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SME - CA/CFA | SME/Finance Domain Expert

Gratitude Inc
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1 month ago

SME - CA/CFA | SME/Finance Domain Expert

7-10 Year(s)
Kolkata, Thane
Kolkata, Thane

Job Description

Key Skills

Agile Problem Solving Trend Analysis Capital Markets Process Improvement Lean Six Sigma Certified Financial Analysis Financial planning and analysis

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SME - CA/CFA

Location: Kolkata / Thane
Experience: 7–10 Years

Job Summary

We are looking for an experienced SME – CA/CFA with strong expertise in Capital Markets, Financial Analysis, and Equity / Fixed Income. The ideal candidate should possess advanced analytical capabilities, strong communication and problem-solving skills, and the ability to provide subject-matter expertise across capital market processes.

Key Responsibilities

  • Perform deep financial statement analysis, including ratio, trend, and comparative analysis.

  • Interpret financial performance, profitability, and key business metrics.

  • Provide guidance on the end-to-end trade lifecycle, including order initiation, execution, matching, settlement, confirmation, clearing, and reconciliations.

  • Support change management, training initiatives, performance management, daily huddles, and root-cause analysis.

  • Partner with product owners to define functional requirements and review BRDs, functional specifications, and system design documents.

  • Ensure functional requirements align with capital market workflows and processes.

  • Implement best practices and provide subject-matter expertise within the area of responsibility.

  • Participate in process improvement initiatives and simplify complex processes to improve outcomes.

  • Drive day-to-day problem solving and query management while ensuring SLA commitments are met.

  • Define, review, and maintain SOPs and quality reports in line with established standards.

  • Provide SME leadership and support to teams on process, quality, and operational matters.

Must-Have Skills

  • CA / CFA qualification.

  • Strong knowledge of the Capital Market / Stock Market domain.

  • Advanced capability in financial statement analysis.

  • Strong proficiency in Ratio Analysis, Trend Analysis, and Comparative Analysis.

  • Knowledge of Equity and Fixed Income products.

  • Strong understanding of Financial Planning & Analysis (FP&A).

  • Good communication and problem-solving skills.

  • Understanding of Lean Six Sigma / Agile methodologies.

Good to Have

  • NISM / CMSA or other Capital Market / Stock Market certifications.

  • Experience in capital market operations and trade lifecycle processes.

  • Experience with process transformation and continuous improvement initiatives.

Eligibility

  • Ex-TCS employees are not eligible to apply.
  • PAN and Date of Birth (DOB) are required for profile creation.

Role

Financial Analyst

Timings

Rotational Shifts (Permanent)

Industry

Banking / Financial Services / Broking

Work Mode

Work from office

Process

Non-Voice

Functional Area

Accounting / Tax / Company Secretary / Audit

Note: Myglit doesn't charge any money from candidates. If you have been asked to pay money to get this job then report to us immediately at support@myglit.com.

Recruiter profile

Toukeerahmed Attar

Recruiter - Gratitude Inc

NA, india

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500+ Posts

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