373 Financial Research Jobs - Page 8

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.

•Review & analyze pitch decks, business plans, financial models •Perform SWOT analysis •Attend meetings with promoters, founders, other investors •Conduct Industry, Competitive & Market research •Monitor portfolio performance, track KPIs, reporting Required Candidate profile •Strong financial modelling, business analysis capabilities •Engage confidently with senior entrepreneurs/promoters •Excellent communication, presentation skills •Proactive,entrepreneurial,independent

What should you expect from the role? A Research Analyst / Senior Research Analyst is responsible for executing research of a designated sector / geography for a leading sell-side research firm Build and update company and industry models Create and maintain databases using data from different sources Work on regular research publications – earnings previews, reviews, event updates, flash notes etc. Contribute meaningful research ideas for thematic publications Carry out sector analysis and come up with investment themes /ideas Keep a track of latest developments in the companies under coverage and the sector and incorporate these into the research publications etc. Conduct independent compa...

Job Title – Research Analyst - Credit Risk and Research Location: Airoli, Navi Mumbai Key Roles and Responsibilities: • The role entails supporting credit risk management teams of global banks in counterparty credit risk assessment of corporates. The key activities include research and analysis of global corporates to assess their credit strength. • Prepare detailed credit risk assessment reports that involve analysis of factors such as the operating environment, business strength, financial strength, management strategy, market-implied parameters and external support. Prepare / update financial models or financial spreads through a combination of market databases and company filings. • Assi...

- Analysis of industry trends and market sizing. - Benchmarking against competitors. - Customer and supplier concentration analysis. - Validation of revenue growth assumptions. - Customer feedback/interviews when possible (with consent). - Review of legal structure, contracts, IP rights, and pending litigations. - Assessment of compliance with relevant laws and licenses. - Identification of change-of-control clauses, liabilities, or legal contingencies. - Coordination with external legal advisors for red-flag reporting. - Accuracy and completeness of historical financial analysis (3-5 years). - Identification of EBITDA adjustments and normalization items. - Evaluation of working capital tren...

Key Responsibilities: Investor and Analyst Engagement: - Serve as the primary point of contact for interactions with investors and business analysts. - Prepare and lead the creation of documents for analyst presentations, roadshows, and peer comparison reports. - Schedule and organize analyst calls and meetings. - Prepare and circulate minutes of investor meetings and meeting transcripts for analyst calls. - Summarize and circulate analyst reports. Strategic Planning and Reporting: - Develop and execute an investor relations plan, including a calendar for investor meetings, roadshows, and conferences. - Create a calendar for analyst calls and presentations. - Formulate an events and communic...

Key Role Deliverables Contributing to qualitative, quantitative, or mixed methods data collection and research Verifying, validating, documenting, and organizing data Maintaining close communication and service delivery teams/clients Pro-actively intimating team leads in case of any deviation from the set timelines Leveraging best practices to achieve operation efficiency Maximizing quality for all project deliverables and maintaining average project feedback of 4+ (out of 5) Operational Responsibilities Collating market information data of clients using various database and other public web information Sourcing prospects (financial institutions - Fis/Non-Fis/Companies/Contacts) and list bui...

Role & responsibilities As a Project Executive (Content Writer) at Cognus Technology, you will play a key role in crafting high-quality, well-researched academic content specifically in the Finance and Medical domains. Youll be responsible for understanding client requirements, conducting in-depth research, and delivering original, insightful content aligned with academic standards. This role is ideal for candidates with a passion for research, strong analytical thinking, and the ability to simplify complex concepts into clear, structured academic documents. Key Responsibilities: Research & Content Creation: Conduct comprehensive research on topics related to Finance and Medical domains. Cre...

TITLE: Analyst Affordable Housing LOCATION: India, (Remote) COMPANY OVERVIEW: The Company is a US based fully integrated real estate investment and development firm with business lines devoted to real estate investments, development, lending, and property management with an emphasis on affordable housing development. The Company has invested in equity and debt real estate transactions with a market value more than $2 billion. With a team of highly skilled professionals, the Company strives to combine unique vision, market knowledge, and a keen ability to execute any rehabilitation or new construction real estate developments including section 42 low-income housing tax credit deals. BUSINESS ...

- 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...

We are seeking a high-performing and intellectually curious Strategy Analyst to join our Strategy team. The ideal candidate will possess a foundational understanding of the credit ratings industry, a strong analytical mindset, and a demonstrated ability to support the execution of strategic initiatives through strong project management capabilities. This individual will work closely with senior strategy professionals and cross-functional teams to support the development, execution, and communication of the firm’s strategic priorities. Responsibilities Support the execution of divisional strategic initiatives by contributing to business case development, project tracking, and stakeholder coor...

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...

Job Title: Finance Intern Location: Remote / Hybrid (Bangalore preferred) Organization: Tradeshala Stipend: Up to ?30,000 per month Duration: 2 Months Opportunities: Letter of Recommendation (LOR) & Pre-Placement Offer (PPO) About Tradeshala Tradeshala is a leading experiential learning platform focused on professional training in stock markets, derivatives, and trading strategies. We bridge the gap between academic knowledge and real-world trading by providing live market internships, hands-on tools, and direct mentorship from industry experts. Role Overview As a Finance Intern at Tradeshala, youll work closely with our core team on financial research, investment analysis, portfolio reporti...

Job Title: Business Analyst / Sr. Business Analyst - Global Investment Banking Location: Bengaluru Work Experience: 0 to 3 years Qualification: MBA (Finance) / CFA L2 (USA) CTC: 4 to 6 LPA Work responsibilities would require the candidate to: Conduct research, analyze information and prepare reports. Develop investment pro-formas & financial models; research & analyze financial data; develop financial & narrative reports & prepare comparable analyses. Support the leadership team in collateral preparation and supporting business development activities. Train / educate new and / or junior team members. Ideal candidate should: Have a passion to learn, ability to multi task and willingness to wo...

This opportunity is based in Andheri SakiVihar, Mumbai. You will be expected to leverage your previous experience and further develop your expertise within Coalition globally to make an immediate effective contribution. The job involves conducting industry and financial research to analyze and estimate revenue/headcount of investment banks at a granular level. You will be responsible for providing benchmarking analysis and contributing to internal knowledge building efforts. Projects may vary in duration from a couple of days to several weeks. Key responsibilities include estimating granular, product-level key performance metrics for investment banks, building relationships between macroecon...

As a Business Aligned Finance Analyst, Assistant Vice President at Wells Fargo, you will participate in functions related to financial research and reporting in support of a specific business unit, division, or product. Your responsibilities will include reviewing and forecast analysis of key metrics, conducting financial consulting related to business performance, operating and strategic reviews, and identifying opportunities for process improvements within your scope of responsibilities. You will research low to moderately complex financial data to support management decision-making, create and communicate various activities such as product pricing, product, and portfolio performance, and ...

You will be joining Systematix Group as an Equity Research Associate focused on the Non-Banking Financial Companies (NBFCs) within the Institutional broking sector. Located in BKC, Mumbai, Systematix Group is a prominent financial services firm with a strong presence in various financial domains such as Investment Banking, Institutional Equities, Wealth Management, Retail Broking, and Asset Management. With over 35 years of experience and a team of more than 300 professionals, Systematix is dedicated to delivering value-driven solutions to clients across different sectors, establishing itself as a trusted partner for businesses at every stage of their journey. Your key responsibilities in th...