995 Cfa Jobs - Page 9

About Treasury: The Treasury department is responsible for supervising the Bank s funding position and maintaining its regulatory reserve requirements It invests in sovereign and corporate debt instruments, and engages in proprietary trading in equity and fixed income securities, foreign exchange, currency futures and options The division further governs the Bank s investments in commercial paper, mutual funds and floating rate instruments as part of the management of short-term surplus liquidity Moreover, it offers a wide range of treasury products and services to corporate customers About the Role Treasury & Markets: ALM Deposits involves handling all term deposit related activities in Tre...

Support end-to-end securitization transactions, including origination, structuring, and execution Conduct financial modeling, cash flow analysis, and credit risk assessment. Coordinate with rating agencies, legal, and internal stakeholders. Required Candidate profile Strong understanding of securitization, ABS/MBS/CLO structures, and capital markets. Expertise in cash flow modeling, product structuring, and structured finance. Perks and benefits PF 1 way cab

Role Overview: You will be leading risk and regulatory projects across banking, insurance, and investment sectors at ALP, an AI-native consulting and risk analytics firm. Your expertise in Credit & Market Risk, regulatory frameworks (Basel III/IV, IFRS 9, ICAAP/ILAAP), and hands-on experience in quantitative analytics and model development will be crucial. Your role will involve combining technical depth (Python, R, SQL) with project management skills to deliver solutions directly to senior stakeholders. The successful candidate will have the opportunity to work on risk transformation projects with banks and insurers. Key Responsibilities: - Lead projects on counterparty credit risk for corp...

As a Senior Manager in Financial Planning and Analysis (FP&A) at Amherst, you will play a crucial role in the corporate FP&A team by leading various financial planning and analysis efforts. Your responsibilities will include: - Leading the annual budget and forecasting process for all assigned functional areas, providing relevant analysis and documentation of major variances. - Assisting in the preparation of monthly financial packages and conducting variance analysis against budget and prior periods. - Identifying and recommending enhancements related to content, process, and controls. - Providing financial and strategic support to senior management and owners through the preparation of boa...

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...

You are a strategic thinker passionate about driving solutions in financial control . You have found the right team. As a Financial Controller - Analyst in our Finance team, you will spend each day defining, refining, and delivering set goals for our firm. Job Responsibilities Work closely with line of business controllers, middle office, and operations Work with the businesses to ensure understanding of monthly profit and loss Manage the monthly consolidation of JPMorgan Chase income statement and balance sheet Control post-closing entries and consolidation adjustments Perform various control procedures to ensure the integrity of reported financial results Participate in all aspects of the ...

As a Performance Analytics Manager at State Street Global Services, you will play a crucial role in leading client relationship activities for highly complex clients, focusing on Asset Managers. Your responsibilities will include: - Leading client onboarding, implementation, and transformation activities - Deep diving into Investment Performance Measurement and Attribution Analysis for Equity, Multi Asset, and Fixed Income portfolios - Liaising with Product and Technology teams for new client onboarding - Providing expertise on performance domain including attribution modeling and GIPS compliance - Engaging with internal and external stakeholders to drive positive outcomes - Conducting busin...

Position Overview Job Title: Associate, Team Manager Operations Global Reporting & Performance Measurement Location: Pune, India Role Description The Associate/Team Manager Operations is typically responsible for the calculation, analysis and reporting of monthly performance attributions, in coordination with portfolio management and other reporting recipients. Performing calculations of performance metrics, and if required, explaining the findings and underlying methodology to Relationship Managers and institutional clients. Responsible for defining procedures and operating processes in line with regulatory/ industry/functional specifications, striving to continuously improve these processe...

Role & responsibilities Geography: All India 1. Warehousing & CFA Management Clear strategy on CFA Mapping, Appointment, and Operations. Cost optimisation of distribution of goods (CFA to Distributor) Inventory management at CFA Guardrails for stock condition Distribution timelines from CFA to Distributor 2. RTM (distribution & route management) Distributor (Direct/ In-Direct) Mapping, Appointment, and Operations. ROI management of distributors Grievances management of distributors Process & adherence of supply to the retail (GT & MT) Motivate channel partners for involved & evolved business. Manage audits or inspections related to distribution. Ensure timely and accurate delivery of goods. ...

Role & responsibilities The Head of Finance is a key function for the legal entity and reports to the local management, the TFT- executives and corporate team. The candidate will be a hands-on and participative manager and will develop and lead an internal team to support the following areas: finance, business planning and budgeting. This function is a key role in partnering with the senior leadership team in strategic decision making and operations to enhance its quality and build caacity with the following main tasks: • Provides financial advice and support to local management, corporate finance, colleagues and clients to enable them to make sound business decisions • Ensures that financia...

Job Responsibilities Research - tracking sectors/ companies for Power & Infra Culling out data using various databases such as Bloomberg, etc Assist in Financial modelling & valuations Conducting fundamental primary research of companies as per Assisting the lead analyst/ in building financial models, building and maintaining databases, preparing initiation note, quarterly result update note and event update note Assisting the lead analyst in meeting corporate, doing channel checks, arranging for roadshows & conference Independent responsibility to interact with select buy-side analysts Organizational Relationships Closely works with the analyst and associates in the same sector and across r...

As a professional services firm affiliated with KPMG International Limited, KPMG entities in India have been providing services to national and international clients across various sectors since August 1993. With offices spread across multiple cities in India, including Ahmedabad, Bengaluru, Mumbai, and more, we strive to offer dynamic, performance-based services that leverage our global network and local expertise. In this role, you will: - Have prior experience in model development, validation, or monitoring with GSIBs or Indian Banks. - Demonstrate a good understanding of Market Risk Model Development methodologies and FRTB Quants. - Assist in preparing detailed quantitative analysis repo...

