations Work with the businesses to ensure understanding of monthly profit and loss Manage the monthly consolidation of JPMorgan Chase income statement and balance sheet Control post-closing entries and consolidation adjustments Perform various control procedures to ensure the integrity of reported financial results Participate in all aspects of the pr...

YOUR IMPACT We are looking for an Analystto serve as a member of the Monitoring & Testing function in Hyderabad, a critical role within the Asset & Wealth Management Strategic Transformation Office. By executing monitoring and testing processes and identifying potential risks and control weaknesses, this position contributes directly to the firm's success by ensuring regulatory compliance, protecting client assets, and improving operational efficiency. OUR IMPACT Within Asset & Wealth Management, we seek to provide innovative investment solutions to help our clients meet their financial goals. We work with specialists and groups from around the firm to help individuals and institutions acros...

Understand the client's financial situation, needs & goals Diagnose financial gaps & suggest actionable solutions Prepare financial health reports, plan summaries & action plans Stay updated on financial products, regulatory changes & market dev Required Candidate profile Exp in personal finance advisory, wealth management, financial planning, or tax consulting Strong understanding of Indian financial products, taxation, EPF rules & compliance Excellent Communication

11340 Advise retail customers on the optimum allocation of savings across basic asset classes such that their investment objectives are realized Develop, present and record financial planning, investment reports and investment advisory recommendations to individuals and families. Maintain ongoing client relations by taking lead role in communications ensuring timely responses and integrity in all actions. Document client information in Customer Relationship Manager (CRM) as well as maintain a to do list. Must be self-motivated individual who desires to work in a team environment. Must be able to work on a team to monitor portfolios and implement investment and financial planning changes as n...

KPMG India is looking for Senior Manager - Mobility and Logistics to join our dynamic team and embark on a rewarding career journey. 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. Coordinate with the operations manager to take the required steps after brainstorming and research. Optimize the operations in the company. Put the suitable operational strategy to fit with the companys culture. Implement the operational strategy in the different departments of the company. Supervise the strategy, and make sure that all the employees respect this st...

Hello Candidate, Hiring for the below requirement. Job Title & Band: Senior Associate -Business Modelling & Analytics Location : Bengaluru Reports to: Project Lead and Director Travel : Occasional travel PACKAGE BASED ON YOUR EXPERIENC AND CURRENT CTC Monday to Friday - 5 days working Remote Shift : 8:30am to 5:00pm What You Can Expect as Part of our Virtual CFO Team: As a member of our tight-knit, high-skill team, you will: Contribute to complex, high-value modelling projects for leading investors and businesses Build and test dynamic, structured financial models incorporating accounting, tax, and corporate finance principles Participate in client workshops to scope out requirements, valida...

locationsGurugram - DLF Buildingposted onPosted 30+ Days Ago job requisition idR_306140 Company: Mercer Description: We are seeking a talented individual to join our Investments team at Mercer. This role will be based in Gurgaon/Mumbai/Noida. This is a hybrid role that has a requirement of working at least three days a week in the office. Director Operations Due Diligence - Investments Mercer Wealth is a leading global provider of investment consulting services. We offer customised advice at every stage of the investment decision, risk management and investment monitoring process. In addition to core consulting, we have developed a number of specialist teams; the Financial Strategy Group, Me...

(Mention HR Harsh on CV ) Shift Timings - Fixed EMEA & Night Shift | Management Level: Analyst | Location: Airoli (Navi Mumbai)/ Exp: 0-2 yrs / Immediate Joiners/ Comfortable with KYC and Non KYC process All graduates and post-graduates needs to have all Sem Hardcopy Marksheets and Passing certificate. If experienced then candidate should have all the documents of previous organisation. HR Reference (Mention on the CV): Harsh Bhadra We are seeking skilled individuals with a deep knowledge and understanding of Derivatives, Finance, Capital Market, KYC/AML, Accounts and Stock markets. Contact Details: WhatsApp: 8692988070 Email: harsh.bhadra.c@eclerx.com About the Role: We are seeking skilled ...

Role Overview: We are looking for an exceptional instructor to build the foundational quantitative capabilities of our students. This role demands a deep and nuanced understanding of advanced mathematics, probability, statistics, and stochastic processes, and the ability to convey these complex concepts with clarity and precision. You will be instrumental in laying the analytical bedrock for all quantitative finance careers. Key Responsibilities: Deliver live, engaging online classes on advanced mathematical concepts, probability theory, statistical inference, and time series analysis. Explain complex topics such as linear algebra, multivariable calculus, optimization, numerical methods, Bay...

locationsPune - Banerposted onPosted 3 Days Ago job requisition idJR-0012407 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 peri...

: Job Title: Investment Risk Senior Risk Analyst LocationMumbai, India Role Description Today, markets face a whole new set of pressures but also a whole lot of opportunity too. Opportunity to innovate differently. Opportunity to invest responsibly. And opportunity to make change. Join us at DWS, and you can be part of an industry-leading firm with a global presence. You can lead ambitious opportunities and shape the future of investing. You can support our clients, local communities, and the environment. Were looking for creative thinkers and innovators to join us as the world continues to transform. As whole markets change, one thing remains clear; our people always work together to captur...

: Job Title CA Intern LocationMumbai, India Corporate Title Intern Role Description We are committed to being the best financial services provider in the world, balancing passion with precision to deliver superior solutions for our clients. This is made possible by our peopleagile minds, able to see beyond the obvious and act effectively in an ever-changing global business landscape. As youll discover, our culture supports this. Diverse, international and shaped by a variety of different perspectives, were driven by a shared sense of purpose. At every level agile thinking is nurtured. And at every level agile minds are rewarded with competitive pay, support and opportunities to excel. Your k...

Job Description: Market Functions: Territory planning to ensure optimal coverage, infrastructure, visibility and service levels. Size and seize market level opportunities by building a strong business case around them and getting necessary investments and efforts to realize them. Engage with distributors so as to create collaborative, long term relationships with them to support growth ambitions. Manage trade spends as per agreed norms and deliver maximum results from them by innovative deployments. Ensure delivery of In Store Visibility and execution as per MARS standards leveraging tools available . People Function : Lead, Monitor, Motivate and drive performance by leverage selling tools a...

Change Management and Transformation Consultant Capital Markets Find endless opportunities to solve our clients toughest challenges, as you work with exceptional people, the latest tech and leading companies across industries. Practice: Capital Markets, Industry Consulting, Capability Network I Areas of Work: Change Management and Transformation | Level: 11/9/7 / 6/5 | Location: Bengaluru/Gurugram/Mumbai| Years of Exp: 3-20 years Explore an Exciting Career at Accenture Are you an outcome-oriented problem solverDo you enjoy working on transformation strategies for global clientsDoes working in an inclusive and collaborative environment spark your interest Then, is the right place for you to e...

Job Title Risk and Compliance- Analyst- S&C GN-CFO&EV Management Level:11 Analyst Location:Gurgaon, Mumbai, Bangalore, Pune, Hyderabad Must have skills:Risk modelling Good to have skills:Credit risk, Market risk, Liquidity risk Experience:1-3 years Educational Qualification:MBA(Finance) or CA or CMA Job Summary : Advise financial and non-financial Institutions across risk management areas such as risk strategy, transformation programs, enterprise risk, portfolio management, capability maturity assessments, fraud and financial crime risk compliance. Partner with global deal teams in selling, shaping and solution development of client deals by providing subject matter expertise on risk related...