Credit research/ английский язык Fluent

Freelance
Remote work

As part of the Research Team assisted with research and publication of the weekly analytical newsletter The Wire and credit research reports including inputting, formatting and distribution of The Wire as per Company’s guidelines and marketing strategies
Contributed to The Wire publication by conducting researching and writing analytical articles on current issues and news in the industry both in Australian and Global context
Cooperated with the Director of Research and Education in delivering the Lite Wire – Company’s quarterly research newsletter for potential clients
Maintained the library of past research related articles and companies’ analysis on the website
Collaborated with the Research Team on various projects at the time of employment
Assistant Editor and contributor to “Australian Guide To Fixed Income” book publication by FIIG Securities
Assistant to Director of Corporate Research in producing a database and research for Credit Unions
Assistant to Director of Education in maintaining and reconciling sample portfolios on the Company’s website
Delivered weekly statistics reports on clients’ engagement with the Wire as part of on-going support to Research and Marketing Teams in formulating better company strategies
Originated idea to improve internal work process within the Research Team through keeping nomenclature of all research and staff responsible for certain industries, which helped Sales Team answer customer queries about particular product and streamlined that process
Extracted financial related information from Bloomberg terminal and Reuters and presented as requested by the Team; manipulated (presented by Excel graphs and tables) said information for Research Reports, articles and general perusal by the Research Team
Prepared presentations for monthly Introduction to Fixed Income webinars for clients, investors and the broader investment community; provided support, maintenance and supervision for all the webinars broadcasted by the Company
As part of the Sales Team provided administrative support to Brisbane Sales Team and helped the team meet its objectives of growing the client base and maximizing revenue
Prepared on-boarding documentation for new clients, including marketing packs and risk profile questionnaires; updated and maintained clients’ database

Collated any information and documents required to support Financial Advisors in providing compliant advice
Gathered information on new clients from third parties, including superannuation and banks, to assist Financial Advisors on forming a financial strategy for the client (new clients’ on-boarding process)
Assisted in preparing for ongoing reviews with clients and making sure all the information is accurate to ensure the smooth delivery of the client propositions
Supported the Financial Advisors in research and analysis to meet clients’ needs
Supported Senior Planners in preparing advice letters and financial plans for clients as instructed
Provided administration support in the processing of and successful implementation of all clients’ affairs
Attended clients’ meetings as required by the Financial Advisor
Conducted research on specific financial products in the industry and pertaining regulations to support Financial Advisors’ financial strategies for clients’