Associate Finance Strategist
Build & Protect Financial Services Pty Ltd
Poonamallee, Tamil Nadu, India0–2 yrs25m agovia LinkedIn
About the Role
Build & Protect Financial Services is a strategy-led property finance advisory firm focused on building and protecting wealth through property using structured, strategic finance. They are not a volume-based brokerage. This role is part of a three-person team supporting each client, alongside a Finance Strategist and a Business Support Officer.
Key Responsibilities
- Analyze client scenarios and financial positions
- Conduct lender and policy research
- Assist in structuring lending strategies
- Prepare credit proposals and recommendations
- Support client meetings and strategy execution
What Success Looks Like
- High-quality, accurate analysis
- Strong understanding of credit and structuring
- Increasing contribution to strategy
- Readiness to step into a Strategist role
Who It Suits
- Early-to-mid career finance professionals
- Detail-oriented and analytical thinkers
- Individuals looking to become high-level strategists
Requirements & Tech Stack
- No specific technologies or software mentioned.
Qualifications
- No specific educational qualifications mentioned.
Career Progression
This role offers a clear pathway to leadership. High performers can step into leadership positions, mentor team members, influence systems and processes, contribute to business growth, and access long-term wealth and equity opportunities.
You Will Thrive Here If You Are
- Performance-driven and accountable
- Strategically minded or operationally excellent
- Interested in finance, property, and wealth creation
- Looking to build a long-term career
This Is Not For You If You
- Prefer transactional, volume-based environments
- Avoid accountability
- Want a low-responsibility role
- Focus only on short-term gains