152 Financial Research Jobs - Page 2

The job involves conducting industry and financial research to analyze and estimate revenue of banks at the most granular level possible and thereafter providing benchmarking analysis and contributing to internal knowledge building efforts. Typical projects will involve gathering, analyzing, synthesizing and presenting data using structured methodologies and frameworks. Projects may take couple of days to several weeks for completion. Key responsibilities involve: Estimate granular, product level revenue metrics for banks and create market size estimates for Transaction banking, Lending and Securities Service products Build relationships between macroeconomic indicators and performance metrics to arrive at forecasts/ estimates for the above KPIs Update and restructure revenue data based on qualitative and quantitative information from Coalition contacts in the banking industry Build and update databases in Excel and/or customized applications Explain, defend and customize Coalition analysis to support key client initiatives in 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. on-line databases, internet, external researchers etc.). Communicate research results through the creation of structured end-products (spreadsheets, reports, presentations etc.) Complete ad hoc research requests, knowledge building and business development projects as necessary Manage and/ or work with expanded team members while working on multiple projects REQUIRED EXPERIENCE AND SKILLS The successful candidate will have to demonstrate the following skills, experience and attributes likely to have been gained over two to four years relevant experience: MBA or post graduate degree in finance, business management, statistics, economics or similar analytical fields. Professional certifications like CFA, FRM, CAIA etc. would be an added advantage. Strong quantitative skills, an analytical mind and an ability to work with significant amounts of data, both numerical and qualitative Ability to take decisions while working with unstructured and limited information Responsible attitude and ability to complete tasks proactively and in a timely manner Well - developed interpersonal and active listening skills Prior experience of 2 years or more in financial research / analytics Sound knowledge of Transaction Banking products preferred A strong degree of independence and self-motivation Fluency in spoken and written English is essential Excellent working skills with MS office tools, especially good at advanced Excel and PowerPoint Working knowledge of professional information services like Bloomberg, Thomson Reuters etc preferred

About this role: Wells Fargo is seeking a Finance Analyst for the INTL Financial Planning & Analysis (FP&A) team operating out of Hyderabad, India in EGS support. The candidate will collaborate with Markets Trading and Sales, Banking, and regional business teams as well as with finance colleagues across international to deliver on the firms strategic priorities, lead business analysis, forecasting and planning, inform decision-making and communicate effectively with key stakeholders, including global teams across Finance In this role, you will: Participate in functions related to financial research and reporting Forecast analysis of key metrics, as well as other financial consulting related to business performance, operating and strategic reviews Identify opportunities for process improvements within the scope of responsibilities Research moderate to complex financial data in support of management decision-making for a business Create and communicate various activities such as product pricing, product, and portfolio performance Exercise independent judgment to guide key metrics forecasting, closing data and validation Present recommendations for resolving all aspects of delivering key forecasting projections as well as financial reporting to support monthly and quarterly forecasting Develop expertise on reporting that meets brand standards and internal control standards Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Required Qualifications: 2+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Provide support to INTL Markets and Banking LOB including analysis over intercompany cost allocations Support INTL Markets and Banking Business Leaders on ad-hoc requests, key regional deliverables, new initiatives, and projects Markets reporting from Essbase and Management ledger. Understand, manage and simplify complex regional management reporting including Monthly Management reporting, weekly and daily revenue reports. Enhance sales credit reporting e.g. to include customer segmentation to improve reporting quality. Enhance Direct Cost Reporting and Forecasting to drive cost efficiency Provide detailed variance analysis to actuals and prior forecast Develop processes and infrastructure controls to ensure ongoing compliance with all relevant Wells Fargo's policies and procedures. This includes representing Finance teams in various projects, activities and forums Complete monthly INTL management hierarchy reviews and communicate update (if any) to Central FP&A team including identification of new cost centers and changes in structure Ensure all models & EUCT are identified and documentation complete including identification of key controls to mitigate risk of errors Job Expectations: Exposure to Financial Services business finance reporting FP&A Central consolidation exposure for multiple regions/business Progressive track record of management reporting experience with familiarity of running and or working in a geographical diverse team Strong interpersonal and communication skills, including the ability to give presentations and briefings Strong analytical, reporting and presentation skills AutomationSimplification exposure e.g. Alteryx, Power BI Hyperion (Essbase) skills

