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Financial Analyst Client Interfacing

Mumbai, MH
Job Code:
  • IT
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Job Details

Provides analytical support to senior financial and operational management by gathering, documenting and analyzing information; preparing and summarizing recommendations for financial plans, operating forecasts, etcAnalyze financial information to produce forecasts of business, industry, and economic conditions for use in making investment decisions. (Capital Markets).Involved in the early stages analysis of new product line with a view to rolling it out onto the new platformPerform economic research and studies in the areas of rate return, working capital requirements, investment opportunities, investment performance, currency exposure, economic and political riskResponsibility for a number of product lines; initially working closely with the respective sales & trading desks and clients to gather requirements; assist in the User Interface design; presenting these requirements to the development teams; assisting the development process and finally signing off the product line before it is released to clients.Interpret data affecting investment programs, such as price, yield, stability, future trends in investment risks, and economic influences.Partner with assigned businesses on key strategic issues to improve results or analyze alternativesWork with client facing teams to gather client requirement Compose formal requirements and stories for the development team Work with the User Interface team to shape the client user interface for the product linePrepare plans of action for investment based on financial analyses and evaluate its degree of financial risk and their exist strategy.Work with the Marketing and Client on Boarding team to plan marketing & training materials and collating client feed backAssemble spreadsheets and draw charts and graphs used to illustrate technical reports.Analyze public corporate financial information and investment products & services and developing a firm understanding of major companies, industries and trends across multiple markets.Facilitate the process of developing annual budgets and revise budgets quarterly base on changes to business plans.Maintain knowledge and stay abreast of developments in the fields of industrial technology, business, Finance and economic theory.Monitor fundamental economic, industrial, and corporate developments through the analysis of information obtained from financial publications and services, investment banking firms, government agencies, trade publications, company sources, and personal interviews.Maintaining relationships with investment banks, and follow capital markets closely on a daily basisCommunicating with other staff members to assure consistency throughout various products and databasesDesired Candidate ProfileCA /MBA (Finance) with 3 to 6 years of work experience with specific capital market exposure with a financial services backgroundKnowledge of financial products and policiesStrong understanding of financial modeling, valuations, and calculationsStrong communication and analytical skills to effectively compile, understand, and communicate resultsEffective team leader as well as cooperative and supportive team playerExcellent organizational, interpersonal, and managerial skillsHighly organized and self-motivated Entrepreneurial natureAbility to influence senior management and enjoy the client facing nature of this roleAbility to multitask and move projects forward while maintaining high quality outputDetail oriented, meticulous and strong implementation skills.
Degree: CA (Chartered Accountant) | MBA/ PGDM

Additional Degree: BA (Arts) | B.Com. (Commerce) | B.Pharm. (Pharmacy) | B.Plan. (Planning) | B.Sc. (Science) | BBA/ BBM/ BBS | BCA (Computer Application) | Diploma-Other Diploma | B.Ed. (Education) | BHM (Hotel Management)

Experience: 3-6


Credit Control & Collections | Finance/Budgeting | Financial Analysis | Investment Banking
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