Senior Investment Strategist

5 days ago


Richmond, British Columbia, Canada Yi Teng Investment Inc Full time
Job Summary

We are seeking a seasoned Senior Investment Strategist to join our team at Yi Teng Investment Inc. This is a senior-level position that requires significant experience in investment analysis and strategy development.

About the Role

The successful candidate will be responsible for conducting performance reviews, overseeing data collection and analysis, designing and managing investment strategies, and assessing business opportunities.

Key Responsibilities
  • Conduct thorough performance reviews to identify areas of improvement and potential risks.
  • Oversee the collection and analysis of financial data and market information to inform investment decisions.
  • Develop and implement tailored investment strategies that meet client objectives and risk tolerance.
  • Conduct research on market conditions, including local, regional, and national trends, to stay ahead of the competition.
  • Evaluate financial risks and opportunities to ensure optimal returns on investment.
  • Maintain and build relationships with existing clients, providing exceptional service and support.
  • Present and explain investment proposals to clients, clearly communicating the benefits and risks involved.
Requirements

To be considered for this role, you will need:

  • A Master's degree in Accounting or Business/Management, or equivalent experience.
  • A minimum of 5 years of experience in investment analysis and strategy development.
  • Demonstrated expertise in financial modeling, data analysis, and market research.
  • Excellent communication and presentation skills, with the ability to articulate complex ideas simply.
Working Arrangements

This is a permanent position, working 30-40 hours per week. The working language is English.

Our company values innovation, teamwork, and customer satisfaction. If you are a motivated and experienced investment professional looking for a new challenge, we encourage you to apply.



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