Data & Market Analyst
Wimbee
Total years of experience :3 years, 6 Months
• Identify market trends, monitor competition, and understand customer behavior,
• Collect and organize data from various sources such as company databases, internet, social media and more,
• Translate data into a comprehensible document and also interpret data sets
• Create a comprehensive financial plan, provide advice on investment strategies, and offer guidance on tax planning,
• Guide clients on the growth and management of their wealth,
• Prospecting and business development,
• Provides our clients with financials solutions,
• Manage and develop a business client portfolio,
• Support clients and meet their business financing needs,
• Analyze the economic and financial situation of clients to identify their needs,
• Contribute to the quality of customer service,
• Responding to different customer requests,
• Developing new initiatives, and identifying potential investment opportunities. Developing and implementing strategic plans for the investment division.
• Financial reports, assessing the performance of current investments, making recommendations.
• Collaboration with the customer service teams and reporting to complete the various projects.
• Developing new initiatives, and identifying potential investment opportunities. Developing and implementing strategic plans for the investment division.
• Financial reports, assessing the performance of current investments, making recommendations.
• Collaboration with the customer service teams and reporting to complete the various projects.
MBA Trading & Financial Market VBA, Python, Financial Market, Econometry, Options pricing, Trading, and financial analysis
Bachelor in Finance International management, economy, accounting, financial analysis, investment management