1. QFA Prospecting - Help QFA expand its brand and presence nationwide and possibly internationally
· Assist with marketing/prospecting
· Ad Hoc Projects
2. Assist Research -> fundamental analysis, and technical analysis
· Bloomberg - Charts/Data – Collect data and charts to perform market forcasting and analysis
· Research Reports – Update Senior Managing Directors’ Stock Watchlist to identify investment opportunities
3. QFA Social Media Branding – Help expand brand through digital marketing platforms
4. Attend educational events and seminars – Learn about Financial Advising and Asset Management industry by attending events hosted by major banks and hedge funds
5. Review private equity offerings and Initial Public Offerings – Analyze if company should invest in Private Equity projects and IPOs