282 Cfa Jobs - Page 7

looking for candidate as an Equity Research Analyst for Credit Research for a Research & Analytic Company In Mumbai (Central Line) Exp. in publishing equity research notes, global capital markets, coverage universe Interested candidate revert back Required Candidate profile Need sound experience in equity valuation modeling, financial/cash flow modeling, investor presentations, and possess good analytical writing skills; specialization in multiple industries is desirable

Looking for a candidate as a Equity Research Analyst for a Company in Central Line Exp in Equity valuation modeling, financial/cash flow modeling, investor presentations, possess good analytical writing skills Publishing equity research notes Required Candidate profile Build valuation models with buy/hold/sell recommendations on global & Indian equities Track global capital markets, sectors, publish update notes and models for earnings MBA/ PG Finance/CFA/FRM

Looking for a Candidate as a Research Analyst (Project Finance/ Due Diligence) Mumbai central Line Exp 3+ Years in Project Finance/ Due diligence/ valuation Models/ Cash Flow/ Financial Models/ Support on collaterals and samples towards marketing Required Candidate profile EXP Investment banking / equity / credit research experience with banks, sell-side/buy-side firms Forecasting, costing, technical feasibility analysis, credit analysis, and project assessment

Project finance functions include financial modeling and forecasting, costing, technical feasibility analysis, credit analysis, and project assessment financial/cash flow modeling skills Interested candidates can apply Required Candidate profile 3+ years of project finance /due diligence/ investment banking /equity /credit research exp with banks, investment banks, sell-side/buy-side firms Independent delivery- Project Finance /Due Diligence

Exp in Investment grade, cross-over, high yield, leveraged loans and distressed debt; including credit modeling, credit research note, credit tearsheets, industry research, peer comps, bond/loan comps, and news & impact analysis Required Candidate profile Exp-2 + Yrs investment banking/equity/credit research experience with investment banks sell-side/buy-side firms Sound financial/cash flow modeling skills Support on collaterals and samples

Candidates should have Exp build valuation models, with buy/hold/sell recommendations on Global/Indian Equities Markets Publishing Equity Research Notes Equity Valuation Modeling, Financial/Cash Flow Modeling Interested Candidates with Exp can Apply Required Candidate profile Track global capital markets, coverage universe, sectors, publish update notes and models for earnings, corporate actions and material news Support on collaterals and samples 3+ Yrs Exp in Equity Must

Candidate should have Exp across investment grade, cross-over, high yield, leveraged loans, and distressed debt including credit modeling, credit research note, credit tearsheets, industry research, peer comps, bond/loan comps, news & impact analysis Required Candidate profile 2+Yrs of IB/equity/credit research Exp with investment banks, sell-side/buy-side firms Sound financial/cash flow modeling skills delivery of credit models, credit memos, and other research outputs

Exp in Logistics, Supply Chain, Production Planning, Procurement & Commercial Operations Arrange transport, negotiate freight, finalize agreements & manage logistics PAN India Coordinate with the warehouse and CSA for the supply of stock Required Candidate profile Min 5 yrs exp in Logistics Well versed with insurance process Candidates from Oil/Petrochemicals/Lubricants/Chemical Industries will be preferred Contact/Whatsapp- Sakshi- 9136042896

Looking for a candidate as a Credit Research Analyst for a Research Company based in Mumbai (Central Line) Location Sound Exp in Investment Banking/ Equity/ Credit Research Buy/ Sell side firms Sound Exp Financial/ Cash Flow / Valuation Modelling Required Candidate profile Exp in credit models, cap structure analysis, research notes, tearsheets, peer comps, bond/loan comps, industry research, and news & impact analysis Independent delivery of credit models, credit memos

Looking for a candidate as a Research Analyst (Credit Research) for a company based in Mumbai (Central Line) Should hold exp in Investment Banking/ Equity/ Credit Research Buy & Sell side of Banks Interested Candidates can apply Relocation allowed Required Candidate profile Exp in Credit Models/ Memos/Investment Grades/ High Yields/ Bonds/ Distress Debts/Peer comps/Credit Research Notes/Reports Cash Flow/ Valuation/Financial Modeling Qualification- CA/CFA/PGDM in Finance

