FINRA Licensed Institutional Analyst

Job Summary

A company is looking for an Analyst, Institutional Asset Management Sales and Consultant Relations.

Key Responsibilities

• Support consultant relations and institutional sales team members with daily activities
• Act as a liaison with external and internal constituents, providing timely responses to inquiries
• Conduct competitive analysis and market research to inform strategy and insights

Required Qualifications

• Bachelor's degree in finance, economics, business or related field, or 3+ years of relevant experience
• Strong work ethic and self-motivated with a collaborative attitude
• Basic knowledge of financial markets and investment offerings
• Proficiency in PowerPoint and Excel for presentations and reporting
• Experience with data entry and CRM management, preferably Salesforce