**BASIC FUNCTION**:
The Digital Research Specialist works to support, develop and execute training programs that support the education of financial advisors.
The specialist will have the opportunity to showcase creative expertise, strong technical skills, and update e-learning modules that help showcase creating interactive learning modules which educates financial advisors on each investment opportunity across multiple hedge and private equity funds.
**QUALIFICATIONS**:
College degree in finance, marketing or related field or equivalent relevant experience.
1-3 years professional work experience preferred Investments experience a plus but not required.
Proficient in the use of Microsoft Applications.
Strong aptitude for learning new systems, technologies and software as required
Ability to connect with Learning & Development team to prioritize work and manage projects simultaneously within deadlines and budgets
Focused attention on detail and data accuracy
Proven track record of effective, multi-tasked project management
Ability to work in a fast-paced, changing environment with ease and control.
Okay with Night Shift Schedule
**DUTIES and RESPONSIBILITIES**:
Assist with the development and deployment of extracting data/information from the offering documents (i.e.
legal documents) and marketing materials (e.g.
term sheets, presentations) of each fund that the company onboards
Support staff by sifting through investment fund offerings and marketing documents, understand what would be of most value and update our Learning Modules.
Performs quality assurance checks on content and data and communicates with management prior to deployment
Support training department, marketing team and clients by creating and maintaining approved financial data and investment criteria as required.
Participate in special projects related either to departmental or organizational needs and priorities.
Other duties as assigned.
WFH equipment will be provided once hired.
**Hybrid set up**: Atleast 1-2 times work on site per Month.
**BASIC FUNCTION**:
The Digital Research Specialist works to support, develop and execute training programs that support the education of financial advisors.
The specialist will have the opportunity to showcase creative expertise, strong technical skills