152 Financial Research Jobs

The Corporate Finance Analyst (Entry Level) position based in Noida with a salary of 46 LPA offers an exciting opportunity for a smart, motivated, and detail-oriented individual to join the team. As a Corporate Finance Analyst, you will have the chance to gain practical exposure to live corporate finance and M&A advisory projects. Your responsibilities will include conducting industry research, preparing sector reports, identifying potential targets, supporting in pitch deck creation, assisting in business development activities, conducting financial research and analysis, and actively participating in learning and development opportunities related to cross-border transactions and corporate finance strategies. The ideal candidate for this role should hold a Bachelors degree in Finance, Commerce, Economics, or a related field and possess 1-2 years of work experience in investment banking, corporate finance, consulting, or financial research. Proficiency in Excel and PowerPoint is required, and knowledge of databases such as PitchBook, Capital IQ, or similar platforms is considered a plus. A strong interest in finance, deal-making, and global markets, along with excellent communication skills, a willingness to learn, attention to detail, and effective time management skills are essential qualities we are looking for in potential candidates. By joining this role, you will have the opportunity to work directly on live corporate finance projects, gain skill development in preparing professional-grade pitch materials, research reports, and financial benchmarks, and experience career growth with a potential long-term career path in investment banking or corporate finance. Additionally, you will be part of a collaborative culture, engaging with a fast-moving team, and having direct access to senior leadership with global exposure. If you are enthusiastic about building a career in corporate finance and seek real-world exposure from the outset, we encourage you to apply by submitting your CV and a brief cover letter highlighting your relevant experience and motivation for applying to anshul.tyagi@incredinsight.com.,

Role & responsibilities Guide and oversee research analyst/s and associates/ trainees. Analyse companies, sectors, and industries to identify investment opportunities aligned with AMC Investment philosophy Present detailed research and investment recommendations to portfolio managers Candidates should have understanding of macro development, trends, cycles and ability connect dots to identify investment opportunities with 3 year+ kind of investment horizon Build and maintain financial and valuation models Closely track existing investee companies and ensure compliance to regulatory and internal guidelines on research front Support close co-ordination with portfolio manager and Research team including external brokers Mentor and train analysts and associates in developing financial and valuation models Passionate about Equity investments and ambitious to lead in the field Exposure to Financials, Pharma and Chemical sectors can be an added advantage

Role & responsibilities Present detailed research and investment recommendations to portfolio managers Build and maintain detailed financial and valuations models for companies in assigned sectors using primary and secondary research Closely track existing investee companies in relevant sectors and ensure compliance with regulatory and internal guidelines on research front Exposure to IT, Media, and Chemical sectors can be an added advantage Exposure to small and micro caps can be an advantage

The Investment Analyst role will entail working closely with the investment research team. Candidates are encouraged to pursue higher studies post the completion of the 2-year program. Exceptional performers in the program may be considered for a full-time role after the completion of higher studies. Key Responsibilities: Evaluating listed companies for potential investment opportunities Analysing and evaluating business models, preparing financial models, conducting due diligence Monitoring existing investments Qualification & Skills: Chartered Accountant (Rank holders and/or CFA Level 2 cleared candidates preferred) Strong analytical and spreadsheet modelling skills Excellent written and verbal communication Passion for investing

We are seeking a deeply motivated individual who is passionate about buy-side investment research. The individual will be part of and lead a team of analysts and will be tasked with assessing investment proposals across a range of asset classes equities, fixed income, commodities, real estate, alternate investments/structured products. The main objective for the individual will be to better returns on existing portfolio, initiate new ideas within investment framework and guide the capital allocation endeavor of the company as per risk policy. Compensation: Salary commensurate with skills and experience. Job Description Conduct in-depth quantitative and qualitative analysis of investment proposals. Develop and maintain financial models. Perform comprehensive industry research, identify opportunities and prepare detailed reports and presentations. Track corporate announcements, media updates and current policies, assessing their impact on existing equities and fixed-income portfolios. Lead team of analysts to ensure efficient equity research, conduct weekly meetings, assign tasks, and review performance. Limited coordination on transactions related to the back office. Provide MIS reports to senior management. Candidate Profile CFA/CA/MBA (Finance) Minimum 10 years of work experience in investment research in equities with foundational skills for fixed income. Passion for generating alpha. Well informed about different asset classes and macro issues, with a conceptual understanding of important technical terms. A deep interest and aptitude for analyzing financial information, strategic issues, and trends that affect companies, industries, and markets on a regional and global scale. Proficient in Excel, familiar with financial modeling & valuation methods. Strong in accounting and investing concepts. To lead and guide analysts in the team. Good written and oral communication skills and the ability to provide & defend an opinion with management. Requirements Mumbai based candidates will be preferred. (Inclination towards ones residing within 30kms of Pico office). Candidate must mention their last drawn CTC. Work from office is a must, need to commute to the office daily. If not feasible kindly do not apply. The notice period should not be more than 60 days.

