Advisory and brokerage accounts trade execution and daily control over trade settlement
Liaising with Operations, Client Service Specialist, Supervisory Management, Risk Management and Investor Support teams
Support Business Analysts in preparing, reviewing and approving Investment Performance review presentations for Investors to deliver to clients. Assisting in development of marketing pitches and investment ideas presentations. Prepare and review prospect/banking products pitches
Maintaining risk management monitoring of the portfolios for investment purposes, regulatory purposes and other compliance issues
Internal account maintenance and coverage management, as well as internal financial reports
Required qualifications, capabilities and skills
University degree, preferably in finance, law or business related subject (or equivalent)
Fluent in English
PowerPoint and Excel expertise required
Excellent interpersonal skills, both written and oral
Self-starter, extremely organized and detailed-oriented with strong commitment to accuracy
Good judgment and problem solving skills
Ability to work both independently and as a team player