688 Cfa Jobs - Page 7

Support an equity research analyst of a US-based sell-side firm tracking the US insurance sector: Build end-to-end financial models for initiating coverage; update models for earnings and events Contribute to initiation notes, earnings notes and other notes Search and aggregation related to sector and companies Provide data and analysis based on various client requests Build and update sector databases Prepare and update marketing presentations Work on wall-crosses assignments Use data sources such as Factset and Bloomberg Role requires: Keen understanding of financial analysis Excellent knowledge of accounting and valuation concepts Excellent MS-Excel skills Ability to write research report...

Analysis for the current business practice. Find out the different operational strategies. Work on developing the current operational strategy applied to the company with the most recent technology. Required Candidate profile Implement the operational strategy in the different departments of company. Supervise the strategy and make sure that all the employees respect this strategy. Optimize the operations in the company.

At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture, and technology to become the best version of yourself. Your unique voice and perspective are essential in helping EY become even better. Join us to build an exceptional experience for yourself and contribute to creating a better working world for all. As a Manager in Complex Securities at EY-Valuations team, you will assist clients in understanding the value of their business assets, securities, intellectual property, capital equipment, and other intangibles. Your role will involve managing valuation engagements for financial reporting, tax, and management planning purpose...

You should have an in-depth understanding of local voice telecommunications, which includes POTS, Trunks, PRI, T1s, DIDs, Toll-Free, Integrated Voice/Data, and VOIP. It is essential to be familiar with various network inventory elements such as DS0, DS1 circuits, DS3 circuits, Optical, DSX panels, DACS units, cross-connect scenarios, common inventory languages, relay racks, panels, jacks, multiplexed ports, and CFA (channel facility assignments). Your problem-solving skills should be top-notch, and you should be resourceful with effective decision-making abilities. In this role, the focus will be on Industrial Operations Engineering. You will be expected to develop competency in your area of...

As one of the world's leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day! You will be serving as a subject matter expert (SME), thought leader, and technical strategy driver for the business capability/product. Your responsibilities will include interfacing with the business to det...

At EY, you will have the opportunity to shape a career that reflects your uniqueness, supported by a global network, inclusive environment, and advanced technology to help you reach your full potential. Your individual perspective and voice are crucial in contributing to EY's continuous improvement. By joining us, you will not only create a remarkable experience for yourself but also contribute to building a better working world for all. As part of EY's GDS Tax Technology team, your role will involve developing, implementing, and integrating technology solutions to enhance client service and engagement. Working within EY's core Tax practice, you will gain in-depth tax technical expertise alo...

As the Alternative Investments Due Diligence Vice President at Morgan Stanley Wealth Management, you will oversee a team of investment analysts and lead the investment due diligence process for alternative investment funds and managers. Your responsibilities will include conducting ongoing investment monitoring for existing relationships and engaging with investment managers to identify high-quality strategies for portfolios. Your core functions will involve managing a team of investment analysts, performing initial and ongoing investment due diligence on alternative investment strategies such as private equity, private credit, and hedge funds. Additionally, you will participate in manager m...

Position Purpose Expected Role: Within BNP Paribas, RISK group is responsible for calculating & providing Market and Credit Risk to traders, market and risk analysts. We are looking for a Support Analyst to provide enterprise level technical & business support to our users located globally. You will analyze all available sources of information, as well as liaising with colleagues to obtain technical & business knowledge in order to ensure quick resolution to run the business functions. The main objective is to consistently deliver high quality client services to Risk Systems users by combining industrial operational processes with sound risk knowledge. The team is responsible to ensure the c...

: Job titleBond Analytics Analyst Location:Mumbai, India Corporate title Associate Role Description OverviewBusiness Division Deutsche Banks Corporate Bank (CB) a market leader in cash management, trade finance & lending, securities services and Trust & Agency Services. Focusing on the treasurers and finance departments of corporate and commercial clients and financial institutions across the globe, our universal expertise and global network allows us to offer truly integrated and effective solutions. OverviewBusinessTrust and Agency Service (TAS) With offices in New York, California, London, Frankfurt, Milan, Lisbon, Dublin, Hong Kong, Singapore and Tokyo, the Trust and Agency Services team...

Company: Mercer Description: We are seeking a talented individual to join our Investments team at Mercer. This role will be based in Gurgaon/Mumbai/Noida. This is a hybrid role that has a requirement of working at least three days a week in the office. Director Operations Due Diligence - Investments Mercer Wealth is a leading global provider of investment consulting services. We offer customised advice at every stage of the investment decision, risk management and investment monitoring process. In addition to core consulting, we have developed a number of specialist teams; the Financial Strategy Group, Mercer Sentinel, Manager Research, Responsible Investment and Fiduciary Management, thereb...

Company: Marsh Description: WAS Investments WAS - Investments is seeking candidates for the following position based in the ASF office Level B2 (Senior Analyst) What can you expect We are looking to hire a Senior Analyst in the European Performance Reporting Team (EPRT) The role will be responsible for working closely with the Investment Consultants, to deliver comprehensive and accurate performance reports for pension clients and related support functions. This role will support analysis and research at every stage of the investment decision, risk management and investment monitoring process portfolio of clients. The role will focus on various aspects of institutional investing, including d...

Job Specification The Candidate should have good knowledge of the key steps to Onboard new clients. Responsible to work on the Onboarding Opportunity s pushed from Sales and clearing the work queues. Salesforce maintenance and reporting. Working on banking related product deals and maintaining the clean pipeline by ensuring launches are validated, launched, or moved as per the expected timelines. The role also includes coordination of the various client acceptance stages as per Group standards. Effective communication within internal stakeholders on a daily/weekly reporting Onboarding launches tracking and publishing weekly updates by ensuring all are duly updated before their go live as per...