Responsible to enable sales by leveraging product knowledge and supporting the sales team. Primarily responsible for conducting product trainings and knowledge sessions for internal employees and distributors and achieving product level targets for the assigned Region. To be the Single point of contact for all Product related queries in the Region Key Accountabilities 1) Responsible for Concept Selling across the region, leveraging customer relationships 2) Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agenda 3) To conduct Regular Training and Knowledge Sessions for Internal Employees across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related information and ensure each employee speaks the same language (Common Pitch) 4) To conduct Regular Huddles/Conference Calls / Meetings and articulate products and Market Outlook effectively, position products in the best interest of all stakeholders, simplify all aspects of Capital market 5) To work with Sales Team in increasing spread and product Mix 6) Providing critical ground Feedback for enhancing business activities, any other feedback pertaining to branch/ distribution/ team/Customer Service etc gathered during branch visit 7) Support to create simpler communication on Focused Products along with Product team 8) Give market feedback to Investments on Competition Products Positioning and Product sales in market 9) Feedback to Investments team on queries on Funds/Products 10) Accompany Sales RM in key customer meetings and closely manage Key Family Offices/UHNIs in the respective region Pls share resume on uttam@avaniconsulting.com Contact - 9949101406

Responsible to enable sales by leveraging product knowledge and supporting the sales team. Primarily responsible for conducting product trainings and knowledge sessions for internal employees and distributors and achieving product level targets for the assigned Region. To be the Single point of contact for all Product related queries in the Region Key Accountabilities 1) Responsible for Concept Selling across the region, leveraging customer relationships 2) Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agenda 3) To conduct Regular Training and Knowledge Sessions for Internal Employees across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related information and ensure each employee speaks the same language (Common Pitch) 4) To conduct Regular Huddles/Conference Calls / Meetings and articulate products and Market Outlook effectively, position products in the best interest of all stakeholders, simplify all aspects of Capital market 5) To work with Sales Team in increasing spread and product Mix 6) Providing critical ground Feedback for enhancing business activities, any other feedback pertaining to branch/ distribution/ team/Customer Service etc gathered during branch visit 7) Support to create simpler communication on Focused Products along with Product team 8) Give market feedback to Investments on Competition Products Positioning and Product sales in market 9) Feedback to Investments team on queries on Funds/Products 10) Accompany Sales RM in key customer meetings and closely manage Key Family Offices/UHNIs in the respective region Pls share resume on anusha@avaniconsulting.com Contact - 9003875895

Skill required: Financial Planning & Analysis - Financial Planning and Analysis (FP&A) Designation: Financial Plan & Analysis Assoc Director Qualifications: BCom/Chartered Accountant/Master of Business Administration Years of Experience: 18 to 28 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 forecastingFinancial planning and analysis (FP&A) refers to the processes designed to help organizations accurately plan, forecast, and budget to support the company s major business decisions and future financial health. These processes include planning, budgeting, forecasting, scenario modeling, and performance reporting. What are we looking for? CA/ MBA/CFA/CMA preferred proficiency in usage of SAP, Oracle, SQL Server , Advance ExcelFP&A Experience to include budgeting, forecasting, variance analysis of revenue, working capital, gross margin & SG&A, pricing, and predictive reportingBusiness Communication – Written / Verbal Roles and Responsibilities: This role requires proactive identification, definition and solving of complex problems that have impact on the direction of the business or work effort, where analysis of situations requires an in-depth knowledge of Accenture It requires development and execution of strategy to achieve key business objectives in area of responsibility Interaction is with senior management levels at a client and/or within Accenture, involving negotiation or influencing on critical matters Individual should have wide latitude in decision making and determination of objectives and approaches to critical assignments Decisions have a major and lasting impact on areas outside of own responsibility Individual manages large complex teams and/or work efforts (if in an individual contributor role) at a client or within Accenture Please note that this role may require you to work in rotational shifts Qualifications BCom,Chartered Accountant,Master of Business Administration

