COMPUTER AND TECHNOLOGY KNOWLEDGE

• Excel Visual Basic for Applications (VBA)
• Data analysis software
• MS Excel
• MS Office
• Information technology
• MS PowerPoint
• Accounting software
• Business intelligence
• Electronic mail
• MS Outlook

WORK CONDITIONS AND PHYSICAL CAPABILITIES

• Attention to detail

• Evaluate financial risk
• Collect financial and investment information about companies, stocks, bonds and other investments
• Prepare company, industry and economic outlooks, analytical reports, briefings notes and correspondence
• Provide investment advice and recommendations to clients, senior company officials, pension fund managers, securities agents and associates
• Advise on and participate in the financial aspects of contracts and calls for tender
• Assist in preparing operating and investment budgets
• Plan short- and long-term cash flows and assess financial performance
• Prepare a regular risk profile for debt portfolios
• Perform administrative tasks