Provides investment information and financial advice; works with corporate and individual clients; and maintains knowledge of a wide range of investment and financial products, including trusts, stocks, bonds and sharesWorks closely with investment analysts to assess financial information and investment opportunities, to be pro-active within the short term market and coordinate any short term opportunities across the planning teamsManage company's planning calender (annual, monthly and quarterly budget outlook) and to provide financial consultation with annual strategic planningTo aid in the reporting of monthly/quarterly investment performance figures along with maintaining financial reports, business plans and modelsBasic Knowledge of 'Route' and producing reports to help with the buying/planning/audit measurement processesTo coordinate and prepare rolling forecast (including risk aspect) and preparation of budgeting, variance reports and senior management reportingPerform financial research and generate ad hoc analyses as neededUpdating of internal and external business matrices (Digital handbook,KPI's)To make decisions about financial and investment opportunitiesPreparation of written reports and presentationsPortfolio management/ Cash flow management and preparing various profitability analysis Other tasks as asignedAdditional Skills:Ability to read, analyze and interpret organization's policy statement, procedures and technical documentationsAdvanced to expert excel skills (Pivot tables, tables, lookups etc.), strong proficiency in Microsoft Office Suite