Job Summary We are seeking a highly skilled and motivated individual to join our team as a Senior Financial Analyst in the Financial Planning & Analysis (FP&A) department. As a Senior Financial Analyst, you will play a key role in driving the financial performance and strategic decision-making of our organization. Your primary responsibility will be to analyze financial data, provide valuable insights, and collaborate with cross-functional teams to support business objectives. This position requires a strong foundation in financial analysis, excellent communication skills, and a deep understanding of business acumen and analytics. Job Requirements Essential Functions: 1. Financial Analysis: Conduct thorough financial analysis, including but not limited to budgeting, forecasting, variance analysis, and financial modeling. Identify trends, risks, and opportunities to support strategic decision-making. 2. Business Partnering: Collaborate with various departments and business units to understand their financial needs and provide actionable recommendations. Build strong relationships to serve as a trusted financial advisor and effectively communicate financial information to non-financial stakeholders. 3. Story Behind the Numbers: Dive beyond the surface-level financial data and uncover the underlying story behind the numbers. Develop insightful narratives that explain the financial performance, key drivers, and potential impacts on the business. 4. Budgeting and Forecasting: Assist in the preparation of annual budgets and periodic forecasts. Work closely with department heads to ensure alignment with business objectives and provide accurate and timely financial projections. 5. Analytics and Reporting: Develop and maintain financial reports, dashboards, and key performance indicators (KPIs) to monitor business performance. Provide meaningful insights through data analysis and visualization tools to facilitate data-driven decision-making. 6. Financial Planning: Support the development and execution of long-term financial plans, including strategic initiatives, capital expenditure analysis, and ROI evaluations. Assess the financial feasibility of new projects and investments. 7. Process Improvement: Identify opportunities to streamline financial processes, enhance efficiency, and optimize reporting capabilities. Implement best practices and tools to enhance the overall effectiveness of the FP&A function. Preferred Skillsets: 1. Business Acumen: Strong understanding of business operations, industry dynamics, and financial implications. Ability to translate financial analysis into actionable insights and recommendations. 2. Business Partnering: Proven ability to build relationships and collaborate with cross-functional teams. Excellent interpersonal and communication skills to effectively engage and influence stakeholders at all levels. 3. The Story Behind the Numbers: Ability to analyze financial data in-depth and present findings in a clear and concise manner. Strong storytelling skills to communicate complex financial information to a non-financial audience. 4. Analytics: Proficient in financial modeling, data analysis, and statistical techniques. Experience working with advanced Excel functions, financial planning software, and data visualization tools (e.g., Tableau, Power BI). Education Education and Experience The types of tasks this individual is responsible for are well defined and utilized and build an understanding of standard principles and practices within a team environment. This individual interacts primarily with their Hiring manager, Finance Partners, and the direct Finance team members on assigned projects and may communicate with employees in other functions as required. The regular and detailed direction is provided, as well as an ongoing review of activities and priorities. The ideal candidate will be an important contributor to team projects. Ideally, 5-8 years of working experience. CA, CMA, CPA, CFA, MBA Finance (Reputed University), Finance Analytics from reputed institution.

1. CRM portal operations handle by QA. 2. Monitor and review CRM portal complaints, feedback and suggestions and sharing to the concern department. 3. Monitor and review CFA/distributor/dealer/Parlor, Complaint/ feedback and suggestions and sharing to the concern department. 4. Ensure customer/consumer satisfaction/communication after reviewing the corrective action. 5. Reporting and analysing trend report with respect to complaints, feedback and suggestions. 6. Continual improvement, suggestions and updation of portal and trend analysis. 7. Coordination and timely closure of complaints. Teamwork, Food & Beverage, Coordination, Computer, Crm & Portal, Haccp, Sap, 5s Concept

Role Overview We are seeking an experienced and highly skilled Senior Investment Analyst & Project Manager to join our dynamic team. This unique dual role combines investment analysis with project management, offering an exciting opportunity for professionals who want to leverage their financial expertise while leading key initiatives. Key Responsibilities Investment Analysis & Strategy Conduct in-depth research and analysis on investment options, including equities, fixed income, mutual funds, ETFs, and alternative investments. Prepare, review, and present investment research reports, financial models, and performance evaluations. Provide timely and accurate performance reports for corporate retirement plans and high-net-worth clients. Maintain and update investment models in Morningstar and other financial tools. Evaluate and monitor investment manager performance, ensuring alignment with fiduciary standards. Conduct due diligence on approved funds, making recommendations for adjustments when necessary. Project Management & Execution Oversee and track multiple projects, ensuring timely execution and successful completion. Establish project timelines, milestones, and deliverables, ensuring alignment with business objectives. Organize and prioritize tasks efficiently to optimize team productivity and performance. Ensure quality control in deliverables by reviewing and validating reports, financial models, and client presentations. Facilitate cross-functional communication to align teams, stakeholders, and clients on project goals and expectations. Identify bottlenecks and risks in workflows, implementing proactive solutions to mitigate them. Qualifications and Skills Required Must-Have: 8+ years of experience in investment analysis, portfolio management, or financial modeling. Bachelors or Masters degree in Finance, Economics, or a related field. CFA Level 1 completed (preferred MBA or CFA in progress). Strong proficiency in Microsoft Excel, Word, and investment tools (e.g., Morningstar Direct, Portfolio Center). Expertise in fund evaluation, financial modeling, and risk assessment. Excellent written and verbal communication skills for clear financial presentations. Ability to manage multiple projects, stakeholders, and tight deadlines. Preferred: Experience in U.S. regulatory frameworks and corporate retirement plans. Familiarity with Junxure, Portfolio Center, and other investment platforms.

