Senior Financial Advisor

If you are talented, committed, innovative and excited about a career in financial services developing the capital market in Belize and the CARICOM Region, Legacy Fund Limited has a position for you!

About Us

Legacy Fund Limited is the most innovative financial advisory firm in Belize, Central America and has pioneered the development of Belize's domestic capital market. We develop tailored financial advice and execution of financial solutions to municipalities, local financial institutions, commercial banks, public and private corporations, trusts, and educational institutions.

About The Role

The Senior Financial Advisor and Analyst (SFA) leads the Firms Advisory and Investment Team. As such the SFA is responsible for the execution of the Firm’s engagements to raise funds for corporations and government agencies by structuring the issuance of securities such as stocks, bonds, and derivative investments namely futures, options, and swaps. In conjunction with the Managing Director, Investment Services & Operations, the SFA will not only advise clients who are planning mergers, acquisitions, but also assist with the restructuring and building of the franchise, the brand, and the capabilities of the Advisory and Investment Services.

Qualifications 

Required

• A Master’s degree in Economics, Finance, Mathematics, Accounting, Business, or related field of study
• Minimum of six (6) years’ experience working in investment banking, securities industry, financial advisory services, corporate financing or related field

Desired

• A Chartered Financial Analyst (CFA) or other relevant designation or demonstrated interest in pursuing and completing the required examinations
• Financial modeling expertise and ability to develop forecasting tools to automate financial data analysis
• Involved in financial services and the development of the capital market in the CARICOM Region and/or Belize
• Exhibited outstanding achievements in the international or regional financial markets
• Involvement in community service clubs, other charitable organizations or community initiatives

Responsibilities

• Develop and present recommendations for Client’s consideration for mergers, acquisitions, restructuring, asset allocation and portfolio implementation
• Originate and pitch private investment opportunities and work on various projects to support client relations
• Assist Clients with Environmental, Social and Governance (ESG) strategies for investing
• Analyze financial information and produce forecasts of business, industry, and economic conditions
• Evaluate and compare the relative or intrinsic value of various securities in a given industry
• Monitor fundamental economic, industrial, and corporate developments and provide individual corporation research and industry research on general economic trends, prepare and present oral and written reports to management
• Prepare and recommend plans of action for investment based on financial analyses
• Review data in the firm’s database and reconcile computations
• In coordination with the Managing Director, provides leadership and management to the Unit recruit and develop the Firm’s talent in the Unit
• Develop and constantly improve the Firm’s policies and procedures for the investment services
• Prepare reports and projections based on analysis that enable management team to make strategic decisions to meet business goals
• Coordinate with members of the finance team to review financial information and forecast and other day-to-day responsibilities

Key Competencies

Technical 

• Strong conviction about the potential of the CARICOM market capacity for wealth creation through innovation
• Knowledge of regional financial systems and institutions, economies, tax laws, and money and securities markets
• Proven knowledge of financial forecasting and diagnosis, corporate finance, and information analysis
• Sound understanding of the International Financial Reporting Standards
• Knowledge of procedural controls and data validation techniques
• Exceptional quantitative abilities combined with the ability to conduct research to resolve complex problems
• Knowledgeable of relevant financial and data analysis tools/software’s
• Excellent knowledge of MS Excel and working with large data sets

General

• Excellent sales skills with a specific ability to explain or convince others that an initiative is logical and beneficial
• Excellent communication and presentation skills particularly for analysis presentations
• Ability to manage time and projects with an elevated level of thoroughness and accuracy
• Excellent leadership skills with the ability to make tough decisions and exercise high level of discretion while exhibiting maturity and professionalism
• Collaborator with excellent people skills with strong work ethic and a positive can-do attitude
• Extremely comfortable working with an inclusive, multi-cultural and diverse team and client base
• Competitive with the willingness to work hard in a challenging fast paced environment

Work Environment

The work characteristics described here are representative of those that the SFA will encounter while performing the essential functions of this job. Approximately 40% of work will be conducted in office at the Job Location. Approximately 60% of work will be conducted outside of the office visiting clients, participating in meeting, conducting research, attending trainings, seminars etc. Extensive local and regional travel will be required.

Remuneration & Benefits

Competitive salary and benefits