Graduate Associate Program (Investment)

Key Responsibilities and Skills

Portfolio Management: Constructing and optimizing investment portfolios, as well as conducting, performing, and reviewing investment strategies.

Analytical Tasks: Conducting financial modeling, valuation, and research on investment performance.

Operational Support: Managing the middle office, documentation, and compliance with financial regulations.

Collaboration: Working with team members to enhance sales performance and client engagement.

Client Advisory: Assisting clients with financial planning, including retirement, estate planning, and tax minimization strategies.

Portfolio Analysis: Reviewing client portfolios to recommend asset allocation changes in line with market conditions and risk tolerance.

Relationship Management: Building and strengthening relationships with high-net-worth clients, serving as a primary point of contact.

Market Research: Providing market updates, identifying investment opportunities, and conducting competitor analysis.

Sales & Growth: Prospecting new clients and supporting the firm's client acquisition goals.

Administration: Preparing financial reports, updating client records, and managing compliance documentation.