Key Responsibilities
Responsibilities vary by employer but generally include:
- Financial Analysis: Conducting research on economic, political, and financial data, tracking investment performance, and evaluating risk.
- Portfolio Support: Assisting with the management and monitoring of client investment portfolios and implementing client-focused financial strategies.
- Research and Reporting: Developing financial models, assisting with due diligence, and preparing internal and client-facing reports, presentations, and marketing materials.
- Client Interaction: Maintaining client relationships, handling queries, and assisting with investment recommendations.
- Strategy Development: Supporting senior staff in the development and evaluation of investment strategies and business plans.
- Administrative Support: Performing various investment-related administrative tasks and troubleshooting activities.
