Deskripsi Pekerjaan
Join CP Global Wealth Advisers Sdn. Bhd. as an Investment Research Assistant and become a vital part of our dynamic financial team. We are seeking a motivated and detail-oriented professional to support our research department in generating high-quality analysis and actionable insights. In this role, you will assist in uncovering market opportunities by conducting in-depth research on financial markets, economic trends, and investment vehicles. You will work closely with senior analysts to prepare comprehensive reports, ensuring our clients receive the best possible wealth management strategies. We pride ourselves on a collaborative environment where your analytical skills will directly contribute to investment success.
Tanggung Jawab
- Conduct comprehensive market research on equities, bonds, and alternative investments to support wealth management strategies.
- Assist in the preparation of investment memorandums, client reports, and presentation materials.
- Collect, verify, and analyze financial data from various internal and external sources.
- Monitor global economic news and industry trends to identify potential risks and opportunities.
- Support the team in organizing data sets for financial modeling, valuation, and statistical analysis.
- Perform competitor analysis to benchmark investment performance and market positioning.
- Maintain accurate records of research findings and market commentary in the company database.
Kualifikasi
- Bachelor’s degree in Finance, Economics, Accounting, or a related field of study.
- Strong analytical skills with proficiency in Microsoft Excel (e.g., VLOOKUP, Pivot Tables, Charts).
- Basic understanding of financial markets, investment principles, and valuation methods.
- Excellent written and verbal communication skills in English.
- Ability to work independently and meet tight deadlines in a fast-paced, team-oriented environment.
- Keen attention to detail and a strong desire to learn and grow within the financial sector.