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Junior Investment Associate

3 months ago

Old Toronto Ontario, CA Markdale Financial Management Part time
Your Qualifications
  • Currently an undergrad in an Ontario University
  • Demonstrate ability working with Microsoft Office suite
  • Familiar with Quickbooks Online
  • Comfortable learning WordPress and associated plugins
  • Willing to contribute to marketing initiatives
  • Suitable for future CPA or CFA candidates
  • Must be interested in finance/blockchains/marketing

This is a part-time job (10 to 20 hours per week) most suitable for an undergrad currently enrolled at an Ontario university (UofT, York, Ryerson, etc). The applicant must demonstrate some ability to work with JavaScript and MySQL by completing a short challenge task.

Candidates must have an interest in finance as the successful applicant will be working with the associated web-based financial reporting systems (web-based dashboards) that support our investments. The successful applicant will be using Quickbooks Online to reconcile transactions and Microsoft Office to create reports for our clients.

Why Should You Apply?
  • Gain valuable experience providing family office services
  • Jumpstart your career while completing your degree
  • Gain access to our extensive professional network

As a Junior Investment Associate, you’ll work with a Project Manager to outline the scope of your work, create a timeline for development, and review your completed tasks.

To apply for this position, please attempt the following coding challenge: Fee Range Database.

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