Junior Investment Advisor
5 days ago
This is an exciting opportunity to join our team as a Junior Investment Advisor. In this role, you will support clients with financial planning, financial due diligence, and IPO engagement, leveraging your expertise in Microsoft Excel to provide value-added analysis and insights.
Responsibilities:- Support clients with financial planning and financial due diligence engagements
- Assist in drafting financial commentaries for IPOs
- Prepare financial accounting schedules for clients using Microsoft Excel
- Conduct assessments of clients' accounting records and present findings
You will work closely with clients on end-to-end IPO listing processes, liaising with various professional parties. Your analytical skills and attention to detail will be essential in assessing clients' financial results and recommending solutions to their financial plans.
Requirements:To succeed in this role, you should have a strong background in accounting or finance, as well as at least 2-5 years of experience in audit, corporate financial reporting, and tax. Proficiency in Microsoft Excel and experience with IPO engagements are highly valued.
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Investment Advisor
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