51 Equity Valuation Jobs - Page 2

About The Job Position Title: Investor Relations Analyst Department: Finance Job Scope: Global Location: Noida, India Reporting to: Vice President - Finance & Investments Current Team Size: NA Work Setting: Onsite Purpose of the Job We are looking for an Investor Relations Analyst who will play a pivotal role in enhancing inorganic business operations and maintaining strong relationships with our investors. This individual will work closely with cross-functional teams, interpret data, communicate effectively with our investor community, and assist in the financial and operational analysis of potential acquisition targets. Key Responsibilities Financial Analysis: Analyze financial data, performance metrics, and market trends to provide insights and recommendations for strategic decision-making. Investor Relations: Act as the primary point of contact for the investor community, managing relationships, and ensuring timely and accurate communication of financial results and corporate developments. Reporting: Prepare and deliver reports, presentations, and financial updates to the senior management team and investors. Forecasting: Collaborate with various departments to develop financial forecasts, budget plans, and performance benchmarks. Market Research: Monitor industry trends, competitive landscapes, and economic conditions to inform business strategy. Risk Assessment: Identify and assess potential financial risks and recommend mitigation strategies. Compliance: Ensure compliance with relevant regulatory requirements and stock exchange rules pertaining to investor relations. Stakeholder Collaboration: Collaborate with marketing, legal, and accounting teams to provide necessary information for financial disclosures and investor meetings. Data Analytics: Utilize data analysis tools and techniques to identify patterns, opportunities, and areas for improvement in the business. Due Diligence Management: Assist in conducting due diligence on potential acquisition targets, including financial, operational, and market analysis. Financial and Operational Analysis: Evaluate the financial health and operational efficiency of target companies, identifying key opportunities and risks. Integration Planning: Work on post-acquisition integration plans and assist in ensuring a seamless transition of acquired companies into the organization. Communication: Develop and maintain communication strategies that facilitate effective interaction with investors, stakeholders, and potential acquisition targets. Qualifications Requirement: Experience, Skills & Education Degree in Finance, Business, or a related field. A Master's degree is a plus. Proven experience in business analysis and investor relations. Strong financial modeling, data analysis, and forecasting skills. Excellent communication and presentation skills. Knowledge of financial reporting and compliance regulations. Proficiency in data analysis tools, such as Microsoft Excel, and familiarity with investor relations software. Ability to work collaboratively in a cross-functional team environment. Strong problem-solving and critical thinking abilities. Exceptional attention to detail and organizational skills. Why Explore a Career Be a Part of the Revolution in Healthcare Marketing. Innovate with Us to Unite and Transform the Healthcare Providers (HCPs) - Ecosystem for Improved Patient Outcomes. It has been recognized and certified two times in a row Best places to work NJ 2023, Great Place to Work 2023. If you are passionate about health technology and have a knack for turning complex concepts into compelling narratives, we invite you to apply for this exciting opportunity to contribute to the success of our innovative health tech company. Company Benefits Below are the competitive benefits which will be provided to the selected candidates basis their location. Competitive Salary Package Generous Leave Policy Flexible Working Hours Performance-Based Bonuses Health Care Benefits

EquityResearch Analyst About The Role s Work Experience Atleast seven years of work experience in equity research with mutual fund,insurance company or broking entity. Reasonable experience in covering Capital goods and Power utilities will be preferred. Academic Qualifications CA /MBA / CFA Key Result Area Stockrecommendations performing better than the respective sector indices About The Role s EquityResearch Trackingcompanies under coverage with proper understanding of the various macro andmicro factors impacting them Regularinteractions with the company management and other intermediaries Givingstock recommendations with both relative rating and target prices Maintainingfinancial models for all companies under coverage to support therecommendations Modelportfolio construction for respective sectors under coverage for clearcommunication of stock preferences Understandingrequirements of different portfolios and give appropriate stock recommendations Writingupdates on quarterly results and other interactions Stockevaluations will include both listed and unlisted equities Providingcompany updates as per regulatory requirement

Conducted commercial due diligence and market study Supporting the origination of investment opportunities in Private Equity Building financial models Performing valuation analyses, including comparable transactions and Private trading companies Required Candidate profile Should have Min 3 Years exp in Merger and Acquisitions Analytical, combining both quantitative & qualitative skills Practical knowledge of FactSet, Capital IQ, Bloomberg etc CFA Qualified preferred

