Analyst/Associate, Global Client Group (Broker Dealer)
Core
Provide relationship management and support to Sales & Client Service teams for business development and retention with wirehouse and full-service broker dealer financial advisors.
Role type
Associate/Analyst in Global Client Group (Broker Dealer)
Builds
Investment-related marketing materials, charts, and portfolio analysis findings for financial advisors.
Domain
Financial Services / Broker Dealer / Investment Management
Deliverable
client delivery
Required skills
analytical skills, quantitative problem-solving, Excel, Access, verbal communication, written communication, project management
Preferred skills
MBA, CFA, CFP
Technologies
Excel, Access
Responsibilities
Source opportunities through outbound calls and emails to advisors, Collaborate with Regional Directors to identify new opportunities, Identify and discuss key findings of portfolio analyses to clients, Answer Financial Advisor hotline and provide solutions to ad hoc investment questions, Assist in initial development of investment related marketing materials and charts, Develop a robust understanding of Advisor business practices
Seniority
Junior, 1-2 years experience