We are looking for a highly motivated and detail-oriented Junior Financial Analyst / Financial Planner to join our team in Bangalore. This role is ideal for fresh graduates or early-career professionals who are passionate about financial planning, investment analysis, and client portfolio management.
As part of our finance and advisory team, you will gain hands-on exposure to portfolio tracking, budgeting, client interactions, and core financial reporting tools. This is an excellent opportunity to build a strong foundation in wealth management and advisory services.

Key Responsibilities

Assist in financial analysis and investment advisory for clients.

Track and maintain client portfolios and prepare periodic performance reports.

Support senior planners in creating investment strategies and planning presentations.

Perform research and data analysis to support investment decisions.

Work closely with clients and internal teams for documentation, query resolution, and meeting coordination.

Ensure compliance with internal processes and maintain data accuracy in financial systems.

Must-Have Skills Experience

Basic understanding of financial principles, personal finance, or investment products.

Proficiency in MS Excel (pivot tables, charts, lookups); exposure to financial tools or software is a plus.

Strong analytical and communication skills.

Ability to work collaboratively in a dynamic team environment.

Eagerness to learn and take ownership of assigned tasks.

Professional behaviour with a client-first mindset.

Preferred Qualification:

Bachelor s degree in finance, Accounting, Commerce, Economics, or a related field (e.g., B.Com, BBA, BMS)

MBA in Finance (preferred)

CFA Level 1 cleared or NISM Series X-A certification is a plus.

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JUNIOR FINANCIAL ANALYST