transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. Citi’s Mission and Value Proposition explains what we do and Citi Leadership Standards explain how we do it. Our mission
Working with the team and supporting the team in research, financial modelling, power point pitches, industry research. etc., for deals. Job Profile: Leading end-to-end execution of M&A and Capital Raising transactions Management of key client relationships Augmenting distribution reach
transaction processing and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about
team) for taking investment decision for the clients - To help in the process of drafting & modification of the Financial - Plan of the clients and streamlining the process of doing that - Prepare and modify Financial Plans as required by clients in conjunction with Wealth Advisors. JOB SPECIFICATIONS REQUIRED: Qualifications: - An MBA (Finance) Degree holder. Other qualifications like CFA, CFP will be an ...
as an intervening link between the research, products & solutions team and the Wealth Advisors - Understand research outputs and explain it to the WAs - Coordinate with the Portfolio Managers and Research analysts (products team) for taking investment decision for the clients - To help in the process of drafting &
team) for taking investment decision for the clients - To help in the process of drafting & modification of the Financial - Plan of the clients and streamlining the process of doing that - Prepare and modify Financial Plans as required by clients in conjunction with Wealth Advisors. JOB SPECIFICATIONS
of the strategy to the sales force, managers and clients of IPB US. Ad hoc book analysis. Assist with any modeling/back testing of investment lab recommendations. Review the book for new ideas. Produce management and trading reports for portfolio managers on a weekly basis. Convey investment needs
We are looking for a very matured & professional person who can work closely with the CEO (based in Europe) for our client , who is into E-publishing. Work Location - Chennai Skill set - Financial Research/ Equity Research/ Investment Research Qualification - Any graduate / post graduate Exp ...
to reduce idle funds/float of money to banks whilst ensuring availability of appropriate funds as per requirement. 5. Advising customers( Pan India) regarding the future trends in the currencies for better management of their forex exposure and managing their interest rate risks. 6. Dealing with banks
informing the progress to the management Marketing & Sales Functions Primary stakeholder of relationships with key clients. Client share analysis and development. Work closely with the sales steams in pitching and closing deals in new acquisitions and growth/emerging markets Skills or Knowledge
members to excel in the respective functions thereby creating a performance driven culture. Work towards bringing in increased operational efficiency and improve customer satisfaction levels. Regularly have performance and project reviews with teams, informing the progress to the management Marketing &
initiatives aimed at enhancing the operational effectiveness of the team and build its visibility Location: MumbaiExperience: 2-5 years of experience in Research and Advisory domain Primary Skills:* A Post Graduate Degree in Management from a premier institute is preferred* Any Industry/Sector knowledge would
Independently assimilate and filter various sources of information to identify well-researched deal opportunities Carry out Company and Sector analysis as per pre-defined objectives Experience to work on various databases including ACE Equity, Capitaline, etc Managing timely updation of various
data. *Preparation of daily, weekly & monthly research reports. *Follows the actual results compared to those estimated and draws conclusions and makes recommendations aimed at correcting the situation. Desired Candidate Profile: Analytical and problem solving skills Sound Fundamental knowledge. Able to give consistent performance. Knowledge of technical software knowledge of Financial Markets. Confident ...
Qualification: CA / CFA / MBA Finance Experience: 2-3 Years RELEVANT experience in Debt Advisory/ Banking/ Project Finance/ Credit Analysis Job Description: Independently assimilate and filter various sources of information to identify well-researched deal opportunities Carry out
Employment Reference Checks, Notice Period Negotiations, etc till joining. 14. Achieving the assigned target as per the role 15. Upgrading yourself for client handling and team management. Excellent English communication skills (verbal and written) Well versed with basic computer skills Internet, accessing mails, MS-office etc. Active and confident Qualification :- We are hiring Graduates and Post-graduates ...