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Jobs in Finance

December 7, 2013
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Job Vacancy 1

Job Title: Portfolio Management

Firm: A Leading KPO

Location: Gurgaon

Job Description:

  • Support US-based portfolio managers (PMs) to design Client Investment Reviews (CIRs), which are customized investment strategy PDF reports, which the PMs use to discuss the individual clients portfolios
  • These reports discuss the portfolios performance, current market position of the holdings and the overall economic scenario
  • Help design and deliver highly customized reports which are used by PMs to provide professional investment management services to pitch to prospective clients
  • Support in converting client provided account holdings statements to a desired holdings format in the clients Wealth Management Platform
  • Understand client requirements and discuss these with the Analyst / Senior Analyst
  • Will be responsible for achieving quality as per the Quality Check list to ensure accuracy, consistency and timeliness on work performed
  • Ability to work under time pressure and juggle priorities/ multi-task in quick work turnaround situations
  • Should have a strong problem solving approach and should be ready to go the extra mile to meet challenging situations such as inability to find relevant information
  • Ability to meet productivity goals and to estimate workload and turnaround
  • Positive attitude with a strong focus on delivering client ready deliverables


  • Analytical mindset
  • Good communication skills
  • Problem solving capabilities
  • Ability to work independently
  • Attention to minute details

Education / Qualification

  • Minimum educational requirement MBA (Finance - Fresher)
  • In-depth knowledge of Mutual funds, Portfolio Management, Equity and Fixed Income markets
  • Proficient in MS Office (Prior experience in PowerPoint & Excel preferred)
  • Good Knowledge in Wealth & Investment Management or related domain

Qualification - CFA / Financial Modelling with MBA

Interested Candidates should send their updated resume to

Job Vacancy 2

Job Title: Research Associate

Firm: A Leading Financial Services Provider

Location: Mumbai

Job description

  • Handling settlements of various OTC products such as CDS, IRS, Equity & Bond
  • Chasing counterparties for confirming all payments, instructions and date. Identifying cause of discrepancies and resolving them.
  • Preparing wires for payment of confirmed settlements with approval by management within the stipulated currency cut-off
  • Handling daily, weekly, monthly Cash reconciliations for the OTC trades
  • Interacting with clients and counterparties related to resolution of day – day cash reconciliation issues
  • Maintaining high level of productivity associated with quality work.
  • Preparing various Daily Reports across different clients

Skills Required

  • CFA / Financial Modelling with MBA (finance) with relevant experience of 0-2 yrs
  • Good written / oral communication / Interpersonal skills
  • Proactive in taking additional responsibilities
  • Analytical Skills
  • Team Player
  • Learning ability
  • Client orientation
  • Ability to handle pressure & should be flexible in working.
  • Proficiency in MS Office (viz. Excel, )
  • Desirable
  • Relevant Financial Certification & industry experience.
  • Knowledge of MS Excel Macro / Visual Basic

Experience Required: 0 – 2 Years

Shift - UK Shift (Start by 1:00 PM IST)

Interested Candidates should send their updated resume to

Job Vacancy 3

Job Title: Data Analyst

Firm: A Leading Financial Service Provider

Location: Noida

Job Description:

  • Generate MIS reports on daily / weekly / monthly basis, performing business analysis using MS Excel / Access.
  • Perform analysis of the given data and draw accurate inferences, in accord with the objectives of the analysis.
  • Gather data required to conduct analysis from several sources, compile it together in prescribed format and enter the data in several data analysis software’s.
  • Evaluate the given problem, situation & crisis; investigate for solutions using data analysis practices and prepare analysis reports.
  • Using functions like V-lookup, H-lookup and macros for matching purpose old data sheet & new data sheet and used condition function as per worked plan.
  • Using pivot chart to create various types of chart like planning chart, Analysis, Scheduling chart and conditional chart reports as per requirement.
  • Import External data condition wise on the basis on the data generating report, chart report & maintain collection report area wise.
  • Import/ Export of database for backup and restoration purpose.
  • Designing interface on using Forms and Reports.
  • Developed knowledge in Macros.
  • Formatting of Letters, mailers in MS Word.

Person Specification

  • High level of initiative and work well in a team environment.
  • Excellent written and oral communication skills.
  • Handles stressful situations and deadline pressures well.
  • Plans and carries out responsibilities with minimal direction.
  • Ability to communicate effectively with senior corporate personnel internally as well as in customer organizations.
  • Should have at least 2 years of relevant experience.

