Internship Position with a newly form investment fund.
Match to/Top Skills Required: 1. Must have business, finance, economics acumen knowledge 2. Resourceful, a problem solver, critical thinker, organized, attention to detail and follow-through. A flexible communicator with the sophistication to handle complex customer, partner and internal communications. An individual who enjoys solving problems and understands how to assist in growing a business in a dynamic and fast-paced startup-like environment. 3. Must be in process of CFA attainment certificate
Initial focus of this role will be on the Fund Raising of a new investment fund as this program develops this role will own taking on additional responsibility of other core assignments within the company including taking steps to engage in analysis, presentation preparation, literature among others. This role requires versatility across many departments and requires to be primary assistance to the Fund Manager. Essential Responsibilities: -Quality – consisting of quality planning, quality assurance and quality control activities involving relationship, representation. -Communications – consisting of communications planning, cold phone communication, warm phone communication, in person communication, information distribution, progress and performance reporting, and stakeholder communications management activities as directed. -Presentations– literature, video, info-graphics, in person. -Schedule – consisting of activity definition and sequencing, resource, duration estimating, schedule development, and schedule control activities. -Integration Management – consisting of project plan development, project plan execution, and integrated change control activities. -Scope – consisting of project initiation, scope planning, scope definition and scope change control activities. -Cost – consisting of resource planning, cost estimating, budgeting and cost control activities. -Human Resources – consisting of organizational planning, project team acquisition and staff development activities. -Risk – consisting of risk management planning, risk identification, risk quantitative and qualitative analysis, response planning, monitoring, and control activities.
Experience/Skills Required: -High School Diploma with 5 years investment, business start up experience or Bachelors – Masters Degree. -Must have or soon to obtain and possess CCIM, CFA or finance accreditations -At least 5-10 years of business, ventures, investment experience -Proficiency with Microsoft Office Suite -Proficiency with CRM systems -Knowledge of analysis process, business process, finance calculations, data & information gathering. -Analytical thinker with strong problem-solving skills. -Detail oriented and organized with proven experience in simultaneously managing multiple projects. -Ability to communicate with affluent individuals
Please send your resume to Admin@PuigInvestments.com
This is an Internship Opportunity requiring 26+ Hr/Week or as needed for a 90 days or less tenure with opportunity to join the team. This is a Performance based Opportunity with a strong commission rewards.