152 Financial Research Jobs - Page 5

About the 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.

Position- Content Writer (Banking and Finance Industry) Job Description Communicate effectively with the team to understand project briefs, target audiences, and objectives. Draft high-quality, well-researched banking or finance related blog posts, marketing materials, and social media content that can provide value to our readers while keeping them engaged. Translate complex financial topics into accessible, interactive, bite size content that encourages engagement within our network of banking/finance/fintech professionals. Stay up to date on industry trends, competitors, and target audiences to create informative content that resonates with our target audience. Proofread and edit content to ensure accuracy, grammar, a smooth flow and consistent brand image. Ensure the content produced is optimized for search engines. Undertake multiple projects simultaneously and prioritize tasks to meet deadlines. Experience: Degree in English, marketing, finance, journalism or a related field. Experience in copywriting, content writing and creative writing, ideally in the domains of banking/ finance or fintech. Minimum 2 years' writing experience, ideally with some published articles in your portfolio. Strong research skills combined with a good understanding of various kinds of financial services, banking industry trends and fintech ecosystem. Exceptional writing skills and attention to detail. Adequate SEO knowledge to be able to draft search engine optimized content. Why Join Us: • Innovative Projects: Work on exciting projects that challenge the status quo and make an impact. • Collaborative Environment: Join a team of passionate professionals who value creativity and innovation. • Growth Opportunities: Access to continuous learning and professional development. • Flexible Work Arrangements: Enjoy flexible schedules. • Competitive Salary & Benefits: Receive a competitive salary and benefits package, including health insurance, retirement plans, and more.

Role & responsibilities Investment Analyst with Experience in the Engineering, Oil & Gas Industry. Investment Analyst will be responsible for analyzing investment opportunities, conducting financial modeling, assessing risk, and providing strategic recommendations related to the company's investment portfolio in the oil & gas industries. The ideal candidate should have experience in: Preparing projected financial statements and investment memorandums. Developing compelling pitch decks for investor presentations. Performing financial modelling, including IRR, DCF, ROI calculations, and other valuation methodologies. Exposure in the Engineering, Oil & Gas industry will be an added advantage Analysing and interpreting financial data to support business decision-making. Collaborating with internal teams to provide financial insights for strategic initiatives. Preferred candidate profile 3-6 Yrs of Experience as a Investment Analyst Good Communication and Presentation Skills.

Equity Analyst Location: Mumbai Experience: 13 years Working Days: Monday to Friday & Alternate Saturdays Role Overview: We are seeking a highly motivated and detail-oriented Equity Analyst to join our finance team The ideal candidate will have 13 years of experience in equity analysis or financial research, with a strong foundation in financial modeling, valuation techniques, and capital markets This role is pivotal in supporting fundraising efforts, investor engagement, and internal strategic initiatives Key Responsibilities: ? Conduct equity research and financial analysis to support fundraising and strategic investment decisions ? Build, maintain, and update detailed financial and valuation models, stress-test assumptions, and prepare scenario analyses ? Prepare investor presentations, pitch decks, and information memorandums for external stakeholders ? Track market trends, peer performance, and industry benchmarks?especially within the EV and clean-tech space ? Perform valuation exercises using methods such as DCF, comparable company analysis, and precedent transactions ? Coordinate with investors, financial advisors, consultants, and internal cross-functional teams for data and input ? Provide strategic insights to the leadership team based on financial research and competitive intelligence ? Collaborate with teams such as strategy, operations, and marketing for data gathering and input into models and presentations Preferred Background (Must-Have Experience in One of the Below): ? Boutique investment banks who have prepared marketing collaterals including financial models for equity fundraising or M&A ? Founders Office roles in startups that have raised multiple rounds of equity, where the candidate was responsible for preparing and updating models and fundraising decks ? Transaction Advisory Services (FDD, CDD, or Valuation teams) at Big 4 firms (EY, PwC, Deloitte, KPMG) or Tier-2 firms (Grant Thornton, BDO, etc-) Key Requirements: ? Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA Level I preferred) ? 13 years of experience in equity research, investment banking, or transaction advisory ? Advanced proficiency in Excel and PowerPoint; familiarity with databases such as Capital IQ, PitchBook, or Refinitiv is a plus ? Strong analytical skills with the ability to build and explain complex models ? Excellent communication skills for presenting insights to both technical and non-technical stakeholders ? Interest or exposure to the electric vehicle or sustainable technology sectors is an added advantage Show more Show less

