995 Cfa Jobs - Page 6

As a Head Research (Fundamental Research Analyst) in Mumbai with 8 to 10 years of experience and qualifications including MBA, CFA, and CA, your role encompasses various major accountabilities: - **Investment Recommendations and Analysis:** - Generate timely and accurate investment recommendations, stocks, sectors, and ideas for substantial customer returns. - Provide expert-level inputs for equities-related strategy, initiatives, goals, and budgets. - **Client Coordination:** - Regularly coordinate with Institution clients, Private Client Group (PCG), High Net Worth Individuals (HNI), and retail clients. - Address day-to-day client queries and maintain strong relationships. - **Team Leaders...

As a Transfer Pricing Manager, your main role will involve conducting Transfer Pricing Analysis and ensuring Tax Compliance in line with OECD Guidelines. Your key responsibilities will include: - Performing Transfer Pricing Analysis and preparing TP Documentation - Conducting Benchmarking Studies for intercompany transactions - Utilizing SAP for Transfer Pricing purposes - Writing detailed reports on Transfer Pricing activities The qualifications required for this position include: - Inter CA, CA, CMA, CFA, ACCA certification - Certification in the field of accountancy - Strong IT skills and proficiency in report writing - Excellent communication abilities,

Department Global Investment Research - Research Specialist Team Reports To Team Lead Associate Director, Investment Research Level Research Analysis - 5 About your team Investment Research Specialist team is based out of two locations - Gurgaon, India and Dalian, China. The department provides fundamental research support (building financial models, maintaining industry databases, and conducting Industry and company analysis) to all FIL Equity and Credit analysts and select Portfolio Managers. This allows analyst teams to cover a higher number of stocks/credits, respond faster to corporate developments, dig deeper into investment issues, and manage coverage gaps. The team is also looked upo...

Designation - Cluster Head - Banking Channel - B2B Location - Gurugram Ctc - 15-19 Lacs Experience : 7 yrs exp in AMC(Mutual Funds Company) Responsible for driving sales target in all bank branches and growth market locations in the Cluster Required Candidate profile Candidate must be working in AMC Strong understanding of financial markets, investment products (especially Mutual Funds, PMS & AIF), and sales strategies Certification - NISM - XXI-A and NISM - V-A

Project description We've been engaged by a large French financial institution to provide resources for a range of Capital Market projects. Joining this program you will have the benefit of working with an established team working directly with onsite staff, fully involved in the project initiation through to project implementation. Responsibilities We are seeking an experienced Business Analyst with a strong background in Capital Markets. The successful candidate will play a crucial role in delivering for our Capital Markets projects. The focus will be on transitioning from the design-build phase to working closely with Finance Operations, Risk Management, and Treasury teams. This role offe...

Hello Visionary, Here at Siemens, we take pride in enabling sustainable progress through technology. We do this through empowering customers by combining the real and digital worlds. Improving how we live, work, and move today and for the next generation! We know that the only way a business thrives is if our people are thriving. Thats why we always put our people first. Our global team would be happy to support you and challenge you to grow in new ways. Who knows where our shared journey will take you? Accelerate your career. Our mission at Controlling and Finance Assurance (CF A) is to provide objective, factual and independent foresight to help Siemens be excellent and to improve the over...

About The Role 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 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 topics. Shape thought capital around current and emerging...

About The Role Job Title Risk and Compliance- Manager - S&C GN-CFO&EV Management Level:07 Manager Location:Gurgaon, Mumbai, Bangalore, Pune, Hyderabad Must have skills:Risk modelling Good to have skills:Credit risk, Market risk, Liquidity risk Job Summary : Support Accenture's CFO EV Finance and Risk practice in delivering Risk and Compliance strategy and solutions across geographies. 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 developm...

About The Role About The Role Job Title Risk and Compliance- Senior Manager - S&C GN-CFO&EV Management Level:06 Senior Manager Location:Gurgaon, Mumbai, Bangalore, Pune, Hyderabad Must have skills:Risk modelling Good to have skills:Credit risk, Market risk, Liquidity risk Experience:11-15 years Educational Qualification:MBA(Finance) or CA or CMA Job Summary : Support Accenture's CFO EV Finance and Risk practice in delivering Risk and Compliance strategy and solutions across geographies. 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 f...