Responsibilities: * Conduct academic research using various sources * Present findings clearly and concisely * Analyze data and draw meaningful conclusions * Collaborate with subject matter experts when necessary Accessible workspace Over time allowance Annual bonus Performance bonus Retention bonus Provident fund

Qualifications : Experience required: Relevant experience in requirement gathering, financial modelling, cash flow preparation etc. Must Haves: Immediate Joiners are preferred. Good communication skill. Good command on Excel and financial modelling. Good command on Power point. Key Roles & Responsibilities: Assist Senior members of team at every stage of deal from sourcing to conclusion Requirement gathering & preparation of financial model as required during various stage of deal Preparation of various presentations, Information memorandums and deck as & when required for deal origination, sourcing and conclusion Co-ordination between clients, financial institutions for day-to-day service, compliance for Real Estate Developers Deal origination with help of senior member of teams Accompany senior members of the team for meetings as & when required to assist

Seeking candidates from equity research domain with 3 to 7 Years of experience Contact/Whatsapp +919154254764 / evelyn@livecjobs.com *JOB IN HYDERABAD/ GURUGRAM* Required Candidate profile - Education MBA/CFA/CA from tier 1 colleges - Expertise in building financial models and perform valuations-related analysis - Candidates from Oil & Gas sector will be highly preferred

Role & responsibilities Conduct in-depth research and due diligence on mutual funds across categories equity, debt, hybrid, etc. Evaluate fund performance, risk metrics, strategy, TER , and fund manager track records. Develop model portfolios suited to different risk profiles and investment needs Monitor market trends, SEBI/AMFI regulations , and fund industry developments. Assist in empanelment of new AMCs and products on the NJ platform. Create and maintain research reports, fact sheets , and presentations for distributor education. Compare funds against benchmarks and peers to identify relative strengths and weaknesses. Prepare research reports, fact sheets, presentations, and monthly/quarterly fund review notes. Support the sales and distribution team with insights, training, and investor communication strategies. Periodically review and track recommended fund performance and suggest changes where required. Desired Qualifications & Experience: MBA (Finance), CFA preferred (completed or in progress). 10+ years of experience in mutual fund research, investment analysis, or portfolio advisory . Strong understanding of the Indian mutual fund landscape and regulatory frameworks (SEBI, AMFI). Familiarity with tools like Excel, Value Research, Morningstar India, Bloomberg . Skills That Matter: Strong analytical and communication skills (written & verbal). Ability to translate research into distributor-friendly recommendations . Collaborative, client-centric, and solution-oriented approach. Comfort working in a fast-paced, distributor-driven ecosystem.

Job description We have a vacancy with below details, Role : Research analyst Experience -2-6 Notice Period : Immediate Joiners-45 day Interview Mode : virtual Work Mode :WFO Role & responsibilities Create high quality company profiles, comparable analysis, company and industry, credit reports and newsletters. Understand advanced modeling tenets and build, maintain / populate financial models for the client. Scoping of new projects and Prepare methodology for the project. Service all regular and customized client requests Attend client calls, interact with clients frequently. Financial, equity research with a reputed research firm or financial analytics experience in a bank, financial services firm, etc. Provide high quality, real-time research assistance to bankers / consultants in support of client projects. Provide support to Investment Banks, Consulting firms and other financial institutions in various valuation and data research functions. Perform high quality research including but not limited to the online retrieval of financial information, company fundamentals, and market data as well as performing basic research functions using secondary databases, outside sources and academics. Provide support in various valuations including preparing, maintaining, and analyzing valuation models and accounting and finance issues. Attend client calls, interact with clients frequently, and carry out quality checks. Prepare work instruction manuals and training modules as needed . Excellent knowledge of working on databases like Bloomberg, CapIQ, Eikon Good knowledge of the concepts in finance and accounting Good analytical Skills Good verbal and written communication Client relationship management MBA / CA / Masters Commerce or any other degree that is considered suitable to perform the required function • Ability to work flexible schedule during day, night and weekend shifts

Lead research on banking sector companies in Qatar Build and maintain complex financial models with accurate financial linkages Present findings and respond to client queries confidently Maintain MIS reports for clients and internal use

