Description

Job Summary
• Recommend individual investments and collections of investments, which are known as portfolios
• Evaluate current and historical data
• Study economic and business trends
• Study a company’s financial statements to determine its value
• Meet with company officials to gain better insight into the company’s prospects and management
• Prepare written reports
• Meet with investors to explain recommendations
• Researching macroeconomic and microeconomic conditions.
• Preparing accounting and other required reports and projections based on the analysis performed.
• Evaluating capital expenditures and asset depreciation.
• Establishing and evaluating records, statements, and profit plans.
• Identifying financial performance trends and financial risk, and making recommendations.

Skills
• CFA
• CPA
• Financial Modeling
• PowerPoint Skills
• Fluent in spoken and written English