Work with team of onshore analysts to cover credit risk monitoring for Financial Institutions portfolio Reviewing credit reports and financial models submitted by portfolio monitoring team based on fundamental analysis for a set of assigned credits/companies The credit assessment review requires the following: Undertaking research and analysis of an entity through thorough assessment of its credit strengths and weakness and weighing its business and financial risk profile. Understanding the potential for sovereign support or parent support which would need to be factored into the credit assessments. Preparing a detailed credit assessment report and elaborately discuss the company profile and...

ABOUT US: As a world leading provided of intergrated solutions for the alternatie investment industry, Alter Domus (meaning The Other House in Latin) is proud to be home to 90% of the top 30 asset managers in the alternatives industry, and more than 6,000 professionals across 24 countries, With a deep understanding of what it takes to succeed in alternatives, we believe in being different in what we do, in how we work and most importantly in how we enable and develop our people Invest yourself in the alternative, and join an organization where you progress on merit, where you can speak openly with whoever you are speaking to, and where you will be supported along whichever path you choose to...

ABOUT US: As a world leading provided of intergrated solutions for the alternatie investment industry, Alter Domus (meaning The Other House in Latin) is proud to be home to 90% of the top 30 asset managers in the alternatives industry, and more than 6,000 professionals across 24 countries, With a deep understanding of what it takes to succeed in alternatives, we believe in being different in what we do, in how we work and most importantly in how we enable and develop our people Invest yourself in the alternative, and join an organization where you progress on merit, where you can speak openly with whoever you are speaking to, and where you will be supported along whichever path you choose to...

Team Leader – Wealth Managers / Advisors Location: Dwarka- Delhi Experience: 5–7 yrs (Wealth Management) * Team handling for Wealth Advisors / Planner + HNI client servicing * Mutual Funds, Insurance, PMS sales * NISM/CFP preferred Call- 9759214475

Role Overview: We are seeking a highly motivated and experienced Head -Finance to lead our finance function at our Sriperumbudur office. This pivotal role demands a seasoned professional with a strong understanding of core financial principles, coupled with specific expertise in managing international trade accounting, including import and export transactions. The ideal candidate will be a qualified Chartered Accountant with the ability to oversee the entire finance department, ensuring compliance, efficiency, and strategic financial management. This role requires a proactive individual with excellent communication, negotiation, and problem-solving skills to ensure efficient and compliant fi...

About AkzoNobel Since 1792, weve been supplying the innovative paints and coatings that help to color peoples lives and protect what matters most Our world class portfolio of brands including Dulux, International, Sikkens and Interpon is trusted by customers around the globe Were active in more than 150 countries and use our expertise to sustain and enhance the fabric of everyday life Because we believe every surface is an opportunity Its what youd expect from a pioneering and long-established paints company thats dedicated to providing sustainable solutions and preserving the best of what we have today while creating an even better tomorrow Lets paint the future together, For more informati...

ABOUT US: As a world leading provided of intergrated solutions for the alternatie investment industry, Alter Domus (meaning The Other House in Latin) is proud to be home to 90% of the top 30 asset managers in the alternatives industry, and more than 6,000 professionals across 24 countries, With a deep understanding of what it takes to succeed in alternatives, we believe in being different in what we do, in how we work and most importantly in how we enable and develop our people Invest yourself in the alternative, and join an organization where you progress on merit, where you can speak openly with whoever you are speaking to, and where you will be supported along whichever path you choose to...

ABOUT US: As a world leading provided of intergrated solutions for the alternatie investment industry, Alter Domus (meaning The Other House in Latin) is proud to be home to 90% of the top 30 asset managers in the alternatives industry, and more than 6,000 professionals across 24 countries, With a deep understanding of what it takes to succeed in alternatives, we believe in being different in what we do, in how we work and most importantly in how we enable and develop our people Invest yourself in the alternative, and join an organization where you progress on merit, where you can speak openly with whoever you are speaking to, and where you will be supported along whichever path you choose to...

