688 Cfa Jobs - Page 5

You will be responsible for conducting research and analysis on various financial products such as equities, fixed income, and alternative investments. Your role will involve contributing to the development of financial advisory ecosystem by creating models, automating processes, and developing tools to support advisory processes. Using data and quantitative analysis, you will generate insights and recommendations to support investment analysis and portfolio management. Additionally, you will be required to develop and maintain financial models incorporating key economic indicators and market trends. Furthermore, you will prepare reports and presentations to effectively communicate research ...

At EY, you will have the opportunity to shape a career that is as unique as you are. With our global reach, supportive environment, inclusive culture, and cutting-edge technology, you will have the resources to become the best version of yourself. Your distinctive voice and perspective are valued as we look to improve and excel as a firm. Join us in creating an exceptional experience for yourself and contribute to building a better working world for all. As a Senior Consultant in the Market Risk team within EY's Financial Services Office (FSO), you will be part of a specialized unit that offers a wide array of services tailored to the financial industry. The FSO practice delivers comprehensi...

As the Vice President of the Valuation Division at Corporate Professionals (CP), located in South Extension, New Delhi, you will play a crucial role in overseeing the execution and review of valuation assignments, leading a team, and driving business growth. With 6-15 years of experience in Business Valuation and qualifications such as CA, CFA, or MBA (Finance), you will be responsible for ensuring accuracy, SOP compliance, and adherence to industry standards in valuation workings, reports, and final sign-offs. Your strong analytical skills, leadership abilities, and extensive experience in valuation methodologies and financial modeling will be essential in this role. Your key responsibiliti...

Role & responsibilities: To prepare annual and monthly budget files and get the same validated by seniors. To prepare monthly budgeted vs actual cost and review it with seniors for variances. To prepare all monthly provisions with all expenses of the Distribution and submit it to Finance Team. To prepare and get the CFA Service Commissions released i. Monthly tabulation & remittance as for CFA Agreement ii. Half-yearly incentive basis audit score card as per CFA agreement. iii. Adhoc commission to select CFAs viz. Delhi, Pune, Hyderabad, Chennai To ensure submission of Form V, NLEM process, Price Change Circulars to the Stockists. To monitor the price change batches on daily basis from SAP a...

Mercer is seeking candidate for following position based out our office in Mumbai : Lead Specialist - Investments (OCIO Fund Expenses Investment Solutions) What can you expect? This is an exciting opportunity for a senior candidate to join one of Mercers largest and most rapidly-growing business areas investment solutions. Mercer's Investment Solutions (IS) business provides sophisticated implementation and investment services to clients. The business has grown rapidly over recent years with $400bn of client assets now under management globally, c.$160bn of which is invested on behalf of international investors. Our Investor base is institutional and typically clients are DB/DC Pension Schem...

You should have 7 to 15 years of experience as a Business Analyst with expertise in Regulatory Reporting, Control, Assurance, and Audit. Good communication skills are mandatory for this role. The ideal candidate should possess knowledge in accounting/financial reporting, capital requirements, and analytics within financial services. Specifically, candidates with a background in Finance, treasury, or risk, with experience in accounting/financial reporting, capital requirements, and market risk are preferred. Experience in banking and relevant market contexts such as Capital management, Capital reporting, regulatory experience, and PRA experience will be beneficial. You should have experience ...

As a part of the CITCO Portfolio Analytics team, you will play a crucial role in researching the market and defining new products and services aimed at private markets such as Real Estate, Private Debts, and Private Equity. Your responsibilities will include participating in client meetings to gather feedback, contributing to the development of roadmaps and release planning with the IT team, specifying requirements for IT and ensuring follow-up until product release, conducting comprehensive quality testing of newly released products, and providing assistance to the global Citco Portfolio Analytics team on product queries. Additionally, you will be responsible for creating marketing document...

The Business Finance function is responsible for the production of business level revenue attribution, financial accounting, and financial disclosures. The function ensures the accurate and timely reporting of Profit and Loss (PnL) for each business unit, as well as understanding and explaining the drivers behind the risk positions and PnL. Furthermore, it 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. Revenue Control roles within this function involve producing daily profit and loss for the business unit/trading center, providing necessary transparency of co...

