Position:
Data Analyst - Research
Company:
Forbes Advisor
Location:
Mumbai, India
Job type:
Full Time
Job mode:
Onsite
Job requisition id:
Not specified
Years of experience:
0-3 years
Company description
Forbes Advisor is a trusted consumer focused platform that helps individuals make informed choices across a wide range of financial and everyday topics. The organization operates under the Forbes Marketplace umbrella and focuses on delivering accurate, research driven information that enables consumers to confidently choose products and services that match their personal and financial goals.
The company brings together professionals from journalism, research, analytics, finance, marketing, technology, sales, business intelligence, production, human resources, and content operations. This multidisciplinary approach ensures that every piece of information is supported by detailed research and factual analysis before reaching readers.
Forbes Advisor covers many consumer focused industries, including banking, investments, loans, insurance, credit cards, education, health, travel, home improvement, small business solutions, debt management, and real estate. The objective is to simplify complex topics into practical guidance that people can understand and trust.
The company values data accuracy, transparency, and editorial integrity. Teams work together to maintain consistent research standards while continuously improving processes that support reliable product comparisons and recommendations.
Employees are encouraged to collaborate across departments, contribute fresh ideas, improve operational efficiency, and participate in projects that have a direct impact on the quality of published content.
Innovation is an important part of the work culture. The organization regularly reviews workflows and research methodologies to improve productivity while maintaining high quality standards.
Forbes Advisor supports professional growth by providing opportunities to work alongside experienced professionals from multiple industries. Employees gain exposure to research, analytics, editorial operations, and technology driven decision making.
The company operates across multiple international markets, giving employees valuable experience working with global teams, international datasets, and standardized quality processes.
Strong emphasis is placed on continuous learning, documentation, collaboration, and maintaining high ethical standards throughout every stage of research and analysis.
Employees become part of an environment where analytical thinking, attention to detail, teamwork, and customer focused decision making are highly appreciated.
Profile overview
Forbes Advisor is looking for a Data Analyst specializing in banking research who can support the collection, organization, analysis, validation, and maintenance of financial product information.
The role combines analytical thinking with structured research and quality assurance responsibilities. Instead of focusing only on technical analytics, the position requires understanding banking products and transforming complex financial information into reliable datasets that support editorial recommendations.
The selected professional will work closely with research specialists, editors, and other internal stakeholders to gather banking information from trusted sources and organize it into structured formats suitable for comparison and reporting.
A major responsibility involves evaluating banking products based on multiple parameters such as interest rates, fees, account accessibility, eligibility requirements, customer benefits, digital banking features, and other product characteristics.
The position requires reviewing research requests to determine whether sufficient information exists to complete the requested analysis while ensuring that collected information remains accurate, scalable, and useful for long term reporting.
The successful candidate will also participate in developing quality control procedures that improve data reliability while minimizing inconsistencies and errors.
Collaboration forms an important part of the role since analysts regularly coordinate with editorial teams, researchers, and fellow analysts to ensure deadlines are achieved without compromising data quality.
Documentation is another major responsibility. Every research methodology, assumption, scoring framework, validation rule, and data source must be carefully recorded to support future updates and audits.
Candidates should enjoy working with structured information, solving problems, identifying inconsistencies, and continuously improving workflows.
This opportunity is suitable for individuals interested in financial research, banking analytics, consumer products, business intelligence, and data quality management.
Professionals joining this role will gain valuable exposure to financial services research while strengthening analytical, documentation, reporting, and stakeholder communication skills.
The position also provides opportunities to participate in automation initiatives that improve research efficiency and reporting accuracy.
Individuals who enjoy combining business understanding with data analysis are likely to find this position both challenging and rewarding.
Since banking products frequently change, the analyst must remain adaptable and capable of managing changing priorities while maintaining consistent quality standards.
Overall, this role offers an excellent opportunity for candidates interested in applying analytical skills within the consumer finance and banking industry.
Responsibilities
Review incoming research requests and determine whether the required information can be collected efficiently while maintaining data quality standards.
