Financial Professional jobs in United States
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Aceolution · 6 hours ago

Financial Professional

Aceolution is seeking a highly skilled Finance Expert with strong analytical and domain expertise across financial markets and banking sectors. The ideal candidate will possess in-depth knowledge of financial instruments, investment strategies, and regulatory frameworks, and will contribute to financial analysis, decision-making, and advisory functions.

ConsultingInformation Technology

Responsibilities

Analyze and interpret financial data related to stock markets, investment banking, and banking products
Evaluate investment opportunities, market trends, and risk factors
Provide insights on equity, debt instruments, derivatives, and portfolio management
Support financial modeling, valuation, and forecasting activities
Review and ensure compliance with financial regulations and industry standards
Collaborate with cross-functional teams on financial strategy, reporting, and optimization
Provide subject-matter expertise for mortgage and retail banking products (if applicable)
Prepare detailed reports, presentations, and recommendations for stakeholders

Qualification

CA certificationCFA certificationFinancial analysisInvestment bankingStock market knowledgeAnalytical skillsStakeholder managementFinancial tools proficiencyProblem-solving skillsCommunication skillsPresentation skills

Required

CA or CFA certification (Mandatory)
5–12 years of relevant experience in financial services or banking domains
Strong knowledge of stock markets, capital markets, and investment banking processes
Experience in financial analysis, valuation, and risk assessment
Excellent analytical, problem-solving, and communication skills
Proficiency in financial tools, spreadsheets, and reporting systems

Preferred

Experience in Mortgage or Retail Banking
Exposure to global financial markets and regulatory environments
Strong presentation and stakeholder management skills
Industry Exposure: Stock Market, Investment Banking, Mortgage, Retail Banking

Company

Aceolution

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Aceolution provides IT, media and consultancy services.

Funding

Current Stage
Late Stage
Company data provided by crunchbase