• Assist with company and sector research, including fundamental analysis and earnings review. • Support the investment team in building and maintaining financial models. • Track market developments, economic data, and portfolio holdings. • Help prepare research summaries and investment committee materials. • Conduct due diligence on securities and funds under consideration for client portfolios. • Assist with performance monitoring and benchmarking of existing holdings. Requirements • Currently pursuing a bachelor's degree in Finance, Economics, Accounting, or a related field; rising junior or senior preferred. …
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