Work setting

Financial technology (FinTech)

Responsibilities

Tasks

• Evaluate financial risk
• Collect financial and investment information about companies, stocks, bonds and other investments
• Examine and analyze financial and investment information (profiles of companies, stock or bond prices, yields and future trends)
• 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
• Analyze investment projects
• Prepare a regular risk profile for debt portfolios
• Develop risk management plans
• Perform administrative tasks

Additional information

Personal suitability

• Accurate
• Client focus
• Efficient interpersonal skills
• Excellent oral communication
• Excellent written communication
• Judgement
• Organized
• Reliability
• Due diligence