Job Description

Provides investment information; works with knowledge based companies and maintains knowledge of a wide range of investment and financial products, including trusts, stocks, and shares. Works closely with investment analysts to assess financial information and investment opportunities Presents investment opportunities and related analysis while pitching proposed course of action in meetings with clients Uses complex financial models to project future earning and profit potential and uses this data to inform decisions and proposals 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 Takes on high levels of responsibility on behalf of financial institutions, corporate clients, investment organizations Develops relationships with clients and expands client network in professional and social settings