995 Cfa Jobs - Page 3

As Client Coverage at CorpCare, your main responsibility will be to manage and acquire client relationships with MSMEs, large corporates, family offices, and Startup treasuries in Pune, Delhi, Ahmedabad, Bangalore, and Mumbai. Your role is crucial in driving growth and providing customized financial solutions to our diverse clientele. Key Responsibilities: - Serve as the primary contact for corporate clients, handling negotiations, strategic reviews, and contract finalization. - Lead efforts in client acquisition and relationship management, focusing on MSMEs, large corporates, and family offices. - Ensure targets for growth, revenue generation, and client satisfaction are achieved. - Build ...

Role Overview: You will be part of KPMG in India, a professional services firm affiliated with KPMG International Limited. Established in August 1993, KPMG professionals in India leverage the global network of firms and possess knowledge of local laws, regulations, markets, and competition. With offices across multiple cities in India, KPMG offers services to national and international clients across various sectors. Key Responsibilities: - Utilize your expertise in risk analytics to provide rapid, performance-based, industry-focused, and technology-enabled services. - Collaborate with a team of professionals to deliver services that demonstrate a shared knowledge of global and local industr...

As an Assistant Vice President of Fund Research at HSBC, your role will involve high-quality fund research and selection across multi asset funds. This includes conducting in-depth investment due diligence, monitoring the multi asset fund shelf, preparing thought leadership material, participating in fund selection committees, and collaborating with fund specialists and frontline teams. Key Responsibilities: - Conduct high-quality fund research and selection for multi asset funds - Perform detailed investment due diligence across a diverse range of multi asset strategies - Continuously monitor the multi asset fund shelf and suggest changes based on market conditions - Prepare and distribute ...

/ENGAGEMENT OF SPECIALIST CADRE OFFICERS ON CONTRACT BASIS (ADVERTISEMENT NO: CRPD/SCO/2025-26/15) ONLINE REGISTRATION OF APPLICATION & PAYMENT OF FEES: FROM 27.10.2025 TO 17.11.2025 State Bank of India invites online applications from eligible Indian citizens for appointment to the Specialist Cadre Officers Posts on Contract Basis. Candidates are requested to apply online through the link given on Banks official website https://sbi.bank.in/web/careers/current-openings 1. The process of Registration is complete only when fee is deposited with the Bank through online mode on or before the last date for payment of fee / last date of online registrations. 2. Before applying, candidates are requ...

Senior Analyst -Equity Research -Sell Side- APAC-Telecom sector: Elevate Your Impact Through Innovation and Learning Evalueserve is a global leader in delivering innovative and sustainable solutions to a diverse range of clients, including over 30% of Fortune 500 companies. With a presence in more than 45 countries across five continents, we excel in leveraging state-of-the-art technology, artificial intelligence, and unparalleled subject matter expertise to elevate our clients' business impact and strategic decision-making. Our team of over 4, 500 talented professionals operates in countries such as India, China, Chile, Romania, the US, and Canada. Our global network also extends to emergin...

Candidates will gain exposure to a wide range of industries and investment structures. As a result of the breadth of the experience, candidates will develop a unique understanding of companies, capital structures, and credit markets. This candidate will work directly with the Specialty Finance investment team within the Blackstone Insurance Structure. Responsibilities: Analyzing investment guidelines and interpret them to build logic-based rules to implement into automated investment compliance system for monitoring. Deliver daily/monthly/quarterly compliance reports to PM team for the new violations across all investment policies. Support onshore team by assisting them in post trade complia...

About this role: Wells Fargo is seeking a Securities Research Associate The role involves working closely with the US deal team on M&A deal executions, pitchbooks, valuations, peer analysis, opportunity analysis, and other industry-related materials, with significant opportunities to learn, develop and work as an integral member of the business. In this role, you will: Provide support in the editing and publishing functions within the Global Research and Economics Group in Wells Fargo Securities Generate research packet products, post research documents to market data vendors, update and maintain mailing lists, and provide client access to web sites Assign reports to Editors and Supervisory ...

