| Wealth Management |
| Position Title |
Paraplanner |
| Position Overview |
We are seeking a motivated and enthusiastic paraplanner to join our Wealth Management team. As a paraplanner, you will have the opportunity to gain hands-on experience in the field of financial planning, working closely with our experienced financial planners. This role will provide exposure to various aspects of financial planning, offering valuable insights into the investment advisory industry. |
| Responsibilities |
- Assist our financial planners in collating documents from clients to complete baseline, non-client-facing work for a financial-planning session.
- Analyze clients’ needs and research suitable products and investment options that align with those needs.
- Produce comprehensive financial reports for financial-planning clients.
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| Qualifications |
- Obtained or pursuing a bachelor’s or master’s degree in finance, economics, business, or a related field.
- Strong interest in investment management and financial markets.
- Excellent research, analytical, and problem-solving skills.
- Able to work independently to meet deadlines.
- Knowledge of financial-planning software.
- Analytical mindset with the ability to interpret and synthesize complex financial data.
- Excellent communication skills, both written and verbal.
|
| Portfolio Management |
| Position Title |
Portfolio Intern |
| Position Overview |
We are seeking a motivated and enthusiastic intern to join our Portfolio Management team. As an intern, you will have the opportunity to gain hands-on experience in the field of investment management, working closely with our experienced portfolio managers and analysts. This role will provide exposure to various aspects of portfolio construction and analysis, offering valuable insights into the investment advisory industry. |
| Responsibilities |
- Assist portfolio managers and analysts in researching and analyzing investment opportunities across various asset classes, including equities and fixed income.
- Contribute to the development of investment strategies by conducting market research, analyzing macroeconomic trends, and evaluating potential risks and opportunities.
- Support the portfolio management team in the construction and maintenance of client portfolios, ensuring alignment with investment objectives, risk tolerance, and market conditions.
- Collaborate with team members to create presentations and reports for client meetings, providing insights into portfolio performance, market outlook, and investment recommendations.
- Assist in monitoring portfolio performance and market news, identifying potential areas for adjustments or rebalancing.
- Engage in ongoing professional development by staying informed about industry trends, investment strategies, and regulatory developments.
|
| Qualifications |
- Obtained or pursuing a bachelor’s or master’s degree in finance, economics, business, or a related field.
- Strong interest in investment management and financial markets.
- Attention to detail and ability to work independently as well as within a team.
- Analytical mindset with the ability to interpret and synthesize complex financial data.
- Proficiency in Microsoft Excel, PowerPoint, and other relevant software.
- Experience programming in Python, VBA, or other computer programming languages is a plus.
- Excellent communication skills, both written and verbal.
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