688 Cfa Jobs - Page 23

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...

Assisting in valuation onboarding of new private equity investments Assisting with updating valuation templates periodically, utilizing discounted cash flow (DCF), performance multiple (PM) and other valuation methodologies Compiling documentation to support actual financial and company comparable assumptions used in the valuation models Participating in discussions with and provide deliverables to various constituents, including Investment Team, Senior Management and External Auditors Assessing value creation drivers that have contributed to changes in valuations over the holding period of each investment Assisting in improving reporting processes, procedures and analytics Participating in ...

Role & responsibilities Support Investment Bankers in the US on various financial and business research products, primarily: Writing Company Profiles / Industry Reports Comparable Company Analysis and Comparable Transaction Analysis Business Information Services Working on various applications and databases such as Capital IQ, Bloomberg, Thomson Research, Thomson One, Factiva etc. In-depth knowledge of financial instruments / terminologies Proficient in MS Office Prior experience in Excel, Word and PowerPoint Regular interaction with the client to ensure efficient process management and effective client support Working on Critical Projects / Pilots Preferred candidate profile BA (Finance), C...

Role & responsibilities 1. Identify potential clients and develop strategic relationships to generate new business opportunities in debt syndication. 2. Conduct market research and analysis to understand industry trends, competitive landscape, and client needs. 3. Lead the end-to-end deal cycle of debt syndication projects, including structuring, negotiation, documentation, and execution. 4. Prepare comprehensive financial models, feasibility studies, and presentations for client pitches and lender meetings. 5. Collaborate with internal teams, including legal, finance, and operations, to ensure smooth project execution and client satisfaction. 6. Manage relationships with financial instituti...

Role & responsibilities 1. Identify potential clients and develop strategic relationships to generate new business opportunities in debt syndication. 2. Conduct market research and analysis to understand industry trends, competitive landscape, and client needs. 3. Lead the end-to-end deal cycle of debt syndication projects, including structuring, negotiation, documentation, and execution. 4. Prepare comprehensive financial models, feasibility studies, and presentations for client pitches and lender meetings. 5. Collaborate with internal teams, including legal, finance, and operations, to ensure smooth project execution and client satisfaction. 6. Manage relationships with financial instituti...

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. Proces...

Company Overview We are looking for Analyst to join our Fund and Investor Allocations (FIA) team, which is responsible for various fund accounting and investor allocations activities. The core functions of the FIA team is to ensure the investor allocation of portfolio profits, losses and expenses and calculation of management and incentive fees is performed in an accurate and timely manner during estimates and finals issuance of Investor returns in the month. You will work closely with the Clients, Investment Managers and the Administrators of the Funds to achieve this and other activities which include, analysis and review of legal fund documents to set up allocations and fee calculation lo...

KEY RESPONSIBILITIES 1. Operational Excellence Tender Document Readiness Quotation: Ensuring availability of required tender documents before timelines. Functional Support: Working as a support for the development of logistic tools like audit reports, SOPs, and related activities. 2. Customer Excellence Rate Updations: Updating rates in the portal every month on the same day the new price list mail is received from the Commercial Team. CFA/ Sales and Distribution ; Providing Operations support on CFA operations/SAP related to sales order processing 3. Financial Excellence Effective Debtors Management: Creating a mechanism to ensure cheque compliance with order policy execution, reviewing ove...

Performing factor, strategy, portfolio construction and risk model related research projects Ensure collected data is prepared for cleansing and factor analysis Analysing and interpreting data to identify trends and patterns Results interpretation, presentation of results to the team, and refinement of models based on feedback given. Running scripts / process for existing quants models Manager Selection Portfolio construction Reporting – assimilation of data and preparation of decks Tech Stack – R / Python + SQL Dashboards + website – UX / UI – React / Java Script / HTML +

Manage investment portfolios for clients, ensuring alignment with their financial goals. Conduct market research to inform investment decisions. Monitor portfolio performance and adjust strategies as needed. .

