Familiarity with Excel VBA is a plus for tasks involving automation and streamlining coding processes. […]
Draft and update client investment presentations, encompassing performance reports and market analysis. […]
Manage the Private Investment Database, ensuring accurate cash flow reconciliation and asset value tracking. […]
Perform diagnostic analysis and create rebalancing plans on client portfolios and execute Monte Carlo simulations for risk assessment. […]
Our client, an American Financial Services company with over 39 years of expertise in delivering investment, financial advisory, and wealth...