Onvest, LLC is a boutique investment advisor firm in Peninsula near San Francisco Airport; we are looking for an Investment Research Analyst interns for immediate opening.
Responsibilities and Tasks Includes but Not Limited to:
- Research under Guidance
- Handle market and equity data
- Write simple, easy to understand market updates and investment reports
- Learn and practice fundamental and technical analysis to assist portfolio managers
- Conduct internet research
Qualities:
- Follow through on assignments until completion
- Extremely detail oriented and able to follow instruction
- Dependable, reliable and punctual
- Professional on the telephone
- Flexible to work extra hours with little notice as needed
- Ability to write/translate reports in Chinese
Qualification and Experience:
- Finance major, undergrad or higher education preferred
- Highly organized and detail oriented.
- Ability to effectively multitask and manage shifting priorities in a deadline-driven, dynamic environment.
Skills:
- MS Office Suite with emphasis on Excel, Word, Outlook and PowerPoint.
- Extremely proficient on web research
- Excellent verbal and written (grammar, spelling, format) communication skills.
- Excellent interpersonal skills, work well in a team environment
- Ability to work independently
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