Investment & Financial Consultant role at iAdvise Financial Services focusing on client advisory and financial planning. Join a dynamic team committed to making a difference in clients' financial futures.
About the role
- Quantitative Financial Analyst developing strategies and executing high impact initiatives at Bank of America. Collaborating with stakeholders and managing financial risks within the organization.
Responsibilities
- Developing enterprise and/or line of business-wide strategies
- Executing high impact business initiatives
- Delivering business outcomes from portfolio investments
- Managing risk effectively and prioritizing competing deliverables
- Collaborating with key stakeholders at all levels of the organization
- Communicating effectively with all levels of the business
- Continuously evaluating performance and recommending change initiatives
- Acting as a subject matter expert on programs and principles to provide guidance
Requirements
- 7+ Years of experience in Financial Service Industry preferred
- Strong analytical, planning, problem-solving, management and organizational skills
- Experience with project management tools such as JIRA
- Excellent verbal and written communications skills
- Advanced proficiency with Microsoft suite
- Experience with software migration and disaster recovery planning
- Bachelor / Masters in a discipline such as Finance, Computer Science, Engineering
- Python and SQL experience
Benefits
- health insurance
- retirement plans
- paid time off
- flexible work arrangements
- professional development
- discretionary incentive eligible
- annual discretionary award
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