SME - CA/CFA

Gratitude Inc

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10 hours ago

SME - CA/CFA

7-10 Year(s)

Kolkata, Thane

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Job Description

Key Skills

CA /CFA, Capital Market Domain Knowledge Capital Market / Stock Market, Equity / Fixed Income, Financial Planning and Analysis Knowledge are must

7 candidate(s) have already applied for this Job. Apply now

Required Skill

CA /CFA, Capital Market Domain Knowledge

Must Have
Advanced capability in deep analytical evaluation of Financial Statements
Strong proficiency in Ratio and Trend Analysis
Capital Market / Stock Market, Equity / Fixed Income, Financial Planning and Analysis Knowledge are must
Good communication and Problems Solving ability
Understanding of lean six sigma/Agile methodology

Good to have
Certifications in capital and stock markets (NISM / CMSA etc.) certification will be added to the advantages.

Responsibilities
1 Interpret financial performance and profitability. Perform ratio, trend, and comparative financial analysis
2 Guide teams on the end-to-end trade lifecycle: order initiation, execution, matching, settlement, confirmation, clearing, and reconciliations.
3 Support change management, training plans, and performance management rituals (daily huddles, root-cause analysis).
4 Partner with product owners to define functional requirements, review BRDs, functional specifications, and system design documents ensuring alignment with capital market workflows.
5 Understand, articulate and implement best practices related to his/her area of expertise.
6 Participate in implementation of process improvement recommendations, Ability to simplify complexity and influence outcomes.
7 Drive effective day‑to‑day problem solving and query management, enabling the team to meet or exceed service level commitments
8 Provide subject‑matter leadership in defining, reviewing, and maintaining SOPs and quality reports, ensuring clarity, consistency, and compliance with established standards.

Ex TCS Employees can’t apply
PAN and DOB are required for profile creation

Role

Customer Service Analyst

Timings

Day Shift (Permanent)

Industry

BPO

Work Mode

Work from office

Functional Area

ITES / BPO / Customer Service

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Chidera Emmanuella Ijeomah

Recruiter - Gratitude Inc

NA, nigeria

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