Job Details
Responsibilities
- Conduct detailed securities analysis and trade analysis to identify investment opportunities and risks.
- Use Excel and Power BI for data analysis and visualization, providing clear and concise financial reports to aid investment decision-making.
- Calculate losses for individual and institutional investors who invest in financial securities, providing insights into potential risk factors and suggesting mitigation strategies.
- Research and analyze a company's insider transactions and historical financial data to determine its financial health and potential investment value.
- Provide recommendations to financial advisors and portfolio managers based on your analysis, helping to guide investment strategies and decisions.
- Stay updated with current market trends, economic indicators, investment products and strategies.
- Collaborate with the team to develop and implement investment strategies and risk management protocols.
Qualifications
- Bachelor’s degree in Finance, Economics, or related field. A Master's degree or CFA would be an added advantage.
- Minimum of 3 years of experience in securities analysis, investment banking, financial consulting, or a related role.
- Proficient in Excel and Power BI, with a strong understanding of financial modeling and data analysis.
- Experience in calculating losses for individual and institutional investors and providing investment recommendations.
- Knowledge of financial markets, investment strategies, and risk management.
- Excellent analytical, decision-making, and problem-solving skills.
- Strong communication skills, with the ability to present complex financial information in a clear and concise manner.
- Ability to work in a fast-paced environment, manage multiple projects simultaneously, and meet deadlines.
- High attention to detail and accuracy, with a strong commitment to providing high-quality work.
- Self-motivated and able to work independently, but also a strong team player.
- A solid understanding of financial regulations and standards