
Financial Services Expert
5 hours ago
Dear candidates, thank you for your interest in this role.
We are seeking a highly skilled Financial Analyst to evaluate and rate financial products/services offered by various institutions.
About the PositionThe role involves conducting thorough research, analyzing complex data, and providing insightful recommendations to help customers make informed financial decisions.
Key Responsibilities- Conduct comprehensive research and gather relevant data for product/service ratings (including mystery shopping).
- Analyze terms and conditions documents and financial offerings.
- Maintain and update rating sheets using Google Sheets or Excel.
- Keep records up to date with accurate information.
- Track market trends and refine rating methodologies.
- Strong analytical and problem-solving skills.
- Proficiency in Excel or Google Sheets.
- Excellent communication and interpersonal skills.
- Prior experience in banking/insurance/financial services.
- Attention to detail with strong organizational skills.
- Work remotely with global exposure.
- Research-driven role in the financial services domain.
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