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