We at Artha Energy Resources are seeking a highly motivated and detail-oriented Investment Analyst to join our team. The ideal candidate will support in evaluating potential investments and conducting market and financial research to support strategic decision-making. Responsibilities 1. Expert knowledge of understanding complex financial modelling. Should be well versed with DCF and IRR Valuation Methods. 2. Proficient and Expert knowledge in making Investor Decks, Monthly Investor updates, MIS Reports 3. Advanced Excel knowledge is must. 4. Should be able to coordinate with internal and external stakeholders for getting all the relevant information with regards to making the investor decks and monthly reports. 5. Should have excellent communication and coordination skills. 6. Should possess strong proven knowledge in finance with prior experience in analysing balance sheet, PL statement, Cash Flow statement and detailed schedules of an audited annual report. 7. Should be able to access the credit worthiness of a potential Customer. 8. Ability to identify and evaluate past and current debt transactions of potential customers. 9. Should be able to analyse risk factors of potential customers business model and Industry. 10. Responsible to prepare and submit report and MIS to Investors as well as management on monthly basis on the performance of the portfolio and our organization. 11. Responsible to Schedule and lead Investor Update calls on frequent intervals. 12. Analyse and decide the IRR s for potential new investments and work closely with the sales team for positive deal closures. 13. Research and create a database for potential Investors. 14. Closely work with the fundraising SPOC and assist him with all the data required from the stage of pitching to closing a potential Investor. 15. Coordinating with Companies Legal team with regards to new investor onboarding, documentation, term sheet signing and final agreements like share holder agreements and share subscription agreements.

Responsibilities: * Conduct financial research and analysis * Prepare financial reports and statements * Analyze cash flows, balance sheets, ratios * Model finances using specialized software

We are seeking a self-motivated, highly passionate, and experienced Research Manager to lead research initiatives at the centre in the field of finance and accounting. The successful candidate will play a crucial role in managing and coordinating research projects, ensuring they align with the centre s mission to advance knowledge and influence practice. Under the overall guidance of the Centre Team, the Research Manager will be responsible for the development, execution, and dissemination of high-quality research outputs, bridging the gap between academia, industry, and regulatory bodies. Main Job Responsibilities: Work on research papers that align with the centre s goals from inception to completion while ensuring timely and high-quality delivery. Utilize advanced analytical methods to interpret data and generate insights. Prepare comprehensive reports, policy briefs, and case studies. Contribute to the Centre s annual report. Foster strong relationships with industry partners, regulatory agencies, and academic institutions. Network with research scholars and professionals within India and internationally. Organize seminars, workshops, and roundtables for research dissemination and discussions on topical issues. Essential Qualifications: A full-time postgraduate degree in finance, accounting, or economics from a well-reputed university within India or abroad. Skills: Ability to lead independent research on topical issues in the area of finance and accounting Strong command of econometric techniques and statistical software such as R / Stata / Python, along with MS Office proficiency Problem-solving skills, analytical thinking, and a process-oriented approach Ability to work both independently and as part of a team, and to manage multiple tasks Excellent communication skills, both oral and written, along with experience in report writing, creating infographics, and developing concept notes and policy briefs. Experience in organizing seminars, stakeholder workshops, or conferences

Associate/Sr. Associate - Voice-Mumbai Full-time Company Description About The Role 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 ShiftsCookies Settings

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

Track SME sectors continuously and come up with product ideas to tackle lender’s problem statements for MSME Understand and analyse key trends across SME sectors by monitoring high-frequency data, demand-supply trends, price movements and trade dynamics on an ongoing basis Manage client interactions through regular presentation, and provide analysis on the impact of major events, among other things Analyse large financial datasets to extract actionable outputs