Role & responsibilities Deliver classroom-based sessions in Navi Mumbai or Pune (based on location preference) Conduct structured lessons aligned with the CFA Level 1 curriculum and Financial Modeling syllabus Provide conceptual clarity, real-world examples, and hands-on Excel training Clarify student doubts during and after sessions Track student progress and provide feedback Collaborate with the MentorMeCareers team to ensure high-quality delivery Occasionally conduct assessments, mock exams, or interview prep workshops Preferred candidate profile For CFA Level 1 Trainer: Passed CFA Level 2 or Level 3 (preferred) Strong grip over Ethics, Quantitative Methods, FRA, Equity, and Portfolio Management Prior teaching or mentoring experience preferred For Financial Modeling Trainer: CA/CFA/MBA Finance or equivalent qualification Proficient in Excel, Financial Statements, DCF, Comps, LBO (added advantage) Prior corporate or teaching experience in financial modeling is a plus

Primary Roles & Responsibilities: Conducting extensive research on companies, and industries. Gathering the right intelligent information from different credible sources. Connecting with the companies to conduct interviews to gather information. Research of data in a timely and accurate manner while aligning with the relevant research guidelines. Preparing in-depth & comprehensive reports and documents containing company profiles. Doing risk assessment and financial analysis of the Companies. Assigning company ratings as per the D&B guidelines. Proactively providing support for internal initiatives and different departments as and when required. Taking complete ownership of the work assigned. Efficiently organizing, storing, and analyzing data with attention to security and confidentiality. Required Skills & Personal Attributes: Possess excellent inter-personal and well-developed communication skills, in particular questioning and listening skill. Market Research, Primary Research, Secondary Research, Financial Research, Equity Research, Company profiling, Company performance analysis Good analytical and research skills. Paying attention to detail and delivering activities on time. Knowledge in MS Office Suite (PowerPoint, Word, Excel, MS Project, Visio etc.). Ability to work with teams in a timeline driven high-pressure environment. Sound time management skills. Self-driven with a high level of motivation and energy; a strong can do attitude; ability and willingness to work in a dynamic set-up with maturity and flexibility. Ability to pro-actively identify ways to contribute to firms goals & mission. Applying critical thinking to analyze issues. Leading multiple tasks and activities at a time. Able to work effectively independently .

Join us as an Assistant Vice President (AVP) Research where you play a crucial role in making informed investment decisions. Our Research team is dedicated to producing proprietary products, differentiated market analysis, and actionable investment ideas for sophisticated investors worldwide. We strive to integrate research disciplines, asset classes, and geographies to provide a comprehensive view of the financial landscape. As an AVP Research, your primary responsibility will be to leverage alternative data and data science methods in collaboration with finance domain experts to enhance financial research. You will also focus on developing and refining methods and infrastructure to streamline research production, ultimately increasing our efficiency over time. This will involve creating software solutions to automate repetitive analyses for team-wide access. Additionally, you will engage in long-term projects aimed at enhancing our research capabilities, such as developing neural language models and pioneering new bias adjustment methods. Successful candidates for this role must possess strong interpersonal skills as they will work closely with global team members and analysts. Effective communication of technical concepts to both technical and non-technical audiences through written and oral channels is essential for this position. Key Responsibilities: - Collaborate on short research projects for publication on Barclays research platform. - Integrate new data sets and develop software to optimize their usability. - Inform analysis designs, particularly in causal and statistical inference. - Apply machine learning methods strategically to enhance research outcomes. - Propose and implement innovative methods for longer-term projects with high potential impact on financial research. Desirable Skillsets: - Proficiency in data analysis and machine learning. - Familiarity with data pipelining, automation, PySpark, SQL, and statistical applications. - Strong communication skills demonstrated through written publications. - Expertise in causal and statistical inference, including observational causal designs. - Previous experience in large-scale text analysis or geolocation data analysis. - Background in quantitative finance. Location: Nirlon Knowledge Park, Mumbai. This role is classified as a Certified position under the PRA & UK Financial Conduct Authority regulations, potentially requiring mandatory regulatory qualifications or minimum internal benchmarks. Purpose of the Role: To deliver differentiated market insights and actionable ideas through research to Barclays Clients. Key Accountabilities: - Analyze market, sector, corporate, and economic data to formulate investment theses for coverage universe. - Present research views to clients through various channels including face-to-face interactions, events, and written communications. - Engage with internal stakeholders to raise awareness of research insights. - Provide insights and research views to internal clients to navigate financial markets effectively. - Collaborate with compliance and supervisory analysts to ensure compliant delivery of research. Assistant Vice President Expectations: - Advise and influence decision-making, contribute to policy development, and ensure operational effectiveness. - Lead complex tasks, setting objectives, coaching employees, and driving performance outcomes. - Foster a collaborative environment, provide guidance on assignments, and identify new directions for projects. - Consult on complex issues, mitigate risks, and develop policies to enhance control and governance. - Engage in detailed data analysis, communicate complex information effectively, and influence stakeholders to achieve desired outcomes. All colleagues are expected to uphold Barclays Values of Respect, Integrity, Service, Excellence, and Stewardship, as well as demonstrate the Barclays Mindset of Empower, Challenge, and Drive.,

