Analyst / Associate, Global Client Group (Broker Dealer)
Core
Analyst providing relationship management and support to Sales & Client Service teams for wirehouse and full service broker dealer financial advisors.
Role type
Associate-level client relationship analyst
Builds
Investment-related marketing materials and charts
Domain
Financial Services / Broker-Dealer
Deliverable
client delivery
Required skills
analytical skills, quantitative problem-solving, Excel, Access, verbal communication, written communication
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 investment questions, Assist in initial development of investment related marketing materials and charts, Develop robust understanding of Advisor business practices
Seniority
Associate, 1-2 years experience