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2.0 - 6.0 years
0 Lacs
karnataka
On-site
As a Client Support team member, you will play a crucial role in supporting the team in various key M&A deliverables. This includes tasks such as drafting memorandums, creating management presentations, preparing valuation papers, and putting together pitch materials. Additionally, you will be responsible for preparing documentation for NCLTA hearings and representations. It will be part of your role to conduct industry and company-focused research, ensuring the maintenance of data controls for research papers and conducting hygiene checks at regular intervals. Collaborating with the team, you will research and scrutinize all aspects of the assignment, bringing any discrepancies or additional data requirements to the team's attention. Your understanding of basic technical issues during the review of assignments will be essential for providing valuable insights to the team. To excel as an M&A Analyst, you should hold a Bachelor's degree in finance, business, or a related field. Preferably, you should possess a CPA or CFA certification. A minimum of 2-4 years of experience in M&A or related financial analysis roles is required. Strong analytical and financial modeling skills are essential for this role. Proficiency in the MS Office suite, especially Excel and PowerPoint, is necessary. Excellent written and verbal communication skills will aid you in effectively conveying information. The ability to work both independently and collaboratively within a team is crucial for success in this position. Familiarity with financial databases and research tools will be advantageous. In the realm of research and technical inputs, you will be tasked with conducting exhaustive research for clients in alignment with their expectations. It is imperative to utilize all available tools, including external market data and internal portals, to generate effective research outcomes. Furthermore, your people skills and ability to work as part of a team will be vital. Working constructively with your team to evaluate and enhance both personal and team performance will contribute to the overall success of the projects you undertake. In summary, this role requires a combination of skills such as financial analysis, data management, research capabilities, teamwork, and effective communication. By leveraging your expertise in M&A deliverables, financial modeling, and various software tools, you will play a pivotal role in driving the success of the team and ensuring the delivery of high-quality work to clients.,
Posted 1 week ago
0.0 years
0 Lacs
Chennai, Tamil Nadu, India
On-site
About the Role Fractal Street is seeking a meticulous and analytical Financial Data Research Associate to join our market data operations team in Chennai. In this role, you will manually collect, verify, and maintain accurate stock market data to support our trading, research, and analytics functions. Your work will directly contribute to the quality of insights driving our investment strategies. Key Responsibilities Collect and compile stock-related data from financial statements, regulatory filings (e.g., SEC), press releases, and reputable market sources. Manually input and update records in our proprietary database with precision and accuracy. Verify and cross-check data integrity to ensure reliability for trading and research teams. Label and categorize financial data according to internal standards. Track and document corporate actions, earnings releases, and other market-moving events. Collaborate with traders, analysts, and developers to meet data requirements. Qualifications Bachelors degree in Finance, Economics, Business, or related field (preferred but not mandatory). Strong attention to detail and high accuracy in manual data work. Understanding of basic financial markets, stocks, and investment concepts. Proficiency in Microsoft Excel or Google Sheets. Experience with financial databases (Bloomberg, Capital IQ, etc.) is a plus. Skills & Attributes Excellent organizational skills and ability to manage large volumes of data. Analytical mindset with problem-solving ability. Capable of working independently under tight deadlines. Commitment to maintaining the highest level of data accuracy. Compensation Competitive salary based on experience. Performance-based incentives. How to Apply Please send your CV and a brief cover letter to [HIDDEN TEXT] with the subject line: Application Financial Data Research Associate (Chennai) Show more Show less
Posted 2 weeks ago
3.0 - 7.0 years
0 Lacs
maharashtra
On-site
As an Investment Banking Manager in the Technology Lead Advisory practice at our consulting MNC, you will play a pivotal role in leading and executing complex M&A, capital raising, and strategic advisory transactions for our clients in the technology sector. Working closely with senior leadership and clients, you will deliver high-impact financial solutions by leveraging your deep understanding of both investment banking and the technology landscape. Your responsibilities will include leading end-to-end execution of M&A, private equity, and capital raising transactions. This will involve preparing and reviewing financial models, valuation analyses, pitch books, and information memoranda, as well as managing due diligence processes and coordinating with legal, tax, and technical advisors. Building and maintaining strong relationships with technology clients, including startups, scale-ups, and large enterprises, will be essential. Understanding client needs and providing tailored strategic advice, along with supporting business development by identifying new opportunities and contributing to proposals and pitches, will also be part of your role. You will be expected to drive origination of new mandates by leveraging industry networks and market intelligence, as well as develop and maintain relationships with venture capitalists, private equity firms, and strategic investors. Representing the firm at industry events, conferences, and networking forums to enhance visibility and deal flow will also be key aspects of this position. In terms of team leadership, you will mentor and guide junior team members to foster a collaborative and high-performance culture. Ensuring quality control and timely delivery of client deliverables will be crucial to your success. Your