SME - CA/CFA | SME/Finance Domain Expert
Gratitude IncSME - CA/CFA | SME/Finance Domain Expert
Job Description
Key Skills
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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.
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