You will be responsible for overseeing financial planning, management reporting, and budgeting at Ravikash Financial Services Private Limited in Jaipur. Your duties will include preparing and maintaining accurate books of accounts, ledgers, and monthly financial statements. Additionally, you will handle GST, TDS, and other statutory compliance, including filing returns, and coordinate with auditors for audits. You will be expected to maintain MIS reports, track cash flow, and assist in budgeting & forecasting. Collaboration with senior management for financial planning and control will be a key aspect of your role. Ensuring internal controls and accounting discipline across all branches will...

Mode of work: Work from office (5 days a week) Role & responsibilities: Business Growth: Develop and implement referrals from clients. Expand service offerings and increase AUM from existing clients. Build trust and credibility through effective communication. Client Management: Cultivate and maintain strong relationships with clients. Conduct regular meetings with clients to understand their financial needs, goals, and preferences. Address client enquiries and concerns promptly Research: Track the performance of invested funds. Attend fund manager calls to reconcile internal research with their opinions and understand the framework. Preferred candidate profile: 3 to 5 years experience in ei...

Take full ownership of the solution and the build in Production Instances. Deep dive in the ERPs and provide the right guidance to DTC s and business for any requirement from Treasury function. Use your SAP FI configurational & integration knowledge to analyze a given business scenario and design SAP solutions to map such business scenarios. This role will demand creative thinking along with your SAP understanding and solution orientation. Be part of a wide community of BPE s, being able to learn and grow in a very collaborative environment. Qualifications and Experience A bachelors degree in commerce from an accredited college. A professional Finance qualification ( CA/ACA/ICWA/CFA/CIMA .) ...

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...

Citco is a global leader in fund services, corporate governance, and related asset services with staff across 80 offices worldwide, managing more than $1.8 trillion in assets under administration. The organization is dedicated to delivering end-to-end solutions and exceptional service to meet the needs of its clients. To learn more about Citco, please visit www.citco.com. The Client Integration Investran Onboarding team is a specialized group of professionals who serve as subject matter experts in fund structures, system setup, and accounting implementation for client integrations and conversions. They take the lead in onboarding new clients onto Citco technology platforms to establish a fou...

Join us as an Assistant Vice President (AVP), Junior Portfolio Manager in the Investments function within the Private Bank division. Your primary focus will be to support portfolio management by conducting market research, macroeconomic analysis, and collaborating with investment teams to make optimal asset allocation decisions. Leveraging market insights, sector views, and fundamental data, you will play a significant role in shaping portfolio positioning and driving strategic investment decisions. Your responsibilities will include: - Monitoring and adjusting portfolio positions based on market conditions - Conducting thorough research on the macro-economic environment and industry analysi...

As an Investment Banking Trainer in this part-time role, you will be responsible for designing and delivering engaging training modules both online and offline. Your primary focus will be on teaching fundamental concepts such as equity research, M&A, IPOs, DCF valuation, LBO models, and financial statement analysis to aspiring professionals. By creating comprehensive training materials, including case studies, assignments, and conducting mock interview sessions, you will play a crucial role in enhancing the learning experience. Your expertise will be essential in providing real-world insights and examples to the learners, thereby ensuring a comprehensive understanding of the subject matter. ...

Citco is a global leader in fund services, corporate governance, and related asset services with staff across 80 offices worldwide, managing over $1 trillion in assets under administration. The company delivers end-to-end solutions and exceptional service to meet clients" needs. The Client Integration Investran Onboarding team at Citco is a specialized group of professionals who serve as subject matter experts in fund structures, system setup, accounting methodology, and onboarding processes. This team plays a crucial role in onboarding new clients onto Citco technology platforms to establish a foundation for the Fund Accounting / Operations team. As a Senior Specialist, you will be expected...

The Loan Origination Analyst_CRE position offers you the opportunity to collaborate directly with stakeholders in New York, focusing on day-to-day tasks related to originations and underwriting for BREDS funds. You will be responsible for assisting in the creation of Screening Memos for the BREDS Originations Team. This involves compiling detailed property information, market analysis, and financing details to support the loan origination process. Your initial role will involve working on multifamily loans from the Insurance group, with the potential for expansion into other asset classes and funding sources over time. In Phase 1, you will be tasked with producing annualized and trailing-12 ...

