Finance & Investment Trainee

Roles & Responsibilities

Responsibilities

• Data Collection and Analysis : Assist in gathering, organizing, and analyzing financial data and market information.
• Investment Research : Conduct market research to identify investment opportunities and support financial decision-making.
• Portfolio Monitoring : Help in monitoring and tracking investment portfolios.
• Reporting : Assist in preparing financial reports and presentations for management and clients.
• Financial Modeling : Develop and maintain financial models to support valuations and other analyses.
• Collaboration : Work with team members and other departments, relaying financial information clearly and succinctly.

Qualifications and Skills

Soft Skills : Attention to Detail : Essential for accuracy in financial tasks.

Communication : Ability to communicate complex financial information effectively.

Teamwork : Capable of working independently and as part of a dynamic team. Problem-Solving : Proactive mindset to identify issues and develop effective solutions.

Tell employers what skills you have

Market Research

Wealth Management

Training Management

Sales

Leadership

Microsoft Excel

Data Analysis

Teaching

Interpersonal Skills

Investment Management

Accounting

Financial Statements

Versatility

Communication Skills

Team Player