Investment Analyst

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