We are a passionate group of people focused on making financial services accessible to every Indian through a multi-product platform. Each day, we help millions of customers take charge of their financial journey. Customer obsession is in our DNA. Every product, every design, every algorithm down to the tiniest detail is executed keeping the customers needs and convenience in mind. Our people are our greatest strength. Everyone at FinalReview.in is driven by ownership, customer-centricity, integrity and the passion to constantly challenge the status quo. Are you as passionate about defying conventions and creating something extraordinary as we are? Let s chat. Every individual deserves the knowledge, tools, and confidence to make informed financial decisions. At FinalReview.in, we are making sure every Indian feels empowered to do so through a cutting-edge multi-product platform offering a variety of financial services. Our long-term vision is to become the trusted financial partner for millions of Indians. Our culture enables us to be what we are India s fastest-growing financial services company. It fosters an environment where collaboration, transparency, and open communication take center-stage and hierarchies fade away. There is space for every individual to be themselves and feel motivated to bring their best to the table, as well as craft a promising career for themselves. The values that form our foundation are: Roles & Responsibilities This role will report to the Head of Investor Relations and work closely with the C-Suite in a recognized best-in-class investor relations function. As an excellent communicator, both verbal and written, you will partner with the Head of Investor Relations in proactively framing FinalReview.in story, building IR capabilities, and executing an effective investor communications strategy. Promote a full valuation for the company through effective narrative development and disclosure review Assist with presentations for investors, corporate communications and marketing initiatives, customer events and investor conferences, road shows and other activities. Help to manage the earnings process including the development of materials such as earnings releases, scripts, presentations and Q&A, documenting and proofing all materials and execution of the communication of results. Develop and maintain relationships with the investment community, and sell-side analysts and establish the strategy for overall engagement Review and summarize analyst reports/models, periodic ownership analysis, relative stock price movements, and aggregate information from various financial data sources. Monitor industry developments and competitive market trends, develop executive summaries for senior leadership on peer company news, and performance. Lead IR website Financial modeling & research model creation Maintain investor relationships through the processing of data requests, resolving queries, and making sure key investor information and documentation is up to date Interface with teams across the organization to collect information required for investor queries. Analyze data, identify trends and insights Work with the Legal and Secretarial teams to manage compliance-related requests from both existing potential investors Partner with Finance/ Accounting and other internal stakeholders to develop and disseminate company key reporting metrics/performance indicators Manage the Financial Due Diligence from the Investor Relations during the fundraise Preferred Skills: Well-versed in sell-side research. Qualified CA /MBA Tier 1 /CFA candidates with minimum 2 5 years of prior experience as Equity Research Analyst/ Analyst with Banks, Investment Banking (ECM), FIs, Brokerage houses/ Investor Relations role of listed entity. Fintech, Indian Banking sector or internet experience would be a plus Strong and detailed knowledge of financial statements, equity valuation models, and reporting requirements Be an outstanding and persuasive communicator, have a collaborative style and be viewed as someone who is viewed as a strong business partner that is both efficient and adds value. Operate with an enterprise view thinks and operates holistically and inclusively with all aspects of the business in mind Build good internal & external networks (senior executives, analysts, and investors) ; engage others across the company by demonstrating initiative and approaching challenges and colleagues with a collaborative mindset. Location Bangalore, Onsite (preferred) Allowed Type(s): .pdf, .doc, .docx By using this form you agree with the storage and handling of your data by this website. *

JOB PURPOSE: Responsible for business generation including sourcing of Securitization deals form the Market. Close interaction with Originators/Counter Parties/Arrangers. Detailed Analysis of securitization deals including Financial Statement Analysis, Portfolio Analysis and Market Referencing. Presenting deals to the Committee/Approving Authority 2. PRINCIPAL ACCOUNTABILITIES: Business Generation/Sourcing of deals Balance Sheet analysis of the entity under consideration for Securitization Capturing relevant details from the documents and data entry for big ticket deals Credit Analysis -Portfolio analysis, static pool analysis, past trend and behaviour analysis Analysis of the data, deriving various ratios and related calculations Good at presentation to committees for transaction approval Coordinating with Originators/Arrangers/Trusts/Rating Agencies Checking on various parameters like Credit Ratings, Promoters, Group Companies etc and sharing observations. Close coordination across inter department. 3. REVELANT EXPERIENCE 4-8 years of experience in plotting and analysis of financials, P&L, BS. Past experience in Securitization (PTC/DA), Data /Credit Analytics etc shall be added advantage.

