Junior Investment Consultant

Job Title: Junior Investment Consultant Job Overview:

The Junior Investment Consultant will assist in providing investment advice and support to clients focusing on portfolio management asset allocation and market analysis. This role involves researching investment opportunities analyzing financial data and helping to develop investment strategies. The ideal candidate is analytical detailoriented and interested in building a career in investment consulting.

Responsibilities:

• Support the analysis of clients investment portfolios and financial goals.
• Assist in researching investment opportunities and evaluating market trends.
• Help prepare investment reports performance summaries and recommendations for clients.
• Collaborate with senior consultants to develop and implement investment strategies.
• Monitor financial markets and economic conditions to provide uptodate advice.
• Assist in preparing client presentations and participating in client meetings.
• Stay informed about changes in financial regulations and investment products.

Qualifications:

• Bachelors degree in finance economics business administration or a related field.
• 02 years of experience in investment consulting financial analysis or a related role.
• Strong analytical and problemsolving skills.
• Proficiency in financial analysis tools (e.g. Excel Bloomberg financial modeling software).
• Excellent communication and interpersonal skills.
• Ability to work effectively in a teamoriented environment.
• Progress toward a professional investment certification (e.g. CFA CFP) is preferred.

Disclaimer:

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