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 oppo...