JUNIOR FINANCIAL ANALYST

Right Horizons; Bengaluru; On-site; INR 350,000 - 520,000; Full time

Job summary

Right Horizons in Bengaluru is seeking a Junior Financial Analyst / Financial Planner who is detail-oriented and eager to grow in wealth management. Fresh graduates and early-career professionals are welcome to apply to build hands-on experience in portfolio tracking, budgeting, reporting, and client interactions.

You will work closely with senior planners to develop investment strategies, prepare presentations, and ensure data accuracy across financial systems while maintaining a client-first

Qualifications

• Fresh graduates or early-career professionals welcome with passion for financial planning.

Responsibilities

• Assist in financial analysis and investment advisory for clients.
• Track and maintain client portfolios and prepare reports.
• Support senior planners in investment strategies and presentations.
• Conduct research and data analysis to support decisions.
• Coordinate with clients and internal teams for documentation and meetings.
• Ensure compliance with internal processes and data accuracy.

Skills

Analytical

Communication

Teamwork

Eagerness to learn

Client-first mindset

Education

Bachelor's degree in finance/commerce/economics

MBA in Finance (preferred)

CFA Level 1 / NISM Series X-A (plus)

Tools

MS Excel

Job description

At Right Horizons, we value every individual and trust them to do the best for our clients. We support our people with well-designed products and knowledge resources, enabling them to understand and satisfy customer requirements better. In short, our vision extends to you and your career path, and we believe in growing together.

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.

• 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.