Manager - Finance - BFSI (2-8 yrs)

Key Responsibilities:

Financial Analysis & Cash Flow Modeling:

- Develop and maintain detailed financial models to analyze investment opportunities.

- Prepare cash flow projections and evaluate portfolio performance.

Investment Research & Strategy:

- Conduct in-depth market research and due diligence on potential investments.

- Assist in creating investment strategies tailored to HNI/UHNI family office requirements.

Portfolio Management Support:

- Monitor investment portfolios and provide insights on risk and returns.

- Generate reports and recommendations for asset allocation and portfolio optimization.

Client Interaction & Reporting:

- Liaise with clients to understand their financial goals and present periodic updates.

- Prepare comprehensive financial and investment reports for stakeholders.

Compliance & Documentation:

- Ensure adherence to regulatory standards and internal compliance policies.

- Maintain meticulous records of transactions and investment activities.

Qualifications & Skills:

Educational Background: MBA in Finance or related field.

Experience: 3-4 years in finance, investment banking, or wealth management.

- Proficiency in financial modeling, cash flow analysis, and portfolio management.

- Strong analytical skills with the ability to interpret complex financial data.

- Excellent communication and client relationship management skills.

- Knowledge of regulatory frameworks and compliance requirements.