995 Cfa Jobs - Page 7

About The Role Skill required: Financial Planning & Analysis - Financial Planning and Analysis (FP&A) Designation: Financial Plan & Analysis Senior Analyst Qualifications: Chartered Accountant/CA Inter Years of Experience: 5 to 8 years What would you do? You will be aligned with our Finance Operations vertical and will be helping us in determining financial outcomes by collecting operational data/reports, whilst conducting analysis and reconciling transactions.Position requires:a highly motivated and creative individual; strategic mindset; strong written and spoken communication skills; robust attention to detail and accuracy; and strong knowledge of financeA bachelors degree in a quantitati...

About The Role Skill required: Financial Planning & Analysis - Financial Analysis Designation: Financial Plan & Analysis Associate Qualifications: MCom/Chartered Accountant/Master of Business Administration Years of Experience: 1 to 3 years What would you do? You will be aligned with our Finance Operations vertical and will be helping us in determining financial outcomes by collecting operational data/reports, whilst conducting analysis and reconciling transactions.Financial planning, reporting, variance analysis, budgeting and forecastingDesign and implementation of tools and processes which enable the client to perform financial analysis of its statements. Involves the ability to assess ma...

Our esteemed buy-side client is currently looking for skilled and experienced Analyst to join their Valuations Team, specializing in valuations of private companies. The ideal candidate will play a critical role in conducting valuations on private investments, updating valuations models, generating reports, and providing valuable insights. The successful candidate should have a minimum of 2 years of experience in valuations and modeling, with a strong preference for candidates holding a CFA designation or currently pursuing the CFA program. Location Mumbai/Pune Experience 2 to 5 years of experience in Private Equity Valuations in the Financial Services Industry and Financial Modeling. Key Re...

Lead Analyst Equity Research - Sell Side: 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 emerging markets like Colombia...

Role Overview: As the Director of Market Risk Oversight within the Finance Risk Management Group in GRC, Market & Liquidity Risk at American Express, you will be responsible for providing strategic leadership and independent oversight for market risk management across American Express and American Express National Bank (AENB). Your role will involve developing and implementing market risk management strategies, policies, and procedures. Additionally, you will lead a team of risk professionals to ensure effective identification, assessment, and mitigation of market risks. Monitoring trends, market developments, and regulatory changes will be crucial in proactively identifying emerging risks a...

We are looking to onboard a Research Intern who is keen to build a career in equity research - CFA Level 1 / 2 candidate - Proficient in MS Office - Interest in fundamental research and economics - Strong academics - Keen to work from office in Thane

Band: B2 - Senior Analyst Experience Range: Minimum 4 years Shift Timings: 2:00 PM - 11:30 PM IST Job Summary We are seeking a highly motivated Business Analyst to join our Business Analytics and Logistics team who works with Asset Based Finance (ABF) team within the Credit and Insurance vertical. As an integral part of our team, you will gain exposure in monitoring the portfolio management and reporting activities including, but not limited to, preparing and maintaining various trackers, collating and updating data on various systems/reports, working on various documentation activities during deal closing, working on process improvement initiatives etc. Responsibilities: Collaborate with in...

About Business Unit: IBM BPO which is a critical part of Consulting focuses on Business Process Operations across several domains such as finance & accounts, procurement, supply chain, talent transformation, and industry specific processes including risk & compliance, insurance, digital marketing services. BPO India is committed to accelerate digital transformation across all its clients with the use of agile methodologies, advanced process mining and intelligent workflows powered by hybrid cloud and artificial intelligence (AI). The Manager – FP&A will be responsible for financial planning, budgeting, forecasting, and strategic analysis, transforming data into actionable insights to support...

Financial Analyst is responsible for the financial planning, analysis, and reporting of software development projects. This role involves collaborating with project managers, developers, and other stakeholders to ensure projects are completed within budget and provide financial insights to guide decision-making processes. Qualifications: Education: Bachelor's degree in Engineering, Business Administration, or a related field. Professional certifications such as CPA, CFA, or PMP are a plus. Experience: Minimum of 10-12 years of experience in financial analysis, preferably in the software development or IT industry. Proven track record of managing budgets and financial planning for projects. K...

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...

