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Junior Investment Associate

Augment Jobs
Austin, TX Full Time
POSTED ON 12/13/2024 CLOSED ON 2/8/2025

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

  • 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.

Qualifications

  • 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.
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