, corporations and individuals worldwide. Basic Purpose: Responsible for supporting sales efforts of Associate and Strategy... Specialists for the firm’s high net worth sales team. This includes assisting with analysis requests, facilitating the onboarding...
offerings to address the needs of our global wealth client base. The position will focus on evergreen investment strategies... promotional materials for clients, sales team support, and fund performance monitoring. In addition, this role will be responsible...
. They will also support the investment team to leverage key messaging into the institutional sales and client solutions teams. Collaborating... data for our equity investment strategies. Work collaboratively with the Sales Analysts in preparation for portfolio...
experience Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning... required Series 7, 66 unlicensed candidates considered, but required to obtain licenses within 90 days of start date Proven sales...
, or Analyst, ideally within a buy-side asset management firm. Deep understanding of systematic investment strategies... achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways...