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INDEX

Content Page No.


1. Industry
Corporate Development .........................................................................
1
Direct Tax .........................................................................
1
Financial Planning & Analysis .........................................................................
2
Indirect Tax .........................................................................
2
Internal Audit .........................................................................
3
Pricing Strategy .........................................................................
3
Relationship Manager (Banking) .........................................................................
4
Strategy Office .........................................................................
4

2. Finance
Debt Syndication .........................................................................
5
Debt Underwriting .........................................................................
5
Equity Research .........................................................................
6
Insurance Underwriting .........................................................................
6
Investment Banking .........................................................................
7
Portfolio Management .........................................................................
7
Private Equity .........................................................................
8
Treasury .........................................................................
8
Venture Capital .........................................................................
9
3. Assurance
Statutory Audit .........................................................................
9

4. Advisory
Business Consulting .........................................................................
10
Business Modelling / Financial Modelling .........................................................................
10
CFO Advisory .........................................................................
11
Corporate Finance .........................................................................
11
Direct Tax .........................................................................
12
Dispute Resolution .........................................................................
12
Financial Due Diligence .........................................................................
13
Forensic Audit / Disputes & Investigations .........................................................................
13
Indirect Tax .........................................................................
14
Insolvency .........................................................................
14
Integration & Separation .........................................................................
15
M&A Tax .........................................................................
15
Management Consulting .........................................................................
16
Risk Consulting / Internal Audit .........................................................................
16
Strategy & Transaction Advisory .........................................................................
17
Technology Consulting .........................................................................
17
Transfer Pricing .........................................................................
18
Turnaround Consulting .........................................................................
18
Valuation .........................................................................
19
5. Academia
Teaching .........................................................................
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A corporate development team
helps a company grow through
acquisitions, investments, and
partnerships.

A corporate development team is responsible for identifying and


pursuing opportunities to grow the company through acquisitions,
investments, partnerships, and other strategic initiatives. This may involve
identifying potential acquisition targets, conducting due diligence on
potential partners or investments, negotiating and structuring deals, and
integrating new acquisitions or partnerships into the company. The team
may also be responsible for developing and implementing strategies for
growing the company through these means, and for helping to manage
the company's overall portfolio of investments and partnerships.

A Direct Tax team is responsible


for managing a company's direct
tax obligations, including income
tax and property tax.

A Direct Tax team is responsible for managing a company's direct tax


obligations, including income tax, property tax, and any other taxes that

tax returns, ensuring compliance with tax laws and regulations,


identifying opportunities for tax planning and minimizing the company's
tax liability, negotiating with tax authorities, and representing the
company in tax audits and disputes. The Direct Tax team may also be
responsible for staying up-to-date on changes in tax laws and
regulations and advising the company on how to best comply with these
changes.

1
A Financial Planning & Analysis
team helps a company make

providing analysis and forecasts of

performance.

A Financial Planning & Analysis (FP&A) team is responsible for providing

planning and forecasting needs. The FP&A team may also be responsible for

team is to provide the company with the insights and information it needs to

An Indirect Tax team is


responsible for managing a company's
indirect tax obligations, including sales
tax, VAT, and excise duties.

obligations, including sales tax, value-added tax (VAT), and excise duties. This

and regulations, identifying opportunities for tax planning and minimizing the
company's tax liability, negotiating with tax authorities, and representing the

responsible for staying up-to-date on changes in tax laws and regulations and

taxes are taxes that are levied on the sale or use of goods and services, rather
than on the income or wealth of the company or individual.

