Client Research Centre Analyst
Core
Conducts research and analysis on investing, financial planning, and practice management to generate client-focused thought leadership and presentations.
Role type
Analyst in client research and thought leadership
Builds
Client-facing presentations, articles, white papers, and interactive formats
Domain
Wealth management and asset management
Required skills
Research and analysis, data conversion for international markets, primary research collaboration, presentation creation, stakeholder relationship management, regulatory compliance knowledge
Preferred skills
CFA charterholder or working towards it, experience in client services
Technologies
Microsoft Excel
Responsibilities
Convert US market analysis to relevance for UK, German, or Italian markets; Present research findings and recommendations to clients; Maintain awareness of global thought leadership and industry trends
Seniority
Mid-level, analytical specialist