Objective

The role's objective is to help balance risk against performance of investment, navigate financial complexities, and strategize plans to increase organization's financial growth.

Description

Provides strategic financial guidance for investment behavior to optimize organization's wealth.

Sample Questions

• How to diversify a financial portfolio?
• What investment strategy aligns with the organization's financial goals?
• How to balance risk and return in investment?
• Which potential investment opportunities to focus on?

Key Functions

Generating investment reports, analyzing market trends, recommending investment strategies, managing relationship with clients, overseeing financial portfolio, assessing organization's financial goals, monitoring investment performance, accounting for risk and return, researching potential investment opportunities, and ensuring compliance with regulatory requirements.

Required Skills

Financial analysis, strategic planning, investment management, research acumen, regulatory compliance, proficiency in financial software, risk assessment, knowledge of economic and accounting principles, financial forecasting, and advanced maths skills.