
Optimize Financial Performance
24 hours ago
Job Title: Investment Strategist
About the Role
We are seeking a talented and motivated individual who is self-driven, financially skilled, and has an eye for investment advisory.
- Main Responsibilities:
- Analyze and present market data insights for portfolio recommendations.
- Assist in preparing pitch books and investment presentations for clients.
- Learn about client interaction and investment strategies.
- Participate in mock client meetings to develop communication skills.
- Key Skills & Qualifications:
- Strong analytical and problem-solving skills.
- Basic knowledge of Microsoft Office.
- Willingness to self-learn and work in a fast-paced environment.
- Student or fresh graduate from any academic discipline.
About What You Will Learn
- Practical exposure to investment advisory, portfolio construction, and risk analysis.
- Hands-on experience of asset allocation using investment advisory tools.
- Knowledge of AI applications in finance.
About the Ideal Candidate
- Financially savvy and detail-oriented.
- Able to think critically and strategically.
- Familiarity with financial markets and instruments.
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