Analyst Trainee

A local financial services firm is seeking a qualified and talented individual to join our group as an analyst trainee. This position will be an integral part of our team. We have been serving the Columbia area for more than 50 years, providing personalized financial service.

This position will be responsible for preparing client summary reports, research investments, and other tasks. We will also train on how to interpret the reports and prepare portfolio advice based on reports The ideal candidate will be willing and able to learn in a fast-paced environment, have strong technical skills, and be able to work well with data systems. This is an excellent position for the right person who is looking for a start in the financial services industry.

Duties performed include:

•     Preparation and analysis of reports

•     Research projects as assigned

•     General office duties

 Ideal candidate will be:

•     Driven Personality

•     Eager to Learn

•     Energetic

•     Critical-thinker

•     Fast-learner

Strong computer skills are a requirement and previous banking, accounting, or financial services experience is preferred.