EX Squared is seeking a Remote Senior Investment Consultant to provide strategic investment guidance and portfolio analysis. You will leverage your expertise to evaluate opportunities and develop financial models for our clients.
What You'll Do
- Provide strategic investment advice and portfolio analysis for clients
- Conduct in-depth financial research and market analysis to identify opportunities
- Develop and present detailed financial models and investment recommendations
- Lead client meetings to discuss investment strategies and performance reviews
- Collaborate with internal teams to align investment plans with client objectives
What We're Looking For
- Proven experience as an Investment Consultant or similar senior advisory role
- Strong expertise in financial modeling, portfolio management, and market analysis
- Excellent analytical skills with the ability to interpret complex financial data
- Outstanding communication and client presentation abilities
- Relevant professional certifications (e.g., CFA) are required
Work Mode
This is a fully remote position, requiring a self-motivated individual who excels in a distributed work environment.
EX Squared is an equal opportunity employer.
