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Strategic Financial Planner
2 weeks ago
We are seeking an experienced investment professional to play a key role in analyzing investment opportunities and supporting the development of strategic financial plans.
Key Responsibilities:- Conduct thorough analyses of potential investments, assessing their risks and rewards
- Stay up-to-date with market trends and developments through extensive research
- Build and maintain strong relationships with key stakeholders, including investors and business partners
- Collaborate with senior management to develop and implement effective valuation models
- Ensure accurate and timely record-keeping, including portfolio tracking and compliance documentation
- Minimum 2 years of experience in investment operations or a related field
- Excellent analytical and problem-solving skills, with the ability to interpret complex financial data
- Superior written and verbal communication skills, with the ability to present findings and recommendations to senior leadership
- Nice to have: experience with business intelligence tools such as QuickSight or PowerBI