The common responsibilities for this position include assisting in executing corporate finance and equity capital markets transactions, such as IPOs, M&As, financial advisory, and fundraising exercises; performing due diligence, market research, and financial analysis; preparing pitching materials, internal and external memos; generating ideas for the team; and completing assigned tasks to develop an understanding of the private wealth management industry. Additionally, the role involves reviewing existing client accounts to understand activities and risk exposures, conducting name screenings to identify potential risk factors, and actively following up on outstanding cases to ensure timely resolutions while maintaining high service standards.
The percentages next to each skill reflect the sector’s demands in these respective skills. E.g., 30% means this skill has been listed in 30% of all the job postings in this sector.
The skills distribution tells you what specific skill sets are in demand. E.g., Skills with a distribution of “More than 50%” means that these skills are wanted in more than 50% of the job postings.
Types of companies in the sector that have advertised a position
Education level required as indicated
Fields of study of the positions advertised by employers
Employment Mode of the positions advertised by employers
Employment Type of the positions advertised by employers