Job Description - Assistant Manager About the role We are seeking an Assistant Manager to join our dynamic Oil & Gas consulting team at Grant Thornton. As a part of a team, you will play a pivotal role in delivering innovative and strategic solutions, to clients in the Oil & Gas and biofuels segment in India. As an assistant manager you will leverage your expertise in advising clients on Strategy, commercial due diligence, valuation, transactions, business plan preparation, market assessment, JV formation etc. related opportunities. Required Skill Competencies Minimum years of experience should be 3 - 6 years in the Oil & Gas sector In-depth experience of working in Natural Gas, LNG, CGD, LPG, Biofuels related areas in the Indian Market Strong strategic and analytical skills Expertise in developing financial models, valuation models from scratch and in-depth understanding of corporate finance concepts Expertise in writing reports, making presentations and carrying out in-depth sectoral research Education Criteria B.E/ B. Tech (any specialization) MBA (mandatory) (preferred MBA in Finance) CFA L1/L2/L3 will be an added advantage BE/B. Tech is highly preferred. In exceptional cases we can consider other disciplines if the subject knowledge of Oil & Gas is exceptional. Role & Responsibilities Execution of consulting engagements in the Oil & gas sector Lead a team of analysts and consultants for project delivery Develop financial models, presentations and reports Developing proposals for submission to clients Support in business development and client outreach efforts Job Location Gurgaon Note: - Please apply only if you have skills in financial modelling and have background of Oil & Gas

The Asset Data Specialist role requires a self-motivated, goal-oriented individual to manage multiple tasks in a time sensitive delivery schedule. The Specialist will oversee multiple tasks within Leveraged Operations, including the setup and maintenance of various asset types, pricing review for the Trust/Mutual Fund/Hedge fund units, and quality review checks associated with the pricing and asset setup tasks. Additional responsibilities include the support of internal quality metrics, supervision of team environment, and oversight of quality controls Essential skills : A well-versed Processor and an experienced Reviewer for EMEA pricing business Pricing the unvalued securities used in NAV calculation for clients portfolios Price valuation for asset classes like Equities, Fixed income instruments, Futures and options, Fund of funds, Exchange traded Funds, Swaps etc; Have adequate knowledge and expertise in utilizing data from various vendors like Bloomberg, ICE, Refinitiv, Markit, JP Morgan etc; Have adept knowledge in analysing various corporate actions like Stock splits, Dividends, Rights, Mergers and Acquisitions etc; Competent and skilled in preparation of various reports for the client on a Daily, weekly, monthly and yearly basis covering stale and unquoted securities by cross verifying and researching the reasons for stale and moving securities. Skilled in reviewing the clients within the agreed SLA by maintaining accuracy and resolving client queries on time. Well experienced to act as an SME covering full-scale production activities and bridging knowledge gaps among colleagues and maintaining the smooth flow of business. Proficient in maintaining personal and team accuracy and meeting all the KPI standards. Performed various automation activities to reduce the risk of errors in manual pricing. Led the onboarding of new clients ensuring seamless integration with offshore rules and standards. Soft Skills : Demonstrate effective communication skills as well as set clear expectations to all clients, service partners, and internal teams both in written and verbal communication. Concise writing skills. Representing the team in communication with other teams. Domain/Technical Skills: Excellent knowledge of Capital Markets Equities, Fixed Income, Traditional Assets, Bonds, Mutual Funds, Corporate Actions, Money Market Funds. Understanding about Trade Life Cycle. • Experience with Pricing Vendors, Bloomberg, ICE. Developing skills as an SME (Subject Matter Expert). Preparing documentation for team and for management. Relating to higher level clients and proposing solutions. Complex problem solving. Ability to support team members. Independent judgment and decision making within the functional area of expertise. Preparing and implementing improved processing capabilities. Shift timings : US Shift Mode of work : Office only Location : Hyderabad *Immediate joiners preferred or NP of 45 days* Regards, Taha Momin Talent Acquisition Group - Coforge BPS.

