Investment Analyst
4 days ago
Role & responsibilities
- Develop, maintain, and enhance Excel-based financial and operational models
- Perform in-depth data analysis and reporting related to mutual fund performance and distributor operations
- Support the team in building interactive dashboards, charts, and summaries
- Automate recurring tasks and reporting processes using Excel macros, VBA, or other tools
- Ensure accuracy, consistency, and completeness in data inputs and outputs
- Work closely with internal stakeholders to optimize data models and processes
- Participate in client communication and support, delivering insights and updates clearly and professionally
Preferred candidate profile
- Candidate from any field can apply, preferably someone who knows basics of investment product mainly Mutual Fund
- Minimum 3 years of professional experience in a financial analytics or mutual fund-related role
- Advanced proficiency in Microsoft Excel (formulas, pivot tables, charts, dashboards, macros, VBA preferred)
- Excellent analytical and problem-solving skills with an eye for detail
- Strong customer interaction and communication skills both verbal and written
- Ability to work independently and collaboratively in a fast-paced environment
- Basic to strong understanding of mutual funds and other investment products, and financial terminology
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