Responsibilities/Job Duties• Perform independent investment research on assigned areas• Examine and assess economic and market trends and investment portfolios• Calculate risks and opportunities for potential and current clients• Review previous investment decisions and evaluate the outcomes• Conduct financial models for decision-making processes• Compile data into reports and suggest improvements on new investment opportunities• Analyze relevant legal documents when necessary• Liaise with fund managers and other industry professionals• Schedule and conduct meetings with clients and management• Report discrepancies to team leaders when necessary• Maintain up-to-date documentation of all investment relationshipsQualifications• Bachelor’s Degree in Finance, Investment Banking, or Accounting• At least two years of experience in a similar role• In-depth knowledge of financial procedures and statistics• Excellent quantitative and qualitative analytical skills• Proficiency in data collection and analysis• Strong research and writing abilities