164 Investment Analysis Jobs

As a Certified Management Accountant (CMA) in the field of Finance, you will be responsible for leading and enhancing finance operations in Bhilai, Vadodara, and Hyderabad. Your role will involve strategic financial planning, ensuring compliance, and driving profitability for long-term sustainability. Key responsibilities include leading budgeting, forecasting, and financial planning initiatives, implementing cost control strategies, and analyzing complex financial data for decision-making. You will guide long-term financial planning, manage investment analysis, and ensure adherence to accounting standards. Collaboration with cross-functional teams and mentoring junior finance professionals will be essential for supporting business expansion and talent development. The ideal candidate must hold a CMA certification, a Bachelor's degree in Finance, Accounting, or a related field (MBA preferred), and have a proven track record of 12-18 years in financial leadership roles. Advanced knowledge of ERP systems such as SAP or Oracle, along with strong analytical, communication, and leadership skills, are also required for this role.,

As an Investments and Transaction Execution professional, your primary responsibilities will include sourcing and analyzing investment opportunities, conducting thorough due diligence of markets, companies, promoters, and management of potential investee companies, leading structuring, negotiations, and execution, as well as preparing investment memos, presentations, and related materials. Additionally, you will contribute to LP engagement by providing regular reporting and fundraising support. In this role, you will be expected to manage a pool of associates and analysts by utilizing behavior modeling and mentoring techniques to achieve fund KPIs and develop team members. Furthermore, you will be responsible for coordinating with portfolio companies to establish, accomplish, and report Impact and ESG targets. Your insights and suggestions for improvements to approaches, processes, products, and services will be highly valued. To excel in this position, you should possess a minimum of 13-15 years of experience, with at least 7 years in growth capital/PE investing, preferably in areas such as climate & environment, infrastructure, clean-tech, impact, or SME investing. A proven interest in solving complex issues and situations, the ability to build strong stakeholder relationships, and a strong investment track record are essential. Expertise in deal structuring, due diligence, closing processes, and mentoring team members are also key requirements for this role. Experience in fundraising with institutional investors would be advantageous.,

Caliber Hunt is seeking a highly experienced and strategic Portfolio Manager to join our team. The ideal candidate will have a proven track record in financial markets and a deep understanding of investment strategies to manage and grow client wealth. This role is central to our client relationships, requiring you to provide expert financial planning, portfolio management, and investment advice. Key Responsibilities Develop and implement strategies to maximize client wealth . Act as the primary point of contact for client interaction , handling their financial needs and inquiries. Manage the process for new client registration and onboarding . Conduct in-depth analysis to select and manage stocks/investments at the right price. Prepare and disseminate performance reports , comparing portfolio performance with peer benchmarks. Develop policies for sharing, onboarding, and picking of stocks. Provide expert advice on Alternative Investments and various financial strategies. Conduct comprehensive client financial planning and portfolio re-balancing. Experience and Qualifications Minimum of 10 years of experience , with the last 3 years specifically in Stock Broking, PMS (Portfolio Management Services), or Mutual Funds . Post-Graduate degree with an added qualification of NISM in Research or PMS .

The role involves working closely with various teams in Gurgaon and at Onshore. You will be responsible for ensuring timely, smooth, and error-free completion of management reporting by following up with subsidiaries and cross-functional teams. Additionally, you will be involved in the monthly/quarterly/annual consolidation of multiple subsidiaries and the preparation of group financial statements in compliance with IFRS and other related reports such as Review Reporting and CBC Reporting. You will conduct deep dive analysis as required by the Operations team and provide insights into the financial performance of the group. Budgeting and Forecasting for the group, including various business segments, will also be a key responsibility. This includes gaining market knowledge, identifying business trends, forecasting future results, conducting variance analysis, cost analysis, and identifying trends and opportunities for savings on a periodic basis. Furthermore, you will oversee the timely completion of group audits and coordinate with the local accounts team of subsidiaries for their audit completion. You will also be tasked with studying and developing various investment/divestment proposals and handling ad-hoc projects that may arise from time to time. The role also involves working on ad-hoc projects during the month to address specific issues identified by the business. This could include conducting further detailed analysis of results, problem identification and resolution, and providing support to the treasury function. This aspect of the role is considered a significant part of the overall responsibilities.,

