FGS jobs in United States
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Confidencial ยท 1 week ago

FGS

positionSan Diego, CA
timeFull-time
remoteOnsite
seniorityMid Level

Confidencial is seeking a full-time FGS to manage client portfolios and conduct financial analysis. The role involves delivering strategic investment recommendations and maintaining communication with clients to ensure their investment goals are met.

Human Resources

Responsibilities

Managing client portfolios
Conducting financial analysis
Delivering strategic investment recommendations
Collaborating with internal teams
Preparing financial reports
Presenting findings to stakeholders
Maintaining ongoing communication with clients to address their investment goals and ensure satisfaction

Qualification

Financial analysisPortfolio managementFinancial modelingInvestment strategiesRisk assessmentCFA certificationCFP certificationClient relationship managementEthical standardsCommunication skillsTeam collaboration

Required

Strong financial analysis, portfolio management, and economic research abilities
Experience with investment strategies, risk assessment, and decision-making
Excellent written and verbal communication, presentation, and client relationship management skills
Proficiency in financial modeling and advanced knowledge of financial software tools
Bachelor's degree in Finance, Economics, or a related field; advanced certifications such as CFA or CFP are a plus
Ability to work collaboratively in a team environment and adapt to a fast-paced workplace
Track record of maintaining ethical standards and confidentiality

Company

Confidencial

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Hiring Solutions
people-size0-1 employees

Funding

Current Stage
Early Stage
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