Junior Associate Client Advisor - Insurance Solutions
Core
Support insurance asset management sales professionals and the entire value chain to drive business growth in Fixed Income, Alternatives, and Equities.
Role type
Junior Associate Client Advisor (Insurance Solutions)
Builds
Fixed Income Solutions, Alternatives, and Equities products for insurance companies
Domain
Insurance / Institutional Asset Management
Deliverable
product features
Required skills
Client and market research, internal network development, complex investment concept learning, project management, analytical skills, creative problem solving, Microsoft Office proficiency
Preferred skills
Fixed Income and/or Alternatives specialist knowledge, multi-strategy firm experience, MBA/MS in Finance, CFA designation or Level 1 pass
Technologies
Microsoft Office
Responsibilities
Support senior team members in marketing and distribution of Fixed Income, Alternatives, and Equities; partner with Sales to expand client relationships with new strategies; conduct client, industry, and market research; develop internal network and understanding of offerings
Seniority
Junior, entry-level IC