Only Candidates with US Work Authorization will be considered.

Description:

The Investment Solutions Intern position will support the Investment Solutions team to assist Relationship managers and bank clients achieve their financial goals. The position consists of various activities such as tracking fixed income securities and mutual funds.

Main Duties:

• Support the team in all processes of creation, analysis and presentation of products to Relationship managers and bank clients
• Constant updating knowledge of products offered by the broker dealer
• Monitoring companies’ quarterly results and the evolution of the financial health of each one

Qualifications:

• Highly desirable - SIE certificate
• Fluency in Portuguese/English is mandatory
• Series 7 certificate or willingness to obtain certificate
• Excellent communication and presentation skills
• Basic Accounting knowledge (balance sheet, income statement and cash flow statement)
• High level of knowledge of Excel (VBA is desirable) and PowerPoint
• Previous experience in the financial market is desirable

Equal Opportunity/Affirmative Action Employer, M/F/V/D

Search for this job, NO EMPLOYMENT AGENCIES, HEAD HUNTERS, EXECUTIVE SEARCH FIRMS OR REPRESENTATIVE CALLS PLEASE.