Finance Trainee

Roles & Responsibilities

Key Responsibilities

• Financial Analysis & Reporting : Assist with budget analysis, preparing financial documents, and creating financial models.
• Investment Research : Conduct research on investment managers, investment trends, and potential investment areas.
• Portfolio Monitoring : Track and monitor existing and prospective investments and collect data for analysis.
• Data Analysis : Interpret financial data to identify trends and gain insights into financial performance and customer behavior.
• Presentation & Reporting : Assist in preparing presentations to communicate findings to the team.
• Administrative Support : Perform general administrative tasks and data entry as needed to support the finance team.

Required Skills

Internship Benefits

Tell employers what skills you have

Accounts Payable

Microsoft Office

Microsoft Excel

Financial Planning

Investments

Data Entry

Investment Management

PowerPoint

Data Collection and Analysis

Attention to Detail

Financial Statements

Financial Analysis

Budgeting

Articulate

Analytical Techniques