Job Role: Lead Financial AnalystLocation: Bangalore, KarnatakaExperience: 5-8 yearsEmployment Type: Full-timeDepartment: AnalystWork Mode: On-site (6 days working)Reports To: Malisetty VinayAbout The RoleWe are looking for an experienced and driven Lead Financial Analyst to join our finance andadvisory team. This role is ideal for professionals with a strong foundation in financial analysis,portfolio management, and client engagement. As a lead, you will guide junior analysts, leadstrategic financial planning initiatives, and contribute to data-driven investment decisions forhigh-net-worth individuals (HNIs). Key Responsibilities Lead client portfolio analysis, investment advisory, and performance reviews. Develop and present advanced financial models, forecasts, and strategic investmentplans.
Mentor and supervise junior analysts and financial planners. Conduct deep-dive market and product research to support wealth advisory. Collaborate with internal departments to streamline financial reporting and advisoryprocesses. Ensure regulatory compliance and internal audit readiness. Maintain strong client relationships and provide proactive financial planning support. Must-Have Skills & Experience 5–8 years of hands-on experience in financial planning, investment advisory, or wealthmanagement. Strong analytical skills and advanced proficiency in Excel and financial modelling tools. Proven client relationship management abilities. Sound knowledge of investment products, market research, and regulatory norms. Leadership capability to guide and mentor team members.
Preferred Qualification Bachelor’s degree in Finance, Commerce, Accounting, or Economics. MBA in Finance / CA / CFA (Level 2+ preferred). NISM certifications (Series X-A / X-B) or equivalent is a plus. Send your resume to vaishnavi. s@righthorizons. comSkills: investment advisory,financial analysis,cfp,financial modeling,financial planning,performance reviews,nism 10a,investment management,nism 10b,regulatory compliance,portfolio management,client engagement,wealth,market research
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