About us
We are professional, agile and professional.
Our work environment includes:
- Modern office setting
- Food provided
- Work-from-home days
- Wellness programs
- Growth opportunities
**Overview:**
We are seeking a dedicated Investment Associate to join our team. The ideal candidate will have a strong background in risk analysis, research, and asset management, with a passion for financial concepts and investment strategies.
**Duties:**
- Conduct research on various investment opportunities and present findings
- Assist in the management of investment portfolios
- Analyze financial data to assess performance and identify potential risks
- Collaborate with senior team members to develop investment strategies
- Monitor market trends and economic indicators to make informed investment decisions
Proactively identify and cultivate relationships with potential individual investors.
- Develop and implement strategies to attract new client investments.
- Provide comprehensive financial advice and investment solutions tailored to individual client needs.
- Maintain a deep understanding of financial products and market trends.
- Work closely with the marketing and sales teams to coordinate client acquisition campaigns.
**Skills:**
- Proficiency in risk analysis and asset management
- Strong understanding of investment and financial concepts
- Knowledge of investment banking and financial services industry
- Ability to conduct thorough research and analysis
- Excellent financial acumen and attention to detail
- Experience in portfolio management is a plus
**Education**
Bachelor's degree in Finance, Economics, Business Administration, or a related field.
- 2-3 years of relevant experience in a client-facing role within the investment sector.
- Demonstrated ability to attract and retain individual investors.
- Strong understanding of investment products and portfolio management.
- Excellent communication, negotiation, and presentation skills.
- Proficiency in CRM software and Microsoft Office Suite.
- CFA, CAIA, or similar professional certification is highly regarded
Joining our team as an Investment Associate offers the opportunity to work in a dynamic environment where your skills and expertise will be valued. If you are passionate about investments and possess the required skills, we encourage you to apply for this exciting opportunity.
Job Types: Full-time, Part-time, Contract
Pay: $2,500.00 - $3,500.00 per month
Supplemental pay types:
- Bonus opportunities
- Commission pay
- Signing bonus
- Tips
Work Location: Remote