Core responsibilities
- Financial analysis: Conduct financial analysis to track investment performance, evaluate risk, and identify potential opportunities.
- Portfolio management: Assist in the management and monitoring of investment portfolios, including asset allocation and re-balancing.
- Market research: Research financial markets, industries, and investment funds (e.g., equities, bonds, ETFs) to inform investment strategies.
- Client interaction: Support senior advisors in client meetings, client presentations, and relationship management.
- Reporting and reporting: Help prepare financial reports, performance summaries, and market updates for clients and internal teams.
- Solution development: Contribute to the creation of personalized investment solutions, which may include wealth preservation, estate planning, and risk management.
- Compliance: Ensure all activities comply with internal guidelines and regulatory requirements.
Key skills and qualifications
- Strong analytical and quantitative skills.
- Good communication and interpersonal skills for client interaction and relationship building.
- A desire to learn about financial markets and investments.
- Ability to work both independently and as part of a team.
- Attention to detail and organizational skills to manage reports and data.
