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;) .

- Valuable 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.

📌 SME - CA/CFA | SME/Finance Domain Expert (Kolkata)
🏢 Gratitude
📍 Kolkata