What are the responsibilities and job description for the Junior Investment Associate position at Augment Jobs?
Job Title: Junior Investment Associate
Job Summary
As a Junior Investment Associate, you will support the investment team in conducting research, analyzing financial data, and assisting with the management of client portfolios. This entry-level role is designed to provide you with hands-on experience in investment analysis, portfolio management, and financial markets.
Responsibilities
Job Summary
As a Junior Investment Associate, you will support the investment team in conducting research, analyzing financial data, and assisting with the management of client portfolios. This entry-level role is designed to provide you with hands-on experience in investment analysis, portfolio management, and financial markets.
Responsibilities
- Conduct research on financial markets, investment products, and economic trends to support investment decision-making.
- Assist in the preparation of investment reports, financial models, and presentations for clients and senior investment professionals.
- Monitor portfolio performance and help with asset allocation, rebalancing, and investment strategy implementation.
- Support the investment team in identifying potential investment opportunities and conducting due diligence.
- Maintain and update investment databases, tracking key performance indicators and market data.
- Assist in preparing client reports, ensuring accuracy and timely delivery.
- Participate in internal meetings and client presentations, taking notes and following up on action items.
- Stay informed about market developments, economic news, and regulatory changes that could impact client portfolios.
- Bachelor’s degree in Finance, Economics, Business, or a related field.
- Internship experience or up to 1 year of experience in investment analysis, financial services, or a related area.
- Strong analytical skills with proficiency in Excel and other financial analysis tools.
- Basic understanding of financial markets, investment products, and portfolio management concepts.
- Excellent communication skills, both written and verbal, with a strong attention to detail.
- Eagerness to learn and develop in the field of investment management.
- Progress towards CFA® or other relevant certifications is an advantage.
- Ability to work collaboratively in a team environment and manage multiple tasks simultaneously.
