Senior Financial Analyst Position
2 days ago
Job Summary:
We are looking for a talented Senior Financial Analyst to join our Private Wealth Management team in Stockholm. In this role, you will play a critical part in supporting and implementing wealth management strategies for PWM clients.
Key Responsibilities:
- Collaborate with Private Wealth Advisors to develop and implement comprehensive wealth management plans for clients
- Create and present marketing materials to prospective clients highlighting our investment expertise and services
- Conduct thorough analysis of equity and fixed income portfolios to identify areas for improvement
- Rebalance client portfolios as needed to ensure optimal performance
- Research and recommend internal and external investment opportunities to meet client needs
- Stay current on market trends and developments to provide informed advice to clients and colleagues
- Communicate key insights and research findings to Private Wealth Advisors
- Partner with various teams within Investment Management to deliver exceptional client service
- Support trading activities and provide administrative assistance as needed
Requirements:
- Bachelor's degree from an accredited institution
- Fluency in Swedish or other Scandinavian languages required
- Prior experience in a related field is a plus
- Proficiency in MS Office applications, including Excel, PowerPoint, Word, and Outlook
- Excellent organizational and time management skills
- Ability to multitask and prioritize tasks effectively
- Strong interpersonal and communication skills
- Ability to work in a fast-paced environment and adapt to changing priorities
- Self-motivated and able to work independently with minimal supervision
- Excellent analytical and problem-solving skills
- Highly confidential and sensitive information handling
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