Investment wealth Analyst

Roles and Responsibilities

• Conduct financial modeling and analysis to support investment decisions.
  
• Provide portfolio management support by analyzing market trends, economic indicators, and competitor activity.
  
• Assist clients with investment planning, risk assessment, and compliance monitoring.
  
• Develop comprehensive reports on investment performance and provide recommendations for improvement.
  
• Collaborate with cross-functional teams to identify opportunities for growth and optimize returns.
  

Desired Candidate Profile

• 0-2 years of experience in finance or related field (investment banking/venture capital/private equity).
  
• Strong understanding of financial markets, instruments, and regulations.
  
• Proficiency in Microsoft Excel and ability to create complex models using VBA programming language.
  
• Excellent analytical skills with attention to detail and strong problem-solving abilities.