Manage investment portfolios for clients, ensuring alignment with their financial goals Conduct market research to inform investment decisions Monitor portfolio performance and adjust strategies as needed Maintain compliance with regulatory standards

- In-depth understanding of wholesale NBFC industry will be highly desirable. - Experience working on IFRS / IndAS conversion projects - Responsible to deliver accounting related trainings - Assist with consolidation tool development - Application of Tax Accounting standards for preparation of Tax based financial statements - Actively involved in developing proposals/presentations - Experience with regulatory reporting - Ideal candidate should have good understanding and practical knowledge of IGAAP principles and some practical experience of IFRS/US GAAP (the candidate should be able to share some real time examples/instances of dealing with accounting standards) Key Skills / Requirements :...

Overview:A leading global investment firm is seeking resourceful candidates to join our Asset-Backed Securities (ABS) and Fundamental Equities (FIG) teams. These teams are part of Financial Research group, responsible for generating new growth ideas and providing high-quality, in-depth support for new business development and strategy research. This role offers a unique opportunity to work with some of the brightest minds in the industry, contributing to strategic decision-making processes. The position is open for Hyderabad, Bengaluru, or Gurugram, India. What's in it for you?- Competitive compensation & outstanding career growth- Exposure to global equity markets (US, UK, etc.)- Work on hi...

Exciting Opportunity in Credit Research (Exp 5+ years) - Looking to make an impact in the world of credit research? Join a globally renowned investment firm that values innovation, collaboration, and analytical excellence. - We are hiring for Lead Analyst / Principal Analyst / Associate Director - Credit Opportunities in Hyderabad, Bengaluru, and Gurugram. - Work alongside top industry professionals, analyze corporate bonds & loans, and contribute to high-stakes investment decisions-all while enjoying a great work-life balance and best-in-class compensation. What You'll Do Day-to-Day: - Exposure to global credit markets - Competitive compensation & career growth opportunities - Work with ind...

Lead Analyst/Principal Analyst/Associate Director - Fundamental Equities - Healthcare About: A prestigious global investment and technology development firm committed to excellence in financial research and investment. Known for our rigorous research approach and innovation, offers a collaborative environment where professionals work with some of the best minds in the industry. With a focus on healthcare, among other sectors, aims to identify and support high-potential investments and provide unmatched career opportunities.Role Overview:Company is seeking a talented and resourceful Lead Analyst / Principal Analyst / Associate Director to join our Financial Research group based in Hyderabad, ...

Commission & Expense Management: Verify and coordinate CFA/Branch commissions, operational expenses, and foreign bills in compliance with internal policies. Order Fulfilment Coordination: Liaise with branches and CFAs to ensure timely receipt of orders and dispatch of Health Products. Distribution Planning: Strategically plan and oversee the distribution of Health Products to various branches and carrying & forwarding agents (CFAs). Procurement Management: Manage indenting and procurement activities for Health Products, ensuring timely replenishment and vendor coordination. Logistics Oversight: Supervise logistics operations for the movement of Health Products and Vaccines from manufacturing...

We're hiring a Lead Analyst/Principal Analyst to join our dynamic Asset Backed Strategies team within the Financial Research group, based in Gurugram, Bengaluru, and Hyderabad. This opportunity is with a globally recognized organization known for fostering a collaborative work environment, promoting innovative thinking, and offering best-in-industry compensation and benefits.About the Role-As part of the Asset Backed Strategies team, you'll support the front office in delivering cutting-edge research and analysis for CMBS/CRE loans and bonds. Your expertise will directly contribute to the investment decision-making process, enabling impactful trades in the ABS markets. Key Responsibilities--...

Roles and Responsibilities: - Proficiency in Financial Modeling, including detailed 3-statement Forecasting, multiple scenario analysis, Capital Structure modeling, LBO, and Merger modeling - Knowledge of Business Valuation concepts including DCF, trading comps, and precedent transactions - Analysing company reporting documents to create pitch books, company profiles, financial benchmarking, trading, and transaction comps - Adept in reading and understanding financial reports, IPO prospectus, 10-Qs, 10-Ks, etc. - Knowledge of databases such as CapIQ, PitchBook, and FactSet - Excellent communication (both written and verbal) skills Skill Set: - 3-5years of experience working with PE, VCs, IB,...

