Key Responsibilities
1. Financial Data Research & Validation
Identify and research financial information required for informed customer decision-making.
Research and validate financial ratios, investment metrics and other financial indicators.
Assess the relevance and importance of individual financial data points.
Identify missing information, data inconsistencies and calculation errors.
Translate complex financial concepts into simple, understandable customer insights.
2. Financial Modelling & Analysis
Develop and contribute to financial models covering:

Personal Finance: Income, expenses, savings and household cash-flow analysis.
Banking & Transactions: Bank statement analysis, transaction categorisation and identification of financial leakages.
Financial Health: Financial health scoring, financial ratios and debt-to-income analysis.
Loan & Debt Analysis: Loan evaluation, debt optimisation and repayment planning.
Financial Planning: Financial goal planning, retirement projections and investment forecasting.
Risk Profiling: Assessment based on age, investment horizon, financial capacity and financial objectives.
Equity Research: Company fundamentals, financial statement analysis and valuation.
Mutual Fund Analysis: Fund evaluation, portfolio overlap, diversification and asset allocation.
Investment Products: Evaluation and suitability analysis of Mutual Funds, PMS, AIFs, Bonds, NCDs and other investment instruments.
3. Product Research & Financial Intelligence
Understand how financial data and analytical models translate into meaningful customer insights.
Evaluate financial indicators beyond numerical calculations and understand their practical implications.
Identify additional information required before drawing financial conclusions.
Help develop logic and frameworks for identifying potential financial risks and opportunities.
Contribute to actionable, explainable and customer-friendly financial recommendations.
Work with product and technology teams to improve the financial intelligence powering the platform.