PCRED Venture is looking for Financial Wizards to join our dynamic team and embark on a rewarding career journey. Perform a variety of advanced financial analyses to determine present and forecasted financial health of the company Use financial modeling to simulate financial scenarios Present potential scenarios and outcomes to management team Manage the preparation and publication of departmental and organization financial documents Collaborate with management on development and execution of funding strategies Examine financial and legal documents to verify accuracy and adherence to financial regulations and acceptable financial principles Develop or recommend solutions for problems or situations

Our esteemed buy-side client is currently looking for a highly 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 experience in valuations and modeling, with a strong preference for candidates holding a CFA designation or currently pursuing the CFA program. Key Responsibilities: Conduct comprehensive valuation assessments of private equity investments, including venture capital, buyouts, and real estate assets. Develop, maintain, and enhance valuation models and methodologies tailored to specific asset classes. Collaborate with the Investment Team to assess and mitigate risks associated with existing investments. Perform due diligence on new investment opportunities, analyzing financial statements, market dynamics, and risk factors. Create and maintain complex financial models to estimate the value of investments, considering revenue projections and exit strategies. Monitor the financial performance of portfolio companies, track key performance indicators, and identify strategies for value enhancement. Prepare detailed valuation reports and presentations for internal and external stakeholders. Ensure compliance with industry standards, accounting regulations, and reporting requirements. Work closely with team members to ensure a coordinated approach to valuation and investment decisions. Requirements: Masters degree in Finance, Economics, Accounting, or a related field. Experience in private equity valuations within the financial services industry. Strong proficiency in financial modeling, credit analysis, and data analysis. Demonstrated expertise in assessing credit risk, financial statement analysis, and interpreting complex financial data. Excellent analytical and problem-solving skills, with attention to detail. Candidates with a CFA designation or those actively pursuing the CFA program will be given preference. Advanced proficiency in MS Excel, Bloomberg, and other relevant financial analysis tools. Strong written and verbal communication skills for presenting complex financial information effectively. Proven ability to work independently and collaboratively in a fast-paced, dynamic environment.

About this role GIP, A Part of BlackRock Global Infrastructure Partners (GIP) is a leading infrastructure investor that specializes in investing in, owning and operating some of the largest and most complex assets across the energy, transport, digital infrastructure and water and waste management sectors. On October 1, 2024, BlackRock closed its acquisition of GIP. The combined AUM of the GIP platform is $170B across equity and credit. Global Infrastructure Partners (GIP) is a Global Infrastructure Partners ( GIP ) is a leading infrastructure investor that specializes in investing in owning and operating some of the largest and most complex assets across the energy, transport, digital infrastructure and water and waste management sectors. With decarbonization central to our investment thesis, we believe we are well positioned to support the global energy transition. Headquartered in New York, GIP has offices in Brisbane, Dallas, Hong Kong, London, Melbourne, Mumbai, Singapore, Stamford and Sydney. GIP has approximately $112 billion in assets under management. Our portfolio companies have combined annual revenues of approximately $73 billion and employ over 114,000 people. We believe that our focus on real infrastructure assets, combined with our deep proprietary origination network and comprehensive operational expertise, enables us to be responsible stewards of our investors capital to create positive economic impact for communities. For more information, visit www.global-infra.com. Principal Responsibilities Support overall quarterly Equity Valuation processes Support critical tasks associated with valuation process (materials, consistency checks, model review, deliverables creation for senior management) Sufficient knowledge and experience of Discounted Cashflow, Market Multiple and Precedent Transaction methods Experience in reviewing and checking discount rates involving the CAPM method Assist in model review (checking model assumptions, consistency of market data utilized, independent review of assumptions through publicly available data, as applicable) Database portfolio management of critical portfolio and valuations financials / KPIs consolidation Leverage Technology to continue to improve data, reporting and analytical processes / outputs (Chronograph Portfolio Management, Anaplan, Workiva - Wdesk, PowerBI) to support a collaborative financial reporting environment Other ad hoc projects Education and Experience Bachelor s degree in Finance, Financial Engineering or Accounting Minimum of 5-7 years of experience Comfortable with database usage, management, and administration Previous experience in building / reviewing valuation models with income and market approaches Knowledge and Skills A positive attitude, high motivation and ability to maintain a culture that is based on teamwork, respect & integrity Resilient self-starter with ability to work independently Expertise with MS Excel and highly skilled with other MS office products including Powerpoint Excellent written and verbal communication skills Experience in Chronograph and Anaplan preferred but not mandatory. Strong interpersonal skills with the ability to communicate effectively and credibly at executive level An inquisitive creativity with a strong analytical inclination Our benefits . Our hybrid work model . About BlackRock . This mission would not be possible without our smartest investment - the one we make in our employees. It s why we re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com / company / blackrock BlackRock is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to age, disability, family status, gender identity, race, religion, sex, sexual orientation and other protected attributes at law.

