Responsibilities Perform financial forecasting, reporting, and operational metrics tracking Examine and assess economic and market trends, earnings prospects, financial statements and other indicators to determine suitable investment strategies Calculate risks and opportunities for potential and current clients Analyze financial data and create financial models for decision support Report on financial performance and prepare for regular leadership reviews Review previous investment decisions and the thought process behind them Conduct meetings with clients and management throughout the year Evaluate financial performance by comparing and analyzing actual results with plans and forecasts Produce complex financial models for integration into decision-making processes Recommend actions by analyzing and interpreting data and making comparative analyses; study proposed changes in methods and materials Compile advisory reports and make informed recommendations on new investment opportunities and funds that could enhance or diversify portfolios Work within a dynamic team environment Requirements BA, BS, or B.Com degree required (Bachelor’s Degree in Accounting/Finance/Economics) Solid understanding of financial set-up, procedures, statistics and economics At least 2 years experience in a similar role High proficiency in financial modeling techniques Strong mathematical and numerical skills Strong fluency with Excel formulas and functions Excellent research and writing abilities Ability to streamline functions and passion to learn and grow Thorough understanding of financial analysis and investment strategy Interpersonal skills and the ability to work under pressure Benefits Terms of Employment Full Time Permanent Position 40 hours per week Required years of experience: At least 2 years of experience Salary: $45.45 - $84.13 per Hour #J-18808-Ljbffr