Job Title: Financial Analyst Intern Location: Santa Clara & NYC Salary: up to $15/h + Commission 转正后 50-60k + Commission * H1B Sponsor opportunity This company is a leading financial technology platform based in New York that offers wealth managers and high-net-worth individuals (HNWs) access to global alternative investments. The company has received multiple rounds of funding from prestigious venture capital groups including BitRock Capital, Korea Investment Partners (KIP) and Bertelsmann Asia Investments (BAI) and preparing for an IPO in 2020. This company has established offices in New York, San Francisco Bay Area, Seattle, Beijing and Shanghai. Job Description: • Identify potential HNWs clients and maintain existing client relationships in the company’s target markets including New York, San Francisco Bay Area, Seattle, Los Angeles, Texas. Complete appropriate research on client’s investment needs and develop outreach strategies • Participate in prospective client follow up through various marketing channels and cultivate new client base with the internal business development team • Support the Office of CEO in various strategic initiatives, such as proposing new networking and marketing channels to help expand client base and increase turnover rate • Assistant internal investment and operations teams in ensuring product material (flyers, offering memorandum etc.,) delivered in high quality form. Job Requirements: • Excellent communication and networking skill. • Previous participation in organizations or social groups is a Plus. • Familiarity with basic financial knowledge is a Plus • Team player suited to work within an entrepreneurial, collaborative culture and is ambitious to create something by his or her own
Job Description: • Identify potential HNWs clients and maintain existing client relationships in the company’s target markets including New York, San Francisco Bay Area, Seattle, Los Angeles, Texas. Complete appropriate research on client’s investment needs and develop outreach strategies • Participate in prospective client follow up through various marketing channels and cultivate new client base with the internal business development team • Support the Office of CEO in various strategic initiatives, such as proposing new networking and marketing channels to help expand client base and increase turnover rate • Assistant internal investment and operations teams in ensuring product material (flyers, offering memorandum etc.,) delivered in high quality form.
Job Requirements: • Excellent communication and networking skill. • Previous participation in organizations or social groups is a Plus. • Familiarity with basic financial knowledge is a Plus • Team player suited to work within an entrepreneurial, collaborative culture and is ambitious to create something by his or her own