JUNIOR FINANCIAL ANALYST

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.

Please be vigilant and avoid responding to unsolicited emails, messages, or phone calls claiming to be from Right Horizons. We will never request sensitive information such as passwords, account details, or financial information via unsecured channels.

Furthermore, please note that we do not distribute investment and advisory audio and video clips through unsolicited means. Any communication regarding such content will always be done through secure and verified channels.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.