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Investment Associate

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Investment Associate
Business Operations, HR, and Financial Services > Financial Services - General  > Investment Associate
a.k.a. Investment Coordinator, Investment Research Associate.
Job Purpose: Serves clients by preparing financial models; delivering financial management services and transactions; monitoring client portfolio performance.
Go to Qualifications | Go to Required Skills
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Industry Forecast Data
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Number of similar jobs posted on Monster:
Rate of Growth in percent:
554
23.00
%
Much faster than average when compared with other industries
Size of Industry in 2006:
Size of Industry in 2016:
236,000
290,000
Source: Bureau of Labor Statistics, May 2006
Duties
Skills
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Accounting
Analyzing Information
Business Knowledge
Corporate Finance
Customer Service
Developing Budgets
Electronic Payment Technology
Financial Diagnosis
Financial Planning and Strategy
Financial Skills
Financial Software
Forecasting
General Math Skills
Managing Profitability
Presentation Skills
Reporting Research Results
Research Skills
Verbal Communication
Qualifications
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  • Bachelor’s Degree

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