Recent Grad / financial services

Multi-family office serving high net worth families
Sep 13, 2016
Oct 11, 2016
Employer Type
Direct Employer
Employment Type
Full Time
Job Description:

If you are a motivated math or finance major with top grades. we are offering a 3 month trial to work with our client support unit. Successful individuals will be considered for full time positions. This is an opportunity to work and learn in a demanding and rewarding environment, a good place to start if you are interested in the financial industry. You will help with research, organizing, scanning, proofreading, etc. If you are a stellar performer, you will be trained to prepare portfolio management reports, cash-flow analyses, internal audits, tax reports and to support trading. Requirements: top grades, 100% reliable, superb organizational and administrative skills, high attention to detail, impeccable oral and written skills, comfortable interacting with high net worth families, interested in finance. We will require a background check, references, and your college transcript. Check out the Series 65 Exam to make sure this field interests you (go to / you can take the test on your own by filing Form U-10). Expect long hours, including weekends.