Provides investment information and financial advice; works with corporate and individual clients; and maintains knowledge of a wide range of investment and financial products, including trusts, stocks, bonds, and shares. Makes decisions about financial and investment opportunities on behalf of clients. Meets with an investment team, including analysts and other managers, to stay up-to-date about market situations and company decisions that may impact one another.
Uses complex financial models to project future earning and profit potential and uses this data to inform decisions and proposals.
Category: Finance & Management
Time required: From 5 to 20 hours
Is this a project or a position?: Long term position
Required availability: As needed