We are seeking a highly analytical and detail-oriented Financial Analyst to join our team. The successful candidate will provide financial analysis, modeling, and insights to support business decisions and drive growth.

The role includes analysing performance, creating financial models, forecasting future performance, preparing financial reports and presentations, conducting market and industry research, and contributing to budgeting and strategic planning efforts.

Key Responsibilities


Financial Analysis: Conduct in-depth financial analysis of companies, industries, and market trends to support investment decision-making.
Market Research: Gather and analyse relevant market data, including economic indicators, industry reports, and competitor analysis, to identify investment opportunities.
Investment Due Diligence: Assist in the due diligence process for potential investments, including financial modelling, valuation, and risk assessment.
Investment Proposals: Prepare investment proposals, presentations, and reports for internal review and presentation to clients.
Portfolio Management: Monitor and evaluate the performance of existing investments, prepare performance reports, and make recommendations for portfolio adjustments.
Client Interaction: Interact with clients to understand their investment objectives, provide updates on investment performance, and address any inquiries or concerns.
Team Collaboration: Collaborate with other Analysts and Senior Associates to share insights, coordinate research efforts, and contribute to team projects.
Compliance and Regulatory Adherence: Ensure compliance with relevant regulatory requirements and internal policies in all investment activities.
Continuous Learning: Stay updated on industry trends, market developments, and best practices in investment analysis and portfolio management.


Professional / Academic Qualifications


Bachelor's degree in Finance, Accounting, or related field.
Advanced degree in Finance or related field (e.g., MBA, CFA).
Professional certifications (e.g., CFA, CPA).
Experience with financial data platforms and tools (e.g., Tableau, Power BI, Excel).


Skills / Competencies


Strong analytical and quantitative skills, with proficiency in financial modelling and valuation techniques.
Excellent research and data analysis abilities, with attention to detail and accuracy.
Excellent knowledge of relevant laws, regulations, and industry standards governing trusts, estates, and fiduciary arrangements.
Exceptional analytical, research, and problem-solving skills, with the ability to apply legal principles to complex situations.


Oral & Written Skill


Effective communication and presentation skills, with the ability to articulate complex concepts clearly and concisely.
Ability to transmit information clearly