Financial Analysis & Research:Conduct in-depth financial analysis of assets and companies, perform financial modeling using tools like Excel, and research various industries, market trends, and potential investment ideas.
Portfolio Management:Assist in managing and monitoring investment portfolios, helping to rebalance client portfolios and providing regular updates.
Client Interaction:Interact with clients to understand their financial goals, risk tolerance, and needs, and help develop tailored investment strategies and solutions.
Deal Origination & Execution:Support senior teams in identifying and screening new investment opportunities, assisting with due diligence processes, and reviewing legal documentation.
Reporting:Prepare financial reports, create presentations for clients, and draft investment committee memos.
Compliance & Market Awareness:Stay informed about regulatory guidelines, company policies, and economic developments to ensure compliance and provide relevant market insights.
Professional Development:Participate in training programs, gain exposure to investment scenarios, and collaborate with product specialists and research teams to enhance knowledge and skills.
Common Requirements
Education:A degree or diploma in finance, business, economics, accounting, or a related field is often required.
Skills:Strong analytical skills, proficiency in financial modeling (especially in Excel), excellent communication and interpersonal skills, and a high level of professionalism are essential.
Personal Attributes:Self-driven, a positive attitude, a result-oriented mindset, and the ability to work both independently and as part of a team are highly valued.
