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Valenta Bpo Solutions
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Financial Analyst

Financial Analyst

Valenta Bpo Solutions

0 - 2 years

2 - 4 Lacs

kolkata mumbai new delhi hyderabad pune chennai bengaluru

Posted:None| Platform:

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Skills Required

financial markets analytical financial planning investment strategies strategic planning cash flow financial analyst research financial services crm

Work Mode

Work from Office

Job Type

Full Time

Job Description

Solid understanding of Financial Markets

Research and Analyze Investment strategies

Review client portfolios

Excellent in Cashflow Modelling

Develop Financial Planning Strategies

Conduct Risk Analysis and Insurance Planning

Create Retirement Planning Strategies

Investment Planning

Tax Planning

Estate Planning

Employee Benefits

Professional Competency: -

Be Passionate about Financial Planning and Wealth Management.

Have a strong Analytical background.

Ability to work directly with Client.

Ability to work with International Teams in a fast-paced environment.

Track individual progress and provide support to new resources.

Be a Solid Team Player and a Global Player.

Must have excellent communication skills (Written & Verbal).

Adapt to change with ease.

Treat colleagues and clients with utmost respect.

Be able to provide value add by going the extra mile.

Have a never say never attitude.

Have a Technology first approach.

Requirements Qualifications and Experience:

Preferred Qualifications \u2013 bachelors degree in commerce (B. Com), Master of Business Administration with Specialization in Finance would be an added advantage.

Professional Certifications \u2013 CFP (Certified Financial Planner), CFA (Certified Financial Analyst), ChFC (Chartered Financial Consultant).

Experience in Financial Markets would be an added advantage.

Experience working on Fund Provider Portals, Insurance Carrier Portals, Research Tools such as Morningstar, Risk Profiling Tools such as Finametrica, Cashflow Modelling applications, Financial Planning Softwares, CRM systems etc. would be an added advantage.

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Valenta Bpo Solutions

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North York Ontario

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Financial Analyst