Full-Time Investment Analyst Summer Associate – Global Growth Equity – Kozhikode
To join our team, we are looking for an Investment Associate. For applicants who want to genuinely strengthen their career and join a rapidly developing Firm, this is a role with limitless prospects. This job will primarily support the firm’s advisers with workflow management while providing a superior client experience. This person will assist client relationships by ensuring that all client needs are met, answering client queries, preparing advisors for client review meetings, and resolving any other issues or duties that arise. The candidate should be technologically proficient and meticulous in their work.
Job Title : Investment Analyst Summer Associate – Global Growth Equity
Location : Kozhikode, Kerala, India
Salary : $ 32.97 per hour.
Company : Glocap
Job Type : Full-Time
- Create and maintain client files, as well as necessary reports and databases, in line with all applicable laws and regulations.
- Make sure that all of the customer information stored in the contact management system and contact database is up to date for use in creating reports, setting up appointments, keeping tabs on billing, and planning and executing marketing strategies.
- Serving as a major player on deal teams, your duties will include identifying possible investment opportunities, carrying out due diligence, and producing investment memoranda for fund investments and co-investments.
- Customers’ personal information should be shredded on a regular basis to ensure its secure disposal and the proper treatment of any outdated or superfluous data.
- Maintain good operational order for the practice’s use of all shared office equipment, and notify the facilities manager of any problems. Maintain office supplies and make sure that needs, such as things for the break room, are always available.
- Respond to all messages sent to you via electronic means and address any concerns or complaints as quickly as feasible.
- Opening and closing of accounts, granting of powers of attorney and trading authority, linking of life insurance and annuity accounts, completion of client registrations, and proactive response to and follow-up on client service inquiries are all in the scope of this role.
- uses trading to process the buying and sells of equity and fixed-income assets.
- Front desk support, including greeting clients and guests, answering phones with a smile, and using suitable language and taking detailed messages are all part of your remit.
- Create and manage client files, draft client forms and reports, and start correspondence when the firm’s advisor requests it.
- Those applying should ideally be fluent in Redtail, Orion, Morningstar, MoneyGuidePro, and Wells Fargo Advisors.
- abilities in managing clients or providing excellent customer service that have been demonstrated. Identifying the client’s issues and providing or initiating a solution are all part of this process.
- 1-2 years of work experience in accounting, finance, economics, mathematics, or a related discipline.
- Ability to work autonomously and efficiently despite tight deadlines and a high volume of competing demands.
- Although a bachelor’s degree is recommended, candidates with job experience and completed college coursework will still be taken into consideration.