Management Associate / Management Trainee (Financial Services)

Are you a driven and ambitious professional looking to kickstart your career in the dynamic world of asset management and financial services? Wisdom Asset Management Limited is seeking a high-potential Management Associate / Management Trainee to join our team in Bali, Indonesia. This is an exciting opportunity to work with a leading asset management firm and gain hands-on experience in a fast-paced environment. As a Management Associate / Management Trainee, you will be part of a team that manages various investment portfolios, providing valuable insights and support to our investment professionals.

Wisdom Asset Management Limited is a trusted name in the financial services industry, known for its innovative approach and commitment to excellence. We are a dynamic and growing firm, offering a supportive and collaborative work environment. This role is perfect for recent graduates or professionals with limited experience who are eager to learn and grow in the financial services sector.

📋 Tanggung Jawab Pekerjaan

• Assist in the management of investment portfolios, including monitoring and reporting on portfolio performance.
• Support investment professionals in conducting market research and analysis.
• Assist in the preparation of investment reports and presentations for clients.
• Conduct due diligence on potential investment opportunities.
• Assist in the preparation of investment proposals and recommendations.
• Provide administrative support to the investment team, including scheduling meetings and coordinating with clients.
• Assist in the preparation of financial statements and other regulatory reports.
• Participate in training and development programs to enhance your skills and knowledge.

🎓 Kualifikasi & Syarat

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 1-3 years of experience in a financial services or investment management role (recent graduates are encouraged to apply).
• Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to work well in a team and independently.
• Familiarity with investment management software such as Bloomberg, FactSet, or Morningstar is a plus.
• CFA or CA certification is a plus.

🛠️ Keahlian

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