Job Summary

We are looking for a detail-oriented and analytical Financial Analyst to support financial research, data analysis, investment performance tracking, financial reporting, and business decision-making. The candidate should possess strong numerical skills, financial knowledge, and proficiency in MS Excel.

Key Responsibilities

1. Financial Analysis & Reporting

- Analyse financial statements, income statements, balance sheets, and cash flow statements.
- Prepare financial reports, dashboards, and management reports.
- Monitor financial performance and identify trends, variances, and opportunities for improvement.
- Assist in budgeting, forecasting, and financial planning.

2. Investment Research & Analysis

- Conduct research on mutual funds, equity markets, bonds, and other financial instruments.
- Analyse fund performance, historical returns, risk parameters, and benchmark comparisons.
- Track market trends, economic indicators, and relevant financial developments.
- Support the preparation of investment research reports and portfolio review presentations.

3. Data Management & MIS

- Collect, validate, clean, and analyse financial data.
- Maintain accurate financial databases, spreadsheets, and MIS reports.
- Prepare charts, dashboards, and presentations for management review.
- Ensure data accuracy, confidentiality, and timely submission of reports.

4. Business & Performance Analysis

- Analyse business performance, revenue trends, and key financial metrics.
- Identify discrepancies and provide data-backed insights.
- Support management in decision-making through financial modelling and scenario analysis.




- Coordinate with internal teams to obtain and verify financial information.

5. Compliance & Documentation

- Maintain proper documentation of financial research and analysis.
- Follow applicable company policies and regulatory guidelines relevant to the role.
- Ensure accuracy and confidentiality of client and business information.
- Use approved sources and appropriate disclosures when preparing investment-related reports and presentations.

Educational Qualifications
- Bachelor's degree in Commerce, Finance, Economics, Accounting, Business Administration, or a related field.
- MBA in Finance, M.Com, CFA, or relevant financial certifications will be an added advantage.
- Knowledge of mutual funds, financial markets, and investment products is preferred.

Required Skills
- Solid analytical and numerical abilities.
- Advanced proficiency in MS Excel, including Pivot Tables, lookup functions, and financial formulas.
- Knowledge of financial modelling, MIS reporting, and data visualization.
- Familiarity with Power BI and financial research tools is an advantage.
- Good communication, presentation, and report-writing skills.
- High attention to detail and accuracy.
- Ability to manage multiple assignments and meet deadlines.

Experience
- Freshers with relevant financial knowledge may apply.
- Candidates preferred with Certified Financial Planner

Interested candidate can Share the resumes at [email protected] or wats app (phone hidden) Pay: ₹300,000.00 - ₹500,000.00 per year

Benefits

- Cell phone reimbursement
- Health insurance
- Internet reimbursement
- Provident Fund

Work Location: In person

📌 Financial Analyst (Bengaluru)
🏢 Inspire India Wealth ,
📍 Bengaluru