• Provide in-depth customized analysis materials for all Advisors by creating sophisticated portfolio and market analyses using a variety of investment and financial markets database tools.
• Lead region as the subject matter expert in Galaxy, a proprietary asset allocation software system. Ensure expertise on the system and become a “go-to” for users when they have questions.
• Use Allocation Master for less complex scenario analysis such as simple wealth simulation modeling, and portfolio cash flow expectation.
• Create customized fixed income analysis teaming with fixed PMs.
• Call and discuss each presentation with Advisors to ensure accuracy.
• Do Request for Proposals (RFPs) upon request.
• Update and work with marketing to complete surveys accurately and prior to deadline.
• Update CNR performance information on Zephyr database quarterly.
• Provide various reports to both Advisors and PMs including Morningstar research reports and scenario analysis on Zephyr.
• Work with Advisors to create relevant analytics materials that can be used in conjunction with marketing materials.
• Continuously update current marketing materials and internal websites.
• Coordinate market related conference calls between PMs and Advisors.
• Continually refine and improve current analysis templates and marketing materials to ensure presentations have a competitive advantage.

Must-Have*

• 2 years of experience in investments or other financial services industries.
• Minimum of 2 years of experience with Microsoft Excel and PowerPoint programs
• Minimum of 1 year working in a professional team environment.

Skills and Knowledge

• 1-3 years’ experience in investments or other financial services industries or a BA degree. Strong desire to learn and grow, enrollment in CFA, CFP, or similar program strongly desired, but not required .
• Minimum of 3 years of experience with Microsoft Excel and PowerPoint programs. Financial database experience similar to Bloomberg, Morningstar, Barra, MoneyTree Allocation Master, etc. is highly desired.
• Minimum of 1-2 years working in a professional team environment.
• Ability and willingness to work with multiple levels of colleagues and clients. Maintains a positive attitude in conflict resolution and problem solving.
• Understand marketable securities, investment products and general financial planning concepts.
• Strong analytical and financial analysis skills.
• Ability to perform financial and economic analyses utilizing various planning tools and software level and effectively explain cause and effect as well as formulate supportable conclusions.
• Must be able to think through problems and develop solutions with a strong attention to detail.
• Must have strong verbal and written communication skills.