265 Financial Research Jobs - Page 3

- Analyze company/market data - Conduct Secondary research and Summarize business insights - Leverage GenAI for reports - Develop playbooks & briefs - WFH Role

As a Senior Associate in Investment Banking, you will be an integral part of the Financial Modelling and Analytics team, supporting bankers in various areas such as transaction modelling, building valuation models, and creating complex data analysis models to assist senior management in making strategic decisions. Your responsibilities will include developing integrated P&L, Cash Flow, and Balance Sheet models from scratch, testing models following quality control procedures, and communicating research results effectively through structured end-products. To qualify for this role, you must possess a postgraduate degree in Finance, Economics, Accounting (CA), or Business, along with at least 4...

We invest across listed equities, fixed income, real estate, private equity, and emerging opportunities such as AIFs, venture funds, and global exposure. NISM Series XV Research Analyst Certification (preferred but not mandatory)

The Financial Analyst Intern position based in Gurugram, Haryana offers an excellent opportunity for individuals interested in gaining hands-on experience in financial data management and corporate research. As an intern, you will be responsible for extracting, compiling, and analyzing financial data from the Ministry of Corporate Affairs (MCA) website. Your role will involve data organization, financial documentation, and assisting in financial research tasks. Your main responsibilities will include extracting financial data of companies from the MCA website, structuring and compiling financial data into Excel, drafting letters to shareholders, assisting in financial analysis such as ratio ...

As an Investment Research Intern specializing in Financial Strategy & Analysis, you will be an integral part of our Strategic Finance team. Your primary role will involve conducting thorough company research to evaluate business models and market positions. By assisting in identifying investment opportunities through in-depth financial data analysis and market research, you will contribute to the high-impact financial decision-making process. Your responsibilities will also include performing fundamental and technical analysis using key indicators such as RSI, MACD, and moving averages. You will be expected to track and evaluate cash flow patterns, budgeting, and internal financial health wh...

Role & responsibilities Coordinate with external asset managers, banks, and financial advisors to optimise investment returns and ensure alignment with the familys objectives. Conduct due diligence on investment opportunities and provide financial analysis and risk assessments. Monitor and manage the family’s investment portfolio, including equities, fixed income, real estate, private equity, and alternative assets. Prepare investment summaries and presentations for family principals and advisors. Maintain detailed investment records and ensure compliance with applicable regulations and family policies. Track and report on portfolio performance, asset allocation, and market trends. Prepare d...

Job Description: Overview Bank of America is one of the world's leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. We are committed to attracting and retaining top talent across the globe to ensure our continued success. Along with taking care of our customers, we want to be the best place for people to work and aim at creating a work environment where all employees have the opportunity to achieve their goals. We are a part of the Global Business Services which delivers technology and operations capabilit...

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 ...

We, at KayEss Square are looking for a self-motivated Stratergic analyst orManagement consulting Analyst . The prospective associates shall be responsible for getting exposure into Marketing analysis of industry, closely working with leaders, generating reports, surveys, analyzing the financial report and building strategies.Roles & Responsibility:- Evaluating potential investment opportunities and managing financial assets. - Identifying and mitigating potential financial risks associated with product- Evaluating financial implications of potential acquisitions or mergers related to market expansion- Ability to interpret data, conduct quantitative analysis, and make informed decisions based...

fundamental & financial analysis earnings announcements, management commentary & sector developments daily news & market events equity research reports, investment notes & presentations Buy/Hold/Sell recommendations manage & guide the research team

- Research - Earnings notes, Company reports, Sector reports as per research plan - Industry interaction - Management meets as per KRA, Networking with analysts - Stock Sector screening (providing recos) - As per research plan - PR initiatives - Articles Inputs - Market update - Morning updates - EAS review - for all portfolios - Dashboard - Team mentoring & leading - Financial advisor relationship - People management Qualification Requirements : - An MBA in Finance or Chartered Financial Analyst or 8 + years experience in equity research Personal Attributes - The person should have an analytical mind. - Must have a passion for research - Should be able to correlate the activities to busines...

Key Responsibilities: - Lead the execution of M&A, equity financing, and other strategic advisory services within the sector. - Build and maintain strong client relationships, acting as a trusted advisor to senior executives and decision-makers. - Develop and execute business development strategies to expand the firm's presence and services in targeted sectors. - Oversee the creation of financial models, valuation analyses, and client presentations, ensuring accuracy and strategic alignment. - Mentor and develop team members, fostering a culture of excellence, collaboration, and continuous learning. - Collaborate with other departments and teams to cross-sell services and provide comprehensi...

Key Responsibilities: - Lead the execution of M&A, equity financing, and other strategic advisory services within the sector. - Build and maintain strong client relationships, acting as a trusted advisor to senior executives and decision-makers. - Develop and execute business development strategies to expand the firm's presence and services in targeted sectors. - Oversee the creation of financial models, valuation analyses, and client presentations, ensuring accuracy and strategic alignment. - Mentor and develop team members, fostering a culture of excellence, collaboration, and continuous learning. - Collaborate with other departments and teams to cross-sell services and provide comprehensi...

Role & responsibilities Product Development & Collaboration Collaborate with the development team to translate financial concepts and business logic into clear technical specifications. Provide detailed inputs on financial instruments (equities, futures, and options) to ensure accurate implementation of trading and investing features. Partner with the content team to design and refine the financial content strategy, including blogs, videos, and educational material. Contribute to the continuous improvement of financial courses (e.g., Options Trading, Technical Analysis). Market Research & Analysis Conduct comprehensive technical and fundamental analysis of Indian stock markets. Identify shor...

