Investment Manager

Examine, analyze, and interpret accounting records to prepare financial statements, give advice, or audit and evaluate statements prepared by others. Install or advise on systems of recording costs or other financial and budgetary data.

Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.

This role provides strategic vision and advice to the president. And steps in as the acting president when the president is not in office. Must have enough accounting and finance knowledge to give input on the overall condition of the market and the feasibility of the company’s plans. Ability to negotiate contracts and agreements. Develop and implement management strategies and processes. Must have impeccable communication skills. Ability to prioritize without supervision and delegate tasks effectively. Create a performance-based culture and track all KPIs of all departments. Step in and provide insight to solve roadblocks and keep the company on track to meet its annual targets.

Interact with customers, business executives, and stakeholders while managing and preparing sales reports. Responsible for identifying new business opportunities and assisting customers with their needs.

Perform routine administrative functions such as drafting correspondence, scheduling appointments, organizing and maintaining paper and electronic files, or providing information to callers.

Analyze and coordinate the schedule, timeline, procurement, staffing, and budget of a product or service on a per project basis. Lead and guide the work of technical staff. May serve as a point of contact for the client or customer.

Serve as chief executive and apply innovative leadership and management skills to establish and achieve corporate goals and strategies. Requires oversight of finances, operations, personnel, and all other aspects of company. May require accountability to shareholders and board members.

Introduce and implement financials strategies based on recognition and analysis of financial data trends, anomalies, and deviations. Formulate financial projections and define financial strategy. Manage budgeting, forecasting and long-term planning. Provide insights on business performance. Conduct ad hoc financial analysis to aid in decision making. Dissect actuals against forecasted financials and prior year.