Estimate granular, product-level key performance metrics for investment banks (e.g., revenue, headcount) and create market size estimates for investment and transaction banking products. Build relationships between macroeconomic indicators and investment banking performance metrics to arrive at forecasts/estimates for the above KPIs. Update and restructure revenue/headcount data based on qualitative and quantitative information from Coalition contacts in the IB industry. Build and update sector databases in Excel and/or customized applications. Explain, defend, and customize Coalition analysis to support key client initiatives in IB strategy, sales franchise decision, investor communication, and for senior management consumption. Craft effective search strategies and gather relevant information leveraging a broad set of resources (e.g., online databases, internet, external researchers). Communicate research results through the creation of structured end-products (spreadsheets, reports, presentations). Complete ad hoc research requests, knowledge building, and business development projects as necessary. Manage and/or work with an expanded team of analysts while working on multiple projects.

We are seeking a highly motivated team player with strong research and financial interpretation skills. As part of a team of financial analysts, your role is to provide investment data, financial data, and information to the clients that assist as a tool to support investment in alternatives. Required Skill: Work experience in Investment / Business / Private equity / VC Research Strong attention to detail, and structured work approach Excellent verbal, written, and communication skills Financial Research and Analytical Skills Roles and Responsibilities: This job involves extensive research on Internet Sources related to capital markets Thorough research of required data from a specific industry, domains, and geographies (Including Email ID, Law/broker firms and Phone number of Key Decision makers) Researching and gathering information and analysis about market size, key players, teams, users, products, services, financials, business forecasts, etc Ensuring efficiency and responsiveness in regards to data information by delivering timely and relevant data Conducting primary and secondary research of specific sectors and companies and also retrieving deals data from SEC filings responsible to oversee and perform all production-level tasks and maintaining real-time adherence, monitoring queues, and key performance indicators. Education Preferred: UG: B.Com in Any Specialization PG: MBA/PGDM in Finance, CA , M.Com.

As an Analyst in Investor Relations at a listed manufacturing company in Delhi, you will play a crucial role in enhancing shareholder value through effective communication of strategy, financial results, and operations to the financial community. Your responsibilities will include providing regular updates to the executive team on equity research analyst positions, stock price movements, and ownership analysis. You will collaborate with Finance, Communication, Marketing, and Strategy teams to prepare messaging for earnings calls, investor presentations, and non-deal roadshows. In this role, you will support the quarterly earnings process, schedule, and the content of strategic news releases, ensuring that the senior management is well-informed about emerging trends. Your analytical skills will be key as you conduct competitive and strategic analysis on the company, its peers, and the industry, providing insights to keep the management abreast of market trends and investor perspectives. To excel in this position, you should ideally have 3-6 years of experience in corporate investor relations/strategy teams of sizable listed companies or in consulting/banking firms in M&A/research roles. Strong analytical skills, proficiency in financials, and Excel modeling are essential. The ability to interpret financial information for both the investment community and management, along with experience using financial research tools such as Bloomberg, will be advantageous. Your organizational skills, ability to work under tight deadlines, and excellent verbal and written communication skills will be critical for success in this role. If you hold a CA qualification or have graduated from a top-tier MBA program, you are encouraged to apply and be part of a dynamic team driving investor relations initiatives to create long-term shareholder value.,

Responsibilities: * Conduct financial analysis using balance sheet, ratio & statement methods * Collaborate with cross-functional teams on strategic planning initiatives * Prepare financial reports for management review

You will be responsible for supporting global Credit Analyst(s) in analyzing the performance of a portfolio of structured finance and public finance transactions, as well as responding to credit events. This includes preparing internal credit research reports and notes, and assisting in preparing publishable credit reports. You must have an in-depth understanding of transaction documents such as Offering Circular, Indenture, Letter of Credit Agreement, Tender bonds, and Commercial papers to comprehend the structure and features of the deals. It will be your responsibility to track and understand Structured Finance & US Public Finance (USPF) sector dynamics and regulatory trends. This involves analyzing macroeconomic parameters impacting the sector, evaluating the impact of regulatory and legal frameworks on the sector portfolio, and conducting qualitative & quantitative analysis of the primary and secondary market debt portfolio. You should stay updated on the latest developments in the Structured Finance & US Public finance market and be able to comment on their potential impact. In terms of process adherence, you will need to focus on review/QC, add analytical inputs when required, and create and maintain base-level training, process manuals, and documentation to ensure smooth execution of tasks. You must adopt defined processes in the day-to-day execution of assignments, identify process improvement avenues, and ensure that new knowledge gained is retained and documented through operating manuals. Collaboration with other teams to suggest methods for making the current process more efficient is essential. Client and stakeholder management are crucial aspects of this role. You will be expected to build and maintain relationships with US & EMEA clients, set expectations regarding the scope of work and timelines for routine tasks. Additionally, you will provide analytical mentoring to junior team members, implement team-level initiatives, and familiarize new recruits with the team and organization. Lastly, strict adherence to Compliance, Confidentiality, and Information Security Policies, Procedures, and Guidelines of the Organization is paramount.,