Join us as an Assistant Vice President (AVP) Research where you will play a crucial role in making the best investment decisions. Our Research vision revolves around differentiation and integration, where we strive to provide proprietary products, unique market analysis, and actionable investment ideas to sophisticated investors across the globe. We integrate research disciplines, asset classes, and geographies to deliver comprehensive insights. As an AVP Research, your primary responsibility will be to utilize alternative data and data science methods in collaboration with finance domain experts to enhance financial research. You will focus on developing methods and infrastructure to enhance research productivity by creating software for repeatable analysis that can be shared within the team. Additionally, you will work on long-term projects aimed at improving our capabilities, such as developing neural language models on text and innovating bias adjustment methods. To excel in this role, you must possess strong interpersonal skills as data scientists work closely with global team members and analysts. Clear communication of technical concepts to both technical and non-technical audiences through written and oral channels is essential for success. Key responsibilities include collaborating on short research projects for publication, onboarding new data sets, informing analysis designs, applying ML methods strategically, and ideating and executing novel methods for longer-term projects. Desirable skillsets include strong data analysis and ML skills, understanding of data pipelining and automation, expertise in statistics for research design, and experience in large-scale text or geolocation data analysis. This role is based in Nirlon Knowledge Park, Mumbai, and is certified under the PRA & UK Financial Conduct Authority regulations. You will be responsible for producing and delivering research with differentiated market insights and actionable ideas to Barclays Clients. Your accountabilities include analyzing market data, presenting research views to clients, engaging with stakeholders, providing insights to internal clients, and ensuring compliance in research production and delivery. As an Assistant Vice President, you are expected to advise and influence decision-making, lead a team, set objectives, coach employees, and demonstrate leadership behaviours. You will collaborate with other functions, guide team members, consult on complex issues, mitigate risks, and contribute to the governance agenda. Additionally, you will engage in complex data analysis, communicate complex information, and influence stakeholders to achieve desired outcomes. All colleagues are expected to uphold the Barclays Values of Respect, Integrity, Service, Excellence, and Stewardship, as well as demonstrate the Barclays Mindset of Empower, Challenge, and Drive.,

As a member of the team at EduCore, a fast-growing boutique investment banking firm specializing in the education and real estate sectors in India and the GCC, you will have the opportunity to contribute to high-profile transactions such as school and university sale-leasebacks, M&A, and capital raises. Our goal is to establish ourselves as the leading advisor in these sectors by providing in-depth sector insights, exceptional execution, and global reach. Your responsibilities will include assisting in the execution of live M&A, fundraising, and structured finance transactions. You will be expected to conduct industry, financial, and investor research, with a focus on K-12, higher education, edtech, and education infrastructure. Additionally, you will be involved in preparing investment memos, pitch decks, and client presentations, as well as supporting the development of detailed financial models and valuation analyses. Your participation in internal strategy discussions and contribution to idea generation across education and real estate will be crucial to our success. Keeping track of market trends, comparable deals, and relevant investor movements in the sector will also be part of your role. We are seeking students or recent graduates from prestigious institutions such as IIMs, IITs, ISB, SRCC, with a preference for CA or CFA candidates. Candidates with a strong interest in investment banking, private equity, or sector-focused advisory are encouraged to apply. Excellent analytical skills and proficiency in Excel and PowerPoint are essential, along with the ability to work independently in a dynamic and entrepreneurial environment. Strong written and verbal communication skills are valued, and prior internships in IB, consulting, or real estate finance will be considered a plus. In return, you will gain exposure to real deals and live client situations in the Indian and GCC markets. You will receive mentorship from senior bankers and have the opportunity to build tangible credentials. Based on performance, there is potential for a full-time role with EduCore, and successful completion of your time with us will be recognized with a certificate and a letter of recommendation.,

