Robert Walters Looking for Investment Analyst/Associate – Investment Advisory Firm at Riyadh Full Time

Investment Analyst/Associate – Boutique Investment Advisory firm

• Investment Analysis: Conduct in-depth analysis of potential investment opportunities, scrutinizing company financial statements, market trends, and relevant economic indicators. Utilize financial models and valuation techniques to evaluate investment viability and risk.

• Client Interaction: Collaborate with clients to understand their financial goals, risk tolerance, and investment preferences. Provide clear and comprehensive explanations of investment strategies and recommendations, tailoring advice to individual client needs.

• Investment Guidance: Offer guidance and recommendations to clients on creating diversified investment portfolios aligned with their objectives and risk profiles. Keep clients informed about market developments, investment performance, and potential adjustments to their portfolios.

• Portfolio Management: Monitor and manage existing investment portfolios, tracking their performance and identifying areas for improvement. Implement necessary adjustments to optimize portfolio performance and ensure adherence to investment strategies.

• Research and Market Intelligence: Stay up-to-date with market trends, economic developments, and industry-specific insights to enhance investment decision-making. Conduct research on various asset classes and investment vehicles to improve overall investment strategy.

• Compliance and Reporting: Ensure compliance with regulatory requirements and internal investment policies. Prepare regular reports on investment performance, risk analysis, and portfolio reviews for internal and client use.

• Team Collaboration: Collaborate with colleagues, including portfolio managers, research analysts, and client service teams, to exchange information, share knowledge, and contribute to collective investment strategies.