Hiring for Anand Rathi Group is one of India's fastest growing full service securities firm. We are Hiring for CA profile candidates who will be part of Institutional Equities include the following: Fundamental Analysis(Stock Valuations) :- 1. Working on financial models to formulate & finalize views on the industry and companies from Largecaps and Midcaps space. 2.Preparing and publishing Fundamental Research reports that include company based reports, Event based reports and Sector based reports. 3. Ensure timely and accurate dissemination of idea to strategists, Fund Managers & Chief investment officers. Keep up to date with current industry trends and trade publications. Interacting with companies and networking to upgrade my knowledge of the sector. 4. Meet corporate as well as attend analyst meets and annual general meetings. 5. Perform fundamental analysis and valuation on the scrips under coverage using various valuation methods.

Position Overview: We are looking for a results-driven AVP with a strong background in financial consulting to oversee our financial research vertical focused on investment banking. The ideal candidate will have a proven track record in in creating financial deliverables, team/project management and client handling Key responsibilities include: Leading the team which supports M&A & ECM transactions by preparing documents like Information memorandums, Roadshow presentations, financial models, valuation, etc Understanding client deliverables, determining scope of engagements, delivering project plan to clients, managing timelines, and driving deliverables through plans Engagement and co-ordination with clients which include investment banks, PE/VC funds and corporates and foster strong relationships Oversee staffing, training & managing a team of analysts and interns, and ensuring completion of work within timelines Involvement with senior management in creating budgets of the team and meeting P&L targets Mentoring and coaching junior team members, providing guidance on financial analysis techniques, and professional development Building systems & processes, databases, firm-wide templates, and documents to standardize deliverable quality Qualifications: We are seeking a high-performing professional with strong financial expertise, analytical rigor, and demonstrated deal execution experience. The ideal candidate will be a self-starter who thrives in fast-paced, team-driven environments and brings a deep understanding of the investment banking landscape. Bachelors degree in finance, Economics, Engineering, or related discipline (CA/CFA preferred) 5-10 years of core Investment Banking experience, preferably across M&A, capital markets, or strategic advisory Advanced proficiency in financial modelling, valuation, Excel, PowerPoint, and data platforms such as Capital IQ, Pitchbook, or Bloomberg Proven track record of executing live deals, conducting due diligence, preparing pitch books, and building client-ready financial analysis Strong analytical and quantitative skills with a sharp eye for detail and accuracy Excellent verbal and written communication skills with the ability to articulate complex financial concepts clearly and effectively

We are recruiting for a Consultant in the Corporate Finance - Valuation team. In this role, you will be expected to: Independently execute valuation engagements incl. PPA - ASC 805, goodwill and asset impairment analyses (ASC 350/360), valuations of stock options under ASC 718 and IRC •409A and audit reviews Perform financial and operational benchmarking Structure and write majority sections of valuation reports and memos, including business overview, industry overview and valuation sections Perform business valuation model reviews Review the work of/guide team members Build strong professional relationship with onshore teams through project work Qualifications for Internal Candidates Qualifications: CA / CFA / MBA (Specialization in Finance & Investment Management) Total Experience: The candidate must have 3 to 5 years of working experience in either Corporate Finance or valuation roles Preference to candidates with experience in Energy/O&G sector Command over financial statements and financial ratios Strong understanding of corporate finance principles and valuation techniques Good understanding of capital markets Strong analytical and problem-solving skills Strong business writing and verbal communication skills Command in using research databases such as Capital IQ, Thomson Reuters, among others Personal drive and positive attitude to deliver results within tight deadlines and in demanding situations Strong interpersonal skills to work effectively in a team and guide juniors whenever required Ability to multi-task and handle pressure situations

Work: Prepare valuations using DCF, IRR & NPV methods Collaborate with clients on business strategy development Conduct pre-revenue Business, Projects & assets valuations Develop business models & risk assessments SPV calculation expert (MANDATORY) Annual bonus

