Financial Research - Associate

Financial Research - Analyst

•Prepare and develop financial models by gathering data and building models thataccurately reflect the company's financial performance.•Prepare annual report analysis reports by summarizing the key financial information inthe annual report and providing insights into the company's financial performance.•Develop new financial models that save time for the project by automating certain tasksand making it easier to update the model with new data.•Assist with other financial analysis projects as needed.

•Successfully managed a diverse portfolio of mutual funds, consistently achieving above-average returns for clients and exceeding performance benchmarks.•Implemented innovative investment strategies that helped clients optimize their financial goals.•Provided comprehensive financial advise and guidance to clients, conducting in- depth analysis of their risk tolerance and investment objectives, resulting in long term client satisfaction and retention