Work on high level financial models,investment deck and business performance reports Support strategic projects,business research and prepare board-level presentations,investor reports and CEO briefing Assist in planning,tracking fundraise activities Required Candidate profile MBA (Finance) students or recent graduates Excellent financial modeling, data analysis, and reporting skills Strong communication and executive presence Potential for PPO based on performance

Candidate should have experience into AML, KYC, Transaction Monitoring, CDD & EDD, Fraud, Disputes, Insurance, Underwriting, Secondary Research, Financial Research, PPT, Banking Knowledge, Mortgage, Loan Processing, Trade Finance, Payments, Editorial Services, Market Research. Perform all duties within team and personal targets. Meet or exceed performance targets, including quality assurance scores, customer satisfaction ratings, and response times. Monitor and action assigned queue. Perform all duties within team and personal targets. Candidate should be able to work under pressure. Must be comfortable with 24*7 work environment especially night shifts. Qualifications Graduate and Under Graduate Additional Information Nigh Shifts/Rotational Shifts

Candidate should have experience into AML, KYC, Transaction Monitoring, CDD & EDD, Fraud, Disputes, Insurance, Underwriting, Secondary Research, Financial Research, PPT, Banking Knowledge, Mortgage, Loan Processing, Trade Finance, Payments, Editorial Services, Market Research. Perform all duties within team and personal targets. Meet or exceed performance targets, including quality assurance scores, customer satisfaction ratings, and response times. Monitor and action assigned queue. Perform all duties within team and personal targets. Candidate should be able to work under pressure. Must be comfortable with 24*7 work environment especially night shifts. Qualifications Graduate and Under Graduate Additional Information Nigh Shifts/Rotational Shifts

Responsibilities * Conduct primary, secondary research on gender equality, GEDSI, finance, labour, sustainability, innovation, sector trend * Write reports with actionable recommendations * Collaborate on initiatives * research methods qualification

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 4 Years exp in M End to End Merger and Acquisitions Analytical, combining both quantitative & qualitative skills Practical knowledge of FactSet, Capital IQ, Bloomberg CFA preferred

Work on high level financial models,investment deck and business performance reports Support strategic projects,business research and prepare board-level presentations,investor reports and CEO briefing Assist in planning,tracking fundraise activities Required Candidate profile MBA (Finance) students or recent graduates Excellent financial modeling, data analysis, and reporting skills Strong communication and executive presence Potential for PPO based on performance

Accountable for creating presentations, financial models, and reports. International travel for understanding. Gather client info for project sheets. Prepare financial statements (BS, P&L, CFS) to forecast financials. Research foreign currency debt.

The ideal candidate for this role should have a strong belief in possessing a suitable background before applying. For speculative applications for other positions, kindly send your CV to axience.central@axience.com with the subject Speculative Opportunity Application. Axience is a professional business services firm committed to providing Integrated Bespoke Solutions for clients. Specializing in high-quality bespoke financial and business research services, Axience has built a strong reputation in the industry with a dedicated clientele, board, and management team. The main office is located in Mumbai, supported by satellite capabilities in various parts of the world. Within the Financial Research vertical, Axience serves clients in the financial services industry, including private and public market investors, family offices, and investment banks. The scope of services includes investment analysis, financial modeling, valuation, ongoing analyst support for buy-side clients, and equity/credit research for sell-side clients. The company takes pride in delivering exceptional quality and value, offering growth opportunities for experienced professionals. The position of Associate Director/Director; Acting Co-Head, Delivery and Operations at Axience requires an experienced professional with strong execution and leadership skills in third party KPOs or financial services/consulting/research agencies captives. The ideal candidate should have a background in financial research and business/market research, with a focus on one of the areas. The responsibilities include operational and delivery leadership, client management, project planning and execution, hiring, training, development, and business growth strategies. Candidates with core experience in Financial Research are preferred, particularly those who can also handle Business Research clients/engagements. Skillsets needed for Business Research include managing research and consulting projects for corporates and professional services firms, covering a range of project types such as market studies, competitor analysis, and sector reports. The desired candidate should have advanced education from reputable institutions, exceptional academic performance, significant work experience in financial research and related fields, exposure to international environments, and a high aptitude level. A GMAT score of 700+ or an equivalent aptitude test may be required. Interested candidates meeting the qualifications and criteria are encouraged to send their CV and Cover Letter to axience.central@axience.com.,

