Financial Analyst

Planify Capital Limited; Gurugram District; On-site; INR 1,500,000 - 2,200,000; Full time

Job summary

Planify Capital Limited is seeking a highly skilled financial analyst in Gurugram, India. The role requires CFA Level 3 and at least 5 years’ experience in financial analysis, investment strategy, and portfolio management. You will build financial models, assess opportunities, and support budgeting and strategic planning with senior leadership.

Qualifications

• CFA Level 3 completed.
• 5–8 years of experience in financial analysis or related field.
• Strong analytical skills and attention to detail.
• Proficiency in financial modeling and data analysis tools.
• Excellent communication and presentation skills.

Responsibilities

• Conduct in-depth financial analysis to support strategic decision-making.
• Prepare detailed financial models and forecasts.
• Analyze investment opportunities and assess risks and returns.
• Collaborate with cross-functional teams to drive financial planning and budgeting processes.
• Present findings and recommendations to senior management.
• Monitor market trends and economic conditions to inform investment strategies.
• Ensure compliance with regulatory requirements and internal policies.

Skills

Analytical skills

Attention to detail

Communication skills

Teamwork

Education

CFA Level 3

5–8 years relevant experience in financial analysis

Tools

Financial modeling tools

Data analysis tools

Job description

Job Description

We are seeking a highly skilled financial analyst to join our team. The ideal candidate will have completed CFA Level 3 and possess a minimum of 5 years of relevant experience in financial analysis, investment strategy, and portfolio management.

Job Description

We are seeking a highly skilled financial analyst to join our team. The ideal candidate will have completed CFA Level 3 and possess a minimum of 5 years of relevant experience in financial analysis, investment strategy, and portfolio management.

Key Responsibilities

• Conduct in-depth financial analysis to support strategic decision-making.
• Prepare detailed financial models and forecasts.
• Analyze investment opportunities and assess their potential risks and returns.
• Collaborate with cross-functional teams to drive financial planning and budgeting processes.
• Present findings and recommendations to senior management.
• Monitor market trends and economic conditions to provide insights for investment strategies.
• Ensure compliance with regulatory requirements and internal policies.

Qualifications

• Must have completed CFA Level 3.
• Minimum of 5-8 years of experience in financial analysis or a related field.
• Strong analytical skills and attention to detail.
• Proficiency in financial modeling and data analysis tools.
• Excellent communication and presentation skills.
• Ability to work independently and as part of a team.

Industry

• Investment Banking

Employment Type

Full-time

Skills: investment,decision-making,analytical skills,financial analysis