Conducted commercial due diligence and market study Supporting the origination of investment opportunities in Private Equity Building financial models Performing valuation analyses, including comparable transactions and Private trading companies Required Candidate profile Should have Min 4 Years exp in End to End Merger and Acquisitions Analytical, combining both quantitative & qualitative skills Practical knowledge of FactSet, Capital IQ, Bloomberg CFA preferred

Role Overview: You will be responsible for contributing to equity research on quantitative indicators/models that drive the construction of high frequency trading strategies. Your role will involve developing trading strategies, from idea generation and data collection to analysis and model creation. You will be expected to extract predictive signals from financial data through statistical analysis methods, analyze a large amount of data, and develop prediction algorithms/regression models. Furthermore, you will be required to formulate and apply mathematical modelling techniques to enhance existing trading strategies and perform innovative new research to identify and capture trading opport...

Role Overview: EXL Decision Analytics is seeking a Senior Business Analyst with a focus on Accounting to join their team. As a leading operations management and analytics company, EXL helps businesses improve growth and profitability by integrating analytics, automation, benchmarking, consulting, and technology platforms. They serve various industries such as insurance, healthcare, banking, financial services, utilities, and more. Key Responsibilities: - Possess strong knowledge of core accounting concepts including debits/credits, trial balances, reconciliations, and journal entries - Understand how financial transactions flow into trial balances and reports - Identify various transaction t...

Role Overview: At EY, you will have the opportunity to build a unique career with global scale, support, an inclusive culture, and advanced technology to help you become the best version of yourself. Your unique voice and perspective are valued to contribute to making EY even better. Joining EY will not only create an exceptional experience for yourself but also contribute to building a better working world for all. Key Responsibilities: - Lead and manage a team of 58 professionals, including Senior Consultants and Analysts, to deliver high-quality Financial Services and Risk Management engagements aligned with client objectives. - Provide subject matter expertise on capital market instrumen...

Role Overview: As a T24 BA - Credit, Repo, Securities lending and Borrowing at EY, you will be responsible for analysing business requirements, preparing Business Requirement Documents, Functional Specification Documents, User Stories, Business Processes, and models to optimize trading operations and ensure compliance with regulatory standards related to Securities trading lifecycle, Repo, Reverse repo, Money market, Securities lending, Securities borrowing, Limits, and collateral management. You will work closely with stakeholders, developers, and end-users to enhance efficiency and compliance in trading operations. Key Responsibilities: - Work with business stakeholders to understand and d...

Please Note: ========== One of our Gulf client is looking for Credit Risk Analyst in their financial department. Spectrum Consulting is acting as Recruitment Services company for this position. You can email your CV directly to: spectrumconsulting1977@gmail.com ========== Job Title: Credit Risk Analyst Onsite Job Location: Dubai - UAE Doha - Qatar Riyadh - Saudi Arabia Onsite Monthly Salary: 15k to 20k AED [ Depending on Experience ] , Full Tax free Salary Gulf Work permit & visa will be sponsored by the company Offshore Job Location: Mumbai Bangalore Hyderabad Offshore India Annual CTC: INR. 15 LPA to 40 LPA (Depending on Experience) No. of positions: 03 Project Duration: 24 Months Experien...

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.

Teaching: Deliver engaging instructional sessions, conduct workshops, and facilitate discussions to reinforce CFA concepts, ensuring students grasp key material and develop critical thinking skills. Student Support: Assist students in understand...

Responsibilities Operational Skills CAPEX Financial planning to prioritize investments in North America Beverages team Gather inputs and have rigorous meetings with the Project managers to understand the period forecast v/s the plan/actuals for individual projects Consolidate and analyze the period close/forecast results and keep a track on the Balance of the Year spendings in comparison with the AOP CWIP management and depreciation reconciliation Ad-hoc requests from PMs or the Sector FP&A Finance team Work with the Sector on the Annual Operating Plan Qualifications Graduation with overall 7-9 yrs of experience extensively into FP&A MBA (Finance), CA/CFA/CMA (good to have) Hands on experien...

