Associate

Deutsche Bank•Jacksonville, FL

9d•Onsite

About The Position

DWS Distributors, Inc. seeks an Associate in Jacksonville, FL to support strategic initiatives by analysing financial industry surveys, evaluating market trends, and contributing insights to inform business decisions. This role involves applying financial product structures and intermediary distribution frameworks, conducting advanced market trend analysis, leveraging data visualization techniques, and utilizing specialized software for data extraction and analysis. The Associate will also develop and optimize Excel-based automation solutions, support regulatory reporting workflows, apply industry benchmarking analytics, and model financial impacts of product lifecycle events.

Requirements

Bachelor’s degree in Finance or a related field or equivalent.
Two (2) years of experience applying financial product structures and intermediary distribution frameworks.
Two (2) years of experience conducting advanced market trend analysis by integrating large-scale datasets and leveraging data visualization techniques.
Experience leveraging Morningstar Direct and its Excel plug-in.
Experience developing and optimizing Excel-based automation solutions using VBA.
Proficiency in advanced Microsoft Excel functions, including lookup, index-match, and conditional logic formulas.
Expertise in SEC Rule 15c processes.
Experience with industry benchmarking analytics, including Barrington Intermediary Fee Survey data and Broadridge peer analytics.
Experience with quantitative analysis and scenario-based financial modeling techniques.

Responsibilities

Analyze financial industry surveys and evaluate market trends.
Contribute insights to inform business decisions.
Apply financial product structures and intermediary distribution frameworks to evaluate complex product proposals and support intermediary contract negotiations.
Conduct advanced market trend analysis by integrating large-scale datasets and leveraging data visualization techniques to assess product opportunities and support coverage strategy.
Leverage Morningstar Direct and its Excel plug-in to extract, transform, and analyze performance data and generate customized, data-driven reports for fund managers.
Develop and optimize Excel-based automation solutions using VBA, including debugging, performance tuning, and enhancing macro-enabled models.
Utilize advanced Microsoft Excel functions, including lookup, index-match, and conditional logic formulas, to manipulate high-volume datasets and perform in-depth industry and financial analysis.
Support regulatory reporting workflows by applying expertise in SEC Rule 15c processes and coordinating cross-functional data inputs from stakeholders.
Apply industry benchmarking analytics, including Barrington Intermediary Fee Survey data and Broadridge peer analytics, to evaluate competitive fee structures, support pricing strategies, and provide data-backed insights during contract negotiations.
Model and forecast financial impacts of product lifecycle events, including fund mergers, liquidations, conversions, and new product launches, using quantitative analysis and scenario-based financial modeling techniques.