Associate Investment Advisor/Analyst
Employer: Maritime Placements (Pvt) Ltd
Industry: Management
Location: Sri Lanka
We are seeking a dynamic, results-oriented, and experienced professional Associate Investment Advisor / Analyst 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
Bachelor’s degree from a recognized university in Finance/ Accounting and fully or partly qualified in CIMA, ACCA or CA
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
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