Summary
Looking to hire a full-time Analyst to join the U.S. Wealth team. As part of our Business Development group, our U.S. Wealth team engages with taxable U.S. investors and their advisors.
Company Information:
Global investment management firm.
Job Description:
- Provide senior relationship managers with sales and administrative support, including scheduling of meetings, preparing analytics, presentations, client and prospect materials, and updating of databases (CRM).
- Provide inbound and outbound client support, including helping to service clients, quantify prospects, and sending follow-up information.
- Proactively use databases and sales reports to assist senior relationship managers in managing their territories.
- Work closely with Portfolio Management, Portfolio Solutions, Compliance, Legal, Operations, Risk, and Trading teams to address client requests.
- Develop robust product and asset class knowledge and demonstrate interest in the industry.
- Participate in projects and initiatives to help improve overall team functionality and efficiency.
Requirements / Qualifications:
- A Bachelor’s degree; concentrations in Economics, Marketing, Finance or Business
- 1-2 years of relevant post-undergraduate experience at an investment management or asset management firm, a consulting firm or investment bank
- High degree of intellectual curiosity
- High proficiency in PowerPoint and Excel
- FINRA series 7 and 63 licenses required
