
Junior Investments Associate
5 days ago
Investments Junior Associates help conduct research and create financial models. You'll help produce reports to recommend which types of investments the wealth management team should buy or sell. You'll use investment databases to research the products that will produce the best results for your company's clients. You'll help create reports and spreadsheets to share your findings and recommendations with your team. In addition to providing investment analysis, you support Financial Advisors and Licensed Bankers.
**Responsibilities**
- Work closely with Wealth Management team members to actively monitor investment portfolios
- Collect data and create and update financial spreadsheets
- Aid in the team's research to provide buy and sell recommendations
- Monitor existing investments across portfolios
- Help complete executive summaries detailing performance
- Use portfolio management software to generate portfolio reports and analytics for monthly, quarterly and annual meetings
- Help prepare weekly and monthly summaries and reports on current market trends and news
**Qualifications**
- Bachelor's degree in Finance, Accounting, Business or a related field
- Strong client management skills
- Demonstration of exceptional analytical and modeling skills.
- Interest in researching the financial industry
- Ability to make effective decisions that would benefit the client/organization.
- Ability to handle multiple projects with proficiency in MS Office.
**Job Types**: Full-time, Permanent
**Salary**: From BD500.000 per month
**Education**:
- Bachelor's (required)
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