Analyst, Global Client Group (National Relationship Group)
Core
Provide relationship management and analytical support to independent financial advisors (RIAs) on the east coast, focusing on business development, retention, and portfolio analysis.
Role type
Junior relationship analyst (financial services)
Builds
Investment-related webinars, marketing materials, and portfolio analysis reports
Domain
Financial services / Wealth management
Deliverable
dashboards & analysis
Required skills
Portfolio analysis, capital market research, investment philosophy application, Excel, Access, verbal communication, written communication
Preferred skills
MBA, CFA, CFP
Technologies
Excel, Access
Responsibilities
Construct complex portfolio analysis for Advisor clients and prospects; Identify and discuss key findings of portfolio analyses with clients; Deliver educational investment-related webinars; Answer client service inquiries and provide solutions to ad hoc investment questions; Assist in developing investment-related marketing materials and charts
Seniority
Junior, individual contributor