Financial Analyst-Intern
Share
Job Location:
Monthly Salary:
Posted on:
07-11-2025
Vacancies:
6 Vacancies
Job Summary
Duration
3 months (with possibility of conversion to full-time based on performance)
Purpose of the Role
As part of the finance team at Planify Capital the intern will support financial planning & analysis (FP&A) investment monitoring reporting and strategic decision-making. Given the requirement of CFA Level III clearance we expect a high calibre candidate who can contribute meaningfully from day one.
Key Responsibilities
Assist in preparation of monthly & quarterly financial reports dashboards and presentations for senior management.
Build update and maintain financial models (e.g. forecasting budgeting valuations) to support business units and investment decisions.
Analyse business performance: variance analysis (actual vs budget/forecast) identify drivers prepare commentary and actionable insights.
Support investment/portfolio monitoring: evaluate key metrics track performance prepare investment memos/scorecards.
Collaborate with cross-functional teams (operations sales risk HR) to gather inputs and align on financial planning.
Help with implementation and enhancement of reporting tools and processesprocess improvements automation in Excel / BI tools.
Conduct ad-hoc financial and market research (industry trends competitor benchmarking regulatory changes) and present findings.
Ensure adherence to internal controls documentation of assumptions and model logic support audit/tracking activities.
Assist with employer-branding and internal communications by preparing finance-related content for stakeholder updates.
Required Qualifications & Skills
Cleared CFA Level III (or equivalent qualification) mandatory.
Masters degree in Finance Commerce Economics or equivalent; MBA/PG Diploma in Finance is a plus.
Strong proficiency in Microsoft Excel (pivot tables advanced formulas modelling) and ideally PowerPoint.
Basic knowledge of financial modelling valuations budgeting & forecasting.
Analytical mindset with ability to interpret complex data identify trends make actionable recommendations.
Good written & verbal communication skills. Comfortable presenting to senior stakeholders.
Self-motivated detail-oriented able to manage multiple tasks and deadlines in a fast-paced environment.
Prior internship or project experience in finance FP&A investments or related domain is an advantage.
Familiarity with BI tools (Power BI/Tableau) or SQL is a plus though not mandatory.
Preferred Attributes
Demonstrated interest in capital markets investments or corporate finance.
Proactive attitude: identifies opportunities for process improvements automation and reporting enhancements.
Team player with collaborative approach yet capable of working independently.
Comfortable working in a startup/scale-up environment where roles are dynamic and evolving.
Stipend/Compensation
Required Skills:
financial planningreportingfinanceinvestment
Key Skills
- Cognos
- Forecasting
- Hyperion
- Microsoft Access
- Pivot tables
- Accounting
- Analysis Skills
- Microsoft Excel
- Financial Analysis
- Financial Modeling
- Budgeting
- Financial Planning