About the jobPortfolio Valuations - ManagerWe are currently recruiting a Manager for our Portfolio Valuations practice The Manager will work with our team of Directors and Partners to execute and provide valuations of private debt and equity investments This role will be accountable for managing valuation analysts to design, execute and present appropriate valuation models and conclusions to senior leadership The role will require close collaboration with the team to provide a range of valuation advisory services to our clients, including underlying portfolio company debt and equity valuations, purchase price allocations, stock option and other complex securities valuations Responsibilities:Assist in the design of valuation models including discounted cash flow, market multiple analysis, market transactions modeling and option pricing and other complex securities analysis Manage the valuation analysis on a wide range of illiquid investments and assets that encompass a range of industries and geographies Participate in client interviews to collect information and data relevant to the valuation Assist in preparing the presentation and reporting of analyses and conclusions, including written reports, to clients Maintain technical proficiency in the field of valuation and the alternative investments industry Champion the valuation practice’s team goals and strategy with professionalism and integrity QualificationsBachelor's or Master's degree in Finance, Accounting or Economics or MBACFA and/or ASA or working towardsMinimum 5 years of designing, editing, and providing a preliminary review of valuation models and other financial models includingDiscounted Cash Flows, comparable public company analysis, market transaction analysis, complex securities and option pricing models, and other intangible asset models Demonstrated analytical, logic, reasoning, and problem-solving skills Strong verbal communication and persuasive writing skills Knowledge of software including MS Excel, Word, and PowerPointExperience working with diverse teams

We are looking for an enthusiastic and analytical entry-Level Research Associate to join our Equity Research team. The ideal candidate should have a keen interest in the stock market, a good grasp of financial statements, and the ability to analyse company performance and market trends. This is an excellent opportunity to start your career in financial research with hands-on exposure to live markets. Location : Ahmedabad Key Responsibilities: Conduct Fundamental Analysis of listed companies by evaluating financial statements such as Balance sheets, Profit & Loss accounts, and Cash flow statements. Thorough understanding of every line item in the Financial Statements Should be able to make financial models for companies Conduct on-ground research, including but not limited to channel checks, meeting management, meeting competitors, etc. Assist in preparing stock reports, sector updates, and investment recommendations. Track portfolio companies, including but not limited to monitoring corporate actions, earnings reports, and news flows impacting stock performance. Assist the senior Analyst and head of research in the process of research Maintain and update research databases , models, and performance trackers. Participate in earnings calls, analyst meets , and market-related webinars. Qualifications & Skills: Bachelors degree in Finance or related field (MBA/CA/CFA Level 2 preferred). Strong understanding of financial statements, especially balance sheets and cash flow analysis. Good knowledge of stock markets, equity valuation concepts, and financial ratios. Proficiency in Excel; knowledge of tools like Capitaline, Bloomberg, or any research software is a plus. Excellent analytical, quantitative, and communication skills. Ability to work in a fast-paced environment with attention to detail. Passion for stock markets and eagerness to build a career in equity research. To Apply: Please send your resume on hr@pravinratilal.com or you may directly contact on 07926553774.

Key Responsibilities: Direct Taxation - Determination of Liability and other compliance matters in areas of Income Tax, TDS and Wealth Tax of - various persons including High Net Worth Clients, HUFs, Partnership Firms and Companies - Conducting the Tax Audit and Filing the Forms 3CA, 3CB, 3CD - Monitoring the quarterly income of the clients and advising them regarding payment of Advance tax - Preparation and filing of e-TDS Returns - Handled cases of Online Rectification of Income Tax as well as e-TDS Returns - Drafting and review of submissions to be made to Income Tax Department - Filing of Statement of Financial Transaction, Filing of Response to Cash Transactions - Issuance of Certificates like Net Worth, Book Value, No Dues, Foreign Remittance [15CA-CB], etc. - Filing of Income Tax Returns and Other Forms (Form 3CA-CD, 3CB-CD) including response to defective - return notices u/s. 139(9), revising the returns in case of any correction - Reviewing Intimation u/s. 143(1) and filing online rectification u/s. 154, if necessary - Handling scrutiny and/or assessment u/s 143(3), 148 and replying the same - Filing an Appeal at CIT(A) level, ITAT Level along with drafting facts and grounds for an appeal - Monitoring the current income of the clients and advising them for payment of Advance tax - Preparation and Correction of e-TDS Returns and filing of the same - Drafting Opinions on queries received from client Indirect Taxation - Handle assignments involving Service Tax Registration, Compilation and Filing of Service Tax Returns - Determination and payment of liability and other compliance matters in areas of VAT, Central Sales Tax - and Profession Tax and filing of returns - VAT Audit and Service Tax Audit - Handling the Notices from Departments and replying the same and presented before the department AUDIT, ACCOUNTING AND OTHER AREAS: - Concurrent Audit, Statutory Audit and Internal audit of Stock - Finalisation of accounts in compliance with Accounting Standards and Auditing and Assurance - Drafting of partnership deed and agreements GOODS & SERVICE TAX: - Filing of GST Annual Return (GSTR-9 & GSTR-9A) - Filing of GST Reconciliation statement (GST Audit GSTR-9C) - Assisted in E-Way Bill Generation - - GST TDS & TCS Compliances for E-commerce operators - Reconciliation of 3B vs R1 vs 2A etc - Filing of GST Refund, preparing working and Visited to Department for the same - Handling the GST Notices and Department Audit and Replying the same - Filing of GST Appeal against order of Refund and/or Assessment Qualifications: Chartered Accountant (CA) certification. Bachelors degree in Accounting or Finance. Good to have knowledge of equity valuation Experience in accounting, auditing, and tax planning. Proficiency in accounting software and Excel. Strong analytical and communication skills.

