Junior Investment Analyst

Skill Farm Experts Are Invited to Apply for the Following Role:

Responsibilities:

Monitor client accounts and assist with daily account administration

Manage documentation (Alternatives, Suitability, Investment Parameters, OTC etc.)

Action advisory and brokerage account trade execution and daily controls over trade settlement

Liaise with Operations, Client Service Specialist, Supervisory Management, Risk Management and Investor Support teams

Support Business Analysts in preparing, reviewing and approving Investment Performance review presentations for Investors to deliver to clients. Assisting in development of marketing pitches and investment ideas presentations. Prepare and review prospect/banking products pitches

Maintain risk management monitoring of the portfolios for investment purposes, regulatory purposes and other compliance issues

Skills:

University degree, preferably in finance, law or business related subject (or equivalent)

Fluent in English

PowerPoint and Excel expertise required

Excellent interpersonal skills, both written and oral

Self-starter, extremely organized and detailed-oriented with strong commitment to accuracy

Good judgment and problem solving skills

Ability to work both independently and as a team player