[Job Description]
•Conduct research and in-depth analysis with financial models mainly on Tech sector.
•Prepare research reports and make investment recommendations to management on investment market
•Conduct company visits, site visits and channel check on covered companies
•Prepare financial models and valuations
•Identify leading business and research on industry trends
•Assist in daily trading reports and other routines
[Job Requirements]
•Degree in Economic, Finance, Accounting or related disciplines
•Solid research, financial modeling and data processing skills
•Strong communication, presentation and interpersonal skills
•Proficiency in written and spoken English and Chinese
•At least three work days a week
•Can work under pressure on ad-hoc projects
*This position requires on-site work only. Please ensure you are able to attend the interview in person. (僅有實體面試,且此職位非遠距,請確保您能配合再投遞履歷)
*It's not a short-term internship, please ensure you could join at least 1 semester or more and able to join us as soon as possible. (不接受短期實習,至少需1學期或以上且能盡快加入團隊)
*Please provide an English resume.(請附上英文履歷)*
1. Conduct equity research, industry research, management interviews, and site visits; and support managers by analyzing information obtained from various channels to prepare valuation reports.
2. Appraise company or asset values using the income, market, or asset-based approaches for the transaction, financial reporting, or tax purposes.
3. Communicate with clients.
4. Support the project manager to complete the engagement smoothly.
Sagent Management is a growing and dynamic accounting and tax firm headquartered in the Silicon Valley that offers accounting, tax, and management consulting services to publicly-traded companies, privately-held businesses, and high-net-worth individuals.
Position Description
The Revenue Associate (Part-time) is detail-oriented, resourceful, responsive, and does whatever it takes to assist the team in providing effective support. The responsibilities for this position include supporting the Firm’s management with all billing and collections activities, being able to work and communicate well with others, solving problems, and interfacing with various departments to coordinate the overall needs of the organization. We are seeking talented individuals who want to be part of an important part of our dynamic and growing team.
Responsibilities
- Complete the billing process for each service offering in a timely and accurate manner.
- Maintain complete, accurate, and organized client billing files which incorporates both hard and soft copy documentation.
- Responsible for new account setup within the billing system.
- Provide customer support by timely responding to information requests from the client or internal team members, such as reproducing copies of invoices, and coordinating and issuing billing adjustments.
- Analyze current month versus last month’s billing.
- Research and take action on AR reconciliation requests.
- Partner with management on recommendations for write-off's.
- Perform other duties or special projects as assigned.
Qualifications
- 歡迎大四生、碩二、畢業生,無工作經驗可
- AA degree in accounting or quantitative field, BA degree preferred
- Self starter who enjoys being busy
- Strong attention to detail
- Flexible as duties will vary
- High proficiency in Excel and Word
- Superior verbal and written communication skills
- A positive attitude and the ability to work both independently and as part of a team
- Toeic 800
- 表現優異有機會轉正職
- 可排3個整天的工作者優先面試
- 任職滿3個月後,依學習能力及工作表現,調整時薪
Key Responsibilities:
1. Retrieve and analyze information from databases and external data sources such as Bloomberg and Wind
2. Help to collect, organize, and prepare meeting materials
3. Interact with colleagues from portfolio management, research, and IT to facilitate data and system implementation
4. Other assignments