Opening for Financial Analyst

Profile – Finance Analyst
Exp – Freshers
Sal – 15 K PM
Qualification – B.com ,M.com , MBA (In Finance )
Gender Preference – Any
Location – Mohali

JD:-

Good Comm skills.

As a Financial Analyst, you will gain exposure to a broad range of strategies across all aspects of financial planning, superannuation and investments. You will be required to perform non-client facing tasks based on instructions provided by financial advisers for their clients. The role will include but not limited to:

· Process personal information provided by clients during a meeting with their Financial Adviser

· Identify their key goals and objectives.

· Develop a strategically accurate and timely financial plan document (statements of advice) that addresses the client’s needs and meets their objectives.

· Undertake highly technical analytical and forecasting work including cash flow and capital forecasting using sophisticated financial planning software.

· High quality plan preparation.

Skill set required

· Strong finance and business acumen.

· Excellent interpersonal, listening and numerical skills

· Analytical and research skills

· Report writing and clear written communication skills

· Effective time and caseload management and ability to manage tight deadlines.

· Confidence using Microsoft Word, Excel and willing to learn new software

· Able and willing to work on own initiative, sometimes for long time periods

· A flexible approach to business hours

Education requirement

· Minimum Bachelors Degree (specialization in Finance, Business or Economics )

· Post Graduate degree in Finance, Business or Economics is highly desirable

Benefits

· Salary in line with Industry standard (negotiable)

· Attractive incentives to compensate high performers

Interested candidates kindly forward your updated CV on hr5@tasolutions.in with your current and expected CTC or call on 9041149494 if not interested. We will really appreciate if you forward this position to your colleagues or Friends