JOB OPENINGS
INVESTMENT ANALYST INTERN
Overview:
Wen Capital Advisory Group is seeking an Investment Anaylst Intern. The successful candidate for this role will help develop Investment asset allocation strategy to ensure process efficiency and scalability. This position is ideal for individuals interested in pursuing a career in investment and finance.
Performance Objectives:
• Investment Asset Allocation:
a. Examine and analyze clients' current investment asset allocation
b. Help identify, structure, and strategize the investment asset classes
c. Help refining the investment management and rebalancing strategy
• Investment Research:
a. Conducting due diligence on companies and projects by researching, reading financial statements and market data
b. Analyzing financial information relating to specific companies, e.g. company results, profit and loss, balance sheet and cash flow statements to determine how an organization is positioned to deliver for investors
c. Keeping up to date with market developments, new technologies
• Investment Recommendation:
a. Preparing formal presentations, reports, and project assignments, assembling data from multiple sources to develop and produce coherent investment recommendations for the clients
• Business Development and Outreach:
Additional Opportunities:
• Participate in real life client interaction and communication
• Learn about real life investment management
• Gain insight into real life wealth management business
Qualifications:
• Currently pursuing a Bachelor’s degree in Economics, Business, Math, or a related field
• Proficiency with Microsoft Office Suite, including Excel, PowerPoint, and Word
• Strong attention to detail
• Experience conducting research
• Interested in learning about investment and finance
• Very task-oriented
• Self-starter
• Excellent critical thinking/problem solving skills
• Excellent verbal and written communication skills
Additional Information:
Please go to our contact page and send us a message to briefly introduce yourself, then submit your resume (required) & cover letter (optional).