Investment trainee - J.S.F

Roles & Responsibilities

Key Responsibilities

• Financial Analysis & Research : Conduct in-depth financial analysis of assets and companies, perform financial modeling using tools like Excel, and research various industries, market trends, and potential investment ideas.
• Portfolio Management : Assist in managing and monitoring investment portfolios, helping to rebalance client portfolios and providing regular updates.
• Client Interaction : Interact with clients to understand their financial goals, risk tolerance, and needs, and help develop tailored investment strategies and solutions.
• Deal Origination & Execution : Support senior teams in identifying and screening new investment opportunities, assisting with due diligence processes, and reviewing legal documentation.
• Reporting : Prepare financial reports, create presentations for clients, and draft investment committee memos.
• Compliance & Market Awareness : Stay informed about regulatory guidelines, company policies, and economic developments to ensure compliance and provide relevant market insights.
• Professional Development : Participate in training programs, gain exposure to investment scenarios, and collaborate with product specialists and research teams to enhance knowledge and skills.

Common Requirements

Tell employers what skills you have

Wealth Management

Investment Strategies

Due Diligence

Analytical Skills

Tolerance

Interpersonal Skills

Investments

Economics

Accounting

Compliance

Financial Modeling

Financial Modelling

Financial Analysis

Screening