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Financial Analyst

at Taos Global Group in Chicago, Illinois, United States

Job Description

Employer: Taos Global Group, Inc.

Job location: 2167B South China Place, Chicago, IL 60616

Job title: Financial Analyst

Job duties:

Conducting investment analysis and constructing investment portfolios according to the risk profiles of our clients. Analyzing data from stock indexes and forecasting future trends according to research resources (e.g., S&P stock reports). Assisting in determining asset allocation and investment strategies. Gathering market information and measuring the characteristics of markets and securities development trends. Analyzing clients’ existing assets, current investments, investment objectives, risk tolerance, cash flows, and other factors. Conducting fundamental analysis to assess the underlying value of securities and determining whether they are under- or over-valued. Monitoring variances, analyzing results, using NEX360 and writing financial reports to explain analysis and recommend actions to management. Maintaining and developing various financial models to ensure quality, accuracy and analytic review. Supporting Senior Relationship Managers in the implementation of new client portfolios and assuming responsibility for the daily management of an assigned group of accounts. Constructing, implementing and monitoring investment portfolio analysis.

Job Requirement: a master’s degree in finance, or closely related field.

Apply to: Taos Global Group, Inc. 2167B S. China Pl, Chicago, IL60616, Attn: HR

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Job Posting: 11953288

Posted On: Jun 05, 2024

Updated On: Jul 10, 2024

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