• Bachelor's degree in a finance-related and analytical field; • Proactive looking for problem solutions in company resources and teammates; • Self learning ability; • Dynamic problem solving, organizational and interpersonal skills; • Be naturally curious; • Excellent verbal and written communication skills; • Strong computer skills, including Microsoft Office Additional advantage would be: Accounting: Basic understanding of investment accounting, financial statements, amortization, interest income, and other accounting Cert concepts.
• Finance: Basic understanding of Time Value of Money, duration, yield, returns, and risk exposures. • Asset Classes: Basic understanding of vanilla fixed income and equity investments and a deepening knowledge of various security types and/or alternative security types. Developing understanding of the security types commonly held by the clients they are assigned
Finance and/or accounting experience • Knowledge of financial instruments • Securities or financial markets experience • Advanced knowledge of Excel such as VLookUp, SUMIF, Pivot Tables, and Ribbon Utilization