ASSOCIATE INVESTMENT ADVISOR

ASSOCIATE INVESTMENT ADVISOR

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

If you are the one we are seeking for, kindly forward your complete resume giving full details of qualifications and experience along with two non-related referees, in PDF format to sudharshani@mankindit.com

Indicate “Associate Investment Advisor” in the subject box of your e-mail)

For more of our current listed vacancies please visit www.mankind.lk/Job-Search