Institutional Advisory Analyst

About the role

This position involves providing strategic financial advice to institutional clients, collaborating with cross-functional teams, and contributing to the development of investment strategies.

Responsibilities

• Conduct market research and analyze financial data to support strategic decision-making
• Develop and present investment recommendations to clients
• Collaborate with portfolio managers and other advisors to align investment strategies
• Stay updated on industry trends and regulatory changes that impact investment decisions

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field
• 2+ years of relevant work experience in financial analysis or advisory services
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Proficiency in Excel and PowerPoint

Qualifications

• Knowledge of financial modeling and valuation techniques
• Experience working with institutional clients
• Ability to manage multiple projects simultaneously

Skills

• Strategic thinking and financial acumen
• Attention to detail and accuracy in financial reporting
• Effective written and verbal communication skills
• Team player with strong interpersonal skills

Benefits

Initio Capital offers a competitive benefits package including health insurance, retirement plans, and professional development opportunities.

Pay

Total annual compensation ranges from $145,000 to $185,000, depending on the specific employer and experience level.

Schedule

The role is offered on a hybrid schedule, combining remote work with in-office days.