Associate Investment Advisor
Employer: Maritime Placements (Pvt) Ltd
Industry: Management
Location: Sri Lanka
We are seeking a dynamic, results-oriented, and experienced professional Associate Investment Advisor for our client company
RESPONSIBILITIES
Conduct detailed financial analysis and investment research
Prepare and review financial reports and performance summaries
Build and maintain financial models for investment evaluation and forecasting
Analyze market trends, portfolios, and economic data
Support senior advisors in wealth management and client portfolio strategies
Interpret complex financial information and present actionable insights
Work with large datasets and perform accurate numerical analysis (“number crunching”)
REQUIREMENTS
Degree in Finance, Economics, Mathematics, or Accounting
Professional qualification: CFA candidate, CIMA part/finalist, ICASL, or CFI certified
Minimum 2 years and above experience in Financial Analysis, Financial Reporting, Financial Modelling, Investment Research and Data Analysis / Number Crunching
Experience in marketing and/or statistics will be an added advantage
Good knowledge of Microsoft Office (particularly MS Excel and PowerPoint)
Excellent communication skills in English (written and verbal)
Analytical skills with the ability to think out of the box, with very high attention to detail.
Independent self-starter
Interest in branding, marketing and market research
Latest jobs in Sri Lanka ..
- Assistant Accountant - We are on the lookout for an Assistant Accountant for our client company.Location – Kandana RESPONSIBILITIES Assist in preparing financial… Apply here.
- Senior Executive – Channel Development - We are on the lookout for a qualified and experienced Senior Executive – Channel Development for our client company.The selected… Apply here.
- Assistant Manager - We are seeking a dynamic Assistant Manager – Human Resources with experience in Manufacturing for our client company located in… Apply here.
- Associate Investment Advisor - We are seeking a dynamic, results-oriented, and experienced professional Associate Investment Advisor for our client company RESPONSIBILITIES Conduct detailed financial… Apply here.
- HR / Recruitment Coordinator - We are on the lookout for a HR / Recruitment Coordinator for our client company in Sri Lanka. Responsibilities Coordinate… Apply here.
- Marketing Lead - We are on the lookout for a qualified and experienced Marketing Lead for our client company.We are looking for a… Apply here.
Send your CVs to [javascript protected email address]