Nima Tareh
Adviser Investor Services Officer at Generation Life - Outthinking Today
Based in Mont Albert North, Australia
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Seniority
Staff
Department
Customer/Client Service
Location
Mont Albert North
Industry
Financial Services
Company size
94
Contact information
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n•••••••@genlife.com.au
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Background
About Nima Tareh
Diligent and focused Advanced Finance Master Graduate with strong analytical, communication, negotiation and credit skills, and 5+ years of combined academic and professional experience in delivering financial analysis and risk assessment, achieving measurable results. As a highly experienced Adviser/Investor Services Officer, I possess a wealth of knowledge and expertise in financial accounting and analysis, investment processing, account management, financial reporting, and issue resolution. My skill set also includes the ability to conduct in-depth research and automate accounting processes, leading to significant time savings and increased efficiency. My diverse range of experiences in finance, accounting, and economics, as well as my knowledge of investing and cryptocurrency, has been honed through my academic achievements. I have completed rigorous coursework in global financial markets, financial econometrics, corporate treasury management, funds management, and more. Additionally, I have undertaken academic projects in options, futures, and risk management, and have designed and implemented hedged portfolios using delta, gamma, and mathematics. As an analytical professional, I possess strong problem-solving skills and the ability to apply accounting principles to a wide range of financial issues. I am well-versed in using the full disclosure principle to ensure that all necessary information is present in reports, adding value to client success while working within demanding accounting cycles and month-end closing deadlines. Proficient in Microsoft Office Suite, with a particular expertise in Excel and Tableu, I am committed to ethical behavior and maintain an exceptional level of integrity and professionalism in fast-paced work environments. My strong communication and negotiation skills enable me to build deeply engaging relationships with clients and key stakeholders, ensuring the highest quality, timely, and cost-effective outcomes. My colleagues and managers describe me as a professional with a strong work ethic, a genuine interest in excellence, and the ability to undertake complex tasks, build strong relationships, thrive in a team environment, and excel in fast-paced settings.
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