Job Description
Job Description
Investment Analyst
Overview
The analyst position at our family office will require you to:
- Analize and monitor investment positions held by our clients.
- Assist in the analysis of investment products that are presented to us from various financial institutions.
- Assist in the preparation of presentations for our clients.
- Interface with financial institutions
- Learn and assist in the monthly consolidation process
Skills and knowledge:
- Major in finance, math, accounting or economics
- Minimum BA or BS degree
- 1 to 3 years work experience
- Working knowledge of Spanish
- Good interpersonal skills/team player
- Knowledge of of Excel and Power Point
Office location: New York City