Responsibilities Deal Execution 1. Be part of the Transaction Execution team 2. Prepare financial models for each deal 3. Lead preparation of Financial models, Pitch books & Investment Memorandums 4. Prepare financial analysis including trading/transaction comparable, financial benchmarking etc. Client Coordination 1. List all the information and documents needed from the client based on investors requirement 2. Lead client coordination for receiving the said documents and information 3. Demonstrate strength and experience in client requester relationship while gathering information/knowledge from the client Bankers Investor Coordination 1. Regular banker/investor coordination to understand ...

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.

We are seeking a talented individual to join our Research team at Marsh Mc Lennan. This role will be based in Mumbai. This is a hybrid role that has a requirement of working at least three days a week in the office Business Title : Manager - Research We will count on you to: Highly proactive and action-oriented individual, adept at using tools/databases such as SNL, S&P Capital IQ, Moody's, Fitch, A M Best (not limited to) to retrieve (re)insurance financial information quickly Use skills and imagination in searching relevant information that is challenging to mine and increase proficiency gradually in processing such (re)insurance financial information Well read, well informed and with an a...

financial data, industry trends, & company-specific metrics. creation and maintenance of financial models DCF, relative valuation Collect and interpret financial information, earnings reports, investor presentations, and regulatory filings, CFA

RSM USI is adding skilled Financial Strategists to enhance its Finance Strategy and FP&A Team. As a member of this team, you will work on projects that assist the Financial Planning and Analysis (FP&A) team in developing and managing the client's financial planning processes, including budgeting, forecasting, cost optimization, financing, and variance analysis. The ideal candidate should possess strong technical expertise in Power BI, Power BI Service, and Alteryx, and should excel at gathering business requirements and translating them into effective data transformation and visualization solutions. Additionally, candidate is expected to lead and mentor a small team, fostering continuous imp...

We are hiring Investment Banking Analysts to join our fast-growing deal team. This is an exciting opportunity for highly driven individuals who want to build a career in core finance, investment banking, M&A, and valuation advisory. Required Candidate profile • Education: B.Com, BBA, BMS, MBA (Finance), CFA (Level 1+), CA (Inter or Final). • Proficiency in Excel, PowerPoint, and financial analysis is mandatory.

Job Opportunity: Research Analyst ???? Location: Jaipur | ???? Family Office About the Role We are seeking a highly skilled Investment Research Analyst to join our investment team. This role will be pivotal in managing and optimizing investment portfolios, identifying new opportunities, and providing strategic insights to support long-term financial growth. Key Responsibilities Conduct in-depth market research & analysis on domestic and international markets. Evaluate and perform due diligence on potential investment opportunities. Manage and optimize high-net-worth client portfolios with tailored strategies. Implement risk management frameworks and ensure regulatory compliance. Prepare and ...

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world&aposs largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Senior Associate - Fund Accounting PE/RA DO: (Job Description) Assist in resolving breaks and in preparation of cash projections or wires Assist in setting up of the Fund and its investments/AIVs/Partners in the system Calculate fees and prepare NAV pack Process capital calls and distributions; prepare waterfall file Prepare a...

Responsibilities: Provide personalized coaching sessions Prepare lesson plans aligned with curriculum standards Conduct interactive classes via our online platform Assess student progress through quizzes & exams

About Wholesale Banking Coverage Group: The Wholesale Banking Coverage Group (WBCG) focusses on doing business with customers such as the Government, Strategic, large and mid-corporates and the SMEs across industries like Infrastructure, Engineering, Chemicals, Oiland Gas, Metals, textiles etc. The Corporate lending business emphasizes on doing business with higher rated corporates with a focus on garnering a higher share of the cash flows by providing working capital facilities About the Role: The Credit Analyst is responsible for analysing the risk profile of the companies in the respective industries and ensure preparation of conclusive credit proposals and detection of potential risk tri...

About the Role S&P Markets is an critical arm of Treasury Department. S&P markets facilitates the smooth functioning of Treasury Department by undertaking timely review/ formulation of policies, streamlining/automation of processes, Implementation of systems, liaisoning with internal/external Auditors, Robust governance and risk management framework, Strategy & financial Planning etc Key Responsibilities . Formulation/Review of Policies and processes - Analyze the impact of regulatory reform to the Treasury business and helps ensure the business is best positioned to respond . Assessing Technological needs of the Treasury Dept and participating in implementation of the same . Liaisoning with...

Build and lead a marketing innovation hub that pilots new strategies and technologies both regionally and globally Oversee global marketing operations, including CRM, marketing automation, and event technology Manage and inspire a high-performing team, fostering collaboration and strategic growth Develop and execute integrated marketing campaigns across digital, social, and traditional channels Collaborate with cross-functional teams and executive stakeholders to align marketing with business goals Optimize marketing performance through data-driven insights and budget stewardship What We re Looking For: 10+ years of marketing experience, including 5+ years in leadership roles Proven success ...

What should you expect from the role? A Research Analyst / Senior Research Analyst is responsible for executing research of a designated sector / geography for a leading sell-side research firm Build and update company and industry models Create and maintain databases using data from different sources Work on regular research publications – earnings previews, reviews, event updates, flash notes etc. Contribute meaningful research ideas for thematic publications Carry out sector analysis and come up with investment themes /ideas Keep a track of latest developments in the companies under coverage and the sector and incorporate these into the research publications etc. Conduct independent compa...