Finance Strategist Senior
1 day ago
Bell Ward Malaysia is seeking a skilled Investment Manager/Senior Manager to lead their finance team.
About the Role:This mid-senior level position involves overseeing client portfolios, developing financial models, and conducting valuation analysis.
Key Responsibilities:
- Client Portfolio Management: Oversee client portfolios to ensure alignment with financial objectives, risk profiles, and investment preferences.
- Financial Modeling: Develop financial models and conduct valuation analysis, including financial projections, cash flow & company analysis, and precedent transaction analysis.
- Investment Strategy: Strategically diversify investments across asset classes, such as equities, fixed income, real estate, and mutual funds, to optimize returns and manage risk.
- Research and Analysis: Conduct thorough research on financial assets, market conditions, and economic forecasts to inform investment decisions.
- Client Communication: Provide personalized investment advice while maintaining consistent communication with clients to ensure their investment strategies are on track.
- Risk Management: Proactively identify and address potential risks to safeguard consistent and sustainable investment returns.
Requirements:
- Education: Minimum degree in Accounting and Finance or relevant certifications.
- Experience: At least 5 years of working experience in Investment/M&A.
- Skills: Strong valuation/credit analysis skills and proficiency in financial modeling.
- Knowledge: Understanding of financial trends within the industry and general market patterns.
- Interpersonal Skills: Strong interpersonal, communication, and presentation skills with good business acumen.
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