We are seeking a highly skilled financial analyst to join our team. The ideal candidate will have completed CFA Level 3 and possess a minimum of 5 years of relevant experience in financial analysis, investment strategy, and portfolio management.

Key Responsibilities

- Conduct in-depth financial analysis to support strategic decision-making.

- Prepare detailed financial models and forecasts.

- Analyze investment opportunities and assess their potential risks and returns.

- Collaborate with cross-functional teams to drive financial planning and budgeting processes.

- Present findings and recommendations to senior management.

- Monitor market trends and economic conditions to provide insights for investment strategies.





- Ensure compliance with regulatory requirements and internal policies.

Qualifications

- Must have completed CFA Level 3.

- Minimum of 2-3 years of experience in financial analysis or a related field.

- Solid analytical skills and attention to detail.

- Proficiency in financial modeling and data analysis tools.

- Excellent communication and presentation skills.

- Ability to work independently and as part of a team.

Industry

- Investment Banking

Employment Type

Full-time

Skills: dcf evaluation,research,financial analysis,analytical skills,investment,due diligence

📌 Equity Research Analyst (Gurugram)
🏢 Planify Capital
📍 Gurugram