Analyst, Finance & Banking, Financial Consultant

Summary

Participate in developing investment recommendations for portfolio managers relating to existing and potential investments, through developing and amending quantitative models to analyze and forecast market developments, estimating risks, identifying factors influencing investment decisions, and quantifying potential risks and rewards.

• Collate and analyze data using preset tools, methods, and formats.
• Support the investment team on more complex activities by monitoring financial performance and preparing ad hoc reports using a wide variety of existing processes, procedures, and precedents.
• Analyze and assess the risks associated with products, individual applications, new business areas, and the market to quantify risk and ensure it is within the agreed risk appetite.
• Contribute to the development and delivery of financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice.

• Determine and analyze trends from data to aid decision-making.
• Analyze and research client and market conditions to develop a comprehensive understanding of the client and its market.
• Identify, assess, prioritize and manage risks.
• Analyze potential solutions and create recommendations based on expected benefits, costs, and overall value for key stakeholders.

Bachelor’s (Required)

General

Experience:

13 months to 3 years

Securities Industry Essentials Exam (SIE) – FINRA

$70,000.00 – $

Less than 25%

Resident

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

• Medical, dental, and vision
• Life insurance
• Critical illness and accident insurance
• Disability benefits
• Retirement savings
• Paid time off (vacation, holidays, sick leave)
• Parental leave

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.