ROLES AND RESPONSIBILITY: Analyze, underwrite, and monitor transactions in listed equity, REITs/Invits and debt. Analyze investment risks, growth opportunities, asset quality and projected returns. Prepare investment notes for IC as well as investors and prepare memos as well as research notes. Build and maintain detailed excel models analysing the opportunity. Portfolio monitoring on a day-to-day basis. Study and monitor market trends regularly to find new investment opportunities. Work closely with Sales, Marketing, Product, Tech and Operations teams for launching and funding a new investment strategy/product. Stay abreast of regulatory updates and changes in the financial advisory industry, including but not limited to the PMS and IA regulations. CRITERIA: At least a bachelor's degree from Tier-1 colleges with top academic credentials; CFA / CA First Attempt / MBA from Tier-1 colleges is a plus. At least 1- 3 years of equity investment/ research experience. Strong quantitative and presentation skills including MS Excel and MS PowerPoint. Attention to detail with strong written and oral communication skills. Motivated, proactive, hard worker willing to put in all hours to get the job done. Comfortable with working in a start-up in a dynamic environment.

Qualification: Qualified CA with minimum 2 years exp. Responsibilities: * Collaborate with team on portfolio strategies * Prepare equity research reports with financial modeling & valuations * Analyze companies using fundamental analysis techniques

Overview:A leading global investment firm is seeking resourceful candidates to join our Asset-Backed Securities (ABS) and Fundamental Equities (FIG) teams. These teams are part of Financial Research group, responsible for generating new growth ideas and providing high-quality, in-depth support for new business development and strategy research. This role offers a unique opportunity to work with some of the brightest minds in the industry, contributing to strategic decision-making processes. The position is open for Hyderabad, Bengaluru, or Gurugram, India. What's in it for you?- Competitive compensation & outstanding career growth- Exposure to global equity markets (US, UK, etc.)- Work on high-impact projects in Banking, FIG, Specialty Finance, Housing & CRE- Collaborate with top professionals in investment researchWho should apply? - 5+ years of experience in investment research- Strong financial modeling & fundamental analysis skills- Background in Finance/MBA/CFA/CA- Excellent communication & analytical skills Why Join the company-- Competitive Compensation- We offer a highly competitive salary and benefits package.- Work-Life Balance- Our firm values a healthy work-life balance, ensuring you have time for personal and professional growth.- Professional Development- Enjoy extensive opportunities for career advancement and continuous learning.- Join a firm where your expertise and passion for equity research will make a significant impact. Don't miss this opportunity-apply now!

Role & responsibilities In house research, use of Bloomberg Develop suitable customized database and consistently updating the same for portfolio advisory services To develop parameters and framework for developing business models/ analysis tools/ comparisons. In-house research Develop/ decide the parameters for scanning the business environment for potential investment avenues for the wealth customers Discussions with business team/ people associated with the industry Reading various industry/ company reports Use of standardized/ uniform and latest analytical tools (like IRR, NPV, EVA, ROCE, Discounted Payback, Scenario analysis, Monte Carlo Simulation, etc) with an objective to provide financial and strategy inputs To develop parameters and framework for such evaluation of regulatory requirements To collect data for appropriate analysis To run various sensitivities in light of commercial feasibility with change in variables To standardize financial assumptions, metrics and ratios for uniform comparison and Implementation

