Marsh & McLennan Companies

Wealth Investment Remote Externship

Marsh & McLennan Companies

San Francisco, CA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Hello there! Are you a driven and ambitious individual with a passion for finance and investments? Do you have a keen eye for identifying investment opportunities and a desire to learn from industry experts? If so, we have the perfect opportunity for you. Marsh & McLennan Companies is currently seeking a motivated and dedicated individual to join our team as a Wealth Investment Remote Extern. In this role, you will have the chance to gain hands-on experience in the world of wealth management and investment strategy. We are looking for someone with a strong academic background and a hunger for knowledge who is ready to take on the challenge of a remote externship. If this sounds like you, keep reading to learn more about this exciting opportunity.

  1. Conduct research and analysis on potential investment opportunities in various markets and industries.
  2. Work closely with senior team members to develop investment strategies and make recommendations.
  3. Assist in the preparation of investment presentations and reports for clients.
  4. Monitor and track portfolio performance and provide regular updates to clients.
  5. Stay up-to-date on industry trends and developments to inform investment decisions.
  6. Collaborate with team members to identify and mitigate potential risks.
  7. Communicate clearly and effectively with clients to understand their investment goals and objectives.
  8. Follow all company policies and procedures to ensure compliance with regulatory requirements.
  9. Attend training and development opportunities to continuously improve investment knowledge and skills.
  10. Complete assigned tasks and projects within specified timelines and with a high level of accuracy.
  11. Foster strong relationships with clients and other team members to ensure successful outcomes.
  12. Adhere to ethical standards and maintain confidentiality of sensitive information.
  13. Embrace a remote work environment and effectively manage time and tasks independently.
  14. Demonstrate a strong work ethic and a willingness to take on new challenges and responsibilities.
  15. Contribute to the overall success of the team and company by actively participating in team meetings and initiatives.
Where is this job?
This job is located at San Francisco, CA, USA
Job Qualifications
  • Strong Analytical And Problem-Solving Skills

  • Bachelor's Degree In Finance, Economics, Or A Related Field

  • Experience With Investment Analysis And Portfolio Management

  • Proficiency In Microsoft Excel And Other Financial Software

  • Excellent Communication And Interpersonal Skills, With The Ability To Work Independently And As Part Of A Team.

Required Skills
  • Financial Analysis

  • Data Analysis

  • Market Research

  • Financial Modeling

  • Portfolio Management

  • Risk assessment

  • Client Relations

  • Asset allocation

  • Wealth planning

  • performance tracking

  • Investment Research

  • Investment Strategies

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Organization

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Wealth Investment Remote Externship in San Francisco, CA, USA is $60,000 - $90,000 per year. However, this can vary depending on the specific company and the qualifications and experience of the candidate. Some positions may offer higher salaries or additional bonuses and benefits. It is best to research specific job listings for more accurate salary information.

Additional Information
Marsh & McLennan Companies is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedFebruary 19th, 2024
Apply BeforeJuly 20th, 2025
This job posting is from a verified source. 
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About Marsh & McLennan Companies

Marsh & McLennan Companies, Inc. is a global professional services firm, headquartered in New York City with businesses in insurance brokerage, risk management, reinsurance services, talent management, investment advisory, and management consulting.

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