Athena - Analyst - Finance & Investments - CA/CFA
3 weeks ago
The applicant must possess the following :
- Chartered Accountant / CFA
- At least 3-4 years of experience in research or financial analysis
- Excellent communication and interpersonal skills
- Sound understanding of various asset classes such as Debt, Equity and Alternate Assets
- Ability to review investment products thoroughly and write product review notes
- Highly motivated and self-driven
It is desirable that the applicant possess the following :
- Experience in creating financial models, management reports and research notes
- General understanding of the Tax and Corporate Laws
Your primary responsibility will be as follows :
- Portfolio and Performance reporting to clients on a periodic basis
- Preparing Portfolio review report and market commentary for the clients
- Writing investment research notes and financial analysis on investee companies/funds/instruments
- Preparing budgets, financial models, MIS / dashboards for financial advisory clients
- Liaison with the financial institutions and other external advisers for and on behalf of the client
You will be working in flat reporting structure and therefore expected to have tremendous amount of self-drive and willingness to take ownership of your work. This will also mean lot of freedom in terms of how you handle your responsibilities. On a regular basis you will be interacting with the finance team of the clients and families we work with.
-
Investment Banking Analyst
7 minutes ago
Mumbai, India CA Monk Full time🎓Qualification: MBA(Top College)/CFA🌐 Domain: Investment Banking🤵 Investment Banker (REAL ESTATE-BUY SIDE)📍 Location: Bangalore & Mumbai🏢 Work type: Full-time👉Experience: 4-8 YearsPosition Overview:We are seeking a highly motivated and experienced Investment Banker to join our team, specializing in buy-side roles for real estate clients....
-
Analyst/Associate - Investment Banking
3 days ago
Mumbai, India Phoenix Growth Solutions Pvt Ltd Full timeInvestment Banking AnalystAbout:AltFort Capital is a decade old distinguished investment bank and financial services company headquartered in Mumbai and promoted by reputed professionals. AltFort Capital specializes in a wide array of financial services, including fundraising, private equity, debt syndication, mergers and acquisitions (M&A), and handling...
-
Finance Trainer
2 days ago
mumbai, India LetsTute Full timeRole Description This is a contract on-site Finance Trainer role located in Mumbai. The trainer will be responsible for: Creating content for Research analyst course Creation of scripts and PPT's Record engaging video content to educate our learners on various financial topics (NISM certification programs such as Investment Advisors, Securities Market,...
-
Finance Trainer
1 day ago
Mumbai, India LetsTute Full timeRole DescriptionThis is a contract on-site Finance Trainer role located in Mumbai. The trainer will be responsible for: Creating content for Research analyst course Creation of scripts and PPT's Record engaging video content to educate our learners on various financial topics (NISM certification programs such as Investment Advisors, Securities Market,...
-
Finance Trainer
2 days ago
Mumbai, India LetsTute Full timeRole DescriptionThis is a contract on-site Finance Trainer role located in Mumbai. The trainer will be responsible for: Creating content for Research analyst course Creation of scripts and PPT's Record engaging video content to educate our learners on various financial topics (NISM certification programs such as Investment Advisors, Securities Market,...
-
Finance Analyst
3 weeks ago
mumbai, India Talent Corner Full timeRoles and Responsibilities Graduation + CFA 1st level to be Clear•The Financial Analyst will be working on every aspect of the solar project development business and developing & closing solar fund investments.•Creating pitch-decks for investors Desired Candidate Profile Focus on financial analysis & modeling to assist in vetting new...
-
Finance Analyst
4 weeks ago
Mumbai, India Talent Corner Full timeRoles and Responsibilities Graduation + CFA 1st level to be Clear •The Financial Analyst will be working on every aspect of the solar project development business and developing & closing solar fund investments. •Creating pitch-decks for investors Desired Candidate Profile Focus on financial analysis & modeling to assist in vetting new...
-
Analyst, Investment Operations
4 weeks ago
Mumbai, India PineBridge InvestmentsPineBridge Investments Full timePineBridge is seeking an Investment Operations Analyst/Senior Analyst to join our Middle Office group in Mumbai, supporting Fixed Income, Equity and Multi Asset Teams. Primary Responsibilities include: Hands-on management of the daily activities of the Investment Operations team in India, which includes: - Put together daily/weekly/monthly client...