You are a highly motivated finance professional with 13 years of post-MBA experience in financial modeling and analysis, specifically focusing on Financial Modelling & Valuation and Investment Banking. Your background ideally includes experience in Investment Banking, Mergers & Acquisitions, or Private Equity. You possess strong expertise in financial statement analysis, valuation techniques, and corporate finance principles. Exposure to equity research, credit analysis, or financial research would be considered a plus. A solid understanding of business strategy and accounting fundamentals is essential for this role. Familiarity with business intelligence tools like Tableau, Power BI, or Qlik is desirable for data visualization and advanced analytics. In this role, you will work on projects for Accenture's key client accounts, engaging in detailed analysis for C-level client discussions. Your responsibilities will include conducting a 360-degree diagnosis of clients" challenges, analyzing industry trends and financial data, and performing industry and competitive strategy analysis. You will be expected to prepare and present workshop decks, valuation models, and engage effectively with stakeholders. Strengthening relationships with global client teams to identify value opportunities will also be a key aspect of your role. To excel in this position, you must demonstrate high integrity and credibility, possess database management skills (MS Access), and exhibit strong business acumen with proficient commercial instincts. You should have the ability to solve complex business problems, deliver client delight, and build point of views on current industry trends. Strong analytical and problem-solving skills, along with excellent communication, interpersonal, and presentation skills are crucial. Cross-cultural competence and the ability to thrive in a dynamic consulting environment are also essential qualities. The ideal candidate will have 3+ years of extensive relevant experience post-MBA with a background in financial modelling & analysis, focusing on M&A, Private Equity, or investment banking. Knowledge of equity research, financial statement analysis, credit analysis, and business intelligence tools such as Tableau, Power BI, or Qlik are highly desirable. A sound understanding of corporate finance, business strategy, and accounting principles is also required. Join us at Accenture and leverage your expertise to drive value creation opportunities for our clients, build strong relationships, and deliver breakthrough growth by working collaboratively across the organization.,

Job Title: Associate Analyst Requesting Function: Core Business Services (CBS) Sub Function: Risk Management Services (RMS - Conflicts) Reports to: Service Delivery Manager Job Purpose: Risk Management Services (RMS”) team plays an important role for EY in addressing the internal risks of the firm associated with accepting new clients or engagements as well as in managing any risks associated with our on-going audit / non audit engagements/clients. Formed in 2007, the RMS team is growing rapidly (1000+ team members) as a Center of Excellence for all standardized risk management related activities that can be efficiently undertaken from Global Delivery Services locations. The role of the Conflicts sub-function in RMS is to identify and address potential conflicts of interest of new or existing engagements. The conflicts process assesses internal EY relationships with the parties involved and provides safeguards to address the threat of potential conflict to an acceptable level. The process also identifies certain matters that need to be considered, or complied with, from an independence perspective, as well as other professional ethical standards and legal or regulatory requirements. What you will do: Develop an understanding of EY Global / local conflict policies and apply them to real situations. Perform initial review of conflict check submissions from EY client serving teams. Identify all the relevant entities related to the engagement and perform analysis. Review findings to identify potential conflicts. Share leading practices and support seniors in the development of training materials. Ensuring prompt escalation whenever required. Prepare appropriate conflict safeguards for client serving teams to address the firm’s ethical obligations. Understand the firm structure, business strategies and service lines of the firm. Deliver on pre-defined individual and team targets including delivering outcomes with quality and completion. Knowledge, skills and experience requirements: Ability to work in a deadline driven environment. Attention to detail. Good analytical skills with a logical mind-set to take right decisions at right time. Ability to successfully multi-task while working independently or in coordination with other professionals Understand and maintain the confidentiality of all information. Interpersonal skills. Good level of written and verbal communication skills. Preferably working experience in a Compliance environment but not mandatory. Must have good working knowledge of MS office. Qualifications, certifications and education requirements: Post Graduate in MBA Finance/Operations Preferably an International Certificate in Enterprise Risk Management or similar

Seeking candidates with 8-15 years experience. Solid experience in recruiting for Financial Research domain is mandatory. Call/WhatsApp +919154254764/evelyn@livecjobs.com * JOB IN HYDERABAD* Required Candidate profile Proven expertise in recruiting for Financial Research roles eg. Equity Research, Asset Management, Portfolio Management, etc. Excellent stakeholder management skills.

