Portfolio Analyst Intern

Wisebanyan • San Diego, CA

297d • $20 - $23

About The Position

Collaborates synergistically with cross-functional team members to formulate and execute innovative investment strategies. Contributes actively to the meticulous preparation of compelling client presentations. Maintains a vigilant awareness of dynamic market trends and proactively navigate regulatory nuances. Execute in-depth market research, culminating in the preparation of incisive reports. Provide invaluable support to Chief Investment Officer and portfolio manager, ensuring the seamless execution of daily tasks. Exemplify unwavering commitment to compliance and regulatory adherence.

Responsibilities

• Collaborate with cross-functional team members to formulate and execute investment strategies.
• Prepare compelling client presentations.
• Monitor market trends and navigate regulatory nuances.
• Conduct in-depth market research and prepare reports.
• Support the Chief Investment Officer and portfolio manager in daily tasks.
• Ensure compliance and regulatory adherence.

Benefits

• Sick Leave
• 401(k) Retirement Saving Plan with Employer Match Program
• Free Access to Self-Directed Trading
• Networking with Executives
• Corporate Finance Institute Courses
• Access to Onsite Gym and Walking Distance from UTC for San Diego Interns

What This Job Offers

• Job Type: Part-time
• Career Level: Intern