Evaluate project requirements before beginning data collection activities to ensure objectives are realistic and achievable.
Work closely with internal research teams to gather banking related information from reliable and verified sources.
Collect information relating to various financial products while maintaining consistency across datasets.
Analyze banking products across different categories using structured comparison methodologies.
Examine checking accounts by comparing available features, charges, eligibility requirements, accessibility, and customer benefits.
Study savings account offerings by reviewing applicable interest rates, fees, account limitations, and customer eligibility.
Compare certificates of deposit by evaluating maturity periods, returns, deposit requirements, withdrawal conditions, and additional product features.
Analyze money market accounts using standardized comparison criteria.
Review digital banking platforms and evaluate online banking services based on customer accessibility, convenience, and available features.
Assess credit unions and compare their products using predefined evaluation standards.
Examine annual percentage yields and other financial metrics to support product rankings.
Review service fees and identify differences across banking products.
Analyze minimum balance requirements and determine their effect on product suitability.
Evaluate account accessibility for different customer groups.
Study overdraft policies and compare how financial institutions handle overdraft situations.
Review customer eligibility requirements across different financial products.
Examine digital banking capabilities including mobile banking functionality and online account management features.
Ensure collected datasets remain complete, accurate, and free from inconsistencies.
Develop repeatable quality assurance processes that improve overall research reliability.
Validate collected information before it is shared with editorial teams.
Identify missing values, duplicate records, inconsistent formats, and incorrect entries.
Participate in improving research methodologies through continuous process enhancement.
Recommend improvements that simplify future data collection activities.
Collaborate with colleagues to identify automation opportunities that reduce manual work.
Work alongside editorial professionals to ensure published content accurately reflects research findings.
Verify that editorial outputs remain factually correct and aligned with collected evidence.
Maintain detailed documentation covering research procedures, assumptions, scoring methodologies, data sources, validation rules, and product selection criteria.
Support scalable reporting initiatives that improve long term operational efficiency.
Assist in maintaining standardized datasets that can be reused across multiple editorial projects.
Contribute ideas that improve reporting consistency and strengthen research quality.
Ensure deadlines are achieved without sacrificing analytical accuracy.
Organize work effectively while balancing multiple assignments simultaneously.
Adapt to changing priorities whenever new research requests arise.
Participate in continuous improvement initiatives that strengthen research operations across the organization.
Qualifications
Candidates should possess a Bachelor's degree, Associate degree, professional certification, or an equivalent combination of education and practical experience in a relevant field.
Educational backgrounds in Business Studies, Economics, Finance, Data Analysis, Commerce, Statistics, or related disciplines are considered suitable for this opportunity.
A solid understanding of analytical thinking and structured problem solving will help candidates perform effectively in this position.
Applicants should be comfortable working with Microsoft Excel, as it will be one of the primary tools used for organizing, validating, and analyzing large datasets.
Strong spreadsheet skills, including formulas, sorting, filtering, conditional formatting, lookups, pivot tables, and data cleaning techniques, will be valuable while handling financial information.
Familiarity with SQL is desirable since database querying can support efficient extraction and manipulation of structured datasets.
Knowledge of Python is considered an added advantage for automating repetitive tasks, cleaning datasets, and performing advanced data manipulation activities.
Experience working with Business Intelligence platforms such as Tableau, Power BI, Looker, or similar visualization tools will strengthen a candidate's profile.
Candidates who understand data visualization principles and reporting dashboards will be able to contribute more effectively to analytical projects.
Previous exposure to banking, financial services, consumer finance, lending products, deposits, investment products, or related industries will be beneficial.
Applicants with prior experience in research, quality assurance, business operations, analytics, content validation, or financial analysis may find the transition into this role easier.
Strong attention to detail is essential because even minor inaccuracies can affect research quality and published recommendations.
Candidates should demonstrate excellent organizational abilities while managing multiple research projects at the same time.
Good written communication skills are necessary for maintaining clear documentation of research methodologies and analytical findings.
Strong verbal communication skills will support collaboration with research teams, editors, analysts, and other stakeholders.
