FinKasturi
Website:
finkasturi.com
Job details:
Company Description FinKasturi Nivesh Private Limited is a SEBI-registered investment adviser (INA000014128) based in Mumbai, serving both individual and institutional clients. The firm provides investment advisory services across multiple asset classes, helping clients optimize returns within clearly defined risk and return objectives. Its approach emphasizes disciplined research, regulatory compliance, and client-centric portfolio strategies. Team members work in an environment focused on ethical advisory practices, transparency, and long-term value creation. The company offers opportunities to contribute to high-impact financial decisions for a diverse client base.
Role Description This is a full-time, on-site Financial Analyst role based in Mumbai. The Financial Analyst will analyze financial data, evaluate investment opportunities, and support the development of client investment strategies aligned with specified objectives and risk profiles. Daily responsibilities include preparing and reviewing financial reports, interpreting financial statements, building and maintaining financial models, and conducting qualitative and quantitative research on asset classes and securities. The role involves supporting portfolio recommendations, tracking performance versus benchmarks, and preparing concise insights for internal stakeholders and clients. The Financial Analyst will collaborate closely with advisers to ensure data-driven, compliant, and well-documented investment decisions.
Qualifications
- Strong Finance knowledge with experience in Financial Planning and portfolio analysis.
- Proficiency in working with Financial Statements and Financial Reporting for diverse asset classes.
- Advanced Analytical Skills, including data interpretation, financial modeling, and scenario analysis.
- Comfort with investment research tools, spreadsheets, and presentation software.
- Bachelor’s or Master’s degree in Finance, Economics, Accounting, or a related field.
- Relevant certifications such as CFA, FRM, or NISM modules are an advantage.
- Attention to detail, strong numerical aptitude, and the ability to present complex information clearly.
- Demonstrated integrity, adherence to regulatory standards, and commitment to client-centric advisory.
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