Solactive AG
Junior Institutional Sales (Sales Development)(m/w/x)
Vollzeitmit HomeofficeJunior
Frankfurt am Main
Neuer Job?Nejo!
Dein persönlicher KI-Karriere-Agent
WEWELLINGTON MANAGEMENT
Relationship Analyst(m/w/x)
Frankfurt am Main
Vollzeitmit HomeofficeJunior
Nejo KI-Zusammenfassung
Preparing client and prospect presentation materials for global capital markets. 1-2 years client service experience required. 4-day work week.
Anforderungen
- 1-2 years client service experience
- Investment Management industry experience
- Wealth clients experience advantageous
- Solid understanding of capital markets
- Solid understanding of investment products
- Strong academic background
- Progress towards CFA/CAIA qualification
- Excellent verbal English skills
- Excellent written English skills
- Fluency in German
- Other languages advantageous
- Self-motivation
- Creativity
- Enthusiasm
- Collaboration skills
- Teamwork skills
- Strong interpersonal skills
- Effective work in fast-paced environment
- Effective work in dynamic team environment
Aufgaben
- Coordinate and prepare client and prospect presentation materials
- Prepare briefing books and collateral materials
- Take meeting notes for external meetings
- Participate in client, consultant, and prospect meetings
- Participate in in-house conference calls
- Conduct analysis of client portfolios
- Initiate investigations into client-related topics
- Respond to internal and external ad-hoc inquiries
- Provide portfolio and product specific information
- Provide investment guideline information
- Provide market trends information
- Provide regulation considerations information
- Provide fee information
- Act as a point of contact for client organizations
- Coordinate key client communications
- Support client roadshow organization
- Support client review meeting organization
- Capture and maintain client data in internal systems
- Qualify Requests for Information (RFIs)
- Coordinate Requests for Information (RFIs)
- Qualify Due Diligence Questionnaires (DDQs)
- Coordinate Due Diligence Questionnaires (DDQs)
- Qualify Requests for Proposals (RFPs)
- Coordinate Requests for Proposals (RFPs)
- Ensure proper response to RFIs, DDQs, and RFPs
- Develop understanding of investment approaches
- Maintain the Delivery Management Platform (DMP)
- Update client reporting requirements
- Create new client reporting templates
- Respond to operational questions with the Client Service Operations team
Berufserfahrung
- 1 - 2 Jahre
Ausbildung
- Bachelor-Abschluss
Sprachen
- Englisch – verhandlungssicher
- Deutsch – verhandlungssicher
Tools & Technologien
- CFA
- CAIA
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens WELLINGTON MANAGEMENT erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
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Relationship Analyst(m/w/x)
Frankfurt am Main
Vollzeitmit HomeofficeJunior
Nejo KI-Zusammenfassung
Preparing client and prospect presentation materials for global capital markets. 1-2 years client service experience required. 4-day work week.
Anforderungen
- 1-2 years client service experience
- Investment Management industry experience
- Wealth clients experience advantageous
- Solid understanding of capital markets
- Solid understanding of investment products
- Strong academic background
- Progress towards CFA/CAIA qualification
- Excellent verbal English skills
- Excellent written English skills
- Fluency in German
- Other languages advantageous
- Self-motivation
- Creativity
- Enthusiasm
- Collaboration skills
- Teamwork skills
- Strong interpersonal skills
- Effective work in fast-paced environment
- Effective work in dynamic team environment
Aufgaben
- Coordinate and prepare client and prospect presentation materials
- Prepare briefing books and collateral materials
- Take meeting notes for external meetings
- Participate in client, consultant, and prospect meetings
- Participate in in-house conference calls
- Conduct analysis of client portfolios
- Initiate investigations into client-related topics
- Respond to internal and external ad-hoc inquiries
- Provide portfolio and product specific information
- Provide investment guideline information
- Provide market trends information
- Provide regulation considerations information
- Provide fee information
- Act as a point of contact for client organizations
- Coordinate key client communications
- Support client roadshow organization
- Support client review meeting organization
- Capture and maintain client data in internal systems
- Qualify Requests for Information (RFIs)
- Coordinate Requests for Information (RFIs)
- Qualify Due Diligence Questionnaires (DDQs)
- Coordinate Due Diligence Questionnaires (DDQs)
- Qualify Requests for Proposals (RFPs)
- Coordinate Requests for Proposals (RFPs)
- Ensure proper response to RFIs, DDQs, and RFPs
- Develop understanding of investment approaches
- Maintain the Delivery Management Platform (DMP)
- Update client reporting requirements
- Create new client reporting templates
- Respond to operational questions with the Client Service Operations team
Berufserfahrung
- 1 - 2 Jahre
Ausbildung
- Bachelor-Abschluss
Sprachen
- Englisch – verhandlungssicher
- Deutsch – verhandlungssicher
Tools & Technologien
- CFA
- CAIA
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens WELLINGTON MANAGEMENT erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Gefällt dir diese Stelle?
BetaDein Career Agent findet täglich ähnliche Jobs für dich.
Über das Unternehmen
WELLINGTON MANAGEMENT
Branche
FinancialServices
Beschreibung
Wellington Management offers comprehensive investment management capabilities across global capital markets, providing tailored solutions to institutional clients worldwide.
Noch nicht perfekt?
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