Candidates should possess critical thinking abilities that help evaluate information objectively and identify inconsistencies.
Problem solving skills are important for resolving data quality issues and improving analytical processes.
Applicants should be capable of interpreting financial terminology, disclosures, product conditions, eligibility requirements, fee structures, and account features.
The ability to understand numerical information accurately is important while evaluating banking products.
Candidates should demonstrate curiosity and a willingness to learn about consumer financial products and banking services.
Time management skills are necessary for balancing deadlines while maintaining high standards of accuracy.
Individuals should be comfortable working independently with minimal supervision whenever required.
Teamwork remains equally important because many research activities involve collaboration across departments.
Candidates should demonstrate adaptability while responding to changing business priorities and evolving research requirements.
An interest in continuous improvement, automation, and operational efficiency will be highly valued.
Ethical handling of information and commitment to data integrity are expected throughout all stages of research and reporting.
Candidates who enjoy combining business knowledge with analytical thinking are likely to perform well in this position.
A positive learning attitude and willingness to accept constructive feedback will contribute to long term success within the organization.
Strong documentation practices and consistency in following established research methodologies will be appreciated.
Overall, the company seeks analytical professionals who combine technical capability with business understanding, attention to detail, collaboration, and a commitment to delivering reliable research outcomes.
Additional info
This opportunity provides exposure to one of the most recognized consumer finance information platforms operating across international markets.
Employees will contribute to projects that directly influence how consumers compare and evaluate banking products.
The role combines elements of research, analytics, quality assurance, documentation, and editorial collaboration, creating a diverse professional experience.
Individuals joining this position will gain practical experience in analyzing financial products across multiple banking categories.
The position allows professionals to strengthen their understanding of consumer finance while applying analytical skills in real business situations.
Team members regularly collaborate with professionals from research, editorial, technology, and business functions, creating opportunities for cross functional learning.
Employees are encouraged to identify opportunities for improving workflows, introducing automation, and increasing operational efficiency.
Documentation and knowledge sharing form an important part of the team's culture, helping maintain consistency across projects.
The organization values accuracy, transparency, accountability, and continuous improvement throughout its research operations.
Candidates will have opportunities to improve their proficiency in Excel while gaining additional exposure to SQL, Python, and Business Intelligence tools where applicable.
Professionals interested in banking analytics, financial research, and consumer data will gain valuable industry experience.
Exposure to structured evaluation frameworks and scoring methodologies can strengthen future career opportunities within analytics and financial services.
Employees are expected to manage assignments responsibly while maintaining high quality standards under defined timelines.
Collaboration with experienced professionals provides opportunities to learn industry best practices and research methodologies.
Individuals who enjoy investigating information, validating facts, and maintaining structured datasets are likely to enjoy this role.
Since banking products evolve frequently, employees will continuously expand their knowledge of financial products, policies, rates, and consumer offerings.
Process improvement initiatives encourage employees to contribute ideas that make research faster, more scalable, and more reliable.
The organization promotes a professional environment where analytical thinking and continuous learning are encouraged.
Employee wellbeing is supported through a monthly wellness reimbursement program designed to encourage healthy lifestyles.
Staff members receive a monthly office commuting reimbursement that helps offset travel related expenses.
The company provides paid maternity and paternity leave, supporting employees during important family milestones.
Employees also receive one additional day off on the third Friday of every month, creating a long weekend that promotes work life balance.
The role offers exposure to international quality standards, structured documentation practices, and research methodologies that can strengthen long term career growth.
Candidates interested in financial analytics, business intelligence, market research, and consumer finance will find this opportunity valuable for developing practical industry experience.
This position offers a strong foundation for future roles in Data Analytics, Business Intelligence, Financial Analysis, Research Analytics, Product Analytics, and Banking Analytics.
Professionals who consistently deliver accurate work, demonstrate initiative, and contribute process improvements may find opportunities for greater responsibility as they progress within the organization.
Overall, this role is well suited for analytical professionals who enjoy transforming complex financial information into meaningful insights while supporting high quality editorial decision making.
Please click here to apply.
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