Financial Analyst Trainee
6 days ago
We are seeking a highly motivated and detail-oriented Financial Analyst Trainee to join our team of experienced professionals in the wealth management industry. As a Financial Analyst Trainee, you will play a key role in supporting our business development efforts and assisting our Investment Counsellors with various tasks.
Key Responsibilities:
- Provide analytical support to our Investment Counsellors, including preparing pitch books, analyses, and market commentaries.
- Assist with investment initiatives, such as reviewing and analyzing investment information, generating investment proposals, and preparing investment ideas.
- Support our Financial Advisors in preparing for internal client portfolio reviews and assist with conducting the same.
- Maintain and update tools used to track performance of recommended trades and models.
- Be fully conversant with and adept at extracting relevant data and analytics from available sources.
- Actively review and curate communications issued by banks and research houses.
- Support the Head of the IC Team in administering ongoing and ad hoc initiatives and projects.
Requirements:
- degree in banking, business, economics, engineering, finance, maths
- passion and interest in the financial markets
- high standards of ethics and conduct
- excellent written and verbal communication skills
- strong interpersonal and communication skills
We are looking for a highly motivated and detail-oriented individual who is passionate about the financial markets and has excellent analytical and communication skills. If you are a team player who is looking for a challenging and rewarding career opportunity, we encourage you to apply.
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