Verified Job
Accounting - Finance
Wealth Management Role BFS
Accounting - Finance
#403769
Remote / WFH
Job Description
Pitching in for the entire range of investment products to both existing and new customers as complete Wealth Management solutions
- Assisting in all phases of investing including origination, evaluation, execution, monitoring and management of the portfolio
- Evaluating financial performance by comparing and analyzing actual results with plans and forecasts & creating financial models for decision support
- Monitoring and evaluating the market conditions in existing and potential new alternative investment categories; providing information & analysis to develop & support asset allocation decisions related to these categories
- Assessing risk of companies in various industries and assisting in the development of risk mitigation strategies; developing financial models to assess operating performance, valuation & appropriate capital structure; executing sensitivities and creating an investment case to highlight risk of repayment
- Assisting in all phases of investing including origination, evaluation, execution, monitoring and management of the portfolio
- Evaluating financial performance by comparing and analyzing actual results with plans and forecasts & creating financial models for decision support
- Monitoring and evaluating the market conditions in existing and potential new alternative investment categories; providing information & analysis to develop & support asset allocation decisions related to these categories
- Assessing risk of companies in various industries and assisting in the development of risk mitigation strategies; developing financial models to assess operating performance, valuation & appropriate capital structure; executing sensitivities and creating an investment case to highlight risk of repayment
