Duties: Role Responsibility
Skills: Keen interest in investment products and a preference of 1-3 years of financial services experience, especially . investment management, communications or data visualization. Outstanding client service skills, maturity and judgment in dealing directly with clientele. Exceptional written and verbal communication skills are essential. Outstanding work ethic and willingness to contribute beyond the scope of one’s role to achieve team and firm objectives. Excellent attention to detail, extremely accurate and well organized. Strong analytical and problem solving skills with the ability to synthesize information, summarize issues and think creatively. Sharp control/risk mitigation mentality with ability to know when to raise issues. Ability to operate effectively under tight deadlines and to prioritize work with strong emphasis on time management. Able to exercise sound judgment and to appropriately document conclusions. Ability and desire to work in a team environment; willingness to ask questions but also to learn independently. Proficiency in Microsoft Office and an aptitude for learning new applications. Programming or automation experience with tools like Python, RPA, SQL is a plus. Education: Minimum Degree Required: Bachelor's Degree. BS/BA in business, finance, accounting, economics, or related field. MBA or CFA welcomed. Certifications & Licenses: CFA. Proficiency in Microsoft Office and an aptitude for learning new applications. Skills Required: MITIGATION, FINANCIAL SERVICES, TIME MANAGEMENT, DATA VISUALIZATION, ACCOUNTING