As a Vice President in Barclays Product Control - Equities team, you will play a crucial role in managing the Line PC team to ensure the completeness and accuracy of the books and records, including P&L and Balance Sheet substantiation and reporting. Your responsibilities will include monitoring trading activity for compliance with policies, providing technical and operational analysis to management, and collaborating with various departments such as Front Office business, Financial Control, and Technology. To be successful in this role, you should have: - Minimum 5 years of product control experience in an Investment bank. - In-depth knowledge of Financial products and markets in the releva...

Role Overview: As a Settlement Manager at Verified in this full-time remote role, your main responsibilities will include: - Creating accounting templates for products traded on the Verified Network such as bonds, funds, derivatives - Working with Product issuers for margin and collateral calculations - Supporting Transfer agents on the Verified Network with settlements and distributions - Supervising and reporting accounting, settlements, and distributions automated on digital applications in the Verified Network Key Responsibilities: - Experience with clearing and settlements function in an exchange, transfer agent, or bank - Hands-on knowledge of accounting for funds, derivative products,...

Role Overview: As an experienced candidate with a minimum of 7 years of experience, you should possess intermediate level SQL skills and knowledge of accessing data via a database. Your advanced Excel skills will be crucial for this role. Key Responsibilities: - Treasury / Asset Liability Risk Management Experience is a must - Utilize advanced data analysis skills for effective decision-making - Be aware of different types of risks such as Interest rate risk, Liquidity management, Currency risk, etc. Qualifications Required: - Certification in FRM (Financial Risk Management) or CFA is preferred (Not mandatory) The company offers benefits such as health insurance and bonuses. The work schedul...

Job Description About KPMG in India KPMG entities in India are professional services firm(s). These Indian member firms are affiliated with KPMG International Limited. KPMG was established in India in August 1993. Our professionals leverage the global network of firms, and are conversant with local laws, regulations, markets and competition. KPMG has offices across India in Ahmedabad, Bengaluru, Chandigarh, Chennai, Gurugram, Jaipur, Hyderabad, Jaipur, Kochi, Kolkata, Mumbai, Noida, Pune, Vadodara and Vijayawada. KPMG entities in India offer services to national and international clients in India across sectors. We strive to provide rapid, performance-based, industry-focused and technology-e...

Job Role : Auditor - COO & Senior Auditor Experience : 5+ years Job Location : Bangalore & Hyderabad Mode of Work : Full Time Eligibility Criteria : Qualified CPA, Qualified CA Description : Senior Audito - COO About This Role: The Senior Auditor is individual contributor that executes and manages multiple concurrent projects or audit engagements as directed by senior management and also participates in audits generally as subject matter expert in a consulting capacity. Senior Auditor demonstrate depth and breadth of knowledge that includes technology, operational, financial, and regulatory understanding across multiple businesses and may develop knowledge in a critical subject matter area. ...

Join us as an Assistant Vice President - Product Control Banking at Barclays, where you'll spearhead the evolution of our digital landscape, driving innovation and excellence. You'll harness cutting-edge technology to revolutionize our digital offerings, ensuring unparalleled customer experiences. To Be Successful, In This Role You Should Have Product control experience in Investment bank. Qualified Chartered accountant preferred. In-depth knowledge of Financial product and markets of the relevant asset class. Good understanding of end-to-end processes of an IB (Investment Banking) and associated controls. Excellent communication and presentation skills in both formal and informal settings a...

Join Barclays as an Analyst role where you'll spearhead the evolution of our digital landscape, driving innovation and excellence. You'll harness cutting-edge technology to revolutionise our digital offerings, ensuring unapparelled customer experiences. At Barclays, we don't just anticipate the future - we're creating it. To be successful in this role, you should have below skills: Experienced with MS office toolkit (Word, PPT, Excel, Access Database etc). Excellent communication and presentation skills in both formal and informal settings & ability to interact with the region and UK / US as part of a global team (written and verbal) Strong control awareness in particular, the ability to ide...

As a Wealth Manager, your primary role involves acquiring and maintaining relationships with preferred clients, specifically High Net Worth Individuals (HNI) and Ultra HNI clients. You will be responsible for generating Assets Under Management (AUM) from these clients by advising them on their investments and managing their financial portfolios. Additionally, you will collaborate with the product and research team to make informed investment decisions for your clients. Key Responsibilities: - Acquire and maintain relationships with preferred clients, focusing on HNI and Ultra HNI individuals - Generate AUM from preferred clients by providing investment advice and managing their financial por...