This Opportunity is with a leading Distribution Accounts for their office in Andheri location Role: Assistant Manager- Distribution Accounts Experience: 8 - 10 Years Job Description: Roles & Responsibilities: Key Responsibilities: CFA & Transport Agreement Management Assist in drafting, reviewing, and maintaining Carrying & Forwarding Agent (CFA) and transport agreements. Ensure adherence to company policies, legal requirements, and commercial terms. Coordinate with the Legal and Compliance teams for timely execution and renewals. Commission & Expense Validation Validate CFA commissions and related distribution expenses against contractual terms and company policies. Ensure timely and accura...

As the market leader in asset servicing since our incorporation in 1948, Citco has been at the forefront of shaping the industry. We are committed to innovation, expansion, and excellence, catering to hedge funds, alternative asset classes, corporations, and private clients across various geographies. At Citco, we value progress and performance, always striving to maintain our pioneering spirit. The Fund Administration team at Citco is integral to our core business, offering alternative asset and accounting services that are highly regarded in the industry. With a focus on continuous learning and technology solutions, we ensure our people are well-equipped to deliver exceptional client exper...

You will be a member of the EMEA COE Finance India team at Wipro Limited, a leading technology services and consulting company. Your role will involve working closely with Finance teams in EMEA, APAC, and USA to develop the FP&A function supporting firm growth. Your responsibilities will include: - Preparing and presenting fund level quarterly valuations of real estate investments and debt securities - Reviewing fund valuation related projects such as quarterly reporting, MTM Impact analysis, Net Debt Analysis, Solvency Analysis - Conducting analysis to identify trends, investigate unusual items, and provide variance analysis with explanations - Leading and managing projects from inception t...

The individual in this role will be responsible for supporting business leaders by providing insights into financial and operational results. As a Senior Analyst, you will play a key role in analyzing, reporting, and forecasting financial and operating metrics to assist the business in making informed decisions. Your main responsibilities will include collaborating with business leaders to develop annual budgets and complete monthly forecasts, reviewing monthly financial and operational results, investigating variances to budget/forecast, and providing detailed commentary for business leaders. Additionally, you will provide financial insights to department leaders regarding sales to revenue ...

At EY, you'll have the opportunity to craft a career that is as unique as you are, supported by a global network, inclusive culture, and cutting-edge technology to help you reach your full potential. Your distinctive voice and perspective are integral in our journey to enhance EY further. Join us in creating an exceptional experience for yourself and contributing to a better working world for all. As a T24 Business Analyst/Tester specializing in End-of-day (EOD), End-of-month (EOM), End-of-quarter (EOQ), and End-of-year (EOY) operations, your responsibilities will involve analyzing business requirements, developing essential documents, and collaborating with stakeholders, developers, and end...

You will be responsible for conducting due diligence and drafting offer documents. Your role will involve liaising with clients, legal counsels, registrars, share transfer agents, auditors, and other intermediaries. You will also be required to communicate with BSE, NSE, SEBI, NSDL, CDSL, and other authorities as necessary. Proper documentation management is an essential part of this job, in compliance with the requirements of the Merchant banker. Additionally, you will advise clients on good corporate governance practices and ensure compliance with various applicable Acts and guidelines. You will also be involved in framing policies as required under the Companies Act, 2013, and SEBI (LODR)...

The market leader. The premier provider. The best in the business. At Citco, you have been the front-runner in the field since incorporation in 1948 led to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide you today as you innovate and expand, push beyond the boundaries of the industry, and shape its future. From working exclusively with hedge funds to serving all alternatives, corporations, and private clients, the organization has grown immensely across asset classes and geographies. For Citco, this progress is a pattern that will only be maintained as you move forward, always prioritizing performance. For those who want to play at the top of the...

In Scope of Position based Promotions (INTERNAL only) Job Title: Business Finance Analyst Location: Mumbai, India 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. Your Key Responsibi...