Financial Analyst

Company Description Kapital Wisdom is a research-driven financial advisory firm built on trust, disciplined processes, and ethical guidance. The firm focuses on evidence-based investing, suitability assessment, and structured portfolio frameworks tailored to salaried professionals at different career stages. Its approach emphasizes simplicity, transparency, and long-term alignment, helping clients navigate mutual funds, insurance, and tax planning with clarity. Every recommendation is guided by defined processes that prioritize risk management, tax efficiency, and goal alignment over short-term gains. By combining trust-led relationships with repeatable investment strategies, Kapital Wisdom supports families in building sustainable, long-term, and generational wealth across market cycles.Role Description The Financial Analyst will support portfolio strategy and client advisory by conducting quantitative and qualitative analysis of investments, risk, and performance. Day-to-day responsibilities include analyzing financial statements and reports, preparing client-ready dashboards and insights, and assisting in portfolio construction and reviews for salaried professionals at different career stages. The role involves coordinating with advisors to translate research findings into clear, actionable recommendations and ensuring all analysis aligns with suitability, compliance, and long-term wealth-building objectives. This is a full-time hybrid role based in Bengaluru East, with some flexibility for work-from-home as business needs permit.Qualifications Hands on Claude use of minimum 1 year with the ability to carry on analytics and generate reports of industry standard. Strong analytical skills with the ability to interpret data, trends, and risk metrics for investment decision-making.Proficiency in core finance concepts and experience working knowledge of macroeconomicsExperience in financial planning, including goal-based planning, tax-aware strategies, and portfolio structuring.Comfort with using spreadsheets, analytical tools, and presentation software to build models and client reports.Excellent written and verbal communication skills, with the ability to explain complex concepts in simple terms.Bachelor’s degree we are looking at skills and hunger to learn not fancy degrees. Attention to detail, integrity in handling sensitive financial information, and a process-oriented mindset.Ability to work in a hybrid environment, collaborate with cross-functional teams, and manage multiple priorities.