Evalueserve is a global leader in delivering innovative and sustainable solutions to a diverse range of clients, including over 30% of Fortune 500 companies. With a presence in more than 45 countries across five continents, we excel in leveraging state-of-the-art technology, artificial intelligence, and unparalleled subject matter expertise to elevate our clients" business impact and strategic decision-making. Our team of over 4,500 talented professionals operates in countries such as India, China, Chile, Romania, the US, and Canada. Our global network also extends to emerging markets like Colombia, the Middle East, and the rest of Asia-Pacific. Recognized by Great Place to Work in India, Chile, Romania, the US, and the UK in 2022, we offer a dynamic, growth-oriented, and meritocracy-based culture that prioritizes continuous learning and skill development, work-life balance, and equal opportunity for all. Evalueserve is a leading global professional services firm specializing in research support. We partner with top companies around the world to provide them with valuable insights, innovative solutions, and strategic guidance that help our clients navigate the complex landscape and maximize their investment outcomes. Our work spans across industries, including finance, healthcare, technology, and more. As a member of the Professional Services & Asset & Wealth Management team, you will have the opportunity to work on exciting projects that shape the future of businesses. You will become an integral part of a dynamic team that leverages cutting-edge technologies, data-driven insights, and deep industry expertise to drive meaningful impact for our clients. You will collaborate with industry experts, thought leaders, and talented colleagues from diverse backgrounds. The candidate would be required to provide onshore support to sell-side research analysts (institutional equities) of the capital markets and investment group. Job responsibilities include collecting and analyzing financial data using online and other data sources, such as Bloomberg and Reuters, building historical financial models and providing forecasts, developing company operating metrics based on relevance across different sectors/companies, calculating company valuation using various methods, preparing company profiles, earning notes, quarterly updates, initiation of coverage reports, sector reports, newsletters, technology primers, flash notes, and theme-based reports, summarizing investment conference calls and conducting management interviews, developing roadshow presentations, managing ad hoc research requests based on client requirements. Qualifications: - 3-5 years in Equity Research - Strong accounting and financial skills - Good analytical skills - Knowledge of macroeconomic aggregates and regression analysis - Ability to meet tight deadlines and ensure timely completion of tasks - Good listening skills - Ability to implement new working styles - Ability to identify proactive ways of contributing to the company's goals and mission - Knowledge of databases (such as Bloomberg and Reuters) and other financial data systems - Excellent communication and interpersonal skills - Proficiency in MS Office Interested candidates can share their resumes at amit.rana2@evalueserve.com.,

As part of the Investment Department at ROADIS- India (Indus Concessions (I) Pvt. Ltd.) in Gurgaon, India, you will play a crucial role in analyzing investment opportunities, developing financial models, and supporting deal execution. ROADIS, a global long-term investor and asset manager in the transportation sector, is committed to creating value and protecting capital through its operational expertise and unique investment strategies. Your key responsibilities will include conducting transaction analysis, developing equity financial models, researching transaction risks, liaising with advisors, and preparing investment documentation. Additionally, you will be involved in supporting administrative tasks to enhance information dissemination and organizational efficiency. To excel in this role, you should hold a degree in Business Administration, Economics, or related fields, with preferable qualifications such as CA, MBA, or CFA. A background of 2 to 5 years in financial analysis and valuation, particularly in the infrastructure sector, will be advantageous. Proficiency in English, along with strong analytical and financial modeling skills, excellent communication abilities, and a high level of integrity and teamwork are essential requirements. In return for your dedication, ROADIS offers a range of benefits aimed at promoting your professional development and well-being. These benefits include opportunities for growth, a competitive salary, exposure to an international work environment, a collaborative and inclusive culture, and more. ROADIS is committed to diversity and inclusivity, fostering an environment where individuals are respected and valued equally. If you are seeking to take on challenging opportunities and contribute to a dynamic environment, we encourage you to apply today and become a part of our journey towards success. ROADIS is dedicated to promoting diversity and equal opportunities in all facets of its operations, striving to create a workplace where every individual is appreciated and respected. Join us at ROADIS in Gurgaon and be a part of our inclusive and diverse team. Apply now and embark on a rewarding career with us at ROADIS! Address: Gurgaon, India Follow us for more updates on our exciting journey!,

