Markdale Financial Management is looking for a part-time Junior Investment Associate to join our team. As a Junior Investment Associate, you’ll gain valuable experience providing family office services to high net worth clients. This position is most suitable for a current undergrad at an Ontario University, and a future CFA or CPA candidate looking for experience working in financial services. This job may include some coding and web development.
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 to review your completed tasks.
To apply for this position, please attempt the following coding challenge: Fee Range Database
And, to be in touch for future opportunities, please connect on Linkedin with James Dunne.
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