Role & responsibilities 1. Ensure all stocks are arranged neatly as per batch wise and SKU wise properly at warehouse. 2. Maintain FIFO method for all stock dispatches. 3. Physical stock check at warehouse on quarterly basis/ as suggested. 4. Ensure proper stock handling to avoid damages. 5. Billing: Supervise purchase order from customers and ensure billing on time. 6. Dispatches: Ensure all Invoices have been dispatched on time and as per appointment and follow up transporter for stock pickup and delivery. 7. Discrepancies: Accounting of sales short deliveries and damages, rejected by stores/appointment cancels, transit damages of stock along with approvals. 8. Inventory to Maintained with less than 1% of write offs of Inventory value. 9.Getting Inventory at DB point / CFA. DB Inventory liquidation plan. Physical Count of inventory at CFA. Preferred candidate profile Should have CFA exposure. Perks and benefits Best in industry

Responsible for Independent Model validation & performance monitoring. Evaluating model assumptions & data integrity, testing model numerical, statistical, performing outcomes analysis & reviewing model governance & control process. Required Candidate profile 4+ years of experience in statistical or mathematical role with advanced experience in financial modeling in Commercial Real Estate Advanced Excel skills and experience in basic SQL query writing

Role & responsibilities: Manage All India CFA/Depot Operations. Monitor stock variance, dispatch delays & credit control. Ensure tax compliance, stock reconciliation & policy implementation. Handle sales closing, stock approvals & ERP system entries. Work on government tenders & contracts. Preferred candidate profile: 2-3 years of experience handling government tenders and contracts. Proficiency in SAP, Oracle, or equivalent ERP system for distribution management.

Responsible to enable sales by leveraging product knowledge and supporting the sales team. Primarily responsible for conducting product trainings and knowledge sessions for internal employees and distributors and achieving product level targets for the assigned Region. To be the Single point of contact for all Product related queries in the Region Key Accountabilities 1) Responsible for Concept Selling across the region, leveraging customer relationships 2) Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agenda 3) To conduct Regular Training and Knowledge Sessions for Internal Employees across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related information and ensure each employee speaks the same language (Common Pitch) 4) To conduct Regular Huddles/Conference Calls / Meetings and articulate products and Market Outlook effectively, position products in the best interest of all stakeholders, simplify all aspects of Capital market 5) To work with Sales Team in increasing spread and product Mix 6) Providing critical ground Feedback for enhancing business activities, any other feedback pertaining to branch/ distribution/ team/Customer Service etc gathered during branch visit 7) Support to create simpler communication on Focused Products along with Product team 8) Give market feedback to Investments on Competition Products Positioning and Product sales in market 9) Feedback to Investments team on queries on Funds/Products 10) Accompany Sales RM in key customer meetings and closely manage Key Family Offices/UHNIs in the respective region Pls share resume on taru@avaniconsulting.com Contact - +91 7355922379

3 Years+ Exp. in Market Risk (Market Risk+ Model Validation/Development+ Statistical knowledge are mandatory) MBA Budget - Upto 37 LPA 5 Days/Cabs Please Call - 9999869475 Required Candidate profile Model development/validation/audit/review primarily for market risk including Value at Risk models, &/or derivative pricing & valuation models primarily for CCAR/DFAST reporting including CVA models.

