Sun Life
Job ID · 26744

Financial Analyst (Asset & Wea · Chennai

Sun Life · Sun Life

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Job highlights

Designation Offered

Financial Analyst (Asset & Wea

Job Role

Financial Analyst

Department

Business Operations

Job Type

Fulltime

Salary

Not disclosed

Experience

Fresher

Job Location

Chennai

Education

Bachelor's Degree

Posted by

Sun Life

Posted On

12 Sept 2026

Valid until

11 Nov 2026

Skillset required

ExcelData AnalysisStrategyFinancial Modeling

Job Description for Financial Analyst (Asset & Wea

A role-focused description with responsibilities, expectations, and qualifications for this opening.

Business Operations

Financial Analyst (Asset & Wealth Management) is a delivery-focused opportunity based in Chennai, India.

What role you will play in team: Youll be part of a team responsible for analyzing financial data to support investment decisions and client portfolio management within the Asset & Wealth Management division.What you will do: You'll create financial models, analyze market trends, and contribute to investment strategy development.Key responsibility:Develop and maintain financial models to assess investment opportunities.Analyze financial statements, market data, and economic indicators.Prepare reports and presentations summarizing findings and recommendations.Conduct industry and competitive analysis.Collaborate with portfolio managers and investment professionals.Contribute to the development and refinement of investment strategies.Required Qualification and Skills:Bachelors degree in Finance, Economics, or a related field.Strong analytical and quantitative skills.Proficiency in financial modeling software (e.g., Excel, Bloomberg Terminal).Excellent data analysis and interpretation skills.Excellent communication and presentation skills.Benefits Included:Competitive salary and benefits package.Opportunities for professional development and career growth.Exposure to a wide range of asset classes and investment strategies.Collaborative and supportive work environment within a well-established financial institution.A Day in the Life: A typical day could involve analyzing financial data, building models, preparing reports, attending meetings, and collaborating with team members.

Key Responsibilities

  • What role you will play in team: Youll be part of a team responsible for analyzing financial data to support investment decisions and client portfolio management within the Asset & Wealth Management division.What you will do: You'll create financial models, analyze market trends, and contribute to investment strategy development.Key responsibility:Develop and maintain financial models to assess investment opportunities.Analyze financial statements, market data, and economic indicators.Prepare reports and presentations summarizing findings and recommendations.Conduct industry and competitive analysis.Collaborate with portfolio managers and investment professionals.Contribute to the development and refinement of investment strategies.Required Qualification and Skills:Bachelors degree in Finance, Economics, or a related field.Strong analytical and quantitative skills.Proficiency in financial modeling software (e.g., Excel, Bloomberg Terminal).Excellent data analysis and interpretation skills.Excellent communication and presentation skills.Benefits Included:Competitive salary and benefits package.Opportunities for professional development and career growth.Exposure to a wide range of asset classes and investment strategies.Collaborative and supportive work environment within a well-established financial institution.A Day in the Life: A typical day could involve analyzing financial data, building models, preparing reports, attending meetings, and collaborating with team members
  • Own day-to-day Financial Analyst (Asset & Wealth Management) workflows with a focus on throughput, control, and process clarity.
  • Track operational execution closely and intervene early when bottlenecks or exceptions emerge.
  • Coordinate across teams to keep dependencies moving and stakeholders informed.
  • Review reports, data, or reconciliations to identify gaps, risks, and corrective actions.
  • Standardize repeatable processes and improve documentation so work is easier to execute reliably.
  • Resolve escalations with urgency while preserving process integrity and service quality.
  • Maintain clear records of outcomes, blockers, and action items for operational visibility.
  • Partner with managers and functional teams to improve workflow design and turnaround times.
  • Use operational metrics to prioritize improvement efforts and measure changes over time.
  • Support audits, governance checks, or compliance requirements where process accuracy matters.
  • Create structure in ambiguous situations and keep execution moving without excessive supervision.

Preferred Qualifications

  • Bachelor's degree or equivalent practical experience in operations, commerce, business, or a related field.
  • Strong analytical thinking with the ability to work through ambiguity and operational bottlenecks.
  • Excellent coordination, communication, and stakeholder-management skills.
  • Comfort working across data, process, and execution details to improve throughput.
  • Strong ownership mindset with attention to detail and follow-through.
  • Ability to balance process discipline with fast-moving business needs.

Applications should be submitted through the listed apply link.

About this opening

Sun Life is hiring a Financial Analyst in the Business Operations team based in Chennai.

This role is fulltime, flexible, Fresher experience—matched against UnoJobs' verified employer data.

Skills evaluated for this opening include Excel, Data Analysis, Strategy, Financial Modeling. Apply directly through UnoJobs to keep your application visible to Sun Life without bouncing across multiple sites.

Role
Financial Analyst
Department
Business Operations
Location
Chennai
Work mode
Flexible
Experience
Fresher

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