
Senior Financial Planning Analyst
1 week ago
The role of a Finance Specialist is multifaceted and demanding, requiring a unique blend of technical expertise, business acumen, and communication skills.
In this position, you will play a pivotal part in evaluating AI-generated financial plans and advisory outputs for accuracy, compliance, and client relevance. You will calibrate investment and retirement planning models to ensure they are sound and suitable for clients.
Your responsibilities will also include simulating and auditing workflows such as asset allocation, risk profiling, and retirement income planning. Additionally, you will review and refine AI-produced reports, recommendations, and strategic documents, focusing on real-world client needs.
- Evaluate AI-generated financial plans and advisory outputs
- Calibrate investment and retirement planning models
- Simulate and audit workflows
- Review and refine AI-produced reports and recommendations
This is a challenging and rewarding role that requires strong technical and business skills. If you have a passion for finance and AI, and enjoy working collaboratively with cross-functional teams, we encourage you to apply.
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