Client Research Centre Analyst
Core
Conduct research and analysis on investing, financial planning, and practice management to generate client-focused thought leadership and presentations.
Role type
Analyst, Client Research Centre
Builds
Client-facing thought leadership materials (presentations, articles, white papers)
Domain
Wealth management / Asset management / Financial services
Deliverable
product features
Required skills
Research and analysis, Data interpretation, Financial planning knowledge, Investment industry knowledge, Presentation skills, Microsoft Excel (Advanced), Regulatory compliance awareness
Preferred skills
CFA charterholder or working towards it, Experience in client services, Experience in asset management or financial services
Technologies
Microsoft Excel
Responsibilities
Conduct primary and secondary research on market topics, Convert analysis into client presentations and articles, Present research findings to clients, Maintain awareness of global thought leadership and industry trends, Develop internal stakeholder relationships