Financial Analyst

Company Description

Assetian FinCon is a pioneer in simplified investing in Mutual Funds-based niche portfolios, offering customised wealth management solutions tailored to unique needs. With a team of experienced professionals, we aim to transform saving into investing in India. Our portfolio management process involves detailed ideation, strategy formulation, performance review, and goal realisation.

Role Description

This is a full-time on-site role for a Financial Analyst at Assetian located in Mohali district. The Financial Analyst will be responsible for financial planning, analysing data, ability to manage client relationships and meetings effectively, client support and reporting on financial performance to support investment strategies.

Pre Requisites:-

• Knowledge of Financial markets
• Financial Planning and Finance skills
• Analytical Skills
• Excellent communication skills
• Strong proficiency in Ms Office
• Bachelor's degree in Finance, Accounting, Economics, or related field
• Professional degree (MBA in Finance or Sales and Marketing) is a preferred