Financial Analyst

Support advisors in creating and delivering comprehensive financial plans for their retail clients. Key Responsibilities Support financial advisors based in U.S. to create comprehensive and compliant financial plans for their clients, at individual/household level Data inputs in financial planning tools such as NaviPlan and MoneyGuide, based on careful...

The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with anemphasis on creating and delivering a unique client experience that defines and differentiates advisors'practices. This position will...

Job Summary We are looking for a Financial Analyst with 2–3 years of hands-on experience to support budgeting, forecasting, investment analysis, and strategic decision-making. You will prepare financial models, analyze trends, monitor performance, and provide actionable insights to business leaders. This role plays a key part in optimizing financial...

Overview The Senior FP&A Analyst will play a critical role in supporting the company’s financial planning, forecasting, and analysis activities. This role partners closely with the Senior Manager, FP&A Strategy to provide insights that inform key business decisions. The Sr. Analyst will be hands-on in developing financial models, preparing management...

Overview The Senior FP&A Analyst will play a critical role in supporting the company’s financial planning, forecasting, and analysis activities. This role partners closely with the Senior Manager, FP&A Strategy to provide insights that inform key business decisions. The Sr. Analyst will be hands-on in developing financial models, preparing management...

Financial Analyst Preferred Experience - 3+ Years Location - Gurgaon Employment Type - Full Time Job Description –  Providing clients with regular updates on their investments, including changes in value and performance compared to industry benchmarks Conducting research to identify new...

Supporting supervision functions of client facing documents, communications, and investment products to ensure compliance with regulatory requirements. Analysts will be expected to identify potential irregularities/ red flags, while maintaining agreed service levels and commitments.Key Responsibilities Provide support to Registered Principals and...

JOB DESCRIPTION Req ID:     We are currently seeking a Financial Analysis Senior Analyst to join our team in Gurugram, Haryāna (IN-HR), India (IN). Financial Analysis Senior AnalystThe primary goal of Financial Analyst is to gather and analyze financial data to facilitate decision making and provide guidance to managers within the organization by making...

Overview: Corporate Trust Consultants is working to hire a Financial Data Analyst for one of it's leading clients. The client is an aspirational sports goods brand, based in the United Kingdom area, committed to delivering top-quality products for athletes worldwide. They have recently established presence in India, via a joint venture and are recognised...

About the DepartmentResearch and Investment Services (RIS) is one of the vital service lines offered to clients, providing Modeling and Financial Analysis, Research, Due Diligence, Valuation and Portfolio Management, Deal Sourcing, and Marketing and Communications. We are a group of highly skilled professionals working as an extension of the clients teams...