2
An Internal Audit team helps a
company ensure compliance with
laws and regulations, and assesses
the effectiveness of the company's
internal controls and risk
management processes.

compliance with laws and regulations, and for evaluating the effectiveness of

training and guidance to employees on compliance-related issues and for


monitoring the implementation of audit recommendations. The goal of the

A Pricing Strategy team


determines the optimal prices
for a company's products or
services to maximize revenue

A Pricing Strategy team is responsible for determining the optimal prices


for a company's products or services in order to maximize revenue and

pricing, conducting customer research to understand price sensitivity,


and developing pricing models to determine the optimal price for each
product or service. The Pricing Strategy team may also be responsible for
implementing pricing changes, monitoring the performance of different

Pricing Strategy team is to help the company maximize its revenue and

company's overall business strategy.


3
A Relationship Manager team
in a bank is responsible for
managing and growing
relationships with key clients.

building and maintaining relationships with clients, typically businesses or


organizations. The RM's role is to understand the needs of the client and to

overall relationship with the client, including handling any issues or

clearly explain these options to clients in a way that is easy to understand.

responsible for developing and


implementing long-term plans to
achieve the company's goals.

long-term plans and initiatives that help a company achieve its goals.

understand their needs and objectives. The team may also be


responsible for identifying new opportunities for growth and helping to

team may be responsible for monitoring the progress of these initiatives

depend on the size and nature of the company, as well as the industry in
which it operates.
4
A debt syndication team raises
capital for a company by
organizing and selling securities to
a group of investors.

A debt syndication team is responsible for raising capital for a company


by organizing and selling securities to a group of investors. This typically
involves the creation of a debt instrument, such as a bond or loan, which
is then sold to a group of investors. The debt syndication team may be
involved in all aspects of this process, including structuring the debt

investors. The team may also be responsible for managing the ongoing
relationship with investors and ensuring that the company is meeting its
obligations under the debt instrument. Debt syndication is a common
way for companies to raise capital, and the role of the debt syndication
team is critical in this process.

A debt underwriting team assesses


the creditworthiness of a company
or individual seeking to borrow
money and determines the terms
and conditions of the loan.

A debt underwriting team is responsible for evaluating the

and determining the terms and conditions under which a loan will be

income, assets, and debts. The debt underwriting team will also consider

debt underwriting team will decide whether to approve the loan and, if so,
at what interest rate and on what terms. The goal of the debt

borrower is able to meet their repayment obligations.


5
Equity research is the analysis of
publicly traded companies and
their securities.

An equity research analyst is responsible for analyzing publicly traded


companies and their securities. This typically involves studying a

competitive landscape in order to understand the company's


performance and potential for future growth. The equity research analyst
will also follow industry developments and news, and may attend
industry conferences and meet with company management in order to

research, the analyst will provide recommendations to clients, such as

reports on the companies they cover. The goal of equity research is to

Insurance underwriting is the process


of evaluating the risk of insuring a
particular individual or entity.

a particular individual or entity. This involves reviewing the application for


insurance, as well as any additional information that may be relevant,

providing coverage to the applicant and will decide whether to accept

balance the need to protect the insurance company against potential

decisions, the underwriter may consult with other professionals, such as

6
Investment banking involves
advising and facilitating the raising
of capital for clients through
securities offerings.

An investment banker is a financial professional who advises and assists


clients in raising capital through securities offerings, such as initial
public offerings (IPOs) or secondary offerings of stocks or bonds.
Investment bankers may also be involved in facilitating mergers and
acquisitions, and may provide other financial services such as market
making, trading, and underwriting. Investment bankers typically work for
investment banks, which are financial institutions that specialize in
providing these services to clients. Investment bankers may also work
for other types of financial institutions, such as commercial banks or
brokerage firms. The specific tasks and responsibilities of an investment
banker will depend on the type of work they are doing and the needs of
their clients.

Portfolio management is the


process of selecting and
overseeing a group of investments

A portfolio manager is responsible for selecting and overseeing a group

research on potential investments, and monitoring the performance of

investment process and plays a critical role in helping clients achieve

7
Private equity is a type of
investment in which funds are
used to acquire ownership stakes
in private companies.

A private equity analyst is responsible for evaluating investment opportunities

research, and due diligence on potential investments. The private equity

are attractive investment opportunities and to develop strategies for investing


in them. This may include developing a thesis for the investment, identifying

investment team. The private equity analyst may also be involved in the
process of negotiating and structuring the investment and may be responsible
for monitoring the performance of the portfolio. Private equity analysts

specialize in investing in private companies.

