Graduate Associate Program (Investment)
ExternalS$36K–S$60K/yrFull-timeUnknownToday
ComplianceDocumentation
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About the role
Client Advisory & Relationship Management: Assisting senior advisors with HNW client meetings, estate planning, and trust structuring. Portfolio Analysis: Evaluating client investment portfolios, performing asset allocation, and modeling financial scenarios. Market Research: Synthesizing macroeconomic trends and researching equities, fixed income, and structured products. Operations & Compliance: Ensuring client documentation complies with financial regulations and supporting the middle office.
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Company Intel
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