FINRA Licensed Asset Management Analyst

Job Summary

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

Key Responsibilities

• Develop internal reporting on the competitive environment through market research and analysis
• Conduct analytics to track search activity levels and trends
• Assist the Institutional Sales team with coordination and preparation for meetings and client interactions

Required Qualifications

• Bachelor's Degree or eight years of relevant work experience
• Proficient in Excel, PowerPoint, and Word
• Knowledge of financial markets and investments through internships or work experience
• FINRA licensing including SIE or equivalent, series 7 and series 63 required within 6 months
• Experience with marketing intelligence sources and applications/databases