Senior Financial Analyst

Salary: Rs. 130,000 – 170,000 + Benefits

One of our prestigious clients in Australia who is into “Investment & Wealth Management”, is looking for an experienced “Senior Financial Analyst” to join their team in Sri Lanka immediately.

Roles & Responsibilities

Be an assistant portfolio manager assisting the Chief Investment Officer (CIO) in preparing financial advice, risk management of portfolios, investment appraisal, and day-to-day housekeeping of client portfolios.

• Monitor broad market movements and macro-economic variables for major economies and maintaining relevant databases.
• Monitoring risk management metrics in client portfolios.
• Report on quarterly financial information for portfolio investments.
• Generate performance reports consolidating multiple investment platforms.
• Administer the fee calculation process according to each client’s contractual requirements.
• Conduct research on investment products and assess their fitness to the client’s needs.
• Assist the CIO in taking client meetings.

Qualification & Experience

• Bachelor’s degree in Finance, Economics, Accounting, or Mathematics.
• CFA full or partly qualified is preferred.
• CPA, CA, CIMA, MBA, and other Investment / Accounting related qualifications are preferred.
• At least 1 year of work experience in a similar role or 3+ years experience in an Investment Bank / Wealth Management firm.
• Must be an expert in MS Excel or other spreadsheet packages.
• Must have familiarity with current global events that may impact investment valuations.
• Must have the ability to manage different time zones and communicate effectively with clients / partners living around the world.
• Excellent communication skills in both written and spoken English.
• Excellent multi-tasking, organizational, and time management skills.
• Analytical, critical thinker with a problem-solving attitude.
• Professional, self-confident, and team player with great interpersonal skills.

Preferred Qualifications

• Should have an acceptable level of knowledge on global markets and economic linkages between countries and have the willingness to deepen their expertise.
• Must be willing to move fast while making sure necessary systems are in place for business expansion.
• Must be willing to learn fast and on the job.