Job Title: Research Associate (Finance & Marketing) Department: Research Cell Location: Mumbai Reporting to: HOD Research Cell Position Overview: The Research Associate will support the institutes research agenda by assisting faculty members in academic and applied research projects, contributing to research publications, organizing research-based events, and facilitating institutional research goals. The role is ideal for candidates planning to pursue doctoral studies or build a career in academia or consulting. Key Responsibilities: Research Assistance: Assist faculty in literature reviews, data collection, analysis, and interpretation. Support writing and formatting of research papers, case studies, working papers, and articles. • Help in preparing presentations, reports, and research proposals for funding agencies or conferences. Data Analysis & Management: Collect primary and secondary data using surveys, interviews, databases, or online resources. • Use statistical software (SPSS, R, STATA, Excel, or Python) for data analysis and visualization. • Maintain research data logs and ensure data integrity and confidentiality. Documentation & Reporting : Prepare periodic progress reports on research projects. Maintain documentation related to research grants, ethics approvals, and project deliverables. • Assist in citation management and referencing using tools like Zotero, Mendeley, or EndNote. Academic Contributions: Co-author or assist in publishing research papers in reputed journals and conferences. Contribute to development of case studies and teaching materials. Assist in editing and maintaining institutional research journals or newsletters. Event Coordination : Help organize research workshops, seminars, conferences, FDPs, and guest lectures. Coordinate with guest speakers, participants, and vendors for smooth execution. Other Responsibilities: • Keep up to date with recent trends, publications, and developments in business and management research. Support accreditation and ranking-related data collation and documentation. Perform other academic or administrative tasks as assigned. Qualifications : Ph.D. in Management, Commerce, Economics, Finance, or allied disciplines from a recognized university/institution. Preference given to candidates with NET/SET qualifications or research exposure. Familiarity with academic research methodology and tools Skills & Competencies: Strong written and verbal communication skills. Proficiency in MS Oice (Excel, Word, PowerPoint) and statistical/data tools. • Detail-oriented, organized, and self-motivated. • Ability to work collaboratively in a team and under deadlines. • Passion for research and academic growth

Basic knowledge of Stock Markets. Knowledge about most recent developments in the companies. Educate investors, guide them on the best investment opportunities. Gujarati speaking individuals preferred

Associate Manager Equity Research Banking Sector- 4 Years – Noida Location – Noida Domain – Investment & Financial Research (Banking Sector Focus – Qatar) We are hiring an experienced Associate Manager – Equity Research for a leading research and advisory firm. If you’re passionate about financial modelling, equity research, and mentoring junior analysts, this opportunity offers you a fast-paced, global client-facing environment with immense growth potential. Your Future Employer – A globally renowned research and advisory firm with over two decades of excellence, offering high-impact insights and bespoke solutions to investment banks, global corporations, and advisory firms. Known for its dynamic work culture, this organization empowers professionals to thrive in analytical, client-facing roles across global markets. You’ll be joining a team that values precision, innovation, and strategic thinking to drive business decisions and outcomes. Responsibilities – Conduct deep-dive industry and company research within the banking sector , focusing on mid- and small-cap banks in Qatar Build and maintain detailed financial models using DCF, DDM, SOTP, LBO , and Relative Valuation techniques Analyze and present findings to clients; address questions confidently Plan account staffing based on earnings calendar and project pipeline Review and validate work of junior team members, ensuring high-quality output under deadlines Manage MIS, contribute to training, recruitment, knowledge development initiatives Requirements – CA / CFA / MBA (Finance) from a reputed institute 4-7 years of experience in investment research with focus on banking sector (Qatar) Minimum 2 years of experience in team review/coaching Strong command over financial modelling, financial statements, and valuation methods Proficiency in databases like Bloomberg, Eikon, Capital IQ, Factiva Excellent communication, report writing, and quantitative analysis skills Experience with management calls, expert interviews, and secondary research Exposure to Bottom up Financial modelling Exposure to middle east banking sector (European and Africa ) MENA is must . What is in it for you – Exposure to global investment banks and M&A advisory clients Opportunity to work on high-impact strategic research Leadership opportunities and firm-level contributions Fast-paced, intellectually stimulating environment Reach us: If you think this role is aligned with your career, kindly write to me along with your updated CV at parul.arora@crescendogroup.in for a confidential discussion. Disclaimer: Crescendo Global specializes in senior to C-level niche recruitment. We are committed to providing a transparent and inclusive hiring experience. Kindly note, due to high volume of applications, we may not be able to respond to each individually. If you don’t hear from us within 1 week, please consider your application not shortlisted. Profile Keywords – Equity Research Jobs, Associate Manager Roles, Financial Modelling, Banking Sector Research, Qatar Banking Jobs, Equity Research, Financial Modelling, Investment Research, Banking Sector, Valuation, DCF, DDM, SOTP, Relative Valuation, Financial Statements, CFA, CA, MBA Finance, Bloomberg, Capital IQ, Eikon, Factiva, MIS Reporting, Report Writing, Global Markets, Qatar Banking, Team Management, Client Communication

