Responsible for staying updated with the stock market and mutual fund market. Making decisions of bank investments in order to yield maximum profits is my duty.
I supervise the finance team and check reports in order to take the decision of financial planning for the whole year. All investments and purchases are made after evaluating risk.
Responsible for leading a team of researchers and analysts. I was given reports to check and conclude market trends and decide which mutual fund or stocks to invest in.
I was also responsible for training a team of financial assistants to help clients manage their wealth. This required a strong impressionable person and I was selected to lead young interns and managers.
Responsible for preparing presentations for potential clients and accompanying the representatives to meetings in order to get new investments made. I was then assigned to view the stock market trends and create reports about risk reduction and financial market overview.
I was promoted to managing investments and accounts of key investors. It was my duty to stay updated with the market and suggest profitable investments and stock options.
Awarded for increasing net worth by $1.2 million during the first half of the first year at Williams Investments Ltd.
Awarded for best presentation to clients that resulted in investments of $2 million by investors.
- Report Analysis
- Technical Analysis
- Equity Trading
- Investment Plans
- Mutual Funds
- Market Analysis
- Business Plans
- Growth Predictions
- Team Builder
- Data Analysis
- Financial Analysis