Description

This position involves assisting with and undertaking (but not limited to) the following tasks:
Investment Research:
-Screening for and evaluating potential investment opportunities
-Conducting in-depth industry and business analyses
-Monitoring existing portfolio investments
-Financial statement analysis, data collection and financial/ valuation modeling
Investment Management/Other:
-Based on performance and progress, manage your own company proprietary portfolio of investments
-Backup and support, any special projects, tasks, if and as needed

Requirements

Desired Profile/ Application Requirements
Education: Bachelor’s (Minimum) with CFA Level 3 (completed or about to write), or MBA/MS in Finance
Comfortable working with numbers, enjoys investing and extensive reading and research
Experience in financial statement analysis, financial modeling, and investment research
Strong working knowledge of Excel, Word, and PowerPoint
Strong work ethic, team player, diligence, and good communication skills
Agreeable to background verification and checks