Lead Financial Strategist

18 hours ago

Varanasi, Uttar Pradesh, India beBeeFinance Full time ₹ 40,000 - ₹ 50,000
Job Title: Research Analyst">

About Us: We are a fast-growing firm expanding into Portfolio Management Services (PMS). We are committed to building a strong financial backbone that supports our clients and operations. With a focus on compliance, precision, and growth, we offer an opportunity to be part of a dynamic and evolving financial services team.

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Location: Nariman Point, Mumbai

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Working Model: Onsite

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Days: Monday - Friday + Alternate Saturdays

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Timings: 9:00 AM - 6:00 PM

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Experience: 2-5 years preferred (broking, mutual fund, or PMS background)

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Role Overview: We're looking for a Research Analyst who can evaluate financial, industry, and market data to support investment strategies. This role involves building models, preparing reports, and working closely with senior stakeholders to identify and assess opportunities.

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Key Responsibilities:

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  • Analyse & Interpret Data: Gather and evaluate financial, industry, and market information to deliver actionable insights.">
  • Financial Modelling: Develop and maintain valuation and forecasting models for investment opportunities.">
  • Research Reports: Translate complex data into clear, concise reports and recommendations.">
  • Collaboration: Work closely with the Senior Analyst/Portfolio Manager to drive investment strategies.">
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What You'll Bring:

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  • Education: Bachelor's degree in Finance, Economics, Business Administration, or related field.">
  • Experience: 1–2 years in equity research, financial data analysis, or related domain.">
  • Skills & Competencies:">
  • Strong analytical and problem-solving abilities.">
  • Excellent written and verbal communication.">
  • Proficiency in MS Excel, PowerPoint, and financial tools.">
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Why Join Us?

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  • Opportunity to work in a fast-growing firm expanding into PMS.">
  • Exposure to financial reporting, compliance, and audit management.">
  • Work directly with senior teams on high-value financial operations.">
  • Structured growth and hands-on learning in financial services.">

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