Lead Analyst/Principal Analyst/Associate Director - Fundamental Equities - Healthcare About: A prestigious global investment and technology development firm committed to excellence in financial research and investment. Known for our rigorous research approach and innovation, offers a collaborative environment where professionals work with some of the best minds in the industry. With a focus on healthcare, among other sectors, aims to identify and support high-potential investments and provide unmatched career opportunities.Role Overview:Company is seeking a talented and resourceful Lead Analyst / Principal Analyst / Associate Director to join our Financial Research group based in Hyderabad, Bengaluru, or Gurugram. In this role, you'll collaborate closely with portfolio managers and analysts within our Fundamental Equities - Healthcare team, working on sector-focused investment research that directly informs our portfolio decisions.Key Responsibilities:- Build and maintain financial models, conduct valuations, and perform in-depth analysis to support investment decisions.- Research the healthcare sector comprehensively, covering sub-sectors such as pharmaceuticals, biotech, life sciences, diagnostics, healthcare IT, and med-tech.- Conduct detailed benchmarking and scenario analysis of valuation and operational metrics against industry peers.- Present well-researched investment ideas to front-office teams, iterating on financial models and providing actionable insights.- Participate in discussions with management, sell-side analysts, sector experts, and intermediaries to gather sector insights and enhance investment research.Basic Qualifications:- A degree in finance or a related field (MBA, CFA, or CA preferred) and over 5 years of experience in investment research.- Excellent verbal and written communication skills to effectively convey complex analyses and ideas.Preferred Qualifications:- Experience in international healthcare markets and sub-sectors.- Proficiency in Bloomberg Query Language/BQuant and VisibleAlpha scripting.- Top-Tier Compensation: Compensation package is among the best in the industry, reflecting our commitment to recognizing exceptional talent.- Exceptional Team Environment: Work alongside some of the brightest minds in finance and investment, in an environment that values curiosity and growth.- Career Development: Company prioritize learning and growth, giving you access to advanced tools and sector expertise to refine your skills.- Comprehensive Benefits: Company offer a robust benefits package, including health coverage, financial wellness programs, and initiatives for work-life balance.- If you're ready to work in a dynamic environment where your insights and expertise will be valued, we'd love to hear from you!

Financial Services / Wealth Management Identify and manage investment opportunities across equity, debt, and alternative assets Build and maintain strong relationships with HNI/UHNI clients and institutional investors Conduct due diligence, market research, and financial analysis to guide investment strategies Monitor portfolio performance and provide periodic performance reports Ensure regulatory compliance (SEBI, RBI, etc.) and documentation for all investment transactions Collaborate with analysts and product teams to design customized financial products Represent the firm at investor meetings, conferences, and business development events

Reliance Jio , Navi Mumbai Role Name : Strategy & Planning (Finance) We are seeking a dynamic Strategy Planning Finance professional to join our team at Jio in Navi Mumbai. This is a full-time, mid-level position. The ideal candidate will possess strong skills in financial modelling, strategic planning, equity research, and valuation modelling to drive strategic business decisions and growth. Qualifications and Skills Minimum of 4 years of experience in financial analysis, strategy planning, or related fields. Proficiency in financial modelling and valuation modelling to analyse diverse business scenarios and assess financial forecasts. Strong background in equity research, providing insightful analysis and recommendations to support strategic business objectives. Advanced skills in strategic planning, enabling the formulation and execution of business strategies aligned with organizational goals. Ability to interpret complex data sets and transform them into actionable business insights. Excellent communication skills to effectively present financial data and strategic insights to leadership and stakeholders. Capability to work collaboratively across various teams to support enterprise-wide financial planning and decision-making. Up-to-date knowledge of industry trends and best practices in media and telecommunications to inform strategic initiatives. Roles and Responsibilities Develop comprehensive financial models and conduct valuations to inform strategic planning and investment decisions. Engage in equity research and assessment to support strategic initiatives and broaden organizational knowledge base. Contribute to the formulation of short-term and long-term business strategies that align with broader company objectives. Collaborate with cross-functional teams to gather data and incorporate insights into financial forecasts and strategic plans. Prepare and present detailed financial reports and strategic insights to senior management and stakeholders. Assist in the management of financial risks and opportunities to maintain a robust financial positioning. Monitor industry trends and competitive landscape to identify potential strategic opportunities and threats. Advise leadership on strategic financial initiatives to foster growth and enhance profitability.

Conducted commercial due diligence and market study Supporting the origination of investment opportunities in Public Equity Building financial models Performing valuation analyses, including comparable transactions and publicly trading companies Required Candidate profile Should have experience of Merger and Acquisitions Analytical, combining both quantitative and qualitative skills Practical knowledge of FactSet, Capital IQ, Bloomberg etc CFA Qualified preferred