Posted 17 days ago
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The Wealth Strategy Associate conducts valuation analysis across specific industries and converts that knowledge into clear investment opinions. They build and maintain financial models to evaluate historical performance and produce forward-looking projections. The role delivers investment recommendations based on modeling, valuation and risk assessments while staying current on market developments to inform strategy and client advice.
- Compensation
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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 |
