Responsible for facilitating financial activities including budgeting, modeling, forecasting and reporting in order to support the decision making process by senior management; Monitor actual financial performance, make comparisons to budget and/or forecast projects, and analyze and interpret variances; Provide upper management with business strategy recommendations for future investments and start-ups; Support business decisions by tracking financial trends and metrics; Interpret data on price, yield, stability, future investment-risk trends, economic influences and other factors affecting investment programs; Research and analyze financial data regarding the performance of stocks, bonds, and other types of investments; Analyze budgets and forecasting processes to determine start up value and potential growth; Utilize spreadsheets to analyze and organize financial data for clients, and assist with implementing data in clients’ portfolios; Conduct fixed income evaluation of portfolio risk and return metrics.
Bachelor’s Degree in Business Administration, Finance.
Series 65 License.
JOBSITE & INTERVIEW:
Daniel Wu, Chief Investment Officer
GPS Capital Management, LLC
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