A Jr. Investment Analyst is mainly responsible in assisting day-to-day accounting, reporting, operations and record-keeping of investment funds as well as analyzing financial data, monitoring investments and preparing reports.
WHAT IS THE JOB LIKE
- Conduct financial and investment research on companies, industries, and markets.
- Monitor market trends, economic developments, and company news.
- Record fund transactions such as investments, redemptions, income, expenses, and fees.
- Maintain accurate accounting records for investment funds.
- Maintain investor records and account information.
- Assist with investor onboarding and documentation.
- Reconcile fund records against bank statements, broker statements
- Monitor trade settlements and maintain accurate documentation and operational records.
WHO ARE YOU
- Bachelor's degree in Finance, Accounting, Business, or a related field.
- Basic understanding of financial markets and investment products
- Strong attention to detail and good in numerical and analytical skills
- Good excel skills
- Trustworthy