New Investment Analyst & Strategy Planner - Consulting Firm

1- Plan, coordinate and manage all New Initiatives of NIC (New Investment Committee)

2- Shaping the company's overall business strategy. Developing strategic plans and assessing company performance. Conducting research and data analysis to inform business decisions.

KEY ACCOUNTABILITIES

(List the responsibilities/duties associated with the job. For each responsibility/duty listed, give the factors on which an individual's performance is judged).

- New Investment Analyst collect information, perform research, and analyze assets. New Investment analysts often focus on specific niches to become experts in their chosen fields, such as a particular industry, a geographical region, or a specific asset class.

- Strategic Planner defines company's direction and develop plans to realize business objectives, will help maintain competitive advantage and allocate resources appropriately

Accountabilities

New Investment Analyst Key Performance Indicators

- Assessing business and asset valuations.

- Calculating risks and opportunities for potential and current clients.

- Monitoring market trends and investment portfolios.

- Analyzing previous investment decisions and generating key takeaways.

- Conducting meetings with clients and management throughout the year.

- Producing complex financial models for integration into decision- making processes.

- Compiling financial data into reports for other team members and stakeholders.

- Identifying critical areas of business performance for other stakeholders.

- Reporting discrepancies and issues to senior team leaders when they arise.

- Examine and assess economic and market trends, earnings prospects, financial statements and various other indicators and factors to determine suitable investment strategies

Strategic Planner Key Performance Indicators

- Understand and shape the company's strategy and mission

- Develop plans to materialize strategy and analyze business proposals

- Research competition to identify threats and opportunities

- Assess the company's operational and strategic performance

- Align processes, resources-planning and department goals with overall strategy

- Provide support and insight into significant organizational changes (e.g. shift in strategic focus, mergers and acquisitions)

- Educate senior executives in making effective decisions

- Construct forecasts and analytical models

- Monitor and analyze industry trends and market changes

Relevant and total years of Experience

- Good Written and Verbal Communication Skills

- Possesses influencing skills, credibility and visibility.

- Demonstrated track record of both strategic thinking and high quality of execution.

- Possesses good executive presence, gravitas, self-confidence, poise and cheerful disposition.

- Has the ability to communicate in private and in public, with demonstrable leadership skills.

- Has a track record of taking tough calls while possessing good inter-personal skills.