Core Competencies

  • 2 - 5 years of experience in Data Processing and Analysis.
  • Skills in all aspects of data processing, viz. weighting, tabulation, data validation, statistical analysis and active problem solving.
  • Excellent knowledge of MS-Office products (Word, Excel, PowerPoint etc).
  • Expertise in writing Excel Macros.


  • Financial Modelling / CFA

Skill set required: (Person Specification)

  • Ability to work with technical as well as creative teams
  • Ability to work with cross-functional teams and attention to detail.
  • Pro-active, creative thinker with excellent written and verbal communication skills.
  • Strong Analytical skills with good business sense.
  • Excellent people management and project handling skills
  • Excellent client account management, negotiation and customer relations management skills
  • Should be confident as Individual contributor 

Interested Candidates should send their updated resume to

Job Vacancy 4

Job Title: Analyst

Firm: A Leading Asset Management Firm

Location: Gurgaon

Job Responsibilities:

  • Produce and quality control the Green Package for all internal and external clients.
  • Maintain data and analytics reported in the Green Package and other Aladdin tools. Coordinate with internal and external teams to ensure data input quality.
  • Subject matter experts for all content (Risk/Returns/Performance) that is reported within the Green Package.
  • Continuously streamline the Green Package process through production and engineering improvement.
  • Understand the client needs and work with internal BlackRock Teams to provide relevant and intuitive analysis through the Green Package platform.


  • CFA (Level-1) / Financial Modelling with Post Graduate / Graduate in Technical Stream with 0 - 2 year of experience.

Skills Required:

  • Ability to learn quickly and grasp training essentials. Good Academic Background
  • Should be proactive in taking initiatives out of the core scope of work.
  • Should be very high on time management and multi-tasking to manage time bound deliverables
  • Should be technology oriented in order to understand and learn UNIX, SQL, etc
  • Basic knowledge of MS Office suite (Word, Excel, PowerPoint)
  • Should be proficient in Internet usage, web browser, search engines
  • Basic IT knowledge and familiarity of operating systems (Windows 95/98/2000/NT)
  • Understanding of Capital Markets industry with special reference to US capital markets
  • Desirable: understanding of Fixed Income Securities.


Deliver high level of service through responsiveness and accuracy

  • Versatility, flexibility, and a willingness to work with constantly changing priorities
  • Work with team members in multi-office, multi-country environment across several time zones
  • Strong organizational skills
  • Able to manage priorities and workflow
  • Provide documentation and accountability

Interested Candidates should send their updated resume to

Job Vacancy 5

Job Title: Associate Financial Advisory

Firm: A Leading Financial Advisory Firm

Location: Gurgaon

Job Description:

  • Developing and auditing high-end, complex financial models of international standards, ensuring compliance with project documents and applicable accounting & taxation practices, analyzing key business drivers and handholding clients on risk/return analysis
  • Scenario and sensitivity analysis
  • Business Valuations and Investment Analysis – Evaluating businesses to analyze investment opportunities, performing due diligence and performing valuations exercise
  • Contract Analysis - Reviewing project documents to assess the commercial and contractual implications, under various contracts, specifically for Project Financing structures
  • Business Writing - Preparing reports, Information Memoranda, summary and presentations as required by the nature of assignment
  • Participate in negotiations with Project Affiliates – Participating to negotiate commercial and contractual aspects of the projects with banks/financial institutions, contractors, and other third parties
  • International Travel – The Associate may be required to travel overseas to client sites

Skills Required

  • Strong interpersonal and communication skills
  • Strong analytical skills and ability to work under pressure
  • Able to work in multicultural environments and multidisciplinary team
  • High degree of rigor and attention for details

Qualification - CFA / Financial Modelling

Work Experience - At least 1-3 years of relevant work experience required. Experience with banks or funds or similar advisory entities, prior knowledge on managing financial models and contract analysis is preferable

Interested Candidates should send their updated resume to


About the Author

Trusted by Fortune 500 Companies and 10,000 Students from 40+ countries across the globe, it is one of the leading International Training providers for Finance Certifications like FRM®, CFA®, PRM®, Business Analytics, HR Analytics, Financial Modeling, and Operational Risk Modeling. EduPristine has conducted more than 500,000 man-hours of quality training in finance.


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