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Investment Consultant (Individuals / Firms)

Islamabad, Pakistan

Job Type

Workspace

Islamabad

Requirements

Telecom Foundation is looking to hire services of Investment Consultant (Individuals / Firms) with proven experience in the relevant field for its Headquarters at Islamabad.


Responsibilities


  • Conduct thorough market research and financial analysis (internal and external) to come up with funding options for the Foundation to finance its welfare based as well as commercial development projects.

  • Develop customized investment strategies based on Foundation’s financial goals and risk tolerance.

  • Asses and review Foundation’s cash flows to come up with the most optimum and strategic investment and saving options (short, medium and long term)

  • Identify and mitigate potential risks in investment portfolios

  • Ensure all investment options adhere to ethical standards and legal guidelines

  • Assist clients with estate management planning strategies

Eligibility Criteria

Eligibility Criteria for individual


  • Minimum Bachelor’s degree in Finance, Economics, Business Administration or a related field from HEC recognized university (local or foreign).

  • Minimum 5 years of experience in investment consulting / banking or financial advisory roles.

  • Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation.

  • Well developed communication and presentation abilities.

  • Strong analytical and quantitative skills

  • Ability to build and manage client relationship effectively

  • Proven track record of successful investment consulting and financial advising

  • Excellent analytical and problem-solving skills

  • Strong knowledge of financial instruments, markets and regulations

  • Proficiency in financial modeling and portfolio management software

  • Superior interpersonal and client relationship management skills

  • High level of integrity and ethical standards

  • Understanding of financial compliance and regulatory requirements.


Eligibility for Firm / Company


  • Firm registration incorporation certifications

  • NTN (Tax) Certificate

  • Valid ISO certificate or quality assurance manual / quality policy of the company

  • Company’s financial statements (Audited reports) for the last two fiscal years

  • List of authorized company signatories/personnel (to be provided on official company letter head and stamp)

  • Company profile with number and percentage of graduate employees and list of all offices (Pakistan & International)

  • List of board members as well as senior management (C-Level) with each individual’s experience area (s) and number of years of experience.

  • Signed customer testimonials as evidence of experience

  • Products and service categories list, marking the categories the company is able to provide.


Interested individuals can apply through "Apply Now" button and are requested to attach their CV along with evidence of relevant completed projects.


Firms may submit their applications through the above-mentioned link by uploading all required documents. Alternatively, firms may also apply by sending the complete set of required documents along with the proposal via dispatch on the following address.

 

EVP HR & Admin

Telecom Foundation Complex, 7-Mauve Area, G-9/4, Islamabad

051-2808160

Telecom Foundation Complex, Telecom Foundation HQ, 7 Mauve Area, G-9/4, Islamabad

+92-51-2808159-64

© 2023 Telecom Foundation - All rights Reserved

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