Job Title: Junior Investment Associate
Job Summary
As a Junior Investment Associate, you will support the investment team in conducting research, analyzing financial data, and assisting with the management of client portfolios. This entry-level role is designed to provide you with hands-on experience in investment analysis, portfolio management, and financial markets.
Responsibilities
• Conduct research on financial markets, investment products, and economic trends to support investment decision-making.
• Assist in the preparation of investment reports, financial models, and presentations for clients and senior investment professionals.
• Monitor portfolio performance and help with asset allocation, rebalancing, and investment strategy implementation.
• Support the investment team in identifying potential investment opportunities and conducting due diligence.
• Maintain and update investment databases, tracking key performance indicators and market data.
• Assist in preparing client reports, ensuring accuracy and timely delivery.
• Participate in internal meetings and client presentations, taking notes and following up on action items.
• Stay informed about market developments, economic news, and regulatory changes that could impact client portfolios.
Qualifications
• Bachelor’s degree in Finance, Economics, Business, or a related field.
• Internship experience or up to 1 year of experience in investment analysis, financial services, or a related area.
• Strong analytical skills with proficiency in Excel and other financial analysis tools.
• Basic understanding of financial markets, investment products, and portfolio management concepts.
• Excellent communication skills, both written and verbal, with a strong attention to detail.
• Eagerness to learn and develop in the field of investment management.
• Progress towards CFA® or other relevant certifications is an advantage.
• Ability to work collaboratively in a team environment and manage multiple tasks simultaneously.
Location: Austin, TX
Posted: Aug. 16, 2024, 2:18 p.m.
Apply Now Company Website