Relationship Manager
Moneyfrog Financial Services Pvt. Ltd. is a fintech company seeking a Financial Analyst to support their investment advisory and client servicing teams. The role involves performing market research, developing customized financial plans, and monitoring client portfolios to ensure alignment with financial goals. Candidates must be proficient in financial modeling and data analysis tools to provide actionable insights. The position is ideal for an analytical professional looking to grow within a collaborative financial advisory environment.
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Experience
2-4 years
Function
Finance
Work mode
Onsite, India
Company
Tier 2
What you will work on
Moneyfrog Financial Services Pvt. Ltd. is a fintech company seeking a Financial Analyst to support their investment advisory and client servicing teams. The role involves performing market research, developing customized financial plans, and monitoring client portfolios to ensure alignment with financial goals. Candidates must be proficient in financial modeling and data analysis tools to provide actionable insights. The position is ideal for an analytical professional looking to grow within a collaborative financial advisory environment.
TAL's take
Solid tier-2 role with well-defined responsibilities in a clear financial domain.
Clear and well-structured JD with specific responsibilities and required qualifications.
Must haves
- Bachelor's degree in Finance, Economics, Accounting, or related field
- 2-4 years relevant experience in financial analysis, investment advisory, or wealth management
- Strong proficiency in MS Excel
- Experience in financial modeling
- Experience in data analysis tools
- Excellent communication skills
Tools and skills
Nice to have: cfa, cfp, ca.
About the company
Established mid-stage financial technology company, lacks flagship status.