Account Analyst, U.S. Global Wealth Management – Strategic Accounts
Core
Strategic Account Analyst supporting U.S. Global Wealth Management by conducting market research, analyzing client portfolios, and assisting Account Managers in servicing large financial intermediary clients.
Role type
Senior IC Account Analyst (Strategic Accounts)
Builds
Customized investment solutions and services for national and regional broker-dealers, banks, and platforms
Domain
Fixed Income / Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Data analytics, Microsoft Excel, Bloomberg, Due Diligence Questionnaire (DDQ) management, Risk report interpretation, Scenario analysis, Client reporting, Internal presentation drafting
Preferred skills
Capital markets knowledge, Fixed income securities expertise, Portfolio management techniques
Technologies
Bloomberg, Index-provider databases, Query tools
Responsibilities
Conduct market research on trends and competitor offerings; Analyze client portfolios and investment performance; Assist in developing client business plans; Support Account Managers in maintaining relationships with key client personnel; Manage DDQs and RFIs; Coordinate data gathering for compliance; Analyze business data to identify trends; Evaluate portfolio characteristics; Partner with Account Managers to educate sales teams; Review risk reports and perform attribution research; Create customized client reports; Draft internal presentations.
Seniority
Mid-Senior, hands-on IC