As a Financial Research Intern at our organization, you will have the opportunity to work closely with our Founder, Salonee Sanghvi, a fourth-generation financial professional with over 20 years of experience in the financial services industry. Our company, My Wealth Guide, was established with a vision to enhance financial literacy and provide transparent financial advice to individuals from all walks of life. Your primary responsibilities will involve conducting in-depth research across various financial products such as insurance, gold, bonds, mutual funds, as well as analyzing cutting-edge investment and F&O strategies. You will also be responsible for gathering and presenting data related to the Indian financial markets. In return for your contributions, we offer a monthly stipend of 7K along with valuable learning opportunities. This internship program has a duration of 4-6 months, requiring a minimum commitment of 45 hours per week. By taking on this role, you will have the chance to develop into a top 1% capital markets professional and investment researcher. We are seeking individuals with a proven track record of working with large datasets and numbers, advanced proficiency in MS Excel, exceptional attention to detail, and a diligent work ethic. The ability to thrive in an unstructured work environment and a strong desire to expand your knowledge are highly valued qualities in potential candidates. If you believe that you possess the skills and characteristics we are looking for, please send us an email at hr@hlinvestrade.com expressing your interest and briefly explaining why you would be a good fit for this role. This is a full-time internship position with a contract length of 4 months. As part of our commitment to promoting work-life balance, we offer a flexible work schedule and the option to work from home. The role is based on a day shift and requires a minimum educational qualification of Higher Secondary (12th Pass). Join us in our mission to empower individuals to achieve financial independence and reach their goals through informed decision-making in the realm of personal finance. Visit www.mywealthguide.com to learn more about our organization and the impactful work we do.,

We re interested in hiring a responsible individual and a pro-active Prompt Engineer to join our team, focused on developing intelligent systems for financial use cases. This role is ideal for professionals with deep experience working with different prompt engineering techniques and a strong command of company financials. Youll be responsible for designing prompts and fine tuning the results for financial data. Job Responsibilities: Design, test, and optimize prompts for financial document summarization, statement analysis, KPIs, forecasting, and regulatory compliance tasks. Manage prompt routing, context injection, and response formatting. Perform quantitative and qualitative evaluations of model outputs for precision, consistency, and factual integrity; implement prompt evaluation pipelines. Convey insights through both reports and visual presentations. Engage with managers from various departments to specify data requirements for analysis projects tailored to their unique business processes. Skills and Qualifications: A master s in business administration in finance/ CA/ CFA or a comparable discipline is required, and course in prompt engineer. Hands-on experience working with Gen AI Models. Working knowledge of financial statements , ratios , and reporting logic . Strong grasp of prompt engineering patterns Additional Skills: Experience with vector databases and embedding models. Understanding of token management, rate limits, and model lifecycle strategies in production.

