Financial Analyst

Preferred Experience - 3+ Years

Location - Gurgaon

Employment Type - Full Time

Job Description –

• Providing clients with regular updates on their investments, including changes in value and performance compared to industry benchmarks
• Conducting research to identify new investments, evaluate their potential, and monitor their performance over time.
• The analyst’s role include producing strategy reports, synthesizing client/prospect data to develop customized financial plans, designing tailored reporting for new and existing clients.
• Develops presentation materials and proposals to assist Financial Advisors / Private Wealth Advisors in managing performance measurements on existing accounts and cultivating new business opportunities.
• As an analyst, you'll drive structure and discipline around each initiative using standard project deliverables and frameworks, including establishing scope and performing detailed business impact analysis in support of management decisions.

Skills & Experience Required –

• Bachelor’s degree in Business Management, Finance, Accounting or another related field. Candidates with MBA/ Masters in Finance preferred.
• Strong analytical, and problem solving skills
• Knowledge of financial industry and investment products preferred
• Strong hands on Excel/PPT required with functions like vlookup, pivoting, and conditional formatting, short-cut. macros
• Self-motivated and able to work in an autonomous, yet collaborative environment
• Strong verbal and written communication skills, as well as strong organizational and interpersonal skills
• Commitment to excellence and a high level of integrity

About Centricity WealthTech

Centricity helps empower finance and investment professionals aspiring to establish their independent practices. The platform aims to deliver a comprehensive SAAS-based investment management platform including digital transactional capabilities for a diversified product suite.

Wealth management professionals prefer focusing on their client's interests and not their employer's ever-changing priorities. Also, clients want stability and not a relentless institutional product push. We are looking to bring in the consistency of the family office experience for a spectrum of investors across emerging affluent, affluent, and high net worth categories. We are boutique by design and an institution by default.

Centricity wealth tech was conceptualized by a highly experienced team of private wealth management industry veterans. The founders previously worked with marquee wealth management institutions such as Citibank, Deutsche bank, Kotak, and IIFL Wealth managing assets for ultra-high net worth individuals, single-family offices, and corporate treasuries.

Their vast experience and insight allowed them to identify crucial gaps in private wealth management propositions and design a platform to plug those gaps. Some of these gaps are adapting to complex regulatory frameworks, lack of alignment with client interests, and burgeoning costs. Thus was born Centricity, India's first 360 degrees digital investment management platform.

Centricity's flexible and modular platform allows independent investment professionals and external asset managers (EAMs) to impanel with us and leverage state-of-the-art technology to manage their client portfolios efficiently. Single-family offices and corporate treasuries can also subscribe to the platform on a "Do it Yourself" (DIY) basis to manage their investment portfolios.