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planify capital limited

Financial Analyst

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  • Posted 2 months ago
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Job Description

We are seeking a highly skilled Financial Analyst to join our team. The ideal candidate will have completed CFA Level 3 and possess a minimum of 5 years of relevant experience in financial analysis, investment strategy, and portfolio management.

Key Responsibilities:

  • Conduct in-depth financial analysis to support strategic decision-making.
  • Prepare detailed financial models and forecasts.
  • Analyze investment opportunities and assess their potential risks and returns.
  • Collaborate with cross-functional teams to drive financial planning and budgeting processes.
  • Present findings and recommendations to senior management.
  • Monitor market trends and economic conditions to provide insights for investment strategies.
  • Ensure compliance with regulatory requirements and internal policies.

Qualifications:

  • Must have completed CFA Level 3.
  • Minimum of 5 years of experience in financial analysis or a related field.
  • Strong analytical skills and attention to detail.
  • Proficiency in financial modeling and data analysis tools.
  • Excellent communication and presentation skills.
  • Ability to work independently and as part of a team.

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Job ID: 105005319

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