Financial Analyst

The ideal candidate for this position should possess solid technical competencies in Financial Markets, Investment strategies, Cashflow Modelling, Financial Planning Strategies, Risk Analysis, Insurance Planning, Retirement Planning, Investment Planning, Tax Planning, Estate Planning, and Employee Benefits. It is essential to have a deep understanding of these areas to excel in this role. In terms of professional competencies, the candidate should demonstrate a strong passion for Financial Planning and Wealth Management, along with excellent analytical skills. The ability to work directly with clients and collaborate with international teams in a fast-paced environment is crucial. Being a solid team player with exceptional communication skills (both written and verbal) is also necessary. The candidate should be adaptable to change, respectful towards colleagues and clients, and willing to go the extra mile to provide value. A technology-first approach is highly valued for this role, along with qualifications such as a bachelor's degree in commerce (B. Com) or a Master of Business Administration with a specialization in Finance. Professional certifications like CFP (Certified Financial Planner), CFA (Certified Financial Analyst), or ChFC (Chartered Financial Consultant) are advantageous. Experience in Financial Markets and familiarity with tools such as Fund Provider Portals, Insurance Carrier Portals, Morningstar, Finametrica, Cashflow Modelling applications, Financial Planning Software, and CRM systems would be beneficial. The benefits of this position include gaining exposure to global clients, flexible working options, international relocation and travel opportunities, professional development, career progression, a fantastic culture, and a sense of purpose. The candidate should be willing to perform any other job-related duties as requested and remain adaptable to potential modifications in job responsibilities due to changes in strategy or operations. If you meet these qualifications and are interested in this opportunity, please send your CV to careers@valenta.io.,