Financial Analyst

5 days ago

Ballari, India Alphanso Full time

Location: Gurugram, India (Hybrid)

Experience: 0 - 2 years

Qualification: CFP or CFA (Level III) required


About Alphanso


Alphanso is a flat-fee, fiduciary wealth management platform that blends the expertise of seasoned advisors with advanced technology. We empower professionals and families to manage investments, taxes, estate and more - transparently and without hidden costs.


Role Overview


We’re looking for a Financial Analyst to support our advisory and research functions. In this role you’ll work closely with senior advisors, conduct in-depth market research and generate insights that shape client strategies. This is a unique opportunity to grow in a high-impact, client-focused environment.


Key Responsibilities


  • Analyze investment, tax and estate planning strategies.
  • Assist advisors in building comprehensive financial plans for clients.
  • Research asset classes, ETFs, bonds and broader market trends.
  • Prepare reports, memos and client presentations.
  • Collaborate with product teams to transform financial insights into actionable strategies.


Requirements


  • Mandatory: CFP or CFA Level III certification.
  • Strong analytical and financial modeling skills (Excel proficiency required).
  • Prior financial analysis or advisory experience is a plus.
  • Excellent communication skills with a client-first mindset.


📩 How to Apply


This opportunity is open to candidates interested in full-time roles as well as those looking to consult or contribute on a part-time basis.


Interested candidates can apply directly via email.

📧 Email: vatsala.agnihotri@alphanso.ai

📌 Subject Line: Financial Analyst -  Alphanso - [Full-time / Contractual]

📎 Please attach your updated resume for consideration.



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