Investment Analyst (bilingual: English and Mandarin)

Join Our TeamAt Taurus Financial, we’re looking for individuals who thrive in a fast-paced, intellectually rigorous environment and are passionate about growing in wealth management and financial advisory.Who Succeeds Here

• Self-driven learners who see continuous learning as both a responsibility and a privilege.
• Listeners, doers, and communicators who can build trust with colleagues and clients.
• Problem-solvers who can analyze challenges, adapt quickly, and create momentum.
• Team players who contribute to a shared vision and take full ownership of results.

About Our IndustryWe operate in the wealth management and financial advisory industry. If you are unsure whether this is the right path for you, please review the following resources before applying. They cover industry trends, career progression, key skills, and compensation expectations:

• How Much Financial Advisors Make: https://www.kitces.com/blog/how-much-financial-advisors-make-salary-bonus- compensation-latest-industry-benchmarking-data/
• Financial Advisor Career Track Progression: https://www.kitces.com/blog/financial-advisor-career-track-progression- requires-mastery-in-four-career-skill-domains/

Qualifications

• Extreme accuracy and attention to detail (essential for compliance and regulatory requirements in handling client assets and sensitive information).
• Fluency in both English and Mandarin.
• Excellent organizational and time management skills.
• Bachelor’s degree or higher (Master’s degree preferred) in Finance, Investment, or a related field.
• 0–5 years of work experience.
• Strong knowledge of financial instruments, especially equity derivatives.
• Progress toward or completion of the CFA exam is strongly preferred. Other designations (FRM, CAIA, etc.) are a plus.
• Ability to explain complex financial concepts clearly.
• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook.

Daily Responsibilities

• Portfolio analysis and investment research.
• Product research and due diligence.
• Communicating complex financial concepts to clients.
• Managing investment communications with clients.

Additional Information

• We sponsor H-1B visas, H-1B transfers and Green Card.
• Health insurance and retirement plans are provided.
• We sponsor FINRA exams.

Job Type: Full-timePay: $65,000.00 - $90,000.00 per yearBenefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance

Application Question(s):

• What is your university grade point average (4.0 GPA Scale)?
• Do you need H1b or Green Card sponsorship?
• Have you passed any CFA, FRM, or CAIA exams?

Language:

• Chinese (Required)

Work Location: In person