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Jobs in Finance

December 14, 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) with CFA / Financial Modelling
  • 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

Interested Candidates should send their updated resume to

Job Vacancy 2

Job Title:  Associate

Firm: A Leading Financial Advisory Firm

Location: Pune

Job description

Job Description:

  • Participate in origination and execution of equity and debt transactions and deals
  • Build detailed financial models to evaluate performance under various operating scenarios and to analyze the impacts of different capital structures and potential M&A transactions
  • Prepare presentation materials for use in client meetings, covering topics such as strategic alternatives, capital markets activity and general corporate finance
  • Participate in all stages of transaction executions, from the pitch phase through to closing
  • Coordinate efforts with other deal team members and partners
  • Perform valuation analyses using various methodologies including discounted cash flow, leveraged buyout, trading comparables and transaction comparables
  • Take part in due-diligence, strategic monitoring and other financial diligence activities
  • Take part in understanding and implementing CFO advisory services of the firm including MIS implementation, SOP preparation, project evaluation, business plan preparation, etc.  

Key Skills:

  • Should have some experience in equity / debt transactions
  • Should have basic practical financial skills like preparation of financial models, presentations, etc
  • Hands on ppt and word skills are expected
  • Should be willing to travel


  • CFA / Financial Modelling

Experience Required:

  • 1 - 4 years of experience

Interested Candidates should send their updated resume to

Job Vacancy 3

Job Title: Business Analyst

Firm: A Leading IT Service Provider

Location: Noida

Job Description:

  • Improve financial status by analyzing results and variances; identifying trends; recommending actions.
  • Provide financial information to management by researching, assembling and summarizing data; preparing reports; making presentations of findings, analyses, and recommendations.
  • Provide decision support to the management in visualizing short term and long term objectives, assessing their viability and ensuring their fulfillment through continuous monitoring.
  • Periodic prediction of future trends considering the current internal and external factors.
  • Discussed intelligence and information requirements with internal and external personnel.
  • Data output - Made data chart presentations and coded variables from original data, conducted statistical analysis as and when required and provided summaries of analysis.
  • Evaluated Budgeting, Customer and employee database.
  • Project Management Planning, Scheduling, Tracking and Execution in line with Validated Pipeline. Provide advice to Business leaders on business analytics and performance tracking to ensure compliance with corporate policy as required.
  • Define project scope, goals and deliverables that support business goals.
  • Prepare Forecast Roadmaps, Partner Scorecard Reporting. Customer Reports based on different parameters Sector, Industry, Region, Revenue, Profit etc

Experience Required:

  • 3 - 5 years of experience on Trend analysis on different parameters: Revenue, Profit, Utilization, customer & Sector.

Interested Candidates should send their updated resume to

Job Vacancy 4

Job Title: Equity Research Associate

Firm: A Leading Financial Service Provider

Location: Mumbai

Job Description:

  • Building and updating financial models and carrying out valuations
  • Creating and updating databases
  • Collecting and analyzing news which can have any impact on the portfolio companies.
  • Updating/creating Investment notes

Key Skills:

The analyst should have:

  • Understanding of different business models
  • Excellent financial modelling
  • Numerical abilities
  • Building financial models with well-defined revenue/cost driver assumptions
  • Carrying out basic earnings sensitivity analysis
  • Providing own valuation views after carrying out both relative and DCF-based valuations
  • Preparing Investment notes in a logical and structured manner that requires minimal rework

Experience: 2-4 Years

Qualification Required: CFA / Financial Modelling

Interested Candidates should send their updated resume to

Job Vacancy 5

Job Title: Business Analyst

Firm: A Leading KPO

Location: Gurgaon

Job Description:

  • Build financial and valuation models for client businesses.
  • Benchmarking to regional and global standards.
  • Assist the Senior Consultant/Principle Consultant in project execution.
  • Ability to work and deliver in a team.
  • Review of budgets and analysis of variances.
  • Preparation of financial forecasts and tracking of performance.
  • Analysing and summarising financial results benchmarked to KPIs.

Desired Attributes

  • Clear financial and quantitative concepts
  • Clear logical/analytical abilities
  • Good interpersonal skills
  • Excellent MS Excel, Word and PowerPoint skills


  • Experience at a premier investment bank, rating agency, consulting firm or in the corporate planning and strategy group of a leading corporate.

Experience: 2 – 6 Years of post qualification experience

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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