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Client Management Specialist
2 weeks ago
We are seeking a detail-oriented and experienced Equity Research -Client Management Analyst with hands-on FINRA (Financial Industry Regulatory Authority) experience to join our dynamic research team. The ideal candidate will have a strong analytical background, a keen understanding of financial markets, and the ability to provide insightful equity research. This role involves analyzing financial statements, market trends, and investment opportunities to support investment decisions and client recommendations.
- Strong knowledge of FINRA rules and regulations for Equity Research publications
- Attention to detail and excellent judgment on balancing regulatory requirements against deadlines and the need for time to market
- Possess excellent command of the English language, including rewriting and editing for grammar and style
- Solid understanding of financial models and valuation methodologies
- Effectively collaborate and communicate with US Senior Analysts and team members
- Experience working with BlueMatrix publishing tool preferred
- Ability to proficiently use Microsoft Office Applications – Power Point and Excel
- Ability to work under pressure and demonstrate strong organizational skills with proactive attitude to take initiative and ownership
- Team player with eagerness to build positive relationships with Analysts and willingness to handle different products and assignment
- Active FINRA Series 16 license/FINRA Series 7, 63, and 86/87 licenses required.
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