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JUNIOR FINANCIAL ANALYST

About the Role

We are looking for a highly motivated and detail-oriented Junior Financial Analyst / Financial Planner to join our team in Bangalore. This role is ideal for fresh graduates or early-career professionals who are passionate about financial planning, investment analysis, and client portfolio management.
 
As part of our finance and advisory team, you will gain hands-on exposure to portfolio tracking, budgeting, client interactions, and core financial reporting tools. This is an excellent opportunity to build a strong foundation in wealth management and advisory services.

 

Key Responsibilities

  • Assist in financial analysis and investment advisory for clients.
  • Track and maintain client portfolios and prepare periodic performance reports.
  • Support senior planners in creating investment strategies and planning presentations.
  • Perform research and data analysis to support investment decisions.
  • Work closely with clients and internal teams for documentation, query resolution, and meeting coordination.
  • Ensure compliance with internal processes and maintain data accuracy in financial systems.

Must-Have Skills & Experience

  • Basic understanding of financial principles, personal finance, or investment products.
  • Proficiency in MS Excel (pivot tables, charts, lookups); exposure to financial tools or software is a plus.
  • Strong analytical and communication skills.
  • Ability to work collaboratively in a dynamic team environment.
  • Eagerness to learn and take ownership of assigned tasks.
  • Professional behaviour with a client-first mindset.

Preferred Qualification:

  • Bachelor’s degree in finance, Accounting, Commerce, Economics, or a related field (e.g., B.Com, BBA, BMS)
  • MBA in Finance (preferred)
  • CFA Level 1 cleared or NISM Series X-A certification is a plus.

 

Location – Bangalore

 
Send your resume to vaishnavi.s@righthorizons.com

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