
Wealth Management Professional
1 week ago
We are looking for a skilled Wealth Management Professional to join our team at Lumida Wealth. In this role, you will be responsible for conducting research to support decision-making and strategic planning by the CIO Team.
The successful candidate will have a passion for markets and investing, with excellent analytical ability and strong written communication skills. A background in finance, economics, or a technical engineering field is beneficial, but not required.
Key Responsibilities:
- Conduct research on various topics, such as macro, sector views, company earnings, and protocol research.
- Monitor portfolio net exposures to sectors, factors, and investment themes, suggesting exposure adjustments as necessary.
- Remain up-to-date on market trends through extensive reading and research, translating insights into actionable strategies.
- Implement long and short strategies developed by our research and portfolio management team.
Requirements:
- 1-3 years of experience in a professional work environment.
- Strong analytical ability and excellent written communication skills.
- Strong preference for candidates pursuing CFA Charter.
Benefits:
- Competitive salary and benefits package.
- Opportunities for professional growth and development.
- Dynamic and innovative work environment.
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