Analyst, Global Client Group (Finance)

TL;DR

Analyst, Global Client Group (Finance): Providing relationship management and analytical support for Sales & Client Service teams with an accent on portfolio analysis and investment solutions. Focus on constructing complex portfolio analyses, delivering educational webinars, and managing client service for fee-only financial advisors.

Location: Hybrid in Santa Monica, USA

Salary: $75,000 - $85,000

Company

A global investment firm dedicated to transforming the way the world invests through evidence-based investment solutions.

What you will do

• Develop and construct complex portfolio analyses for current Advisor clients and prospects.
• Identify and communicate key analytical findings and solutions to clients.
• Deliver educational investment-related webinars to Advisor clients.
• Manage the Financial Advisor hotline, providing answers to ad hoc investment and service questions.
• Assist in the initial development of investment-related marketing materials and charts.
• Apply capital market research to portfolio management and develop a deep understanding of Advisor business practices.

Requirements

• Bachelor's degree with a strong academic record.
• 1-2 years of experience in the Financial Services Industry (including internships).
• Must obtain SIE, Series 7, and Series 63/66 licenses within the first 12 weeks of hire.
• Strong analytical and quantitative problem-solving skills.
• Proficiency in Excel and Access.
• Intention to pursue professional designations such as MBA, CFA, or CFP.

Culture & Benefits

• Comprehensive benefits programs for employees and their families.
• Educational initiatives to support professional growth and career development.
• Inclusive corporate culture based on equal opportunity and diversity.
• Special celebrations of company history and growth.