As a Credit and Equity AIF Fund Manager at Lycka Asset Management LLP, you will play a pivotal role in managing credit and equity portfolios. Located in Ahmedabad, this full-time on-site position requires you to analyze market data, engage in business development activities, research potential investments, ensure compliance, and monitor macro and micro-economic market trends. To excel in this role, you must possess a minimum of 5 years of experience in advising or managing pools of capital, fund, asset, wealth, or portfolio management, as well as buying, selling, and dealing with securities or other financial assets. Additionally, you should have at least 5 years of experience in credit and equity M&A, deal structuring, and financing. Your analytical and investment management skills will be put to the test as you demonstrate your expertise in finance and equities. You will be expected to leverage your experience in investment analysis and portfolio management to make informed decisions. Strong communication and interpersonal skills are essential, along with the ability to collaborate effectively in a team environment. Candidates with a Master's degree in Finance and certifications such as CA, CFA, CAIA, or MBA are preferred for this role. It's important to note that this position offers an equity component, aligning with our vision and mission at Lycka Asset Management LLP. Well-qualified candidates may have the opportunity to become equity partners within the organization.,

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis Client Calls (along with RMs) to educate provide details and source investment in these products • Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same Net large client growth (clients >50 lacs INR Assets) Product Activation PMS / AIF

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

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

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

You will be joining the CFT team as a skilled team member responsible for managing Retirals Trusts investments, financials, and other related functions of MSIL Provident Fund, Gratuity Fund, and Superannuation Fund Trusts. Your role will involve a deep understanding of financial markets, credit risk, liquidity risk, and more. Your responsibilities will include: - Monitoring cash flow forecasting and liquidity planning for retiral trust & for MSIL - Formulating and implementing strategies for equity and debt investments in G-sec, SDLs, corporate bonds, and mutual funds - Analyzing and proposing investment proposals for perusal to senior management ensuring compliance to EPFO/ other regulatory requirements - Dealing with various brokers/ market participants for purchase/sale of securities (G-sec, SDLs, corporate bonds) - Post-investments monitoring of credit quality analysis of Investment portfolio and related sectors - Exploring alternate investments opportunities to optimize returns - ALM management for retiral fund investments - Coordinating with market participants to understand developments impacting retirals trust - Managing operational aspects and related accounting for investment activities Additionally, you will be responsible for: - Monitoring cash flow forecasting and liquidity planning for retiral trust & MSIL - Record keeping and management of transactions related to Investment of retiral trusts - Periodic reconciliation of Investment register - Timely submission of data for actuarial valuation of Investment of Retirals trust - Preparation and finalization of financial statements of retiral trust, ensuring compliance with EPFO/Income tax/other regulations - Dealing with internal and external stakeholders including auditors - Exploring strategies for Equity and Debt portfolio churning to improve the return on Investment Other responsibilities will include identifying opportunities for digitization and automation to optimize processes, using tools like Power BI, Power Automate, and being ready to take up challenging assignments as required.,

Role & responsibilities Responsible for increasing liabilities size of relationship via balances in accounts of existing HNI customers and enhancing customer profitability by capturing larger share of wallet Review the inflows and outflows in the mapped HNI accounts and also proactively tracks HNI visits to India Establish close connect with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings Generates new sales leads for HNI customers through referrals from existing clients, HNI brokers, stock brokers, expats of shipping companies, etc. Secondary Responsibilities : Evaluate the growth strategy based on competitor analysis and feedback from different channels/customers Recommend process changes in order to improve service efficiency and quality across the branch network. Demonstrated Ability in sales planning and conceptualize promotions and marketing initiatives Knowledge of the Banking Industry, FEMA regulations governing HNI business, HNI / HNW Customer Behaviour, Money and Financial Markets Managerial & Leadership Responsibilities (if applicable) Attract and retain best-in-class talent for key roles in their reporting structure Monitor key parameters on employee productivity, hiring quality and attrition rates and make necessary improvements Enable teams to drive growth targets by providing necessary support Key Success Metrics CA/SA and TD growth targets, Customer Acquisition targets, Product Cross Sell targets Involved in increasing customer engagement through cross selling Investment Products like Life Insurance, General Insurance, Gold Coins, etc. and other non-investment Products like Forex, Remittances, Loans, etc. to new and existingcustomers