A treasury team is responsible for

of a company, including its cash,


investments, and debt.

company, including its cash, investments, and debt. This may involve
developing and implementing strategies for managing the company's

involved in the process of raising capital, through activities such as


issuing debt or equity, and may be responsible for managing the

size and nature of the company, as well as the industry in which it


operates. 8
Venture capital is a type of
investment that provides capital
to early-stage, high-potential
companies.

A venture capital (VC) analyst is responsible for evaluating investment


opportunities in early-stage, high-potential companies. This may involve

identify companies that are attractive investment opportunities and to develop


strategies for investing in them. This may include developing a thesis for the

recommendations to the investment team. The VC analyst may also be


involved in the process of negotiating and structuring the investment and may
be responsible for monitoring the performance of the portfolio. VC analysts

specialize in investing in early-stage companies.

A statutory audit is a legally


required review of a company's

A statutory audit team is responsible for conducting a legally required

the company's internal controls and procedures to ensure that they are

company's compliance with relevant laws and regulations. The audit

whether they are presented fairly and in accordance with relevant


accounting standards.
9
Business consulting involves
providing advice and assistance
to companies to help them
improve their operations and
achieve their goals.

A business consulting analyst is responsible for providing advice and


assistance to companies to help them improve their operations and achieve
their goals. This may involve analyzing the company's business processes,
identifying areas for improvement, and developing recommendations for how
the company can optimize its performance. The business consulting analyst
may also be involved in implementing these recommendations, which may
include designing new systems or processes, training employees, and onitoring

variety of clients, including small businesses, large corporations, and


government agencies, and may specialize in a particular industry or functional

will depend on the needs of the client and the nature of the consulting
engagement.

team creates mathematical

and operational aspects of a


company to aid
decision-making.

analyzing scenarios, and forecasting the impact of different variables on the

variety of tools and techniques to build these models, including spreadsheet


software, programming languages, and specialized modeling software. The

needs of the company and the industry in which it operates.


10
A CFO advisory team provides

(CFO).

position. The CFO advisory team may also be involved in implementing these
recommendations, which could include developing and implementing

other senior executives and departments within the company to ensure that

team will depend on the needs of the company and the industry in which it
operates.

planning, and decision-making.

partnerships, and developing plans to secure funding and manage

reporting requirements.

11
A direct tax team in a professional

compliance and planning.

compliance and planning. This includes helping clients to understand

effective planning and structuring of their affairs. The team may also

be involved in tax controversy and dispute resolution, representing clients


in negotiations with tax authorities or in court proceedings. The team may

help them to understand the implications of these changes for their


businesses.

A dispute resolution team in a

clients to resolve legal disputes.

resolve legal disputes through negotiation, mediation, arbitration, or

action for resolving a dispute, and to develop strategies to achieve their

documents, and representing clients in court or other legal proceedings.

dispute resolution (ADR) methods, such as mediation or arbitration, which


can be faster and less costly alternatives to litigation.
12
potential investment or
acquisition.

identifying any potential issues or concerns. The team may also assess the

company or its representatives, and may provide recommendations to the


client on the viability of the proposed transaction. Financial due diligence is
typically performed as part of the due diligence process, which is a thorough
investigation of a target company or asset that is conducted prior to
completing a transaction.

A forensic audit / disputes &


investigations team in a

assists in disputes.

