Posted 17 days ago
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The Wealth Planner conducts valuation analysis across industries, builds and maintains financial models, and generates projections to support investment recommendations. The role converts industry knowledge into clear, understandable investment opinions and assesses value and risk to inform strategies. It also involves staying current on market developments and educating clients or stakeholders on investment rationale.
- Compensation
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Currency: Not specified
Full Job Description
| Are you an expert in assessing value and risk? Do you love to give advice, as well as educate? We’re looking for someone like that who can: conduct valuation analysis on specific industries • convert industry knowledge into understandable investment opinions • build and maintain financial models to evaluate historical information and generate projections • provide investment recommendations based on modelling, valuation and risk assessments • remain current on market developments to help frame investment strategies | Show more Research Associate |
