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Analyst, Institutional Asset Management
4 days agoWhat's your preference?
Job Description
- Req#: 47286
Employer Industry: Financial Services
Why consider this job opportunity:
- Salary up to $121,200 per year
- Opportunity to participate in a bonus program for non-sales positions
- Flexible Time Off (FTO) policy allows for paid time away from the office without accruing a set number of days
- Hybrid work arrangements available, offering a blend of in-office and remote work
- Comprehensive benefits designed to support physical, financial, and social well-being
- Work within a purpose-led firm focused on making financial security accessible to all
What to Expect (Job Responsibilities):
- Develop internal reporting on the competitive environment through market research and analysis
- Conduct various analytics to monitor search activity and trends
- Assist the Institutional Sales team with coordination across various professionals within the organization
- Prepare materials for meetings, conferences, and sales calls, ensuring best-in-class client interactions
- Support the completion of requests from prospective clients
What is Required (Qualifications):
- Bachelor's Degree or eight years of relevant work experience
- Proficient in Excel, PowerPoint, and Word
- Financial market and investment knowledge through internships and/or work experience or CFA progression
- Ability to maintain a strategic, analytical focus while managing day-to-day details
- Must be able to obtain FINRA licensing including SIE or equivalent, series 7, and series 63 within 6 months
How to Stand Out (Preferred Qualifications):
- Experience using systems and applications/databases (e.g., Salesforce)
- Familiarity with marketing intelligence sources (e.g., MMD, findaily, Ignites, FundFire, Mercer Insights, PPIQ, MIM)
- Experience with Power BI
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