About this role: Wells Fargo is seeking a CIB Portfolio Manager In this role, you will: Participate in monitoring, documenting, underwriting, and reacting to the credit quality of an assigned portfolio of loans within CIB Portfolio Management functional area and contribute to large scale planning related to functional area Identify opportunity for process improvements within scope of responsibilities Review and analyze less complex business, operational, or technical assignments or challenges that require research, evaluation, and selection of alternatives Exercise independent judgment to guide medium risk deliverables Present recommendations for resolving more complex situations and exercis...

Job Overview This role demands strong ownership and strategic involvement across finance,communication and compliance You will collaborate closely with the founder to drivefundraising efforts and strengthen investor relations Responsibilities Drive investor relations strategy & execution Keep investor outreach and communication processes structured Lead capital-raising efforts alongside the top management Manage due diligence processes and transaction closures Provide market intelligence, competitor analysis and benchmarking reports Draft and send periodic investor updates, and maintain MIS and records Prepare and analyze information and materials for investor meetings as well as the company...

Support the CLO Primary business team, in origination, execution and syndication of CLO/CDO transactions. Work with the clients to develop structures, negotiate transaction terms and distribute to investors, syndicating CLO debt and equity through CASS, mortgage and credit sales in the US, EMEA and APAC. Some of the potential tasks are Help with deal closings – setting up closing flow of funds, collecting closing invoices and subscription agreements, coordinating between external counsels and Rating Agencies across the various deal documents Scrub the model portfolios using in-house tools Structure the transaction using financial and rating agency models; negotiate with the rating agencies o...

Support the CLO Primary business team, in origination, execution and syndication of CLO/CDO transactions. Work with the clients to develop structures, negotiate transaction terms and distribute to investors, syndicating CLO debt and equity through CASS, mortgage and credit sales in the US, EMEA and APAC. Some of the potential tasks are Help with deal closings – setting up closing flow of funds, collecting closing invoices and subscription agreements, coordinating between external counsels and Rating Agencies across the various deal documents Scrub the model portfolios using in-house tools Structure the transaction using financial and rating agency models; negotiate with the rating agencies o...

Functional Analyst with Alternative Investment exp Skills: CFA certification required. Exp in Alternative investment, Private equity funds, hedge funds, real estate, etc.. Write user stories Please send your resume to tanweer@cymbaltech.com

To excel in this role, you should possess the following qualifications: - Proficiency in Financial Statements and Financial Reporting - Strong Analytical Skills and Finance expertise - Knowledge of Goods and Services Tax (GST) - Previous experience in financial analysis and reporting - Demonstrated attention to detail and accuracy - Bachelor's degree in Finance, Accounting, or a related field - Possession of a professional certification (e.g., CPA, CFA) is considered a plus.

Ideal candidate who Work with seniors and clients to understand work requirements, to review emails for collecting documents and extract performance data for funds in alternative investment ROLES & RESPONSIBILITIES Follow and develop internal process to execute data extraction in an organized, accurate, and timely fashion. Demonstrate an ability to differentiate between various alternative investments (hedge fund and private equity funds) and document type. Analyse company report and documents to extract asset level data and update required systems. Deliver high quality results that have a material positive impact on client success. Manage excel workflows and communicate through email exchan...

Building and maintaining financial models, capturing Capital Structure, performing Covenant Analysis and other investment-related activities investments across sectors. Maintain portfolio coverage including model updates and earning summary write-ups, while maintaining regular news on the portfolio Comparing KPI s Identifying discrepancies and resolving them. Working well under pressure must be able to remain calm and focused while multitasking in a fast-paced, unstructured, and dynamic work environment. Team oriented/strong communication must be able to work with people of diverse skills and personalities toward a common goal of effectively managing large portfolios. To succeed in this posi...

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging areaThis is a unique opportunity for you to work in the Portfolio Analysis team to partner with the Business. As a Portfolio & Performance Analysis - Associate within the AM PAG team, you will help manage the global GIPS composite process from a day-to-day perspective. You will partner with Technology, Compliance, Controls, and Global PAG to implement strategic solutions on various aspects of GIPS standards. You will ensure the team runs as a Centre of Excellence, drawing synergies and a globally consistent approach to bring efficiency. Job responsibilities: Running Composite COE wi...