Job title: Financial Analyst
Job location: Milpitas, CA
Requirement: Master degree in finance or another closely related major; CFA level 2, Series 7 and 63 licenses
Resume to: Ni Advisors, Inc. 1138 Cadillac Ct. Milpitas, CA 95035 Attn: Mr. Sui-Hock Goy
Research data, anecdotes and illustrations, monitor fundamental economic, different industries trends and responsible for project sourcing mainly throughout Asia market; use software such as Microsoft Excel, Word and Adobe Reader Professional, etc to conduct regression analysis, data and charts interpretation as well as draft potential investment proposals; keep connection with Asia institutions and assist relationship manager with preparing tailored marketing materials and responsible for local and international client meetings; assist Principal in planning events for both current and prospective investors, prepare materials for investor events, including developing agendas, reviewing portfolio performance and outlook, researching the industry and competitive landscape and determining event logistics; communicate fundraising status and results to Principal and ensure consistent domestic and cross-over investors participation at marketing events; work with Principal to respond to investors' qualitative and quantitative due diligence questions and questionnaires.