As an Investment Solutions Analyst, you will be working with the US Growth Team. You will be responsible for supporting the development of custom solutions for clients, providing investment analysis, helping to produce proposals and related materials, and assisting in various other capacities with the primary goal of supporting our new business development and product development efforts.

Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. 

 

The Role  

Using your expanding knowledge of the retirement plan landscape to assist the Growth Team to support the US Investments business  Support the creation of customized client solutions to meet their unique needs  Perform analysis and create sales materials for proposals  Manage multiple assignments in a collaborative manner  Commitment to customize and deliver a “best in class” service to internal stakeholders in a timely and effective manner  Support team members in the construction and delivery of presentations  Ensure all work is delivered in accordance with professional excellence requirements  Build strong relationships internally and externally and collaborate effectively. 

 

 

The Requirements

2-5 years of experience in financial services environment Understanding financial markets and institutional investing High attention to detail with a track record of delivering accurate, high quality work BS or BA from accredited university, progress toward CFA or MBA a plus 

 

Equal Opportunity Employer