Wealth Management Associate (Fresh Graduate)

Key Responsibilities

• Financial Modeling & Valuation: Build and maintain DCF (Discounted Cash Flow), trading comparables, and precedent transaction models; analyze income statements, balance sheets, and cash flow statements.
• Market & Sector Research: Conduct macroeconomic, industry, and competitor research using terminals like Bloomberg or Capital IQ to spot emerging trends and investment themes.
• Portfolio & Risk Monitoring: Track existing portfolio companies or client assets, draft regular performance updates, and run sensitivity or scenario stress tests.
• Deal Execution & Reporting: Assist with due diligence (legal, tax, operations), help prepare pitch decks and investment committee memos, and take notes during earnings calls or management meetings.
• Client & Advisory Support: Support senior consultants or wealth managers in reviewing client risk profiles, product allocation (equities, bonds, funds), and financial planning strategies