Building and maintaining financial models.
Conducting market and sector research.
Preparing investment memos and presentations.
Supporting portfolio monitoring and performance attribution.
Participating in data-driven investment initiatives.
Develops an understanding of best practices and suggests how to improve current practices.

Requirements

Demonstrated interest in capital markets, investment strategy, and financial analysis.
Proficiency in Microsoft Excel and PowerPoint, with the ability to manipulate data, create visualizations, and communicate findings.
Familiarity with or willingness to learn programming languages such as Python and SQL.
Strong written and verbal communication skills, with the ability to synthesize complex information and present it effectively.

Benefits

PTO/parental leave
Competitive 401K and employee benefits
Free financial counseling, health coaching and employee assistance program
Tuition assistance program
Work arrangements that work for you
Effective productivity/technology tools and training

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial modelingmarket researchsector researchinvestment analysisdata manipulationdata visualizationPythonSQLperformance attributioninvestment strategy

Soft Skills

strong written communicationstrong verbal communicationsynthesis of complex informationpresentation skillsproblem-solvingbest practices improvement