
Financial Analyst
SAN GABRIEL, CAJobSeen 3 days agoSeen in employer's feed 3 days ago
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Job overview
Taos Global Group seeks a Financial Analyst to conduct investment analysis and construct and manage client portfolios based on risk profiles and investment objectives. The role analyzes markets, securities, and client assets; develops financial models; and uses NEX360 to monitor results and prepare reports with recommendations for management. The analyst also supports Senior Relationship Managers with new portfolio implementation.
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Full job description
Employer : Taos Global Group, Inc. Job location : 227 W. Valley Blvd, Suite 248-B, San Gabriel, CA 91776 Job title : Financial Analyst Job duties : Work in California office. Conducting investment analysis and constructing investment portfolios according to the risk profiles of our clients. Analyzing data from stock indexes and forecasting future trends according to research resources (e.g., SandP stock reports). Assisting in determining asset allocation and investment strategies. Gathering market information and measuring the characteristics of markets and securities development trends. Analyzing clients existing assets, current investments, investment objectives, risk tolerance, cash flows, and other factors. Conducting fundamental analysis to assess the underlying value of securities and determining whether they are under- or over-valued. Monitoring variances, analyzing results, using NEX360 and writing financial reports to explain analysis and recommend actions to management. Maintaining and developing various financial models to ensure quality, accuracy and analytic review. Supporting Senior Relationship Managers in the implementation of new client portfolios and assuming responsibility for the daily management of an assigned group of accounts. Constructing, implementing and monitoring investment portfolio analysis. Job Requirement : masters degree in finance, business analytics, or closely related field. Apply to : Taos Global Group, Inc. 2167B S. China Pl, Chicago, IL60616, Attn: HR
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