Job Title: Associate Analyst Requesting Function: Core Business Services (CBS) Sub Function: Risk Management Services (RMS - Conflicts) Reports to: Service Delivery Manager Job Purpose: Risk Management Services (RMS”) team plays an important role for EY in addressing the internal risks of the firm associated with accepting new clients or engagements as well as in managing any risks associated with our on-going audit / non audit engagements/clients. Formed in 2007, the RMS team is growing rapidly (1000+ team members) as a Center of Excellence for all standardized risk management related activities that can be efficiently undertaken from Global Delivery Services locations. The role of the Conflicts sub-function in RMS is to identify and address potential conflicts of interest of new or existing engagements. The conflicts process assesses internal EY relationships with the parties involved and provides safeguards to address the threat of potential conflict to an acceptable level. The process also identifies certain matters that need to be considered, or complied with, from an independence perspective, as well as other professional ethical standards and legal or regulatory requirements. What you will do: Develop an understanding of EY Global / local conflict policies and apply them to real situations. Perform initial review of conflict check submissions from EY client serving teams. Identify all the relevant entities related to the engagement and perform analysis. Review findings to identify potential conflicts. Share leading practices and support seniors in the development of training materials. Ensuring prompt escalation whenever required. Prepare appropriate conflict safeguards for client serving teams to address the firm’s ethical obligations. Understand the firm structure, business strategies and service lines of the firm. Deliver on pre-defined individual and team targets including delivering outcomes with quality and completion. Knowledge, skills and experience requirements: Ability to work in a deadline driven environment. Attention to detail. Good analytical skills with a logical mind-set to take right decisions at right time. Ability to successfully multi-task while working independently or in coordination with other professionals Understand and maintain the confidentiality of all information. Interpersonal skills. Good level of written and verbal communication skills. Preferably working experience in a Compliance environment but not mandatory. Must have good working knowledge of MS office. Qualifications, certifications and education requirements: Post Graduate in MBA Finance/Operations Preferably an International Certificate in Enterprise Risk Management or similar

Job Title: Associate Analyst Requesting Function: Core Business Services (CBS) Sub Function: Risk Management Services (RMS - Conflicts) Reports to: Service Delivery Manager Job Purpose: Risk Management Services (RMS”) team plays an important role for EY in addressing the internal risks of the firm associated with accepting new clients or engagements as well as in managing any risks associated with our on-going audit / non audit engagements/clients. Formed in 2007, the RMS team is growing rapidly (1000+ team members) as a Center of Excellence for all standardized risk management related activities that can be efficiently undertaken from Global Delivery Services locations. The role of the Conflicts sub-function in RMS is to identify and address potential conflicts of interest of new or existing engagements. The conflicts process assesses internal EY relationships with the parties involved and provides safeguards to address the threat of potential conflict to an acceptable level. The process also identifies certain matters that need to be considered, or complied with, from an independence perspective, as well as other professional ethical standards and legal or regulatory requirements. What you will do: Develop an understanding of EY Global / local conflict policies and apply them to real situations. Perform initial review of conflict check submissions from EY client serving teams. Identify all the relevant entities related to the engagement and perform analysis. Review findings to identify potential conflicts. Share leading practices and support seniors in the development of training materials. Ensuring prompt escalation whenever required. Prepare appropriate conflict safeguards for client serving teams to address the firm’s ethical obligations. Understand the firm structure, business strategies and service lines of the firm. Deliver on pre-defined individual and team targets including delivering outcomes with quality and completion. Knowledge, skills and experience requirements: Ability to work in a deadline driven environment. Attention to detail. Good analytical skills with a logical mind-set to take right decisions at right time. Ability to successfully multi-task while working independently or in coordination with other professionals Understand and maintain the confidentiality of all information. Interpersonal skills. Good level of written and verbal communication skills. Preferably working experience in a Compliance environment but not mandatory. Must have good working knowledge of MS office. Qualifications, certifications and education requirements: Post Graduate in MBA Finance/Operations Preferably an International Certificate in Enterprise Risk Management or similar