The role requires: ? Updating and managing portfolio details of various private equity funds. ? Updating pre-defined investor specific quarterly bespoke reporting templates. ? Analyze PE Funds performance by going through fund cash flows and quarterly/financial reports ? Analyzing and calculating fund valuation data such as investment cost, realized / unrealized value, gross / net multiple, gross / net IRR and financial KPIs such as revenue, EBITDA, net debt, valuation / leverage multiples etc. ? Tracking the performance of operational KPIs and operational updates on quarterly basis ? Creating / updating fund track record and reconciling the data using cash flow notices ? Calculating fund mu...

As an individual at EY, you will have the opportunity to shape a career that aligns with your unique strengths, supported by a global network, inclusive environment, and cutting-edge technology. Your journey at EY will empower you to strive towards personal excellence while contributing to a more sustainable and prosperous working world for everyone. Your key responsibilities in this role will include: - Demonstrating profound technical expertise and industry insight into financial products. - Taking the lead in various aspects of both large-scale and smaller client engagements, ensuring consistent delivery of high-quality services. - Keeping abreast of market trends and client challenges wi...

Role Overview: As a Senior Finance Manager at Hexxa Geo Systems Integrators Pvt Ltd in Surat, your role will involve overseeing financial reporting, budgeting, and forecasting. You will be responsible for analyzing financial data, developing financial strategies, managing financial risks, ensuring compliance with regulations, and supporting senior management in decision-making. Leading the finance team and collaborating with other departments will be essential to ensure financial efficiency and integrity. Key Responsibilities: - Oversee financial reporting, budgeting, and forecasting - Analyze financial data and develop financial strategies - Manage financial risks and ensure compliance with...

Our Client, a Leading Financial Services company is looking out for an Equity Research Analyst - Fundamental Research (Indian Banking & Financial Services sector) to be based at Mumbai. - The ideal candidate should be a CA/CFA/MBA - Finance with 2-6 years experience in Fundamental Research specifically Indian Banking / Financial Services sector. - The individual could be from Sell Side/ Buy Side, PMS, Insurance and Global Capability Centre but experience in the Indian Banking sector is mandatory - The Research Analyst shall track the sector on a regular basis and develop deep understanding of the sector and companies involved. - The person shall carry out detailed fundamental analysis of the...

VP - Hedge Fund Accounting Bangalore/Pune- India Shift Timings- AUS/US The successful candidate will join the Fund Services team as a VP Fund Accounting and will be closely working with Client Service Managers based in Europe/Singapore/US/ Middle East regions in connection with the performance of duties related to the administration of Alternative Funds. Candidate should have around 14 plus years of relevant experience in the Administration of Hedge Funds and NAV calculations. Reporting The position reports to SVP Fund Services About Apex The Apex Group is a global financial services provider with 3,000 staff across 40+ offices globally. We look to recruit bright, articulate and numerate emp...

Role Overview: As a Piling Engineer, you will play a crucial role in planning and executing various piling works such as bored piles, driven piles, CFA, and micropiles according to project specifications and drawings. Your responsibilities will include supervising site preparation, pile positioning, rig setup, and concrete pouring. You will also review and approve method statements, risk assessments, and lifting plans for piling operations. Key Responsibilities: - Coordinate with site teams, equipment suppliers, subcontractors, and consultants to ensure smooth piling operations. - Collaborate with geotechnical and structural engineers to address technical queries or design changes while ensu...

As part of Huron, a global consultancy, you will collaborate with clients to drive strategic growth, ignite innovation, and navigate constant change. Your expertise in financial modeling, strategic thinking, and client engagement will be essential in helping clients accelerate operational, digital, and cultural transformation to shape their future. Your key responsibilities will include: - Demonstrating proficiency in financial modeling, encompassing 13-week cash flow forecast, integrated 3 statement financials, and financial reporting. - Thinking strategically to assist clients in evaluating issues related to capital structure, financial analysis, and managing cash crises. - Utilizing histo...