A forensic audit / disputes & investigations team in a professional

disputes. This may include conducting investigations into allegations of

team may also be involved in forensic accounting, which involves

disputes & investigations team may be involved in helping clients to

compliance programs. This may include providing advice on regulatory


requirements and best practices, and reviewing and testing the
effectiveness of existing controls.
13
The Indirect Tax team at a

clients on taxes related to goods


and services.

and understand their indirect tax obligations and assists them with
compliance. This may involve providing advice on the tax implications of

clients to identify opportunities to minimize their indirect tax burden


through the use of tax incentives, exemptions, and other planning

An insolvency team in a

and bankruptcy.

restructure their debts, negotiate with creditors, and develop plans to turn
their businesses around. The team may also assist clients in the

needs of its clients.


14
An integration & separation team

helps clients plan and execute


corporate mergers and
acquisitions.

clients plan and execute corporate mergers, acquisitions, and


divestitures. This may involve conducting due diligence on potential
targets, assisting with negotiations, developing integration or separation

aspects of the transaction are properly handled. The team may also
provide advice on the tax, legal, and regulatory implications of the
transaction and assist with the implementation of any necessary

An M&A tax team in a professional

acquisitions.

transactions. This may involve providing advice on the tax implications of


different structures and terms, negotiating with tax authorities, and
helping clients identify opportunities to minimize their tax burden. The

of its clients.

15
A management consulting team in a

organizations improve their


performance through the analysis
of existing business problems and
the development of plans for
improvement.

organizations improve their performance by analyzing their existing


business problems and developing plans for improvement. This may

with clients to identify and implement changes in areas such as strategy,

guidance and support to clients as they implement the recommended

needs of its clients.

A risk consulting/internal audit


team in a professional services

manage risks within their


organizations.

recommendations for improvement. The team may also assist clients


with the implementation of internal control systems and the development

clients, the team may also provide advice and support to boards of

16
A strategy & transaction advisory
team in a professional services

execute growth strategies,


including through mergers,
acquisitions, and divestitures.

clients develop and execute growth strategies, including through mergers,

and evaluate potential opportunities. The team may also provide advice on the
tax, legal, and regulatory implications of different options and assist with the

growth-related matters, the team may also provide advice on broader


business strategy and operations, helping clients to identify areas for

of a strategy & transaction advisory team will depend on the size and focus of

A technology consulting team in a

clients improve their use of


technology to achieve business
goals.

improve their use of technology to achieve business goals. This may


involve conducting assessments of the client's current technology
systems and processes, identifying areas for improvement, and

to select and implement new software and hardware systems, integrate


technology with business processes, and develop custom solutions to

selection and management of technology vendors and partners, and


assist with the development of technology policies and procedures. The

17
A Transfer Pricing team helps
companies set prices for goods
and services sold between related
entities within an organization.

set prices for transactions between related entities within an organization.


This can include determining the appropriate price for goods and
services sold between different divisions of the same company, as well as
between a parent company and its subsidiaries. The goal of transfer
pricing is to ensure that the prices of these transactions are consistent

order to comply with tax laws and avoid disputes with tax authorities. The
team may also provide advice on transfer pricing documentation and
compliance, and may assist with transfer pricing audits and disputes.

A Turnaround Consulting team


helps struggling companies

performance and stability.

implementing the necessary changes to improve the company's

company's management to develop and implement a turnaround


strategy, which could include restructuring the business, improving cost

revenue. The goal of turnaround consulting is to help the company get

18
A Valuation team in a professional

of assets or businesses.

determining the value of assets or businesses. This can involve assessing


the value of a company's assets, such as its real estate, machinery, and
intellectual property, as well as its intangible assets, such as its brand

company's securities, such as its shares or bonds, in order to support


transactions such as mergers and acquisitions, initial public offerings,

and approaches to determine the value of assets and businesses,

and option pricing models.

Academia
A Chartered Accountant can teach

Teaching business strategy.

variety of educational institutions, including universities, business


schools, and professional training organizations. CAs may teach courses
at the undergraduate or graduate level, and may specialize in a

consultants in a variety of industries, providing professional development

19

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