At Right Horizons, we value every individual and trust them to do the best for our clients. We support our people with well-designed products and knowledge resources, enabling them to understand and satisfy customer requirements better. In short, our vision extends to you and your career path, and we believe in growing together.

About the Role

We are looking for an experienced and driven Lead Financial Analyst to join our finance and advisory team. This role is ideal for professionals with a strong foundation in financial analysis, portfolio management, and client engagement. As a lead, you will guide junior analysts, lead strategic financial planning initiatives, and contribute to data-driven investment decisions for high-net-worth individuals (HNIs).

Key Responsibilities

Lead client portfolio analysis, investment advisory, and performance reviews.

Develop and present advanced financial models, forecasts, and strategic investment plans.

Mentor and supervise junior analysts and financial planners.

Conduct deep-dive market and product research to support wealth advisory.

Collaborate with internal departments to streamline financial reporting and advisory processes.

Ensure regulatory compliance and internal audit readiness.

Maintain strong client relationships and provide proactive financial planning support.

Must-Have Skills & Experience

5 8 years of hands-on experience in financial planning, investment advisory, or wealth management.

Strong analytical skills and advanced proficiency in Excel and financial modelling tools.

Proven client relationship management abilities.

Sound knowledge of investment products, market research, and regulatory norms.

Leadership capability to guide and mentor team members.

Bachelor s degree in Finance, Commerce, Accounting, or Economics.

MBA in Finance / CA / CFA (Level 2+ preferred).

NISM certifications (Series X-A / X-B) or equivalent are a plus.

Please be vigilant and avoid responding to unsolicited emails, messages, or phone calls claiming to be from Right Horizons. We will never request sensitive information such as passwords, account details, or financial information via unsecured channels.

Furthermore, please note that we do not distribute investment and advisory audio and video clips through unsolicited means. Any communication regarding such content will always be done through secure and verified channels.

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Financial Analyst