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Associate, Internal Product Specialists (Finance)

118 248 - 162 000$
Формат работы
onsite
Тип работы
fulltime
Грейд
middle
Английский
c1
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Мэтч & Сопровод

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Описание вакансии

Текст:
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TL;DR

Associate, Internal Product Specialists (Finance): Developing and maintaining proprietary product profiles and marketing materials for Fundamental Equity services with an accent on investment analysis and client reporting. Focus on synthesizing research, creating model portfolios, and coordinating new fund launches to drive business development.

Location: Must be based in New York, NY, United States

Salary: $118,248 – $162,000

Company

A leading global investment banking, securities, and investment management firm.

What you will do

  • Develop and maintain proprietary product profiles, pitch books, and marketing materials focused on Fundamental Equity services.
  • Formulate investment views, outline investment theses, and address client inquiries regarding fund investments.
  • Prepare custom presentations and annual/quarterly investor letters covering performance, strategy, and portfolio diversification.
  • Coordinate client deliverables and business development activities, including Requests for Proposals (RFPs) and Requests for Information (RFIs).
  • Participate in concept reviews and coordinate new fund launches by managing marketing calendars and stakeholder communication.
  • Support leadership in attracting and developing junior talent through mentoring and training.

Requirements

  • Bachelor’s degree in Finance, Economics, Accounting, or a related business-oriented field.
  • 2 years of experience in designing pitchbooks and marketing materials using MS Office (Word, PowerPoint, Excel).
  • Experience synthesizing research analysis and economic trends.
  • Proficiency using Factset and Bloomberg Terminal for portfolio and market analysis.
  • FINRA Series 7TO and 63 certifications required.
  • Must be based in New York, NY.

Culture & Benefits

  • Opportunity to work within a premier Asset & Wealth Management division.
  • Exposure to high-level investment strategies and public equity platforms.
  • Professional growth through mentoring and leadership support.
  • Competitive annual base salary.

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