qualifications should include an MBA (Finance) or Chartered Accountant (CA); CFA is a plus. Experience in investment banking, corporate finance, M&A, or transaction advisory, preferably with exposure to the technology sector, will be highly valued. Strong financial modeling, valuation, and analytical skills, along with excellent communication, presentation, and interpersonal abilities, are essential. You should also demonstrate a proven ability to manage multiple projects and stakeholders under tight deadlines. Preferred skills for this role include business development and deal origination capabilities, experience with technology platforms (e.g., SaaS, cloud, digital infrastructure), familiarity with deal structuring, term sheets, and regulatory frameworks, proficiency in tools like Excel, PowerPoint, and financial databases (e.g., PitchBook, Capital IQ), and an understanding of enterprise applications (ERP, CRM, HCM) and digital transformation trends.,
Posted 1 month ago
2.0 - 6.0 years
0 Lacs
punjab
On-site
As a Credit Analyst at Auswide Pvt. Ltd., you will be responsible for analyzing financial statements, conducting credit risk assessments, and preparing detailed credit reports for new and existing clients. Your role will involve collaborating with internal teams to evaluate loan proposals and ensure compliance with company credit policies and regulatory guidelines. Your key responsibilities will include analyzing balance sheets, income statements, and cash flow reports to evaluate client creditworthiness. You will be expected to identify potential credit risks, prepare comprehensive credit reports, and monitor client credit profiles for early warning signals. Collaborating with loan officers, risk management, and legal teams will be crucial in making informed credit decisions. In addition to your financial analysis skills, you will need to possess expertise in utilizing credit scoring tools such as CIBIL, Equifax, or Experian. Your familiarity with accounting standards like GAAP or IFRS, and your ability to conduct industry research to evaluate external factors influencing creditworthiness will be essential for success in this role. Apart from technical skills, soft skills such as strong analytical abilities, attention to detail, effective communication, and ethical judgment are highly valued. Your proficiency in tools like MS Excel for financial modeling, credit rating platforms, ERP systems, CRM tools, and financial databases will be required to excel in this position. This is a full-time job opportunity with benefits including provided food and health insurance. The role requires you to be located in Mohali, Punjab, and proficiency in English is a must. If you are looking for a challenging role that involves in-person work and offers opportunities for professional growth in the finance industry, we encourage you to apply for this position.,
Posted 1 month ago
3.0 - 7.0 years
4 - 8 Lacs
Noida, Uttar Pradesh, India
On-site
Cradlepoint is seeking an experienced and strategic Int & App Dev Test Manager to drive our end-to-end technical solutions based on customer specifications and evolving business needs. While the provided details align more closely with a Solution Architect role, we will frame this position to leverage those skills within an Integration & Application Development Test Management context. You will be instrumental in ensuring the quality and integrity of our solutions, bridging technical opportunities into robust offerings, and supporting various phases from requirements analysis to service delivery, ultimately ensuring customer success. What You Will Do: Key Responsibilities Engage in detailed discussions with customers about their technology strategy and key bottlenecks, translating these into testable requirements and solutions. Evaluate customers technological environment, business requirements, and plans to inform comprehensive test strategies for integrations and applications. Identify areas for customer improvement and potential hurdles related to technology and business, then incorporate these insights into test planning and risk assessment. Act as a CSR (Customer Solution Responsible) in a cross-functional squad, or a similar role overseeing solution scopes from a quality assurance perspective. Collaborate with cross-functional teams to generate lists of potential activities and solutions, ensuring testability and quality from the outset. Contribute to the development and presentation of business case modeling and technical argumentation , emphasizing the quality and reliability aspects. Support Consultants during the requirement analysis and high-level design phases , providing input on testability and quality gates. Potentially assume responsibilities in Customer Support, sales, and service delivery where quality assurance expertise is required. Required Qualifications Consultative Skills: Strong ability to engage in consultative discussions with customers and internal stakeholders. Solution Delivery: Proven experience in the successful delivery of complex technical solutions. Leadership: Demonstrated leadership capabilities, capable of guiding teams and initiatives. Project Implementation: Experience in leading or significantly contributing to project implementation. Negotiation: Strong negotiation skills for internal and external discussions. Technical Acumen: In-depth knowledge of Hardware, Architecture, Virtual Environments, Technology, Protocols, and Interfaces . Coaching and Mentoring: Ability to coach and mentor team members, fostering skill development. Solution Architecture: Strong understanding of Solution Architecture principles. Financial Acumen: Basic understanding of financial aspects related to projects and solutions. Customer Solution Design: Experience in designing solutions tailored to specific customer needs. Market Insights: Ability to apply market insights to technical and quality strategies. Cradlepoint Portfolio: Familiarity with the Cradlepoint product portfolio (or similar wireless/networking solutions). Business Acumen: Strong overall business understanding. Infrastructure Capacity, Performance Analysis, and Solution Definition: Expertise in infrastructure capacity planning, performance analysis, and defining robust solutions. Technical Sales: Experience supporting technical sales processes (as applicable to quality assurance support).