Join us as an AVP Research " you make the best investment decisions. Our Research vision is best described as differentiation and integration - we produce proprietary products, differentiated market analysis and actionable investment ideas to sophisticated investors around the globe, integrated across research disciplines, asset classes and geographies. To be successful as an AVP Research primary responsibility of the research data scientist is to use alternative data and data science methods to inform financial research collaboratively with finance domain experts. The secondary responsibility is to continue developing our methods and infrastructure for producing this research, and thereby increase our productivity over time. This is mainly done by encapsulating repeatable analysis in software which can be shared with the team. Another secondary responsibility is to work on longer-term projects to improve our capabilities, e.g. by developing neural language models on text, innovating new bias adjustment methods, and similar. You may be assessed on the key critical skills relevant for success in role, Data scientists need strong interpersonal skills. They will work closely with global team members and analysts and will need to act professionally and communicate technical concepts clearly to both technical and non-technical audiences in both written and oral communications. Basic/ Essential Qualifications: Collaborate on short (typically a few weeks) research projects for publication on Barclays research platform. Onboard new data sets and write software to make them usable. Inform analysis designs, especially with regard to causal and statistical inference. Understand and apply your understanding of selection bias in alternative data sets. Apply ML methods tactically, improving research deliverables without slowing down the research process. Ideate and execute novel methods for longer term projects (typically a few months) with high novelty and potential impact on financial research. Desirable skillsets/ good to have: Strong data analysis and ML skills. A basic understanding of data pipelining and automation, with experience using PySpark on large data sets (over 1B data points) and SQL for data extraction. Strong understanding of the application of statistics to research design Strong communication skills, especially if evidenced by past writing (e.g. blog posts, articles, etc.) Strong skills with causal and statistical inference, including observational causal designs. Past experience with large scale text analysis or geolocation data analysis Experience in quantitative finance. This role will be based out of Nirlon Knowledge Park, Mumbai. This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks Purpose of the role To produce and deliver Research with differentiated market insights and actionable ideas to Barclays Clients. Accountabilities Analysis of market, sector, corporate and/or economic data to help develop investment theses for your coverage universe to produce best in class Research. Research may range from individual company or sector notes, through to long dated thematic reports. Presentation of Research views to Barclays Clients; this can be through direct, face to face and virtual interactions, Research hosted events and written communications. Engagement with Markets, Client Strategy and other stakeholders, to raise awareness of your Research both to Clients and internally. Prioritise interaction with the most relevant and valuable Clients for your Research. Provision of insights and Research views to internal Clients to help them navigate financial markets and risks. Collaboration with the Supervisory Analyst, Compliance and other stakeholders to ensure Research is produced and delivered to Clients and internal stakeholders in a compliant manner. Assistant Vice President Expectations To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions. Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes. Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues. Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda. Take ownership for managing risk and strengthening controls in relation to the work done. Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy. Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively. Communicate complex information. Complex information could include sensitive information or information that is difficult to communicate because of its content or its audience. Influence or convince stakeholders to achieve outcomes.

About this role: Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager. In this role, you will: Participate in performing financial research, underwriting, and structuring of highly complex private banking as well as consumer and mortgage relationships within Commercial Banking Portfolio Management functional area Review and research business financial statements and tax returns that require an in-depth evaluation of multiple factors Resolve moderately complex issues and lead Commercial Banking Portfolio Management team, to meet project deliverables, while leveraging solid understanding of the function, policies, procedures, and compliance requirements Collaborate and consult with Commercial Banking Portfolio Management peers, colleagues, and mid level managers to resolve issues and achieve goals Lead projects and teams or serve as a mentor for less experienced individuals Required Qualifications: 4+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: MBA Finance (mandatory) / CFA/ Chartered Accountants Experience in assessing credit worthiness of the borrowers based on qualitative and quantitative factors. Distinguishes between critical and irrelevant pieces of information. Gathers information from a variety of sources to reach a conclusion. Working Knowledge of Credit Products life cycle specially on commercial loan products. Ability to prepare internal memorandums while identifying and mitigating risk Strong knowledge of preparation and analysis of projected and proforma based financial statements. Strong knowledge on GAAP Accounting International Financial Reporting Standards Sound knowledge of ratio analysis, cash flow, and trend analysis. Should have experience of Financial spreading across all the Industries. Ability to read & analyze financial statements. Should be able to handle subjectivity in the financial analysis and substantiate with reasons. Excellent communication skills. Excellent knowledge of MS office application. Should be flexible to stretch as per business requirement. Able to multi-task to accomplish tasks effectively. Analytic skill. Attention to detail. Ability to work quickly & accurately while maintaining acceptable standards of workmanship. Ability to recognize and escalate to management for any process breaches. Highly motivated with strong organizational. Flexibility to work in different shifts. Ability to succeed in a team environment. Job Expectations: Responsible for performing financial analysis, calculating financial covenants, calculating yield, performing industry analysis, performing revenue analysis and preparing the financing memorandum Responsible for independently handling a variety of complex deals. Response independently to large and complex issues. Works under senior staff on more large and complex deals. Has comprehensive product and industry knowledge. Responsible for analyzing complex companies and industries, conducting credit analysis such as assigning credit rating for portfolios as well as underwriting, and providing reliable QC of junior team members work depending on requirement. Includes end to end responsibility of completing the request received from client includes financial spreading in credit analysis tool, analyzing financial statements, identification of trend and provide financial commentaries on cause and effect on identified trend as per business requirement. Responsible to complete Pro forma adjustments based on the projected financial information for assigning credit rating for underwriting requests. Responsible for Industry analysis, Internal and external risk factors of the borrower and more importantly a superior business writing and good communication skills. Should be able to analyze Companys management and borrower/ guarantors strength & weaknesses. Responsible for assessing the repayment capacity of the highly leveraged Borrowers.