Institutional Sales & Research Analyst - Lincoln, MA
Job Description:
Institutional Sales & Research Analyst
In this unique opportunity, you can expand your financial services career with many possibilities for growth. You will prepare and use returns-based and holdings-based analytics to support client reviews and secure preferred placement of the Quant Funds in clients’ model portfolio allocation programs. You will assist in sell-side research efforts aimed at buy-side analysts across various channels.
Responsibilities:
· Establish new & maintain existing business relationships with institutional advisors; act as point person for clients’ performance-related questions
· Analyze each fund’s style, risks, performance, expenses, manager profiles & key competitors
· Prepare and present sales materials & analytics, including Zephyr reports, standardized presentations, and polished sample RFP responses
· Arrange and conduct sales calls and quarterly conference calls with intermediary clients; complete quarterly requests for information
· Assess current tools and data; determine needs; support the implementation of any selected software to support sales and analytical efforts
Job Requirements:
Qualifications:
· Bachelor’s degree or equivalent; CFA preferred
· At least 3 years of prior sales experience in the mutual fund industry
· Series 6 or 7; Series 63
· Proficiency in Zephyr, Excel and PowerPoint required
· Ability to communicate with institutional clients
· Demonstrated ability and desire to work in a collaborative, entrepreneurial culture
| Industry: | Finance/Banking | Job Location: | Lincoln, Massachusetts  |
| Employment type: | Full Time |
| Job Category: | Accounting / Financial Analyst [ View All Accounting Jobs ] |
| Job Skills: | Financial Analysis |
| Job Software Skills: | |
| Other Required Software Skills: | |
| Certifications: | Certified Financial Analyst |
| Career Level: | Unspecified |
| Education Required: | Bachelors |
| Minimum Years of Experience Required: | 3 |
| Salary: | Unspecified |
| Travel Requirements: | Unspecified |
| Accept Relocation? | yes |
| Relocation Assistance? | no |
| Zip/Postal Code: | 01773 |
| Benefits and Other Information: | · A competitive salary · Paid time off for vacations, holidays, and illness · 401(k) · 100% company-paid employee medical coverage; optional coverage for eligible dependents · 50% company-paid employee dental coverage (optional); optional coverage for eligible dependents · 100% company-paid long term and short-tem disability insurance · Company-paid basic term life insurance (1x salary) and personal accident insurance (1x salary); option to purchase additional insurance at discounted group rates subject to evidence of insurability · Educational reimbursement: a minimum of $500 per year for qualified continuing education expenses; $1,500 per year for accredited degree programs · 24/7 Employee Assistance Program · Health Care & Dependent Care Reimbursement Accounts |
| Company Type | Recruiter |
| Post Date: | 10/23/2009 / Viewed 320 times |
Contact Information |
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| Contact Name: | Tyler Hoffmeister |
| Contact Email: | tyler_hoffmeister@administaff.com |
| Contact Instructions: | https://administaff.ats.hrsmart.com/cgi-bin/a/highlight job.cgi?jobid=55139 |