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Investment Professional
2 days ago
Company Overview
We provide a comprehensive suite of services to our clients across various industries. Our Private Wealth Management team focuses on delivering tailored solutions to meet our clients' unique needs.
Job Description
As a Financial Analyst, you will be responsible for supporting our business by monitoring portfolio holdings, analyzing asset allocations, researching investments, and executing trades.
- Collaborate with Investment Advisors to implement strategies for clients.
- Analyze equity and fixed income portfolios for risk and return characteristics.
- Research internal and external investment vehicles for client asset allocation.
- Keep up-to-date with the latest market developments.
- Communicate research and market views to Investment Advisors.
Requirements and Qualifications
- Bachelor's degree required.
- Speaking Swedish is essential.
- Relevant work experience is preferred.
- Strong Microsoft Office skills (Excel, PowerPoint, Word, Outlook) are required.
- Excellent organizational and time management skills.
- Effective communication and teamwork skills.
- Ability to maintain confidentiality when necessary.
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