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Arunika Services Pvt Ltd

1 Job openings at Arunika Services Pvt Ltd
Investment Analyst bengaluru 3 - 5 years INR 3.0 - 5.0 Lacs P.A. Work from Office Full Time

Role & responsibilities Develop, maintain, and enhance Excel-based financial and operational models Perform in-depth data analysis and reporting related to mutual fund performance and distributor operations Support the team in building interactive dashboards, charts, and summaries Automate recurring tasks and reporting processes using Excel macros, VBA, or other tools Ensure accuracy, consistency, and completeness in data inputs and outputs Work closely with internal stakeholders to optimize data models and processes Participate in client communication and support, delivering insights and updates clearly and professionally Preferred candidate profile Candidate from any field can apply, preferably someone who knows basics of investment product mainly Mutual Fund Minimum 3 years of professional experience in a financial analytics or mutual fund-related role Advanced proficiency in Microsoft Excel (formulas, pivot tables, charts, dashboards, macros, VBA preferred) Excellent analytical and problem-solving skills with an eye for detail Strong customer interaction and communication skills both verbal and written Ability to work independently and collaboratively in a fast-paced environment Basic to strong understanding of mutual funds and other investment products, and financial terminology