Role Overview: At EY, you will be part of the Finance Consulting Team, where you will assist clients in their Business Transition assignments from a functional perspective. This role will involve collaborating with clients to establish frameworks for Global Business Services (GBS) or Shared Services Centers (SSC). You will also be responsible for conducting Performance Improvement initiatives and identifying opportunities for enhancing performance. Your role will include assessing finance processes, analyzing pain points, and proposing solutions across various industries and countries. Key Responsibilities: - Possessing Spanish/Portuguese language knowledge - Experience in GBS setup activiti...

You will be responsible for acquiring new clients and expanding the institutional/corporate client base for the fixed income business. This includes locating potential sales leads through market research and converting them into business relationships. You will need to leverage market opportunities to develop new client relationships and accounts. Additionally, you will be expected to generate innovative ideas for new client acquisition. - MBA or CA/CFA qualification - Minimum of 10 years of experience in institutional sales within the Fixed Income industry - Substantial focus on credit instruments If you meet the above qualifications and are interested in this role, you can send your candid...

You will be a part of one of the world's largest providers of financial services, playing a pivotal role in driving the team towards success. Your responsibilities will include: - Defining, refining, and clearly communicating the team's mission and roadmap to inspire alignment and support among team members and stakeholders. - Contributing to the product roadmap by ensuring full transparency around the capabilities being developed and influencing the identification of new opportunities. - Engaging with clients and partners to understand and prioritize their needs, serving as their advocate within the team. - Establishing clear acceptance criteria and measuring results against them. - Monitor...

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...

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...

We are seeking a detail-oriented and analytical Equity Research Analyst to join our team The role involves conducting in-depth research on companies, sectors, and financial markets to provide actionable investment insights Key Responsibilities: Conduct fundamental and financial analysis of companies, sectors, and industries. Build and maintain financial models, forecasts, and valuation frameworks (DCF, comparables, etc.). Analyze financial statements, earnings reports, and economic data. Track market news, trends, and regulatory developments impacting investments. Prepare equity research reports, presentations, and investment recommendations. Support portfolio managers and clients with timel...

Key Responsibilities: - Domain Related: Assist global Credit Analyst(s) in cash flow analysis for Structured Finance securities Prepare cash-flow Model for structured finance deals RMBS, across EMEA and US regions) using proprietary platforms (IMAKE, Cashflow Evaluator, Intex) and ensure the correctness of the cash flow output Cash-flow Modelling involves: Analyzing, comprehending, and interpreting transaction documents such as Offering Circular, Indenture, Term-sheet etc., to understand the structure and features of the deals Retrieve appropriate data (Asset and Liability level) to prepare cash-flow model set up files Scripting payment waterfalls and related conditions as per the deal coven...

This position is for a member of the client facing fund services team catering to Global Hedge Fund, Private Equity & Debt Fund clients. The fund services team deals with complex fund structures along with multiple asset classes across jurisdictions with specialized accounting services. Responsibilities: Knowledge of private equity/ debt fund structures designs & hierarchies, Special purpose vehicles, standalone funds, master-feeder funds and the role of each entity in the fund structure Knowledge on the role of Investors classes, GP class, carry class, Affiliated / Non-affiliated classes. Recording investors commitments and knowledge on accounting of initial/subsequent/late closings. Proces...

Research - tracking sectors/ companies for Consumer Durables Culling out data using various databases such as Bloomberg, etc Assist in Financial modelling & valuations Conducting fundamental primary research of companies as per Assisting the lead analyst/ in building financial models, building and maintaining databases, preparing initiation note, quarterly result update note and event update note Assisting the lead analyst in meeting corporate, doing channel checks, arranging for roadshows & conference Independent responsibility to interact with select buy-side analysts Organizational Relationships Closely works with the analyst and associates in the same sector and across research Skills Ex...

Analyse the financial and business risk profile of companies, assign Credit rating and prepare conclusive and focused credit proposals Monitor and update on key trends, challenges in the sectors, economic developments as well as financial parameters of clients to detect potential risk triggers Provide quality analysis compliant with RBI guidelines, legal and other internal compliances that leads to a sound decision making Ensure NPA /restructuring levels for the group are minimized Qualifications CFA/ CA/ MBA (Finance) from a recognized institute Role Proficiencies In-depth knowledge of key drivers and indicators in the relevant sectors A solid understanding of financial statements, ratios U...

Who are we Trendlyne is a company in the financial markets space. As a Series-A funded, profitable products startup , we're redefining how companies and individual investors navigate stock markets and mutual funds. Our secret Cutting-edge analytics and transaction products that are powerful and easy to use. . Our founders are IIT + IIM graduates, with strong tech, analytics, and marketing experience. We are a funded startup with top finance and management people on the Board of Directors. We count major financial firms and brokerages among our customers. What do we do We build powerful analytics in the stock market space that are best in class. Organic growth in B2B and B2C products have alr...

Responsibilities: * Manage client engagements * Collaborate with cross-functional teams * Prepare financial reports * Ensure compliance with US GAAP * Lead audit and tax teams

As a seasoned professional, you will lead the Investor Relations function at Websol Energy System Limited, a prominent player in the renewable energy and solar power infrastructure sector. Your role will involve shaping and communicating the company's investment narrative, ensuring transparent disclosures, and enhancing investor confidence to support capital raising and valuation improvements. **Key Responsibilities:** - **Strategy & Messaging:** - Define and own the IR strategy aligning with the company's growth trajectory. - Craft the investment case by articulating strategy, financial modeling, growth drivers, and risk profile. - **Disclosure, Reporting & Regulatory Compliance:** - Overse...