Financial Analyst

1 day ago

Delhi, 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:

Subject Line:
Financial Analyst -
Alphanso - (Full-time / Contractual)
Please attach your updated resume
for consideration.

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