Investment Banking Analyst Jobs

Job Title: Director, Annuities Advanced P Company: Prudential Location: Shelton, CT Description: Director, Annuities Advanced Planning: WEST COAST Location The Director, Advanced Planning provides value-add support to the Sales and Distribution organization.  This support is primarily in the delivery of educational seminars for insurance, CLU, ChFC, CIMA, CFP, CPA and CLE continuing education credit, as well as informational seminars for financial professionals, clients/prospects, and key accounts.  The seminars may also be part of internal, broker-dealer or industry events, and contain timely information about relevant tax rules and regulations.  The incumbent will also provide technical assistance to internal and external wholesalers and advisors on client/prospect situations.  In addition, this individual will assist in identifying training needs for internal associates and developing education tools to address those needs.  This position will be located in Western United States.     Bachelor's degree required (advanced degree (JD or MBA) preferred)10 or more years of advanced planning or comparable expertiseIndustry designation, such as CPA, CLU, ChFC or CFP, preferredFINRA Series 6 or 7 required, or must obtain, within 3 monthsInsurance license required, or must obtain, within 6 monthsVery strong presentation and facilitation skills.Ability to understand technical information and convey in an understandable fashion to multiple audiences

Job Title: INVESTMENT ANALYST - Investment Office Company: Tufts University - Medford Location: Boston, MA Description: This is a 3-year limited appointment position. The Investment Office seeks an individual with excellent quantitative, communication and presentation skills to fill its available position of Investment Analyst. In conjunction with the Trustee Investment Committee, the Investment Office manages the University's long term investment assets. The Office is responsible for all investment and operational aspects of this function, including asset allocation, portfolio construction, and manager due diligence, hiring, monitoring, and termination, performance measurement. The Investment Analyst will assist and support the investment team in due diligence, portfolio research, industry research, portfolio design and portfolio monitoring. Specifically, the Investment Analyst will: Maintain, enhance and document performance measurement and manager monitoring systems; Research and analyze benchmarking and comparative statistics; Maintain, enhance and document risk analytics and management systems; Maintain, enhance and document database systems for tracking potential managers; Support investment staff in review of potential managers, review of investment proposals, selection of outside managers, preparation of investment memos and presentations, asset allocation and risk management; Participate in and contribute to investment staff portfolio planning meetings and analyst group training meetings. Job Requirements Basic Requirements: Bachelor's degree in a quantitative field of study Strong systems orientation; knowledge of various computer languages and statistical programs (e.g. Matlab, Stata); excellent skills in Office suite and database applications; knowledge of investment related products (PerTrac, Private Eye) Must be willing to pursue the "Chartered Financial Analyst" designation during the appointment Superior organizational skills and attention to detail Strong work ethic that combines accuracy and speed; high productivity is a must Proven capacity to multi-task, deliver results and respond quickly and effectively to requests Strong academic record exhibiting excellent analytical ability, strong financial modeling and quantitative skills Excellent verbal and written communication and presentation skills Superior ability to present and communicate quantitative information Willingness to share ideas in a group setting Creative thinker, quick learner, with initiative and drive Highest ethical standards: maturity and integrity required to work with sensitive/confidential information Strong team player, collegial attitude; willing to perform a wide range of tasks Preferred Qualifications:A Bachelor's degree in Economics, Finance, Engineering, Mathematics, Computer Science or other quantitatively oriented field is preferred. A graduate of Tufts University is highly desirable. Special Work Schedule Requirements: Overtime around deadlines. Tufts University is an AA/EOE employer and actively seeks candidates from diverse backgrounds.

