Asset Management - Client Analyst - Program Analyst
About The Position
Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and individuals alike. Our clients face an infinite set of portfolio building challenges. We meet them with a singular focus: to offer investment solutions designed to achieve their goals in the way that’s best for them. As a Program Analyst within our Client Service and Business Platform, you will gain foundational knowledge of our client onboarding process. You will also rotate to our Business Management team to understand strategy, reporting, and business priorities. Your rotation will further extend to our Sales team, where you will learn how to work with clients across various distribution channels, such as Institutional Clients. In collaboration with our senior business leaders, you will develop strategies that cater to our clients' needs. You will also work with teams that manage and distribute investment solutions across asset classes for institutions and financial intermediaries.
Requirements
- Excellent communication and presentation skills
- Strong quantitative skills and a passion for investing
- Exceptional organizational skills and ability to multitask
- Strong initiative, energy and confidence
- Genuine interest in financial markets, investing and macro-level economics
- Good judgment and discretion working with highly confidential information
- SIE, Series 7, Series 63
Nice To Haves
- Background in financial accounting, financial analysis or mathematics a plus
Responsibilities
- Assist with client sales and retention while gaining broad exposure to asset classes and investment professionals throughout the firm
- Work with financial advisors and investment consultants to provide quantitative and qualitative analysis, conduct market research and assist in strategic planning to help clients meet their investment objectives
- Develop relationships with clients including top pension plans, insurance companies, sovereign wealth funds, endowments, foundations, central banks and other institutional investors
- Learn about asset allocation strategies and identifying investment capabilities across traditional and alternative strategies to meet our clients' investment objectives
Benefits
- We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
- Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
- We also offer a range of benefits and programs to meet employee needs, based on eligibility.
- These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