Skill required: Asset Management - Asset Portfolio Analysis Designation: Capital Markets Operations Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Investment Performance and Analysis is the responsibility unit to measure performance against the benchmark. Manages a team of professionals and staff assigned to report on client portfolio performance and proactively solves for client needs. Manages professionals and/or supervisors is accountable for the performance and results of a team within the department. Executes business plans and contributes to the development of team and area strategy. Decisions are guided by policies, methods, standards, and business plans; receives guidance and oversight from managerYou will be working as a part of Investment Banking team which specializes primarily in selling securities and underwriting the issuance of new equity shares to raise capital funds. They act as intermediaries between security issuers and investors and help new firms to public.Structure and conduct analysis on the business portfolio of a company to assess baseline performance and make suggestions on how to improve overall portfolio performance in part or in whole. What are we looking for Bachelor s degree or the equivalent combination of education and relevant experience AND 2-4 years of total relevant work experience Strong understanding of Portfolio Analysis including performance and attribution calculations methodology Experience in using Factset (B-one, SPAR, and PA) is a plus Experience in using MorningStar Direct, Aladdin or Bloomberg is an advantage Strong Excel Skills and programing Language particularly Power query or SQL is high desirableStrong understanding of various investment processes (equity, fixed income, multi assets and alternative)Well rounded knowledge of Asset Management operational work flowsHighly organized and proactiveAbility to multi task and with strong attention to detailAbility to interact and communicate effectivelyAbility to work in a high-pressure environment with tight deadlinesAudit and controls focusedMust be a team player Roles and Responsibilities: As a performance analyst, you will be focused on ensuring the accurate and timely delivery of investment performance and analytical reporting for various statekeholders that include Portfolio Managers, Client Groups (Sales and Marketing) and Senior ManagementReview performance and portfolio analytics for use in client reportsAttend to queries on fund and / or attribution resultsAttend to requests from fund managers, client portfolio managers, sales & marketing on performance and attributionProduce peer fund comparison analysis based on MorningStar DirectProvide support to the Transition team and the salles team for all transition activities (onboarding of new funds, asset transfer, fund termination, etc)Manage the performance specific change process with our partners (includes raising change requests, follow-up, testing and validations)Maintain the list of GIPs composite and provide assurance that the firms complies with GIPs standardsMaintain stakeholder relationships and manage expectationsIdentify and execute continuous process improvement and automationsMaintain Portfolio data to ensure accurate performance calculations Qualification Any Graduation

Skill required: Asset Management - Asset Portfolio Analysis Designation: Capital Markets Operations Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Manages a team of professionals and staff assigned to report on client portfolio performance and proactively solves for client needs. Investment Performance and Analysis is the responsibility unit to measure performance against the benchmark. Manages professionals and/or supervisors is accountable for the performance and results of a team within the department. Executes business plans and contributes to the development of team and area strategy. Decisions are guided by policies, methods, standards, and business plans; receives guidance and oversight from manager.You will be working as a part of Investment Banking team which specializes primarily in selling securities and underwriting the issuance of new equity shares to raise capital funds. They act as intermediaries between security issuers and investors and help new firms to public.Structure and conduct analysis on the business portfolio of a company to assess baseline performance and make suggestions on how to improve overall portfolio performance in part or in whole. What are we looking for Bachelor s degree or the equivalent combination of education and relevant experience AND 6 years of total relevant work experienceStrong understanding of Portfolio Analysis including performance and attribution calculations methodologyExperience in using Factset (B-one, SPAR, and PA) is a plusExperience in using MorningStar Direct, Aladdin or Bloomberg is an advantageStrong Excel Skills and programing Language particularly Power query or SQL is high desirableGeneral Candidate Attributes:Strong understanding of various investment processes (equity, fixed income, multi assets and alternative)Well rounded knowledge of Asset Management operational work flowsHighly organized and proactiveAbility to multi task and with strong attention to detailAbility to interact and communicate effectivelyAbility to work in a high pressure environment with tight deadlinesAudit and controls focusedMust be a team player Roles and Responsibilities: As a performance analyst, you will be focused on ensuring the accurate and timely delivery of investment performance and analytical reporting for various stakeholder s that include Portfolio Managers, Client Groups (Sales and Marketing) and Senior ManagementReview performance and portfolio analytics for use in client reportsAttend to queries on fund and / or attribution resultsAttend to requests from fund managers, client portfolio managers, sales & marketing on performance and attributionProduce peer fund comparison analysis based on MorningStar DirectProvide support to the Transition team and the salles team for all transition activities (onboarding of new funds, asset transfer, fund termination, etc)Manage the performance specific change process with our partners (includes raising change requests, follow-up, testing and validations)Maintain the list of GIPs composite and provide assurance that the firms complies with GIPs standardsMaintain stakeholder relationships and manage expectationsIdentify and execute continuous process improvement and automationsMaintain Portfolio data to ensure accurate performance calculations Qualification Any Graduation

