Financial Planner
2 weeks ago
About Us:
TivolisWorld Investment Club & Associated Ventures is an emerging investment collective focused on identifying and supporting high-growth opportunities across diverse sectors. We aim to deliver solid returns for our members through informed decision-making and disciplined financial planning.
Job Summary:
We are seeking a skilled Financial Planner to design and oversee financial strategies that support our investment goals. This role involves evaluating financial data, advising on capital allocation, and optimizing fund usage across projects and portfolios.
Key Responsibilities:
- Analyze financial performance and prepare investment strategy reports
- Advise leadership on effective fund allocation to maximize return on investment
- Develop short- and long-term financial plans aligned with club objectives
- Monitor market trends and assess financial risks and opportunities
- Assist in budgeting, forecasting, and performance tracking of investments
- Provide financial models to support new venture assessments or expansion initiatives
- Bachelor's degree in Finance, Accounting, Economics, or a related field (MBA or CFP preferred)
- Proven experience in financial planning, investment strategy, or asset management
- Strong analytical skills with advanced Excel or financial modeling proficiency
- Ability to translate complex financial data into actionable insights
- Self-motivated, reliable, and comfortable working in a remote and evolving environment
- 401(k)
- Health insurance
- Paid time off
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