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Investment Analyst

Helfin Financial Services (Based in Brooklyn) is looking to hire a skilled Investments Analyst to complete our team. The candidate will be liable (and should be able) to do the following: 1. Updating daily indicators and giving news on key stock markets of interest on a daily basis. 2. Preparing the weekly action Broadcast list. 3. Updating the dividend watchlist and fixing any errors that may be thereon. 4. Updating website data and sending it to be uploaded on site on a monthly basis. 5. Presiding over weekly offshore stock selection meeting. 6. Presiding over monthly Local wrap funds meeting. 7. Researching stocks and ETFs for recommendation to clients. 8. Researching on methodology for stock selection and improving the current methods on stock selection. 9. Researching on best available mutual funds for investing in. 10. Improving current strategy for Mutual fund selection. 11. Actioning trades for clients whenever agreed to buy or sell stocks/ETFs for clients on the 4 key platforms. 12. Updating Cash balances and filing all actioned trades onto Dropbox. 13. Rebalancing the local wrap funds whenever tasked to do so. 14. Improving on current asset allocation and Fund allocation strategies with the objective of generating high returns for clients. 15. Other ad hoc tasks. If this is you, send your CV to Add your salary expectancy in the email. This will be discussed in the interview.

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