Bachelor’s degree in Business, Economics, Finance or related field required; progress towards or holding MBA, CFA, CIMA and CFP preferred.
Minimum of 2 years of relevant experience in the financial services industry required including experience working with client-facing salespeople, analytics and thought-leadership content required;
Subject matter proficiency required in the following areas: asset allocation, asset classes, and funds/SMAs, quantitative analytics, investment product research, data visualization and business intelligence reporting required.
Proficiency with analytical software such as Morningstar and portfolio risk and stress testing systems such as Morningstar Direct and Orion Risk Intelligence (aka Hidden Levers) preferred.
Advanced proficiency in Excel to include using macros required.
Must possess or obtain FINRA Series 7 and Series 66 licenses within 6 months of hire date.