Financial Advisory Job Description
Financial Advisory Duties & Responsibilities
To write an effective financial advisory job description, begin by listing detailed duties, responsibilities and expectations. We have included financial advisory job description templates that you can modify and use.
Sample responsibilities for this position include:
Financial Advisory Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Financial Advisory
List any licenses or certifications required by the position: CPA, CA, ACCA, CFA, CIA, ERP, CTP, AICPA, CAMS, CFF
Education for Financial Advisory
Typically a job would require a certain level of education.
Employers hiring for the financial advisory job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Accounting, Economics, Business, Business/Administration, Graduate, MBA, Engineering, Mathematics, Financial Services
Skills for Financial Advisory
Desired skills for financial advisory include:
Desired experience for financial advisory includes:
Financial Advisory Examples
Financial Advisory Job Description
- Ability to be flexible and Agile
- Can identify and solve problems
- Display excellent communication skills and a professional image
- Customer relationship and service skills
- Provide administrative support for the FA marketing function manage the marketing calendar
- Exposure to Securitized Products like RMBS / CMBS / ABS /CDO/Esoterics will be a plus
- Team management / ability to manage an established, technically strong and closely knit team
- Leadership, excellent written & communication skills, employee development, relationship building
- Ability to work on a number of open positions simultaneously
- Ability to prioritize highest in-demand needs
- 3+ years professional experience from a professional services firm or experience recruiting in a professional services setting and/or recruiting internal audit professionals
- Experience using LinkedIn and social media to network
Financial Advisory Job Description
- Liaise with the global team and serve as project manager for our client mandates across multiple internal
- Teams and a variety of different work streams
- Manage teams and direct reports and be accountable for the quality of the project work performed by
- Them
- Serve as a senior team member of our asset class teams or analytics teams on specific mandates
- Requiring a quantitative/analytical approach
- The ideal candidate should have 4-7years of work experience
- Bachelor’s or Master’s degree in finance, accounting, business, applied mathematics, statistics, engineering, or equivalent quantitative field
- Understanding of basic probability and statistical concepts
- Strategy of re-organization policies and support
- Corporate performance management (CPM)
- Budgeting management solutions
Financial Advisory Job Description
- Ability to analyse financial institutions for the purpose of assigning credit ratings
- Proficiency in use of Excel/Word/PowerPoint/Adobe
- Fluent in spoken and written English, Mandarin or Cantonese skills
- Ability to work independently, yet contribute to team objectives
- Enthusiasm and aptitude to learn quickly
- Willingness to take responsibility and form opinions
- Cost down of J-SOX support
- 3 - 10 years of solid finance experience
- Worked at a consulting company dong finance/ accounting
- Development of ERP systems
- Strong credit analysis or research experience working in rating agency, bank, regulator, or investment manager (or similar institution)
- Ability to analyse banking sector data and derive conclusions
Financial Advisory Job Description
- Analyze and compile client financial information in direct contact with the client
- Preparation of meeting notes
- CPA certification and relevant professional certifications a plus
- Development of guidance and information content to enable the audit division in the provision of accounting and financial reporting advisory services
- Providing consultative assistance on accounting matters relating to the audit & AFA practice
- Assist in the development and delivery of accounting and financial reporting learning programs to partners and managers
- IFRS matching services
- Flexibility to support other teams if necessary
- Strong ability to interpret & explain complex problems related to Financial Institutions, Banks & Markets
- The capability to take an innovative approach to developing solutions
- Experience desirable
- Capability to take an innovative approach to developing solutions
Financial Advisory Job Description
- Ability to analyse issues from a financial, service and policy perspective
- You have the capacity to mobilise and lead teams of experts with diverse skill sets
- Weekly status updates to Accounting & Financial
- Advisory management team
- Daily Comms on Caseware to business Unit and Clients if necessary
- Promote Caseware firm-wide
- Preparation of GRAP Financial Statements
- Ensure currency with regard to SAICA IFRS updates
- Develop a training plan on the use of Caseware
- Within A&FA
- Put a team of Caseware consultants together
- Effectively manage Caseware team