Investment Research & Client Relations Associate
The Investment Client Relations Associate will be an important member to our team through market research and analysis, in addition to interacting with clients on a daily basis, communicating the value of our suite of investment products and investment research, and providing support to developing our new business ventures. We are a firm built on our investment research and technical analysis, providing our clients with the utmost support and timely market information.
The role will allow you to grow your Market/Equity Analysis and Client Servicing skills, while communicating our new investment program & services to both prospective and current clients. Your previous experience in equity research, client servicing, or reporting would help you become a valuable team member. You will have a great opportunity to learn more about the global financial markets and how to analyze individual stocks, ETF's, and charts.
We always welcome ideas and suggestions from colleagues on how to make our processes more efficient and effective. The candidate will have a great opportunity to learn more about investments and the financial markets. We are looking for someone who is determined, passionate about the financial markets, very well-rounded, capable, and willing to wear many hats in our rapidly growing firm.
RESPONSIBILITIES:
- Constant client interaction, with both current and prospective clients (no cold calling, all inbound calls)
- Develop and maintain a professional rapport with our clients
- Analyzing the financial markets, including specific sectors, ETF's, and stocks (Technical & Fundamental analysis)
- Writing analysis on investment recommendations, global financial markets, and sectors
- Researching global financial market events and trends
- Assist with building reports (Word, Excel) and presentations (Powerpoint)
- Implement new methods of marketing and delivering our research and analysis to clients
- Actively participate in the launching of a number of new business ventures
Our firm has been in business for over three decades with the best reputation and a loyal client base, ranging from retail clients to institutional clients. Candidate must have a positive personality, be detail oriented, and be able to work independently.
We are looking for someone who yearns for longevity and loyalty to our growing company, while eager to learn more about the investment markets.
Cover letters are strongly encouraged for all applicants. Located in West Los Angeles, CA. Only candidates residing in the Los Angeles Area will be considered.
Qualifications
- Strong understanding and interest in the financial markets (ie: Stocks, Bonds, ETF's)
- Exceptional and professional client relationship and client servicing skills (experience interacting with clients)
- Excellent communication skills (excellent with both verbal and written English)
- Experience in client reporting (using MS Office and/or other software)
- Very computer proficient (MS Office: specifically Excel, Word, and PowerPoint)
- Outstanding Excel skills (advanced functions, macros and VBA a plus)
- Strong organizational and problem solving skills
- Ability to organize, prioritize, and multi-task
- Minimum 2 years of experience at an Investment firm, especially in client servicing, research, or business development.
- Bachelor's degree from a top university
- Native English speaker