Investment Analyst for Investment Consulting Firm recruitment
ESSENTIAL RESPONSIBILITIES:• Manage report workflow by ensuring timely completion of deliverables for assigned clients, including calculating and verifying investment data, number-checking, writing, analyzing financial data related to client investment accounts, and proofing quarterly reports• Collaborating with consultants in the writing and preparation of client memoranda, creation of client investment policy statements, asset allocation recommendations, and related advisory services, and client recommendations.• Collaborate with consultants in all aspects of client Fund Read more […]