Investment Advisor

Scheduling and Logistics: Coordinate meetings, calls, and travel arrangements for the investment banker.

Research: Assist with market research, competitive analysis, and due diligence.

Data Analysis: Help process and interpret financial data and create financial models.

Presentation Preparation: Create and edit PowerPoint presentations for pitches and meetings.

Document Management: Organize and manage important documents, such as NDAs, proposals, and contracts.

Communication: Draft emails and communications, and manage correspondence with clients and other stakeholders.

Transaction Support: Assist with the execution of transactions, such as M&As or IPOs, and help with the related paperwork.

Regulatory Compliance: Help ensure that all activities are in compliance with regulatory standards and internal policies.

Client Relationship Management: Assist in maintaining and developing client relationships through various touchpoints.

Reporting: Prepare regular reports on market trends, client portfolios, and other relevant financial information.