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Internship - Wealth Management
Full Time
Job description
A BlackbirdCo. is a Brazilian company with global reach, focusing on developing sophisticated and structured products in areas such as Credit, Corporate, Offshore, Asset, Wealth Management, and Advisory.
We are an investment company that believes in the high technical quality of professionals, owner's mentality, and transparency as pillars for performance.
We have an opening for an Intern to join our Wealth Management team.
- Assist with daily portfolio management tasks: Monitor client movements and balances, extract reports from portfolios;
- Support the commercial team: Contribute to executing investment transfer processes, account openings, and request withdrawals;
- Publish portfolio analysis materials;
- Communicate with institutional stakeholders: Request investment offer materials, request asset pricing quotes;
- Support building investment offer analyses: Request and consolidate company financial information, prepare the analysis material.
Requirements
- Operational skills;
- Tech skills related to investment product analysis;
- Commercial skills.
Benefits
- Wellhub (Gympass);
- Incentive for certifications (CFP and CFA);
- Oppportunity to take effect
Required skills
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Company information
- Company
- Blackbird
- Location
-
Brasil, Sudeste, Estado de São Paulo, São Paulo, Zona Oeste, Jardim Europa
Brazil - Posted
- 1 year ago
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