Write original, high-quality content that is engaging and accessible for a wide range of audiences, including blog articles, whitepapers, infographics, and other forms of content Conduct extensive macro-level research on financial products, industry trends, and market conditions Analyse and interpret complex financial data, including economic indicators, company financial statements, and market reports Generate well-researched reports, articles, and other written content on various financial topics, including investment strategies, risk management, market trends, and regulatory changes Collaborate with cross-functional teams, including analysts, portfolio managers, and marketing professionals, to gather information and insights for research projects Stay up-to-date with industry news, emerging trends, and regulatory developments that may impact the financial markets Identify potential investment opportunities and provide recommendations based on thorough research and analysis Assist in the development and maintenance of financial models, forecasting tools, and other analytical resources Proofread and edit financial content for accuracy, clarity, and adherence to style guidelines Ensure compliance with legal and ethical standards in all research and writing activities Strong Analytical and problem-solving skills Collaborative and result oriented Structured approach of thinking and execution Experience in working in Agile practices

The ideal candidate will have interest in the relevant areas of investment banking. He / she shall work with start-ups at an early stage from fund-raising as well as corporate finance advisory perspective.

We have openings for an IN-HOUSE FINANCE ACADEMIC CONTENT WRITER. Responsibilities include conducting research and creating finance-related Assignments, Dissertations, Presentations, and other academic formats.

Hi, We are hiring for the Leading ITES Company for Finance Data Analyst Role. Overview: A Financial Data Analyst is a professional who uses data analysis techniques to help organizations understand and improve their financial performance. They collect, process, and interpret financial data to support decision-making, budgeting, forecasting, and strategic planning. It's primary purpose is to use data to provide insights into an organization's financial health, identify trends, and support planning, forecasting, and reporting efforts. Key Skills: a) Minimum 1 year of experience as a Financial Data Analyst b) Experience of US GAAP and IFRS c) Experience of Reconciliation d) Any Graduate To Apply, WhatsApp 'Hi' @ 9151555419 Follow the Steps Below: >Click on Start option to Apply and fill the details >Select the location as Other ( to get multiple location option ) a) To Apply for above Job Role ( Mumbai ) Type : Job Code # 409 b) To Apply for above Job Role ( Kolkata ) Type : Job Code # 487 c) To Apply for above Job Role ( Chennai ) Type : Job Code # 554 Job Description: Research, Review, Analyze and Interpret financial statements/Broker reports of large corporates from global markets Ensure compliance with global policies including US GAAP & IFRS Capture data points of interest from financial reports and tag the same from Income Statement, Balance Sheet & Cash Flow through an application Transaction-based activities, rule-based decision making, verifying for accuracy and completeness, formatting data, posting and preparing output (various types of reconciliations, system to system reconciliations, balancing, open item management, reports etc) Constant quality check on the finalization of statement Capture specific figures from Revenue, Net Income, EPS, Weighted Average Shares, Income before tax, Income Tax & One-time charges & provide timely, relevant and accurate information for Earnings Capture the future estimated data as given in press release, earnings call & company presentation report for Guidance Number crunching on specific items of the Income Statement, Balance sheet & Cash Flow Understanding of financial processes and applications Requirements: Minimum 1 year of experience as a Financial Data Analyst Domain / Accounting knowledge and skills Basic understanding of accounting principles and Finance Good verbal and written communication skills Willingness to work in rotational and night shifts Qualification: B Com / M.Com /MBA Finance

Provide creative alternatives and recommendations to reduce costs and improve financial performance Assemble and summarize data to structure sophisticated reports on financial status and risks Develop financial models, conduct benchmarking.

