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Oak Stone Limited is an independent wealth management company, based in Taipei, Taiwan

Junior Research Analyst

$40k – $50k • No equity
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We are seeking the services of a talented Junior Research Analyst to join our executive wealth management team.

Responsibilities:

  • Assist with research analysis and reporting
  • Assist with the development of client and stakeholder relationships
  • Work with the executive wealth managers to support client relationships
  • Once you have developed a track record in our business you could work with a high degree of independence, at a location of your choice
  • This role could offer fast progression to a partner role or alternatively could offer great flexibility for the right candidate

Essential skills:

  • You are smart, entrepreneurial, career-minded, enjoy working autonomously, and can deliver
  • Ideally at least 1 year of experience as a junior research consultant with a keen interest in the finance/investment sector
  • Very strong quantitative skills
  • Experienced with data analysis cross-tabulation software
  • Ability to write a research report autonomously including identifying and presenting strategic recommendations
  • Junior level Project Management skills, tracking tasks, prioritising, keeping to deadlines

Oak Stone at a glance

Oak Stone Limited is an independent wealth management company, based in Taipei, Taiwan

Oak Stone focuses on Financial Services. Their company has offices in Taiwan and Taipei. They have a mid-size team that's between 51-200 employees.

You can view their website at https://www.oakstonemanagement.com or find them on Twitter and LinkedIn.

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Oak Stone Limited is an independent wealth management company, based in Taipei, Taiwan