Hiring for Financial Analyst (DCF Modeling Expert) for Delhi Salary up to 10 LPA + 5 Days working + Sat & Sun Fixed Off. Immediate Joiner & 15 Days Notice Only/- Call HR Arpita TO Schedule Your Interview @ 9257030238 DROP YOUR RESUME:- arpita@virtueplacement.com Key Responsibilities:- Argus Enterprise Expertise: Utilize Argus Enterprise extensively to develop, maintain, and refine financial models for real estate assets. Ensure accuracy in cash-flow projections and valuations. DCF Modeling: Build and enhance Discounted Cash Flow (DCF) models to analyze investment opportunities, asset performance, and future cash flows. Model Optimization: Regularly update financial models in Argus to reflect changing market conditions and investment strategies. Market Research: Conduct detailed market analysis for multifamily assets, property comparables, and industry trends to support financial modeling. Financial Reporting: Prepare and present financial reports and insights based on DCF and Argus analyses for senior management and clients. Collaboration: Work closely with internal teams during acquisitions, dispositions, and development projects to provide analytical support. Investment Performance Evaluation: Analyze investment performance using key financial metrics (IRR, Cash-on-Cash returns, etc.) and integrate insights into financial models. Required Skills & Qualifications:- Education: Bachelors degree in Finance, Real Estate, Business, Economics, or a related field. Experience: 3-5 years of experience in financial modeling, real estate finance, or investment analysis. (Experience in Equity Research, Investment Banking, or Private Equity is a plus). Argus Enterprise Expertise: Strong hands-on experience with Argus Enterprise for financial modeling. DCF Proficiency: Deep understanding of Discounted Cash Flow (DCF) modeling and financial scenario analysis. Analytical Skills: Strong problem-solving abilities with a keen eye for financial insights. Communication: Excellent verbal and written communication skills for presenting financial concepts to stakeholders. Organizational Ability: Ability to manage multiple priorities in a fast-paced environment. Collaboration: Ability to work effectively in a team-oriented environment. Immediate Joiner & 15 Days Notice Only/- Preferred Qualifications:- Software Proficiency: Advanced skills in Microsoft Excel for financial modeling. Certifications: CFA, CA, or FRM (preferred but not mandatory). Advanced Degree: Masters degree in Finance, Business, Real Estate, or Economics is a plus. Additional Software Knowledge: Familiarity with Yardi Voyager, Google Earth, and other real estate software is an advantage. Immediate Joiner & 15 Days Notice Only/- Call HR Arpita TO Schedule Your Interview @ 9257030238 DROP YOUR RESUME:- arpita@virtueplacement.com Note Applications SENT TO ANY Other Email Address WILL NOT BE Entertained.

Requirement of a Stock Market Trainer who must have the experience of teaching and in Trading,investment or overall in stock market as well who can teach fundamental, Technical,Options strategies & Psychologies in depth to our students.

Role & responsibilities 1. Prospecting to acquire new clients through outbound techniques using social media and networking 2. Perform financial planning sessions to understand client requirements & goals to provide investment solutions across equity, fixed income, property & alternative asset classes 3. Conduct periodic portfolio review sessions with the clients to check if they are on track towards their goals 4. Undergoing Product training sessions and investor calls to evaluate the solutions. 5. Continuously reading about the Economy, markets and asset classes and personal taxation related to Individuals & NRIs. Preferred candidate profile 1. Finance background is must 2. Should be working on 6 days a week (Most clients give the meetings on Saturdays) 3. Should be good in written and spoken English communication 4. Office formals are a must 5. Non-finance background applicants will not be considered Freshers will be given a 3 month training with a stipend between 15,000/- to 20,000/- per month. Perks and benefits Annual Performance Bonus after appraisals. Training on Prospecting and client outreach Training on conducting Financial Planning sessions for the clients. Training on financial products across asset classes. Working with Managing Partner.

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 Experience Needed: 8 - 20 Years Job Description: We are looking for an experienced Credit Risk Analyst with BASEL / IFRS9 / CCAR Skills Job Responsibilities As a credit risk analyst, you should be: Expert in 1 or more of the following: - Credit Risk Modelling with: - BASEL - IFRS9 - CCAR - Structural Models - Strong knowledge of credit risk measures, PFE, xVA, compliance rules, and collateral management. - Experience with Basel 2, Basel 2.5, Basel 3, SA-CCR, SIMM, FRTB-xVA. - Able to do credit evaluations of counter parties for financial/non-financial institutions - Carry out financial qualification of service providers for new assignments and new projects - Conduct in-depth analysis of financial statements and employ the company internal credit model to derive credit ratings. - Ensure new business transactions and related risks are appropriately defined, captured, and managed, by the Company's risk methodologies and systems. - Maintain approved credit limits and ratings in credit database. - Actively monitor counterparty credit ratings and latest market developments to keep management informed on potential risks. - Perform stress testing on various portfolios in order to identify and mitigate unwanted exposure. - Review policies, procedures, and align risk policies across the Group - Assist in the consolidation and preparation of reports for top management Nice to have: - Experience with Murex (MLC), Markit, Calypso, Finastra is added advantage but not mandatory Experience Level: 5 - 20 Years Business Verticals: Banking and Financial Services -- Insurance / Banking Insurance Stock Market / Investment Banking Retail Telecom Healthcare Oil and Gas Travel and Hospitality Supply Chain / Logistics Capital Markets / Stock Markets / Forex Trading Job REF Code: CREDITRISK_0425 You can EMAIL your CV to: spectrumconsulting1977@gmail.com If you are interested, please email your CV as ATTACHMENT & - write about your CREDIT RISK experience as covering note and - explaining your CREDIT RISK experience with job ref. code [ CREDITRISK_0425 ] as subject