Account Analyst, U.S. Global Wealth Management – Strategic Accounts
Core
Strategic partner supporting U.S. Global Wealth Management's largest intermediary clients (broker-dealers, banks, platforms) by providing customized investment solutions, data analytics, and client servicing.
Role type
Senior Account Analyst (Strategic Accounts)
Builds
Customized client reports, strategic business plans, and internal presentations for key financial intermediaries.
Domain
Fixed income, capital markets, wealth management
Deliverable
client delivery
Required skills
Data analytics, Microsoft Excel, Bloomberg, financial research, due diligence analysis, client relationship support, business plan development, risk reporting, scenario analysis
Preferred skills
Knowledge of index-provider databases, query tools, portfolio management techniques
Technologies
Bloomberg, Microsoft Excel, index-provider databases, query tools
Responsibilities
Conduct market research on trends and competitor offerings; Analyze client portfolios and market data using analytics tools; Support development of client business plans; Manage Due Diligence Questionnaires (DDQs) and Requests for Information (RFIs); Coordinate data gathering for client compliance; Analyze business data to identify trends; Evaluate portfolio characteristics against investment themes; Partner with Account Managers to educate sales teams on firm platforms; Review risk reports and perform attribution research; Create customized client reports and presentations.
Seniority
Mid-to-Senior, hands-on IC
