FINRA Licensed Institutional Analyst

Job Summary

A company is looking for an Analyst, Institutional Asset Management.

Key Responsibilities

• Support institutional sales team members with daily activities and act as a liaison with internal and external stakeholders
• Conduct competitive analysis and market research to provide insights on industry trends
• Prepare briefing materials for meetings and manage Sales Force CRM for effective team outreach

Required Qualifications

• Bachelor's degree in finance, economics, business, or related field, or 3+ years of relevant work experience
• Proficiency with PowerPoint and Excel for creating presentations and reports
• Experience with data entry and database management, preferably with CRM systems like Salesforce
• Understanding of financial markets and investment offerings
• Commitment to a minimum of 3 years in this role for effective development in asset management distribution