Conducting research and analysis on financial products, including equities, fixed income, and alternative investments
Contributing to the development of the financial advisory ecosystem by building models, automating processes, and creating tools to support the advisory processes
Conducting surveys involving user interviews around financial research and providing insights in the form of articles and charts
Using data and quantitative analysis to generate insights and recommendations
Developing and maintaining financial models that support investment analysis and portfolio management
Prepare reports and presentations that communicate research findings and investment recommendations to senior management and clients
Skills:
Strong knowledge of financial markets, investment products, and portfolio management principles
Good understanding of Excel and writing finance articles
Strong communication skills and the ability to present complex information in a clear and concise manner