About Befree : Trusted by over 700 businesses, we are one of the largest bookkeeping companies in Australia & UK. We deliver best practice bookkeeping, accounts and payroll solutions tailored to your business needs. Our services are tailored to your business needs and are designed with a long-term approach. We provide a full range of services bookkeeping and accounting services at a price that wont break your budget. For more details visit : www.befree.com.au The Role of the Paraplanner The Paraplanner role may be broken down into four key parts: A. Preparing andmaintaining the client file B. Preparing recommendations C.Implementing recommendations D. Review A. Preparing and maintaining the client file : GenerallytheFinancialPlannershouldcollectthequalitativeinformation(clientattitudes,life goalsetc)leavingtheparaplannertocollectallthequantitativedetailedinformationrequiredto compile afinancialplan. The Paraplannermay attendclientmeetings. Specific activities include: Check all compliance paperwork is present Confirm client risk profile is determined Discuss client objectiveswith planner Identifyandobtaintheinformationnecessarytocompilefinancialcash flowforecast Compiledraftnetworthstatement;incomeandexpenditurestatementsandfinancial cash flowforecastanddiscusswithplanner. B. Preparing recommendations: Identify areas for planning Undertake research bothindependently and with the Financial Planner to identify suitable solutions tomeet the clients needs Prepare information/comparisons for analysis byplanner Liaise with clients providers. Consider current and future allocation of assets for investment strategy with regard to client riskprofile Generate quotes and illustration online from respective providers Generate quotes and illustration Online from respective providers Prepare draft recommendation reports to be discussed/signed off by planner. C. Implementing recommendations: Prepare suitability letters in accordance with the agreed recommendations Complete application / proposals forms Ensure all compliance paperwork is in order Make changes to clients investments as instructed Implement the chosen investment strategies Learn and execute the re-registration processes D. Review Actasmainpointofcontactanddealeffectivelywithqueriesfromclientsandotherparties through effectivecommunication Establishandbuildstrongrelationshipswithclientsandattendclientmeetingswith planner if required Preparing client valuations Organise future planning meetings with client Review investment portfolio, asset allocation, risk profile etc Sendplanningfigurestoclientforupdateandrevisioninpreparationfornextmeeting Initiate review meetings with clients Liaise with providers for fund valuations Key skills/Experience Required Understanding of the Financial Planning process Experience 2 years and above Masters & Bachelores degree in business Finance, M.Com, CFP or a related field Ability to achieve agreed outcomes without supervision Priorities and plan own workload Detailed and accurate Quick adaptability of learning clients back office and analytical systems. Articulate Excellent interpersonal skills, both written and verbal Ability to multi task and prioritize effectively Good IT skills Good report writing skills candidates should be ready to adapt all other duties that the company sees fit and relevant to the business requirements. Desirable Broad knowledge of financial services world High level of technical knowledge As the UK market is always demanding for quality work, you should continuously upgrade your knowledge through continuous reading (in free time) or with the help of your seniors. Job Timings: 10:30 AM To 7:30 PM (1st sat ,3rd sat & 5th sat off) Salary: As per Industry standards.

Job Description: We are looking for a highly motivated and analytical professional to join our Strategy & M&A team. The ideal candidate will support strategic planning and execution of inorganic growth initiatives, including mergers and acquisitions. Key Responsibilities: Conduct market and industry research to support strategic planning and inorganic growth opportunities. Assist in executing the annual strategy exercise through data analysis, benchmarking, and leadership presentation preparation. Identify and evaluate potential M&A opportunities, assist in initial screening, financial analysis, and valuation. Build and maintain financial models to assess target performance and perform scenario analysis. Track the M&A pipeline and monitor sectoral activity relevant to the business. Develop high-quality presentations and dashboards to communicate strategic insights and business updates. Collaborate with internal stakeholders (Finance, Operations, HR, Legal) and external advisors throughout M&A processes. Support post-merger integration planning and execution, where applicable. Desired Candidate Profile: Strong analytical and financial modeling skills. Prior experience in strategy, consulting, corporate finance, or M&A is preferred. Excellent communication and presentation skills. Ability to work collaboratively across functions and with senior leadership.

Job Title : Deputy Manager - Strategy & M&A Analyst Job Description We are seeking a highly driven and detail-oriented Strategy & M&A Analyst to join our team. The ideal candidate will support strategic initiatives, M&A activities, and data-driven planning to enable business growth and transformation. Key Responsibilities Conduct market and industry research to support strategic planning and inorganic growth opportunities Support execution of the annual strategy exercise including data analysis, benchmarking, and preparation of leadership presentations Identify and evaluate potential M&A opportunities, assist in initial screening and strategic transaction support Conduct financial analysis and valuation (DCF, comparable comps, scenario analysis) Build financial models to assess target performance and conduct scenario planning Track the M&A pipeline and monitor relevant sectoral activity Develop dashboards and presentations to communicate strategic insights to leadership Collaborate with internal teams (Finance, Operations, HR, Legal) and external advisors during M&A processes Support post-merger integration where applicable M&A Advisory / Investment Banking / Corporate M&A / Strategy Consulting Private Equity / Venture Capital / Buyside Experience KPO / Analytics firms (focus on M&A, equity research, or valuation) Analytics / Ratings firms (deal advisory, financial modeling, or sector research) Skills & Competencies Strong written and verbal communication skills Ability to handle multiple projects and meet deadlines Strong attention to detail and analytical rigor Comfortable working in cross-functional teams Hands-on experience in market/industry/sector research Advanced Excel and PowerPoint proficiency Experience in developing dashboards and leadership presentations Knowledge of data visualization tools such as Power BI or Tableau (preferred) Background in manufacturing, automotive, or industrial sectors is a plus

