Finance Associate

7 days ago


Mumbai, Maharashtra, India Nobias Finance (India) Full time

Company Description

In a world of disinformation, disruption, and increasingly complex incentive structures, Nobias brings truth, transparency, and clarity. Paring analytical skills with the latest technology, allows us to give our customers not just answers—but learning as well - to help them make sound decisions and improve financial literacy..

Role Description

This is a full-time Finance Planning role based in Mumbai. You'll contribute to a supportive and collaborative work environment that empowers you to excel. We are hiring an analyst at Nobias India with 5+ years of experience in wealth management. As a Finance Planning Analyst, you will be responsible for research on investment products like Mutual Funds, Stocks and ETFs, understanding client needs and helping them in planning for their Financial lives. We are seeking self-motivated individuals capable of working in teams. It's important for this individual to take responsibility for all tasks and, often, confidential financial decisions, so they must be able to handle sensitive financial matters with integrity.

Qualifications

  • Financial Analyst with 5+ years post qualification experience.
  • Financial Planner with 5+ years post qualification experience
  • Bachelor's degree in Finance, Accounting, or a related field with 5-10 years post qualification experience in wealth management at a top bank
  • Ability to manage confidential, sensitive information
  • Strong analytical and problem-solving skills
  • Knowledge of Investment Products, Macro fundamentals & Behavioral Finance
  • Sound knowledge of markets and various financial products
  • Knowledge of accounting principles and financial regulations
  • Excellent attention to detail and organizational skills
  • High customer orientation with Excellent written and oral communication skills
  • Ability to work effectively in a team
  • Proficiency in Microsoft Excel and familiarity with other Microsoft Office applications.

Preferred Qualifications:

  • NISM X-A and NISM X-B certification
  • 5-10 years post qualification experience in Financial Planning.
  • Certifications in finance or accounting

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