Associate, Investment & Markets Research

About the role

Join our dynamic team of professionals dedicated to excellence in investment management, wealth advisory, portfolio administration, and impact initiatives. We are seeking a highly motivated individual to join our growing team.

Responsibilities

• Manage client portfolios according to established investment strategies and guidelines.
• Provide ongoing financial planning advice to clients.
• Administer and maintain client records and financial data.
• Contribute to the development and implementation of new investment products and services.

Requirements

• Bachelor's degree in Finance, Economics, or related field.
• Minimum 3 years of relevant work experience in investment management or wealth advisory.
• Strong analytical skills and proficiency in financial modeling software.
• Excellent interpersonal and communication skills.

Qualifications

• Passion for financial services and a commitment to excellence.
• Ability to work independently and as part of a team.
• Experience with regulatory compliance and ethical standards.

Skills

• Proficiency in Microsoft Office Suite.
• Knowledge of financial markets and investment principles.
• Experience with financial planning software.

Benefits

• Comprehensive health insurance coverage.
• Flexible work schedule.
• Professional development opportunities.
• Employee discounts on our services.

Pay

Competitive salary commensurate with experience.

Schedule

Full-time position with flexible working hours.