Strategic Financial Planner

3 days ago


Gurgaon, Haryana, India Planify Capital Limited Full time
Job Description:

We are seeking a highly skilled Financial Analyst to join our team at Planify Capital Limited.

The ideal candidate will have completed CFA Level 3 and possess a minimum of 5 years of relevant experience in financial analysis, investment strategy, and portfolio management. Key Responsibilities include Conducting in-depth financial analysis to support strategic decision-making, Preparing detailed financial models and forecasts, Analyzing investment opportunities and assessing their potential risks and returns, Collaborating with cross-functional teams to drive financial planning and budgeting processes, Presenting findings and recommendations to senior management, Monitoring market trends and economic conditions to provide insights for investment strategies, and Ensuring compliance with regulatory requirements and internal policies.

Qualifications:

  • Completion of CFA Level 3;
  • Minimum of 5 years of experience in financial analysis or a related field;
  • Strong analytical skills and attention to detail;
  • Proficiency in financial modeling and data analysis tools;
  • Excellent communication and presentation skills;
  • Ability to work independently and collaboratively;

Benefits:

This role offers an estimated annual salary of $100,000 - $120,000 depending on experience and location. Additionally, the successful candidate can expect a comprehensive benefits package including health insurance, retirement plan, and paid time off.



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