Investment Analyst

Muntinlupa City, Metro Manila
Permanent
Full-time

7 days ago
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This function is responsible for providing financial advice and services to ALGI, the Company, about a range of investment matters, including buying and selling investment trusts and shares or bonds, to help the Company maximize its earning potential and to provide improvements on investment related activities.Investment Analysis

Search for, analyse, interpret and summarize market data per industry for the use of Investment Manager and Management
Monitor and evaluate performance of current portfolio
Create forecasts, financial models, plans
Analyse current and prospective investees

Investment Recommendations

Study existing and new investment products and opportunities and come up with Investment proposals
Recommend purchases and sales of stocks, bonds, and other investment products with cash flow and gain/loss computations

Reporting

Preparation of management reports
Updating of data sheets
Reporting to Investment Manager and Assistant Treasure

EDUCATION, TRAININGS, LICENSES REQUIRED:

With at least 2 years of Investment/Financial Analyst or related experience
Accountancy or Financial Management or Finance graduate
CPA license is a plus

Filinvest Group