You will be working as an Intern/Trainee in Real Assets, Credit Portfolio & Resource Management (CPRM) team at Techwise Digital Private Ltd for a contact duration of 12 months in Whitefield, Bangalore. The ideal candidate for this role should be a Qualified CFA or FRM. - Monitor/manage & retain ownership of dedicated deals of your portfolio - Deep understanding of the deal/structure & performing internal tasks like producing annual reviews + waiver memos, ratings & LGDs reviews - Command strong analytical, problem-solving, credit analysis & cash flow modeling skills - Contribute towards presentations & discussions at Credit Committees - Ideally, have exposure to products structures & sectors...

As a member of the Canada Finance team, you will support the Expense accounting function by executing month-end and quarter-end close processes, extracting financial information, driving continuous improvements through automation, and assisting audits. Your role demands self-motivation, quick learning abilities, results-driven mindset, and a passion for leading change to enhance operational efficiency. Key Responsibilities: - Prepare and submit journal entries, account reconciliations, and documentation for accuracy, compliance, and thorough record-keeping. - Collaborate with cross-functional teams to ensure accurate accounting. - Assist in the month-end close process, focusing on account-re...

Job Description for Head of Research Analyst. Major Accountabilities: 1. Investment Recommendations and Analysis: Generate timely and accurate investment recommendations, stocks, sectors, and ideas that deliver substantial returns to customers across all investor products and services. Provide expert-level inputs for overall strategy, initiatives, goals, and budgets related to equities. 2. Client Coordination: ¢ Regularly coordinate with Institution clients, Private Client Group (PCG), High Net Worth Individuals (HNI), and retail clients. ¢ Address day-to-day queries from clients and maintain strong client relationships. 3. Team Leadership and Guidance : ¢ Lead and guide the equity research ...

As a member of the Research team in the field of Finance, your role will primarily involve conducting research, analyzing data, preparing reports, and providing valuable insights to support decision-making processes. Key Responsibilities: - Conduct research in the finance sector to gather relevant data. - Analyze the collected data to identify trends and patterns. - Prepare detailed reports based on the research findings. - Provide insights and recommendations to support decision-making processes in the organization. Qualifications Required: - MBA/PGDM qualification. - CFA certification. - No prior experience required.,

Role Overview: As an Investment Adviser at our company located in Sector 5, Kolkata, you will play a crucial role in the equity market. Your responsibilities will include holding a NISM - Investment Adviser - XA & XB CERTIFICATION (Certified Required / willing to take test), having a minimum of 1 year of experience in the field, being a motivated and analytical graduate, preferably with a CFA candidate or holder background in commerce (B.Com / related fields), and completing or currently pursuing NISM Investment Adviser Level 1 & Level 2 certifications (CFA Level 1 preferred). Key Responsibilities: - Holding a NISM - Investment Adviser - XA & XB CERTIFICATION (Certified Required / willing to...

As a Fund Accounting Specialist, your role involves reviewing and preparing the NAVs of hedge fund clients on a daily/monthly basis. You will be responsible for preparing Cash/Position/Market Value Reconciliations, resolving breaks, and notifying Clients/CSMs of valid breaks. In case of erroneous or missing transactions in the Accounting system, you will be required to make necessary adjustments. Key Responsibilities: - Reviewing the pricing of the portfolio and analyzing pricing exceptions. - Ensuring that corporate actions booked in the system are correctly reflected in the books, including Dividends/Interest Reconciliation with Broker reports. - Accruing/amortizing daily or monthly non-se...

Role Description This is a full-time on-site role for a Wealth Relationship Manager located in Chandigarh, Ahemdabad, Bangalore, Pune, Lucknow, Varanasi, Kanpur , Hyderabad , Noida . The role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies. Candidates with professional certifications such as CFP, CWM or CFA will have an added advantage. Key Responsibilities Client Acquisition & Planning: Acquire new clients and generate fee income by creating tailored financial plans and managing portfolios aligned to client goals and risk profiles. Portfolio Analysis: Review client portfolios in terms of In...

About The Company Deloitte is a globally recognized leader in providing professional services across various industries. With a rich history of innovation and excellence, Deloitte offers a comprehensive range of services including consulting, audit, tax, advisory, and risk management. Our commitment to delivering impactful solutions helps organizations navigate complex business challenges and achieve sustainable growth. We foster a collaborative and inclusive work environment that values diversity, integrity, and continuous learning, enabling our team members to thrive and make a meaningful difference in the communities we serve. About The Role We are seeking a highly motivated and skilled p...