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 responsibil...

As a member of our Financial Research group, you will play a crucial role in shaping investment strategies on a global scale. Your work will involve conducting thorough research within the realms of Asset-Backed Securities (ABS) and Fundamental Equities (FIG), uncovering valuable opportunities that drive market movements. Collaborating closely with top-tier front-office teams, you will not only enhance your analytical skills but also contribute to impactful decisions that have far-reaching implications. Your primary responsibilities will include delving into detailed research on various companies and subsectors such as Banking, FIG, Specialty Finance, Housing, and Commercial Real Estate (CRE...

You will be responsible for providing analysis for forward-looking financial and business-related projects. This includes preparing forecasts and analyzing trends in manufacturing, sales, finance, general business conditions, and other related areas. Your duties will also involve reconciling internal accounts and identifying trends and developments in competitive environments to present findings to senior management. Additionally, you will have the opportunity to gain exposure to complex tasks within the job function. To excel in this role, you are required to have a bachelor's degree in a related area or equivalent, along with 4 to 6 years of related experience. Proficiency in Office 365 to...

Axience is a professional business services firm dedicated to delivering Integrated Bespoke Solutions to clients. We specialize in providing high-quality customized business and financial research services, establishing ourselves as a reputable firm with a strong clientele. With main offices in Mumbai, Dubai, and Cluj Napoca, we offer competitive financial rewards, rapid learning, growth opportunities, and varied responsibilities to motivated candidates. Our research and consulting services support corporates and consulting firms globally, offering a mix of ongoing analyst relationships and ad-hoc projects. This unique mix provides exceptional learning opportunities for our staff. Position: ...

We are seeking a talented individual to join our Research team at Marsh Mc Lennan. This role will be based in Mumbai. This is a hybrid role that has a requirement of working at least three days a week in the office Business Title : Manager - Research We will count on you to: Highly proactive and action-oriented individual, adept at using tools/databases such as SNL, S&P Capital IQ, Moody's, Fitch, A M Best (not limited to) to retrieve (re)insurance financial information quickly Use skills and imagination in searching relevant information that is challenging to mine and increase proficiency gradually in processing such (re)insurance financial information Well read, well informed and with an a...

Job Title: Business Analyst Finance & Analytics Location: Thane Experience: 2+ Years Qualification: MBA in Finance (preferred) About the Role: We are seeking a highly motivated Business Analyst with expertise in data visualization, financial modeling, and business analytics to support strategic decision-making and drive business growth. The ideal candidate will combine strong financial acumen with analytical problem-solving skills to interpret complex data, build actionable insights, and support leadership with data-driven recommendations. Key Responsibilities: Develop, enhance, and maintain business / financial models to support forecasting, budgeting, and strategic planning. Conduct financ...

? Position: AVP Wealth Management ???? Location: Andheri, Mumbai ???? Experience Required: 5 to 8 Years ???? Qualification: MBA (Finance / Business / Economics). CFA/FRM/CAIA preferred ???? Department: GIX-GBA Budget is 25 LPA Summary: This is a finance research + strategy + data analysis role for someone who understands how rich people invest their money through big banks and wants to turn that into insightful reports and forecasts for business decisions. ? What Were Looking For: 58 years of experience in financial research, analytics, or WM benchmarking Solid understanding of Private Banking, Asset Management, and Portfolio Analysis Strong skills in Excel (Advanced) , PowerPoint , and data...

About this role: Wells Fargo is seeking a Senior FP&A Analyst responsible for supporting & managing Income Attribution to international legal entities and lines of businesses based on revenue-based transfer-pricing approach. The Senior FP&A Analyst will work closely with multiple stakeholders & lines of businesses in evaluating information and preparing complex financial tools In this role, you will: Lead or participate in moderately complex initiatives related to financial research, analysis, and reporting Review and analyze moderately complex financial data while providing a broad expertise and unique skills used to develop key metrics reporting, including but not limited to budgeting anal...

About this role: Wells Fargo is seeking a Commercial Valuations Specialist. In this role, you will: Be responsible for the completion of valuation estimates and appraisal reviews of inventory, machinery, and equipment Own the third party appraisal process, review and analyze inventory, machinery, equipment, and intangible asset appraisals performed by third party firms Summarize third party analyses for review by credit, underwriting, and portfolio management Review and analyze basic business, operational, or technical assignments or challenges that require research, evaluation, and selection of alternatives Exercise independent judgement to guide medium risk deliverables within Commercial V...

About this role: Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager. We believe in the power of working together because great ideas can come from anyone. Through collaboration, any employee can have an impact and make a difference for the entire company. Explore opportunities with us for a career in a supportive environment where you can learn and grow. 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...

Preferred Experience: • On-ground experience in banking, NBFC, digital lending, or fintech space. • Understand the banking and NBFC space, including sector dynamics, fundamentals, and past evolution. • Familiarity with the fintech ecosystem and operational aspects of the fintech industry. • Conduct primary and secondary research, assessment, and analysis, and prepare reports and presentations. • Provide regular, value-added inputs to clients on new areas in the BFSI space. • Drive new products in the BFSI domain with an entrepreneurial bent of mind. • Report Writing and Excel Modelling: Strong skills in report writing and Excel modelling.