Prepare investment proposals and portfolio reviews. Research, select and compare appropriate investments/products/vehicles available, and changes in product provider rates. Researching existing and potential replacement products in quotations from different insurers. Additional research information. Assist in drawing up of Wills and
Prepare investment proposals and portfolio reviews. Research, select and compare appropriate investments/products/vehicles available, and changes in product provider rates. Researching existing and potential replacement products in quotations from different insurers. Additional research information. Assist in drawing up of Wills and
that portfolio companies have to the Fund Market Research and Trend Analysis: - Stay abreast of industry inform investment strategies - Conduct market research and competitor analysis to assess market positioning techniques Demonstrated ability to conduct market research, industry analysis, and due diligence on investment modelling, Excel, financial valuation, market research, industry analysis, due diligence, deal screening
that portfolio companies have to the Fund Market Research and Trend Analysis: - Stay abreast of industry inform investment strategies - Conduct market research and competitor analysis to assess market positioning techniques Demonstrated ability to conduct market research, industry analysis, and due diligence on investment modelling, Excel, financial valuation, market research, industry analysis, due diligence, deal screening
promotion
ides financial information to management by researching and analyzing accounting data, preparing rep
analyze inventory and margin reports, conduct research, and perform analytical studies in regards to
Responsibilities:
ones.
information contact: Robyn Peskin Recruitment Researcher: Chartered Accountants & General Finance