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Our client is a financial service company. They are looking for a Private Client Internal Analyst to join their Norwalk, CT office.
Responsibilities
- Liaise between the firm and its clients and prospective investors
- Identify and pursue new relationships with alternative investment users
- Field calls from sales desks and financial advisors to help the PCG team
- Communicate updates on the firm’s investment strategies, fund performance, risk data, and market outlook
- Handle complex partner, sales desk, and financial advisor needs
- Evaluate distribution partner data to help with smart prospecting
- Maintain a consistent process with marketing teams to push content, share ideas, and tell the story
Requirements
- Bachelor’s degree
- 3+ years of experience with alternative investment strategies and knowledge of the financial markets
- Experience with quantitative or discretionary macro trading strategies
- Documented investment sales desk experience
- Able to represent the firm professionally with internal and external contacts
- Familiar with private wealth distribution channels and process
- Strong presentation and public speaking skills
- Able to interact with investors in a substantive manner
- Excellent organizational skills
- Able to analyze and curate investor data to help generate leads
Job ID # 12890
