Financial Advising Paraplanner
Current
San Francisco, California, United States
Conduct quantitative research and analysis on stocks, ETFs, and mutual funds by evaluating market trends, asset performance, and risk-return profiles to identify new investment opportunitiesProvide asset allocation, portfolio snapshot, performance summaries, and stress test reports for client portfolios that are personalized for each client and inform them of how their portfolio will perform in different market environmentsCreate and interpret various financial planning reports such as Monte Carlo analyses, Retirement Projections, and Cash Flow summaries for clients using data entered into financial planning softwares, using primarily Morningstar, eMoney, and Nitrogen (formerly Riskalyze)