Monitor investment performance and provide regular updates to clients
Write weekly reports and daily notes on global markets.
Participate in fund conference calls and investment seminars to analyze product recommendations and provide product solutions for the team.
Collaborate closely with the investment strategist in asset allocation recommendations to provide and recommend investment opportunities on a timely basis.
Collaborate closely with the investment advisors to assess client’s risk profiles to provide information and supporting documents.
Qualifications
Bachelor’s Degree in Business, finance, economics, or related field.
2 – 4 years of experience.
Passionate about investment and global markets.
Outstanding analytical and logical thinking skills with intellectual curiosity and technical analysis skills.
Experiences in asset allocation or investment-related fields.
Good command of spoken and written English; excellent command of excel; familiar with Bloomberg.
A holder of CFA/CFP or currently the candidate would be an advantage.
Skills
Business Acquisition
Economics
Investment
Finance
Bloomberg
Functions
Accounting & Finance
Job Overview
Job Type:
Full-Time
Company
Robowealth Group
5 active jobs
Industry:
Banking & Finance
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