Key Responsibilities: Manage and enhance relationships with HNI and UHNI clients. Provide customized wealth management solutions tailored to client needs. Cross-sell investment products including mutual funds, PMS, bonds, insurance, etc. Ensure compliance with regulatory and internal guidelines. Achieve revenue and product penetration targets.

Key Responsibilities: Manage and enhance relationships with HNI and UHNI clients. Provide customized wealth management solutions tailored to client needs. Cross-sell investment products including mutual funds, PMS, bonds, insurance, etc. Ensure compliance with regulatory and internal guidelines. Achieve revenue and product penetration targets.

As a Subject Matter Expert in Investment and Stock Market with over 5 years of experience in investment and stock market analysis, you will play a crucial role in providing expert insights, creating high-quality content, conducting market research, offering customer support, collaborating on product development, conducting training sessions, and ensuring regulatory compliance. Your primary responsibility will be to provide in-depth knowledge and insights on various investment products such as stocks, mutual funds, IPOs, ETFs, SGB, digital gold, futures and options, and intraday trading. You will be expected to create informative content including articles, whitepapers, webinars, and videos to educate and inform users about different investment and trading products. In addition, you will be required to conduct thorough research and analysis of market trends, economic indicators, and financial news to provide accurate and timely investment advice. You will also assist in resolving complex queries and issues related to investments and trading, providing expert advice and guidance to the customer support team. Collaboration with product and engineering teams to enhance existing products and develop new features based on market trends and user feedback will be essential. You will also need to conduct training sessions for internal teams and users to enhance their understanding of financial products and market dynamics. Ensuring regulatory compliance by adhering to SEBI regulations and other relevant financial laws and guidelines is a critical aspect of this role. Therefore, a deep understanding of financial markets, investment products, and trading strategies, along with strong analytical skills to interpret complex financial data, will be necessary. To excel in this role, you should hold a Bachelor's degree in Finance, Economics, Business, or a related field. Advanced degrees such as MBA or CFA are considered a plus. Proficiency in using financial software and tools, excellent communication skills (both written and verbal), and the ability to explain complex concepts clearly and concisely are essential. Staying updated with the latest market trends and regulatory changes is also crucial. This is a full-time, permanent position with a day shift schedule, requiring a total of at least 5 years of work experience in investment analysis, stock market trading, or a related field. The work location is in person.,

Role & responsibilities Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment.. Identifies current and potential relationship with additional revenue potential and grow business. Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. Proactively sell the full range of consumer and commercial product to current and potential HNI/NRI Relationships. Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank

Job Profile : • Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers • Sources new bank customers through external individual efforts and acquisition channel • Ensures high levels of customer service orientation and application of bank policy • Cross sells bank products to existing set of Customers • Informs customers of new products or product enhancements to further expand the banking relationship • Plans and conducts special sales initiatives and events for prospective and existing clients • Coordinates with other group companies to provide seamless access to other products • Maintains complete relationship record for assigned customer accounts Job requirements : • Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services • MIS generation • Graduate - 4 -6 years of experience AMFI / IRDA • Post Graduate - 2 -4 years of experience AMFI / IRDA

Key Responsibility: Proficient in Excel & PowerPoint, strong analytics skills, experience in financial modelling/equity research, excellent communication, independent multitasker, team collaborator, and capable of delivering data-driven insights.