Min exp 1 year in finance-equity, stocks, wealth management Only bcom, bba, mba finance Package 6.5 lpa Drop cv on supreet.imaginators@gmail.com

About this role: Wells Fargo is seeking a Finance Analyst 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: Degree in Accounting or Engineering with Data Science or higher in business administration, Project management certification Strong experience in projects involving data sourcing, data integration, performing related data study, Gap analysis of Data elements between the key reports and Data available in the Application to aid adoption of new System for achieving the larger objective of FTO to eliminate Data redundancy, standardize data and establish single source for Finance Use cases as medium term priority and Non-Finance Use cases as the long term priority by performing the above activities in financial services industry or equivalent demonstrated through the following work experience, training, and education. Knowledge and understanding of Data warehouse, database querying using SQL or similar querying methods. Experience in Project management related to Data sourcing, establishing Data integrity controls and Data analysis to enhance quality. Experience in Microsoft Office skills, writing Structured Query Language (MS_SQL) and basic knowledge in Python and Power Bi Experience in working as part of highly agile transformation/change management teams. Strong analytical skills with high attention to detail and accuracy Excellent verbal, written, presentation and interpersonal communication skills. Knowledge and understanding of financial services industry, with emphasis on Capital Market products Strong organizational, multi-tasking, and prioritizing skills as projects involve interaction with Senior leadership groups Experience in scenarios where Problem solving and Critical thinking are demonstrated Ability to come up with solutions where minimal information is available through connecting the dots and collaborating with Upstream, Data domains, Technology & Downstream users Ability to train and guide team members and manage transformation initiatives to optimize operational effectiveness and efficiencies. Job Expectations: Work in agile teams using scrum methodologies for product development that facilitates activities and Projects related to Applications support in Finance Data Operations. Collaborate and consult with peers, colleagues, product owners, stakeholders, and leadership to serve Downstream User communitys Data needs by achieving product vision. Use Analytical skills and Project Management techniques to support data integration, minimum curation to facilitate production of reports that enables Regulatory Report submission and analysis, insights gathering to support decision making by Management. Use data analysis techniques by interacting with SQL platforms to aid data sourcing from multiple Data domains. Spearhead efforts in identification of Risk and implementation of controls, documentation of our consolidated reporting and control architecture, establishing an effective and G&O compliant architecture for daily financial reporting. Face off with internal and external audit and COSO for a high-risk application as defined under operational risk guidelines. Have a robust understanding of relational databases where the Analyst will need to analyze large volumes of data via SQL queries to aid Gap analysis as part of Data study to eliminate Data redundancy and overlap between source domains. This is a very high exposure group and the ideal candidate will be a driver of change in establishing Data sourcing, developing Application controls and building effective partnerships within and across cross functional teams like Sourcing team, Data Landing Zone team, Technology team, Risk-Control, Operations team and Downstream teams.

Responsibilities: * Provide coaching on financial literacy * Develop educational programs for students * Teach stock market concepts * Facilitate interactive learning sessions * Conduct financial analysis & research

Responsibilities: * Collaborate with cross-functional teams on financial projects * Analyze financial data using Power BI & Tableau * Present insights through clear visualizations * Conduct financial research and ratio analysis Provident fund Annual bonus

Veye Research Pvt. Ltd About Company Veye is a leading independent equities research firm dedicated to helping its clients improve their investment results through unbiased and precise recommendations around buying, selling or holding stocks. Veye - Australian Stock Market Research Firm | ASX buy Recommendations Stock Market Research Analyst - Immediate Hiring [WFH] Job Description We are seeking a detail-oriented Stock Market Research Analyst to analyze financial markets, assess investment opportunities, and provide insightful recommendations. The ideal candidate will have a strong background in financial analysis, a deep understanding of equity markets, and the ability to interpret economic trends. Conduct in-depth equity research on stocks, industries, and macroeconomic trends. Thorough knowledge of international markets like ASX, TSX, NYSE, NASDAC, etc Analyse financial statements (P&L, Balance Sheet, Cash Flow) to assess company performance. Extensive equity research experience in tracking companies in different sector, end-to-end sell-side research production (reports models) Monitoring daily developments and failures of various companies, industrial technology, financial firms, businesses, and economic theories Comparative analysis within the sector Expert in the usage of research tools and databases like DataStream, Reuters Bloomberg, companys report, etc Performing quality checks on the deliverables, training the new team members and developing the knowledge repository Excellent written and verbal communication is a must as the role is client-facing and requires frequent interaction with industry experts Competencies - Technical Qualification - MBA - Finance, CA (any level), CFA Desired Candidate profile - 4 to 7 years experience in equity research Salary - Negotiable [No bar for the right candidate] Timings : Between 05:00 AM IST to 04.30 PM IST, 5.5 days working [WFH] Venue : JMD Megapolis, Gurgaon, sec-48, our office is located at Gurugram, Sector 48. Transportation Services : Please note that we do not provide any transportation services such as cab facilities, nor do we offer any reimbursement for transportation expenses Company Website : For more information about our company, please visit veye.com.au.

