Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Finance, Investment ManagementIndustries
Requirements
Bachelor’s degree from an accredited 4-year institution, with concentrations in finance, economics, mathematics, computer science, public policy, or other related fields being a plus
1-4 years’ experience in the investment management industry and a foundational understanding of fixed income
Strong analytical and quantitative skills
Able to handle multiple assignments simultaneously, while maintaining attention to detail
Self-motivated, ethical, and capable of building strong relationships
Effective communication skills, both oral and written
Ability to work independently and in a collaborative team environment
Take and pass required FINRA licensing exams (SIE, Series 7, Series 63) within first year of employment, if not already obtained
Strong Excel skills, with coding experience being a plus (SQL, Python)
Responsibilities
Providing critical support to US GWM and their clients through various tasks, including (but not limited to) portfolio analyses, performance strategy reviews, client update presentations, discussing trade case studies, RFIs, and DDQs
Partnering with team members across multiple business areas at the firm, in order to: grow and support our SMA platform, respond to client questions, engage clients directly, and generally bridge the gap between Client Management and Portfolio Management
Gain exposure to investment implementation, with direct exposure/interaction with Portfolio Management Teams
Producing technical analyses and customized solutions for existing and prospective clients
Ensuring the firm continues to deliver excellent client service, both directly and indirectly, by partnering with Client Facing teams
Have a real passion for, and remain well-informed on, the financial markets, the global economic environment, and the overall financial services industry