Posted 1 month ago
10.0 - 14.0 years
0 Lacs
kolkata, west bengal
On-site
The ideal candidate should have a minimum of 10 years of relevant professional experience in finance, accounting, and fund management. You should have a proven track record in budgeting, financial reporting, compliance, and audit coordination. Desired qualification for this role includes being a Chartered Accountant (CA) or CA Inter. It is essential to have sound knowledge of accounting standards, statutory compliance, and fund utilization. Experience in budget planning, financial forecasting, and internal control systems is also required. Additionally, experience in handling public relations and media engagements would be an added advantage. Proficiency in MS Office and handling large financial databases is necessary. Experience with accounting software and digital finance tools is also preferred. Leadership competencies that are essential for this role include demonstrating integrity, accountability, and strong organizational abilities. Effective team leadership and cross-functional collaboration aligned with CIS values are crucial. You should have the ability to manage multiple priorities while ensuring accuracy and compliance. If you meet the requirements mentioned above and are interested in this position, please send your application to careers@calcuttais.edu.in.,
Posted 1 month ago
13.0 - 17.0 years
0 Lacs
kolkata, west bengal
On-site
You are looking for a detail-oriented and analytical Research Associate to join our finance team in Kolkata, West Bengal. With 13 years of experience in Financial Services, Investment Advisory, Wealth Management, or Mutual fund industry, you will be responsible for conducting investment research, financial analysis, and market intelligence. Your primary responsibilities will include performing fundamental and technical research on various financial products, analyzing macroeconomic trends, sectoral developments, and company financials to provide insights, preparing research reports, investment notes, presentations, and market updates, tracking financial news, regulatory changes, and market movements, and supporting portfolio managers and analysts with research inputs. To excel in this role, you should hold a Bachelors or Masters degree in Finance, Economics, Commerce, or related discipline (CFA/MBA preferred), possess strong analytical and quantitative skills, be proficient in MS Excel, PowerPoint, and have knowledge of financial tools like Bloomberg, Refinitiv, or similar platforms. Additionally, you must have excellent written and verbal communication skills, attention to detail, the ability to work independently or in a team, and a keen interest in financial markets, investments, and wealth management. Knowledge of Equity, Mutual Funds, and Discounted Cash Flow (DCF) is required. Preferred qualifications include internship or work experience in investment research, equity analysis, or wealth advisory, along with certifications such as NISM, CFA Level 1, or equivalent. Remuneration for this full-time position will be competitive and based on your experience and qualifications. The work schedule is during the day shift, and the work location is in person.,
Posted 1 month ago
1.0 - 5.0 years
0 Lacs
pune, maharashtra
On-site
The Investment Banking Analyst role requires you to undertake various responsibilities to support the firm's investment activities. Your primary responsibilities will include conducting market and industry research, sourcing and evaluating potential deals, financial analysis and modeling, transaction execution, strategic engagement and fundraising support, client and stakeholder engagement, as well as internal collaboration and knowledge development. In terms of market and industry research, you will be responsible for conducting in-depth sector research, tracking key developments, and identifying potential acquisition or investment targets. You will also play a crucial role in building and maintaining a robust deal pipeline, evaluating startups, and interacting with founders to identify high-potential opportunities. Financial analysis and modeling will be a significant part of your role, involving the development and maintenance of detailed financial models and projections, analysis of company financial statements, and conducting scenario planning and sensitivity analysis. You will also support transaction execution by assisting in the preparation of various documents and coordinating due diligence processes. Additionally, you will engage in strategic activities such as organizing and participating in networking events, preparing pitch materials, and supporting investor engagement and fundraising efforts. Client and stakeholder engagement will also be a key aspect of your role, where you will collaborate with senior bankers, manage client communication, and build relationships with various financial stakeholders. Moreover, you will work closely with internal teams to ensure aligned execution of mandates, contribute to building internal resources, and stay updated on industry best practices and evolving regulatory frameworks. The qualifications required for this role include a graduate degree in Finance, Economics, Accounting, MBA, or a related field, along with prior internship or full-time experience in relevant areas. Proficiency in Excel, PowerPoint, and financial databases is essential, and having CFA Level I/II is a plus. Strong analytical, quantitative, problem-solving skills, as well as excellent written and verbal communication abilities, are also necessary for this position. This is a full-time position with benefits such as Provident Fund, and the work location is in person during day shifts.,
Posted 1 month ago
6.0 - 10.0 years
0 Lacs
maharashtra
On-site
As an Assistant Manager in Equity Research based in Mumbai, you will play a crucial role in conducting and delivering high-quality investment research for our esteemed global clients. Your responsibilities will include initiating, executing, and presenting investment research reports with a keen focus on analytical thinking and operational efficiency. You should possess excellent financial modeling skills and a deep understanding of business drivers such as revenue and cost. Your expertise in finance, accounting, valuation methodologies, and stock analysis will be essential in providing valuable insights to our clients. To excel in this role, you should have a minimum of 6-10 years of experience in Equity Research, Financial Modeling, and valuation. Previous experience in covering equities in the GCC region and working with Middle East Banks will be highly advantageous. Experience in both Buy-Side and Sell-Side operations is preferred. Proficiency in MS Office tools and financial databases is a must to effectively analyze data and prepare comprehensive reports for our clients. If you are looking to leverage your analytical skills and financial knowledge in a dynamic and challenging environment, this role offers an exciting opportunity to grow and make a meaningful impact.,
Posted 1 month ago
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