Centricity - Financial Analyst

Financial Analyst

Preferred Experience - 3+ Years

Location - Gurgaon

Employment Type - Full Time

Job Description – 

• Providing clients with regular updates on their investments, including changes in value and performance compared to industry benchmarks
• Conducting research to identify new investments, evaluate their potential, and monitor their performance over time.
• The analyst's role include producing strategy reports, synthesizing client/prospect data to develop customized financial plans, designing tailored reporting for new and existing clients.
• Develops presentation materials and proposals to assist Financial Advisors / Private Wealth Advisors in managing performance measurements on existing accounts and cultivating new business opportunities.
• As an an...