-
Analyst, Investment Operations
4 hours ago
mumbai, India PineBridge InvestmentsPineBridge Investments Full timePineBridge is seeking an Investment Operations Analyst/Senior Analyst to join our Middle Office group in Mumbai, supporting Fixed Income, Equity and Multi Asset Teams. Primary Responsibilities include: Hands-on management of the daily activities of the Investment Operations team in India, which includes: - Put together daily/weekly/monthly...
-
Investment Banker
2 days ago
mumbai, India CA Monk Full timeWe are seeking a highly motivated and experienced Investment Banker to join our team, specializing in buy-side roles for real estate clients. The successful candidate will play a critical role in advising clients on acquisitions, mergers, and investments in the real estate sector. This role demands a deep understanding of the real estate market, strong...
-
Klay Group
2 days ago
Mumbai, India Klay Securities Private Limited Full timeWe are seeking a highly skilled and motivated Investment Counsellor to join our team. As an Investment Counsellor, you will be responsible for providing comprehensive investment advice and portfolio management services to high-net-worth individuals, families, and institutional clients. You will work closely with clients to understand their financial...
-
Financial Analyst – Financial Services
3 weeks ago
mumbai, India Arin Consultancy Private Limited Full timePosition : Financial Analyst Department : Finance Location : Mumbai Requirements: Qualifications/ Prerequisite Skills Requirements: Strong knowledge in accounting with ability to analyse financial statements and annual reports Basic knowledge of corporate finance – Demonstrated proficiency in using excel and making PowerPoint...
-
Investment Advisory – Wealth Management
3 weeks ago
mumbai, India Arin Consultancy Private Limited Full timePosition Title : Sr Manager / AVP Function: Advisory Location: Mumbai Qualifications: CFA must, preferably with CA professional qualification OR MBA with specialization in Finance (Full Time, premium B schools) Work Experience (highlight) : 5-7 years in Advisory role with Wealth Management firms Core Purpose of the Role :...
-
Investment Analyst Internship
2 weeks ago
Mumbai, Maharashtra, India Talent Corner HR Services Full timeAbout the internship:Are you passionate about finance and investments? Do you have a keen eye for analyzing market trends and making strategic decisions? If so, we have the perfect opportunity for you As an investment analyst intern at Talent Corner HR Services, you will have the chance to work alongside seasoned professionals in the financial industry,...
-
Associate - Investment
6 days ago
Mumbai, India Bolt Techservices Full timeAssociate - Investments Location: Mumbai Qualification: - MBA/CA/CFA with min of 7 yrs of experience in Real estate, Infrastructure, PE Funds, Investment Banking Competencies Required:- Good Communication and leadership skills. - Good understanding and experience of real estate transactions, transaction structuring, financial modelling and investment. -...
-
Associate - Investment Research
3 weeks ago
mumbai, India Linedata Full timeJob Description Responsibilities Provide investment research support to global asset managers investing in credit instruments Initiate/maintain multiple deliverables, such as financial models, screeners, research notes for the companies/industries under coverage Conduct detailed capital structure and covenant analysis Prepare earnings...
-
Associate - Investment Research
4 weeks ago
Mumbai, India Linedata Full timeJob Description Responsibilities Provide investment research support to global asset managers investing in credit instruments Initiate/maintain multiple deliverables, such as financial models, screeners, research notes for the companies/industries under coverage Conduct detailed capital structure and covenant analysis Prepare earnings...
-
Investment Banking
4 hours ago
mumbai, India Citi Full timeAbout Mumbai Industry Analytics Group (MIAG) The Mumbai Industry Analytics Group works with Investment Banking teams globally across a range of tasks covering building materials for capital market (equity offerings and debt issuance), M&A advisory pitches and transactions. Position Summary The role involves working on various Investment...
-
Senior Analyst
4 weeks ago
Mumbai, India Linedata Full timeJob Description Responsibilities Provide investment research support to asset managers that invest in credit instruments Initiate/maintain multiple deliverables, such as financial models, research notes for the companies/industrieunder coverage Prepare earnings summaries, credit outlook, and writeups on investment pros and cons for...
-
Investment Banking Trainer
4 weeks ago
mumbai, India Boston Institute of Analytics Full timeAs the top-ranked international training institute, the Boston Institute of Analytics provides comprehensive training to students and working professionals through classroom sessions conducted by industry experts. With training campuses located across the US, UK, Europe, and Asia, BIA® offers global training programs, aiming to deliver quality education in...