This function is responsible for providing financial advice and services to ALGI, the Company, about a range of investment matters, including buying and selling investment trusts and shares or bonds, to help the Company maximize its earning potential and to provide improvements on investment related activities.
Investment Analysis
- Search for, analyse, interpret and summarize market data per industry for the use of Investment Manager and Management
- Monitor and evaluate performance of current portfolio
- Create forecasts, financial models, plans
- Analyse current and prospective investees
Investment Recommendations
Study existing and new investment products and opportunities and come up with Investment proposalsRecommend purchases and sales of stocks, bonds, and other investment products with cash flow and gain / loss computationsReporting
Preparation of management reportsUpdating of data sheetsReporting to Investment Manager and Assistant TreasureEDUCATION, TRAININGS, LICENSES REQUIRED :
With at least 2 years of Investment / Financial Analyst or related experienceAccountancy or Financial Management or Finance graduateCPA license is a plus