Financial Research Associate

16 hours ago

Navi Mumbai, Maharashtra, India Peak Performance Advisors (OPS) PVTLTD Full time ₹ 2,40,000 - ₹ 4,80,000 per year

Job Description: Financial Research Associate

Position Overview

We are seeking a detail-oriented Financial Research Associate to join our team and contribute to various financial projects. The successful candidate will be responsible for analyzing financial data, generating insights, and supporting decision-making processes across multiple financial initiatives.

Key Responsibilities

Data Analysis & Reporting

  • Analyze complex financial datasets to identify trends, patterns, and anomalies
  • Create comprehensive reports and dashboards for stakeholders
  • Develop and maintain financial models and forecasting tools
  • Perform variance analysis and budget vs. actual comparisons
  • Generate ad-hoc analysis requests from management

Financial Project Support

  • Support multiple financial projects from initiation to completion
  • Collaborate with cross-functional teams including Finance, Operations, and Management
  • Assist in project planning, tracking, and performance measurement
  • Prepare project status reports and presentations
  • Ensure data accuracy and integrity across all financial projects

Technical Responsibilities

  • Extract, transform, and load (ETL) data from various sources
  • Utilize advanced Excel functions, pivot tables, and data visualization tools
  • Work with financial databases and reporting systems
  • Automate routine reporting processes where possible
  • Maintain documentation of analytical processes and methodologies

Quality Assurance

  • Validate data accuracy and perform quality checks
  • Identify and resolve data discrepancies
  • Ensure compliance with financial reporting standards
  • Support audit processes with required documentation

Required Qualifications

Education

  • Bachelor of Commerce (B.Com) - Mandatory
  • Specialization in Finance, Accounting, or related field preferred

Experience

  • 2-3 years of experience in data analysis, preferably in financial services or related industry
  • Proven track record of working on financial projects
  • Experience with financial modeling and forecasting

Technical Skills

  • Advanced Microsoft Excel (pivot tables, VLOOKUP, macros, complex formulas)
  • Knowledge of SQL for database queries
  • Experience with data visualization tools (Tableau, Power BI, or similar)
  • Familiarity with financial software (SAP, Oracle, QuickBooks, etc.)
  • Basic knowledge of statistical analysis and financial metrics

Core Competencies

  • Strong analytical and problem-solving abilities
  • Excellent attention to detail and accuracy
  • Effective communication and presentation skills
  • Ability to work independently and manage multiple projects
  • Strong organizational and time management skills
  • Understanding of financial principles and accounting concepts

Preferred Qualifications

  • Professional certification (CFA, FRM, or similar)
  • Experience with programming languages (Python, R, VBA)
  • Knowledge of financial regulations and compliance requirements
  • Previous experience in project management
  • Familiarity with banking or investment operations

Job Types: Full-time, Permanent

Pay: ₹30, ₹40,000.00 per month

Work Location: In person

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