Investment Associates

2 days left

Employer
Optivest Wealth Management
Location
Dana Point, California
Salary
Competitive Payment for the skill sets and backgrounds
Posted
Jul 25, 2017
Closes
Aug 24, 2017
Ref
A001
Certifications
Passed CFA Level I
Employment Type
Internship
Education
Bachelors

Job Descriptions:

  • Helping a Portfolio Manger in research for ETFs, Mutual Funds, and Hedged Funds
  • Helping a big project to transition from an old reporting system to a new reporting system.
  • Willing to gaining knowledge about Portfolio Accounting, Emoney, Juncture, and Schwab Platform, Bloomberg

Skills:

  • Industry knowledge about security types
  • Expert users of Microsoft Office Product and technology adoptability
  • Problem solver, independent thinker, ambitious about learning about the industry.