Location: Newton, Central Region
Job Type: Full time
Salary: $4,500 – $5,500 per month
Responsibilities
- Conduct financial and market research across asset classes (e.g. equities, fixed income, FX, alternatives)
- Assist in portfolio construction, performance monitoring, and reporting
- Execute trades under guidance of senior professionals or family principals
- Prepare investment memos, risk analysis, and performance summaries
- Maintain and update market models, dashboards, and investment tools
- Monitor macroeconomic trends and provide insights to the investment team
- Ensure compliance with internal investment guidelines and regulatory requirements
Requirement
- Bachelor’s degree in Finance, Economics, Business, or a related field
- Entry level is welcome. Candidates with 1–2 years’ experience are welcome.
- Familiarity with financial statements, basic valuation methods, and trading platforms
- Proficiency in Excel; exposure to Bloomberg, Python, or financial tools is a plus
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