GENERAL SUMMARY
Assist in the support of the service offering within PB North America for Relationship Managers to create custom asset allocations, proposals, and wealth projections for their clients.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Support internal sales force within Private Banking Americas in the definition and reconciliation of customized asset allocations
Utilize innovative asset allocation modeling system to define portfolio compositions and portfolio profiles
Individual will work closely with internal investment strategy and portfolio construction teams to gather and understand investment profiles to support asset allocation and portfolio proposals.
OTHER DUTIES AND RESPONSIBILITIES
May perform other support duties and responsibilities that management may deem necessary from time to time.
QUALIFICATIONS
Good quantitative, qualitative, and organizational skills. Ability to multitask while remaining focused in fast paced team environment. Excellent written and verbal communication skills.
EDUCATION and/or EXPERIENCE
Bachelor's degree in Business or Finance required.
3-5 years professional experience in Wealth Management Analytics.
BUSINESS COMPETENCIES
Candidate should have 1-5 years of experience with Wealth Management analytics
Good understanding of financial markets and macroeconomics
Fundamental understanding of asset allocation principles
Solid excel skills
Strong quantitative skills, including background/experience in statistics
Be able to work in a high pace environment
CFA & FRM Preffered
Didn’t find the job appropriate? Report this Job