Business Development Analyst recruitment
Responsibilities include:
•Supporting multiple business development officers in reporting and analysis for client prospecting activities. Will prepare responses for RFPs for new client prospects.
•Working with the quantitative analysis group to provide business development officers with portfolio analyses.
•Working with tax and estate planning professionals in the process of supporting the business development process.
•Will be responsible for using proprietary and licensed software and databases.
•Will be trained and expected to become proficient in asset allocation modeling, investment portfolio analysis, fixed income portfolio analysis, tax transition portfolio analysis.
•Other responsibilities as assigned.
Qualifications
•Bachelor's degree; Quantitative field of study strongly preferred.
•At least six months of prior experience in Financial Services, with some exposure to Private Wealth Management, Investment Management, Investment Banking, or related field.
•Must obtain CFA license within 3 years of employment.
•Excellent attention to detail.
•Demonstrates a strong sense of urgency.
•Successful candidate must be results driven and a motivated self-starter.
•Strong organizational skills and ability to manage multiple tasks.
•Strong proficiency in MS Excel and PowerPoint.