We are a technology-led healthcare solutions provider driven by our purpose to enable healthcare organizations to be future-ready. We offer accelerated global growth opportunities for bold, industrious, and nimble talent. At Indegene, you will experience a unique career journey that celebrates entrepreneurship and is guided by passion, innovation, collaboration, and empathy. To explore exciting opportunities at the convergence of healthcare and technology, visit www.careers.indegene.com. What if you could transition to an exciting role in an entrepreneurial organization without the usual risks associated with it We are a profitable, rapidly growing global organization seeking the best talent for our current growth phase. Join us at the intersection of the healthcare and technology industries, where you will have global opportunities with fast-track careers while working with a purpose-driven team. This combination promises a truly differentiated experience for you. If this excites you, apply below. You will be responsible for developing the EMS BU growth strategy to help the business achieve its full potential. Additionally, you will advise the leadership team on strategic focus areas, identify required capabilities, value propositions, and go-to-market efforts, and lead or support due diligence processes for acquisitions and investments. Collaboration with business leaders, refining competitive positioning, and working cross-functionally to drive impactful outcomes and thought leadership across the organization are key aspects of this role. Your impact in this role will involve enabling transformational growth for the EMS business unit through strategic planning and execution, shaping the future of healthcare through innovative solutions, influencing key business decisions with data-driven insights, strengthening Indegene's market position through M&A and integration initiatives, and fostering collaboration across global teams to deliver measurable business outcomes. As a desired profile, you should be a strategic thinker with a passion for healthcare and life sciences, a collaborative team player thriving in a global, multicultural environment, a problem-solver delivering actionable insights, an entrepreneurial spirit managing multiple workstreams, and a confident communicator engaging with senior leadership and key stakeholders. Requirements for this role include a Graduate and Postgraduate degree with an MBA, prior experience in business strategy, corporate strategy, or strategy consulting, strong business acumen, an analytical mindset, and willingness to work in a global working model. Nice-to-have qualities include experience in the healthcare or life sciences industry, exposure to mergers and acquisitions or investment analysis, familiarity with go-to-market strategy development and implementation, and the ability to ramp up quickly and adapt to dynamic business needs. EQUAL OPPORTUNITY,

The client is a sector-focused private equity firm that invests in high-growth businesses across India. Their investment philosophy revolves around creating long-term value through active ownership, operational excellence, and strategic partnerships. Currently, they are looking for a Senior Investment Associate to join their team and focus on the healthcare, nutrition, and sports sectors. As a Senior Investment Associate, your responsibilities will include identifying and evaluating new investment opportunities in the specified sectors. You will be required to conduct thorough primary and secondary market research to validate investment theses. Additionally, you will build and analyze detailed financial models, assess potential investments, and perform valuation, sensitivity analysis, and scenario planning. You will also be responsible for leading commercial, financial, legal, and operational due diligence processes. This will involve coordinating with internal teams and external advisors across diligence streams. Furthermore, you will assist in structuring transactions, including deal terms and shareholder agreements, as well as support investment committee presentations and documentation. In terms of portfolio management and value creation, you will work closely with portfolio companies to track performance, identify value creation levers, and support strategic initiatives. Monitoring KPIs, financials, and governance metrics post-investment will also be part of your key responsibilities. To qualify for this role, you should have a minimum of 6 years of relevant experience in private equity, investment banking, consulting, or corporate strategy. Exposure to the healthcare, nutrition, or sports sectors is preferred. A strong understanding of the Indian market, particularly in the identified sectors, is essential. You should possess proven experience in primary research, financial modeling, and deal execution, along with the ability to manage multiple workstreams independently and collaborate with internal and external stakeholders. Excellent analytical, communication, and presentation skills are required, as well as a demonstrated interest in building long-term value in portfolio companies and harnessing AI in key work streams. A Bachelor's degree in finance, economics, business, or a related field is necessary, while an MBA or CFA is preferred for this role.,