About the Role: 08 he Team: The current opening is with S&P's Transactions division that publishes Mergers & Acquisitions and Capital Market data. We collect and validates data using search tools, press releases, company websites, stock exchange websites and regulatory filings with a view to provide in-depth, accurate and timely information about different types of corporate actions such as M&A, placements, offerings, buybacks etc., which is then provided to our clients in the form of a formulated end product for S&P Global Market Intelligence. The Impact: This role will influence transactions dataset. In addition to collecting and validating the data, this role may require working with peers, other stakeholders and on process improvement projects. This position is an excellent stepping stone to understand M&A, PO and PP domain, that will allow you to gain a comprehensive understanding through financial reporting standards, and enable you to learn facets of corporate actions, and as well as apply this knowledge to your daily responsibilities. What's in it for you: Primarily responsible for day-to-day collection and validation of transactions. Once strong fundamental understanding of the dataset and proficiency at workflows is developed, this role would require working with new talent to develop/enhance their skillset and working on process improvement projects including LEAN/automation projects that supports multiple SPGMI products. Key Responsibilities: High quality data collation, analysis, extraction and entering the data in work tools as per guideline specifications. Extract and validate required information using search tools, press releases and websites, trade documents and regulatory filings Understand the working of the dataset, be aware of the workflows and have strong working knowledge of work tools Deliver on predefined individual and team targets including delivering outcomes with quality and excellence. Provides input and ideas for new collection methods and product enhancements related to the dataset Work on projects as an when they come up and ensure that they are completed within the given time span maintaining the desired quality Troubleshoots problems or issues and provide support to the team Basic Qualifications: Having Masters in Finance/Accounting/Business Relevant work experience of 4+ years prior in Financial Research, Data Analytics and Quality Assurance/Check Articulate and fluent communication Advanced Microsoft Office Certification & Strong Excel, Intermediate SQL Certification preferred Ability to handle multiple tasks simultaneously Ability to work and communicate effectively with stakeholders globally Experience in mentoring and coaching new hires Proficiency in Data/Trend analysis Willingness to work in all shifts on rotational basis (Morning, Evening & Night) What's In It For You Our Purpose: Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology-the right combination can unlock possibility and change the world. Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence, pinpointing risks and opening possibilities. We Accelerate Progress. Our People: We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all. From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We're constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference. Our Values: Integrity, Discovery, Partnership At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals. Benefits: We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global. Our benefits include: Health & Wellness: Health care coverage designed for the mind and body. Flexible Downtime: Generous time off helps keep you energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs. Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families. Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference. For more information on benefits by country visit: Global Hiring and Opportunity at S&P Global: At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets. ----------------------------------------------------------- Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to: and your request will be forwarded to the appropriate person. US Candidates Only: The EEO is the Law Poster describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - ----------------------------------------------------------- 20 - Professional (EEO-2 Job Categories-United States of America), DTMGOP203 - Entry Professional (EEO Job Group), SWP Priority - Ratings - (Strategic Workforce Planning)

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

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

Role & responsibilities Understanding of financial modelling, forecasting, Report writing, Data analytics, Discounted Cash Flow Valuation, etc., preferably for stocks Knowledge or understanding in using financial research databases (e.g., Bloomberg, Thomson) Must have strong command over Excel & Power point Must have analytical, multi -tasking, and persuasive mindset with growth orientated goals Strong Communication skills Written & Oral Preferred candidate profile To perform equity research and drafting of reports (buy/sell/hold/expensive) under a diverse set of categories that entail income reports, growth, penny and resource reports, and dailies

The ability to analyze complex data and draw meaningful conclusions. The ability to effectively communicate research findings. The ability to evaluate information and make sound judgments. Compiling findings into comprehensive reports