DICKEY ASSET MANAGEMENT PRIVATE LIMITED Job Description for Financial Analyst :- The DHFIN Group comprises of three verticals - Asset Management, Alternative Investment Fund and Financial Advisory. We provide comprehensive financial and advisory services to corporates at various stages of their lifecycle. Our core services constitute buyout and management of stressed assets, the revival of companies under insolvency and liquidation. (website - www.dhfin.in) Office Location : DLF Building No. 5, Epitome Tower B, Phase II, DLF Cyber City, Gurugram, Haryana. Timings: 10:00 AM to 6:30 PM. Working Days: Monday to Saturday (except Second and Forth Saturdays) Expected Date of Joining: Immediate joining Probation Period: 6 months Job Description: We are seeking a highly skilled and detail-oriented Financial Analyst to join our team. The successful candidate will be responsible for analyzing financial data, preparing financial reports, and providing insights to support business decisions. This is a critical role that requires strong analytical and problem-solving skills, as well as excellent communication and interpersonal skills. Key Responsibilities: 1. Perform financial forecasting, reporting, and operational metrics tracking. 2. Analyze financial data, create financial models, and Credit Notes for decision support. 3. Report on financial performance and prepare for regular leadership reviews. 4. Analyze past results, perform variance analysis, identify trends, and make recommendations for improvements. 5. Work closely with the team to ensure accurate financial reporting. 6. Evaluate financial performance by comparing and analyzing actual results with plans and forecasts. 7. Provide analysis of trends and forecasts and recommend actions for optimization. 8. Recommend actions by analyzing and interpreting data and making comparative analyses. 9. Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools, and Excel dashboards. 10. Increase productivity by developing automated reporting / forecasting tools. 11. Perform market research, data mining, business intelligence, and valuation comps. 12. Maintain a strong financial analysis foundation creating forecasts and models. 13. Proficiency with Microsoft Excel is mentioned in virtually any financial analyst job description. 14. Candidates should be well versed in the concepts of Macroeconomics, Statistics, and Probability. Candidates should have: 1. Masters degree in Finance, Accounting, or related field/Qualified CA 2. Minimum 2-3 years of experience in finance, accounting, or a related field. 3. Strong analytical and problem-solving skills. 4. Excellent communication and interpersonal skills. 5. Ability to work independently and as part of a team. 6. Strong attention to detail and organizational skills. 7. Proficiency in financial software, such as Excel, Financial Planning and Analysis (FP&A) tools, and accounting systems. 8. NISM-XIX-C/D certification will be preferred. 9. Strong knowledge of financial concepts, including financial statement analysis, budgeting, forecasting, and financial modeling. 10. Knowledge on Investment Analysis and Investment Strategies in stressed assets, other ARCs and AIFs. 11. Working knowledge of financial transactions and corporate structures 12. Willing to travel out station occasionally. Benefits: Competitive salary package Provident Fund, Health insurance, mobile bill re-imbursement and other benefits Opportunities for professional development and growth Dynamic and collaborative work environment 2 leaves Per month till probation period. If you meet the above qualifications and are eager to contribute to a dynamic finance team within a corporate and alternative investment Fund, we encourage you to apply by sending your CV to hr@dhfin.in

Role & responsibilities As a Project Executive (Content Writer) at Cognus Technology, you will play a key role in crafting high-quality, well-researched academic content specifically in the Finance and Medical domains. Youll be responsible for understanding client requirements, conducting in-depth research, and delivering original, insightful content aligned with academic standards. This role is ideal for candidates with a passion for research, strong analytical thinking, and the ability to simplify complex concepts into clear, structured academic documents. Key Responsibilities: Research & Content Creation: Conduct comprehensive research on topics related to Finance and Medical domains. Create clear, structured, and academically sound content tailored to client briefs. Project Management: Handle multiple writing projects efficiently while adhering to deadlines and maintaining content quality. Quality Control: Review, revise, and proofread content to ensure it meets academic standards, includes proper citations, and is plagiarism-free. Client Communication: Interact with clients to gather project requirements, clarify expectations, and provide regular updates. Guideline Adherence: Ensure all work aligns with internal quality benchmarks and academic writing norms. Team Collaboration: Work closely with editors and fellow writers to enhance content quality and meet client satisfaction. Preferred candidate profile Strong domain knowledge in Finance or Medical/Pharma . Excellent research and analytical abilities. Impeccable written English with a focus on academic tone and structure. Time management skills to handle multiple projects. Keen eye for detail and accuracy in writing. Benefits: Dynamic, collaborative work environment Continuous professional development Flexible working hours Supportive team culture Gaming Zone for breaks and recreation In-house Cafeteria