Investment Consultant - RLI CONSULTANT INC

Date Posted: Aug 26, 2022

Job Detail


Overview

Languages

English

Education

  • Bachelors degree

Experience

3 years to less than 5 years

Responsibilities

Tasks

  • Collect financial and investment information about companies stocks bonds and other investments
  • Examine and analyze financial and investment information (profiles of companies stock or bond prices yields and future trends)
  • Provide investment advice and recommendations to clients senior company officials pension fund managers securities agents and associates
  • Advise on and participate in the financial aspects of contracts and calls for tender
  • Analyze investment projects
  • Assist in preparing operating and investment budgets
  • Develop implement and use tools for managing and analyzing financial portfolio
  • Evaluate financial risk prepare financial forecasts financing scenarios and other documents concerning capital management
  • Plan short- and long-term cash flows and assess financial performance
  • Prepare a regular risk profile for debt portfolios

Experience and specialization

Computer and Technology Knowledge

  • Data analysis software
  • MS Excel
  • MS Office