Junior Financial Analyst

You will be joining our team in Bangalore as a Junior Financial Analyst / Financial Planner. This position is suitable for fresh graduates and early-career professionals who are enthusiastic about financial planning, investment analysis, and client portfolio management. As a part of the finance and advisory team, you will be involved in portfolio tracking, budgeting, client interactions, and utilizing core financial reporting tools. This role presents a valuable opportunity to establish a solid groundwork in wealth management and advisory services. Your responsibilities will include assisting in financial analysis and investment advisory for clients, maintaining client portfolios, supporting senior planners in developing investment strategies, conducting research and data analysis for investment decisions, collaborating with clients and internal teams, ensuring compliance with internal processes, and maintaining data accuracy in financial systems. To excel in this role, you should possess a basic understanding of financial principles, personal finance, or investment products. Proficiency in MS Excel, including pivot tables, charts, and lookups, is essential. Additionally, you should have strong analytical and communication skills, the ability to work effectively in a team environment, a willingness to learn, and a client-first mindset. Ideally, you should hold a Bachelor's degree in finance, accounting, commerce, economics, or a related field, with an MBA in Finance being preferred. Having cleared CFA Level 1 or holding NISM Series X-A certification would be advantageous. If you meet these qualifications and are excited about this opportunity, please send your resume to vaishnavi.s@righthorizons.com. Your skills in portfolio management, investment advisory, communication, financial planning, investment management, analytical skills, data analysis, MS Excel, and financial analysis will be put to good use in this role.,