Fractional CFO providing strategic financial leadership and support for ambitious start - ups. Driving transformative financial initiatives and managing cash flow across a flexible portfolio.
About the role
- Investment Specialist role focusing on market insights and practical investment advice for clients. Collaborating with relationship managers to advise on mutual funds and fixed income products.
Responsibilities
- Proactively share timely market updates, investment opportunities, and customized solutions with prospects, clients, and relationship managers through clear written and verbal channels.
- Function as a client-facing investment consultant, collaborating closely with relationship managers to efficiently address all product- and investment-related inquiries.
- Design and present tailored investment solutions, including the preparation of high-quality presentation decks and necessary supporting materials.
- Cultivate and maintain strong expertise across our entire investment product lineup, demonstrating a solid mastery of asset management principles, financial markets, portfolio construction, and performance analysis.
- Execute rigorous due diligence on investment products, specifically mutual funds and fixed income, and monitor developments from fund houses to inform the product selection process.
- Actively contribute to investment team discussions by sharing innovative ideas, research findings, and identified market opportunities.
- Manage and maintain data systems to produce various regular reports essential for supporting team activities.
- Partner with cross-functional teams on strategic business and product development initiatives.
- Provide support for ad-hoc tasks and projects as required.
Requirements
- A minimum of 5 years of relevant experience in wealth management, investment consulting, product strategy, or fund management.
- Robust understanding of investment products, core investment principles, and financial markets.
- Demonstrated genuine interest in investments, coupled with the confidence and ability to engage directly with clients.
- Exceptional presentation and communication skills, both interpersonal and written.
- A motivated, adaptable, and highly collaborative team player.
- Comfortable operating in a professional setting using English.
- Bonus Qualifications: CFA charterholder (or active progress toward the CFA designation); practical experience with tools such as Bloomberg Terminal or Morningstar Direct.
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
AS
Director of Financial Systems and Reporting at A.T. Still University. Leading modernization of financial systems and supporting accurate reporting at the Kirksville, MO campus.
Provide L2/L3 support for Oracle Fusion Financials modules at Jade Global. Analyzing and resolving financial incidents while coordinating with technical teams for integrations and data fixes.
Microsoft Dynamics 365 Developer enhancing financial processes and integrations for a global internet connectivity provider. Collaborating closely with finance teams and engineering on ERP enhancements.
Sr. Director FP&A at US Foods overseeing financial planning and analysis processes. Leading a team in developing financial forecasts, budgeting, and strategic decision - making support.
FP&A Intern supporting financial planning and analytics for BlueRock Therapeutics. Collaborating with finance team for accurate financial reporting and analysis in a dynamic environment.
Specialist in Investment Technical Products at Mercer leading project teams and defining technical requirements. Liaising with clients, providing investment advice, and managing technical issues across teams.
Finance & Accounting role at Objectway supporting daily operations within corporate finance team in Milan. Engaging in various financial activities with growing autonomy in a dynamic environment.
Finance & HR Specialist responsible for all finance and HR topics in a growing startup. Collaborating with management and external partners in Munich area with hybrid work options.
North Europe Finance Manager serving as strategic partner, driving growth and profitability of gas turbine services in North Europe with financial optimization and risk management.