Enphase Energy is a global energy technology company and a leading provider of solar, battery, and electric vehicle charging products. Founded in 2006, our innovative microinverter technology revolutionized solar power, making it a safer, more reliable, and scalable energy source. Today, the Enphase Energy System enables users to make, use, save, and sell their own power. Enphase is also one of the most successful and innovative clean energy companies in the world, with more than 80 million products shipped across 160 countries. We are looking for a highly motivated and detail-oriented Financial Analyst to join our Financial Planning & Analysis (FP&A) team in Bangalore. In this role, you will play a key part in managing forecasting, revenue analysis, M&A support, and executive reporting to drive strategic decision-making. As a Financial Analyst, you will work closely with global stakeholders to develop financial models, reports, and insights that support revenue growth, profitability, and operational efficiency. In this role, you will be responsible for various key tasks including supporting worldwide sales planning, revenue analysis, financial modeling, market and investment analysis, automation and process improvement, variance analysis, contract and pricing review, executive and board reporting, as well as ensuring SOX compliance. The successful candidate will have a Bachelor's degree in Finance, Accounting, Economics, Mathematics, or a related field, along with 2+ years of experience in FP&A, Corporate Accounting, or Financial Analysis. Strong analytical thinking, collaboration skills, attention to detail, excellent communication abilities, and proficiency in advanced MS Excel are essential for this role. Experience with Microsoft 365 and Anaplan is preferred. Join our dynamic teams at Enphase Energy and be part of designing and developing next-gen energy technologies to help drive a sustainable future. We offer a challenging role in a growing industry, competitive compensation & benefits, a collaborative work environment, training & professional development opportunities, and a clear path for career growth within the company.,

As a Business Analyst in finance and investment, you will be responsible for analyzing financial data, developing financial models, assessing investment opportunities, and creating reports to support strategic decision-making. Your role will involve collaborating with stakeholders, conducting risk assessments, and contributing to budgeting and forecasting processes to bridge the gap between business needs and financial solutions. This is a full-time position with a day shift schedule. The preferred education requirement is a Bachelor's degree. Proficiency in English and Hindi languages is preferred for effective communication. A willingness to travel up to 25% is also preferred for this role. The work location for this position is in person, where you will be expected to work closely with team members and stakeholders to deliver impactful financial insights and recommendations.,

We're Hiring Investment Manager / Investment Executive Location: Jaipur (Only candidates permanently settled in Jaipur will be considered) Experience: Investment Manager: 12-15 years Investment Executive: 8-10 years Qualification: CA / MBA (Finance) / CFA We are looking for a seasoned investment professional with strong expertise in financial planning, equity research, market analysis, and portfolio management. The ideal candidate will have a deep understanding of market trends, risk mitigation strategies, and online trading platforms, with a proven ability to maximize returns while ensuring compliance and strategic growth. Key Skills & Responsibilities : Market forecasting & technical/fundamental analysis Portfolio construction & diversification Equity trade execution & research Risk assessment & mitigation Strategic thinking & market opportunity analysis Regulatory compliance Communication & presentation skills Team collaboration across functions Other Requirements: Must be married with children Should belong to a good family background Jaipur resident / permanently settled in Jaipur Salary: Negotiable for the right fit If this sounds like you or someone you know .

You will be responsible for delivering high-quality corporate training sessions to professionals in finance, accounting, and business roles. Your primary focus will be on conducting structured and interactive training on various topics such as Corporate Finance Fundamentals, Financial Planning & Analysis (FP&A), Budgeting, Forecasting & Cost Control, Financial Modeling & Valuation, Investment Analysis, Risk Management, Capital Budgeting, and Strategic Financial Decision Making. It is essential to customize the training content as per corporate requirements, provide case studies, real-world examples, and practical exercises to enhance the learning experience. Additionally, you will need to evaluate participants" progress and offer performance feedback while meeting agreed-upon delivery timelines. To qualify for this role, you should hold a Bachelor's or Masters Degree in Finance, Commerce, Accounting, or related fields (MBA/CA/CFA preferred) and have a minimum of 3+ years of experience as a finance trainer or corporate finance professional. Strong communication, presentation, and interpersonal skills are crucial, along with familiarity with financial tools like Excel, Power BI, SAP, or ERP systems. The ability to conduct sessions in both English and Hindi is preferred, and prior experience in corporate training or L&D engagements would be desirable. Preferred skills for this position include hands-on experience with financial modeling in Excel, a deep understanding of capital markets & business finance, familiarity with online training tools such as Zoom, MS Teams, etc., and certification in training or facilitation (optional but a plus). This position offers a freelance/contract-based engagement with project or session-wise involvement. The job types available include Full-time, Part-time, and Freelance opportunities.,