
Chief Financial Strategist
1 week ago
We are seeking a skilled Financial Analyst to evaluate and rate financial products/services offered by banks and institutions. The role involves research, analysis, and providing insights to help customers make informed financial decisions.
About the Role:
- Main Responsibilities:
- Conduct in-depth research & gather data for product/service ratings (incl. mystery shopping).
- Analyze terms and conditions documents and financial offerings.
- Maintain & update rating sheets (Excel/Google Sheets).
- Keep Insight Portal up to date with accurate information.
- Track market trends and refine rating methodologies.
Necessary Skills:
- Strong Research & Analytical skills
- Proficiency in Excel / Google Sheets
- Excellent Communication skills
PREFERRED SKILLS:
- Prior experience in Banking/Insurance/Financial Services
- Detail-oriented with strong organizational skills
About Us:
We are a reputable company with a long-standing client relationship with some of the pioneers in the education industry. Our pool of experts has proficiency in an array of subjects with an understanding of State and Common Core standards in the US and the Central and State boards in India.
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