Senior Analyst - IB/PE Roles and Responsibilities: - Proficiency in Financial Modelling, including detailed 3-statement Forecasting, multiple scenario analysis, and Merger modeling. - Knowledge of Business Valuation concepts including DCF, trading comps, and precedent transactions. - Analysing company reporting documents to create detailed Investment Memos/Research Reports, CIM, PitchBook, etc. - Adept in reading and understanding financial reports, IPO prospectus, 10-Qs, 10-Ks, etc. - Craft effective search strategies and gather relevant information leveraging a broad set of resources. Utilize both secondary and primary research sources and techniques. - Communicate research results by crea...

We are seeking a results-driven Portfolio Manager to lead multi-asset investment strategies including equities, forex, ETFs, bonds, and alternative instruments. This role demands expertise in market dynamics, risk management, and delivering consistent value to HNI and institutional clients. Location- Mohali Your Future Employer: A rapidly growing fintech and investment firm, transforming global financial markets through innovation. Responsibilities: 1. Designing and managing investment portfolios across equities, forex, ETFs, bonds, and alternative assets. 2. Conducting deep market research and analysis on domestic and global economic trends to drive investment decisions. 3. Implementing com...

The Client as the leading global bank is present in 100+ countries and this role comes under the Derivatives Middle Office. The team is looking for enthusiastic analysts with a background in Commodity derivatives. Preferably with experience in drafting of confirmations or other Middle Office processes (like Trade Review, Settlements, etc.) Automating generation of Trade Confirmations Ensuring that the Confirmations are accurately capturing the risk booking and other non-economic language in compliance with ISDA Liaising with stakeholders to improve trade data feed from upstream systems, in order to automate newer products/payoffs Working closely with Operations teams for improving Straight T...

The Client as the leading global bank is present in 100+ countries and this role comes under the Derivatives Middle Office. The team is looking for enthusiastic analysts with a background in derivative products - Vanilla and Exotics (Swaps, Barrier Options, Knock-In-Knock-Out, etc.). Preferably with experience in drafting of OTC confirmations or other Middle Office processes (like Trade Review, Settlements, etc.) Automating generation of Confirmations for OTC derivative trades across asset classes Ensuring that the Confirmations are accurately capturing the risk booking and other non-economic language in compliance with ISDA Liaising with stakeholders to improve trade data feed from upstream...

We are looking for a highly skilled and experienced Financial Consulting Associate to join our team in Mumbai. The ideal candidate will have 2-5 years of experience in finance, accounting, or a related field. Roles and Responsibility Review monthly journal entries prepared by support staff for various transactions. Understand the purpose of reconciliations and approve bank and general ledger account reconciliations. Prepare and review client's monthly financial statements, including month-over-month variance analysis and actual-to-budget analysis. Analyze and interpret financial information for client management, providing actionable insights and decision support. Continuously identify oppor...

We are seeking an experienced and knowledgeable Stock Market Trading Mentor to join our team and contribute to our online stock market courses. As a mentor, you will play a pivotal role in shaping the skills and understanding of aspiring traders by providing them with expert guidance, practical insights, and real-world trading strategies. Your expertise will empower our students to navigate the complexities of the stock market with confidence and achieve their financial goals. Responsibilities: 1. MentorshipProvide one-on-one and group mentoring sessions to students enrolled in our online stock market courses. Offer personalized guidance, address their queries, and assist them in grasping fu...

- We are seeking an experienced and knowledgeable Stock Market Trading Mentor to join our team and contribute to our online stock market courses. As a mentor, you will play a pivotal role in shaping the skills and understanding of aspiring traders by providing them with expert guidance, practical insights, and real-world trading strategies. Your expertise will empower our students to navigate the complexities of the stock market with confidence and achieve their financial goals. Responsibilities : 1. Mentorship Provide one-on-one and group mentoring sessions to students enrolled in our online stock market courses. Offer personalized guidance, address their queries, and assist them in graspin...