(Apply in 3 Minutes) Managed Solutions Investor Relations Analyst
1 day ago
Job Description
We are seeking a motivated Analyst to join our Managed Solutions Investor Relations team within the Private Bank - Investment Solutions group. You'll play a key role in managing Advisor relationships, providing investment insights, and enhancing client experiences. This is an excellent opportunity to develop your skills in a fast-paced environment.
As an Analyst within the Managed Solutions Investor Relations team, you will support the Portfolio Specialist teams and execute key deliverables across Managed Solutions. You will assist in advisor/investor communications and strategic initiatives for discretionary portfolios. Your role will be pivotal in enhancing the advisor/client experience for one of the largest global wealth managers.
Job Responsibilities:
- Serve as a resource to educate and provide information to the sales force on a large number of funds/strategies on the global Private Bank platform.
- Prioritize and respond to a high volume of advisor inquiries across multiple channels (e-mail, phone, instant messenger)
- Leverage knowledge about our investment's solutions, the markets, and views from Portfolio Managers and the Chief Investment Office to assist in writing portfolio commentary.
- Work with senior team members to develop and drive initiatives aimed at improving the advisor/client experience (both internal & external), including increasing the efficiency of information flow and communication channels between different areas of the business
- Oversee quality control checks to ensure data integrity and accuracy for content created by the team
- Assist in developing and updating presentations and marketing materials for clients and internal meetings.
- Liaise with internal stakeholders (due diligence, finance, compliance, business management, etc.) on a variety of initiatives, including regulatory, technology, etc.
- Handling Advisor and Client needs (inbox management, questions, reporting needs, corporate actions, etc.) Work on time sensitive ad-hoc analysis and projects.
- Identify opportunities to enhance processes and workflows to improve efficiency and client satisfaction.
Required Qualifications, Capabilities, and Skills:
- Bachelor's degree in Finance, Economics, Business Administration, or a related field
- Extensive knowledge and experience in the Investments domain or Global markets.
- Excellent analytical and quantitative skills, with proficiency in business writing.
- Strong written and verbal communication skills, with the ability to present complex information clearly and concisely.
- Ability to work collaboratively in a fast-paced, dynamic environment and interpret complex data to provide actionable insights.
- Proficiency in Microsoft Office Suite and familiarity with financial software and databases like Bloomberg and FactSet.
- High level of accuracy and attention to detail, with strong organizational skills to manage multiple tasks and meet deadlines.
Preferred Qualifications, Capabilities, and Skills:
- CFA Level I, CAIA are a plus
- Master's degree and 1+ years of relevant work experience in investment management, financial analysis, or a related field
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