Job Title: Senior Business Analyst - Investment Operations Company: Fidelity Location: Merrimack, NH Description: Senior Business Analyst - Investment Operations Job Senior Business Analyst - Investment Operations - 0903041DescriptionWe are seeking a highly motivated and responsive team player who is able to multi-task and has excellent analytic skills. Under minimal supervision, (a) manage index implementations (b) provide detailed analysis of index data and calculations (b) translate business needs and data requirements into actionable items (c) support day-to-day operational activities (PDS Help Desk). Our work is highly collaborative and involves close coordination and excellent communication with our clients, market data vendors and key business and technology partners across Fidelity.The Senior Business Analyst will lead and perform critical functions to support daily operations: implement new indexes (at constituent level), actively participate in all aspects of the project life cycle, perform detailed data analysis, and identify and resolve data issues. Quality, accuracy, and timeliness are critical to the success of this function. This position will report to the Senior Operations Manager of Portfolio Data Services and is located in Merrimack, New Hampshire.The Index and Characteristics Team, a division of Portfolio Data Services (PDS), within Fidelity Investment Management Services (FIMS), specializes in acquiring, managing, creating, integrating and distributing accurate and timely index, benchmark and characteristics data to investment management and support organizations globally.Primary Responsibilities:* Manage equity and fixed income index (at constituent level) implementation projects of medium and large size /complexity. Includes the following:* Participation in formulation of project scope and objectives.* Creation of project timeline and project plan to monitor progress against defined deliverables.* Coordinate tasks across business and systems groups.* Manage requirement sessions and perform advanced requirement analysis on index needs. Recommended business requirements and/or data requirements based on analysis.* Define and execute test plans and support user acceptance testing.* Responsible for index data quality management, monthly index production process, feed management, questions/issues into PDS Help Desk.* Recommend process enhancements for the efficient, accurate and timely completion of all operations activities to support index data management and implementation. This includes: data loading, quality checks, and reporting.* Develop strong, daily working relationships and in-depth business knowledge of PDS customers and business partners including Performance Attribution, Investment Management and Reporting, Fixed Income, Data Management Services, Compliance and PDS Systems.* Contribute to Fixed Income strategy for transitioning fixed income sourcing to PDS.* Identify advanced data issues, perform root cause analysis and resolve data quality issues. At times, work with business partners and systems partners to resolve.* Respond to complex ad-hoc data analysis requests, clearly interpret business question and communicate meaningful results.* Research market, industry and index changes and document business and customer impact.* Manage PDS Help Desk inbox.* Respond, manage and document client requests for new data.* Participate in the definition and documentation of customer and vendor Service Level Agreements* Maintain operational policies & procedure and production support documentation.QualificationsEducation and Experience:* A Bachelors degree in business, finance, math, or accounting. Progress towards a Masters degree or towards CFA is a plus.* Experience and subject matter expertise with equity/fixed income securities, equity/fixed income indexes and equity/fixed income portfolios. Candidates should be able to construct and deconstruct an index.* Minimum 5 years experience supervising and managing small to medium projects* Minimum 5 years experience working as a business and/or data analyst* Minimum 3 years experience working in a client service role within the financial services industry* Experience in process / operations role where acute attention to detail was critical to successSkills and Knowledge:* Advanced knowledge of equity/fixed income securities, equity/fixed income portfolios and equity/fixed income index construction is required.* Advanced knowledge of one of the following tools GRD/AS400, Bloomberg, FactSet is required.* Knowledge of Fidelity Systems Delivery Methodology (FSDM) or equivalent project lifecycle methodology* Excellent understanding and application of MS Office tools (Excel, Word, PowerPoint, Outlook, etc)* A self-starter and team player who is assertive, independent and can manage multiple responsibilities without close supervision.* Work with various resources/business partners across the organization while making progress towards one goal.* Strong business judgment and recognizes business implications of decisions* Strong detailed analytical skills with ability to clearly interpret business and data requirements and communicate meaningful results.* Excellent written and oral communication skills* Strong interpersonal, influence, and negotiation skills* Strong customer relationship skills* Strong problem-solving skills* Ability to work independently and demonstrate resourcefulness to get the job doneCompany Overview:Fidelity Investments is one of the world's largest providers of financial services, with assets under administration of nearly $3.2 trillion, including managed assets of nearly $1.5 trillion as of November 30, 2009. Fidelity offers investment management, retirement planning, brokerage, and human resources and benefits outsourcing services to over 20 million individuals and institutions as well as through 5,000 financial intermediary firms. The firm is the largest mutual fund company in the United States, the No. 1 provider of workplace retirement savings plans, the largest mutual fund supermarket, a leading online brokerage firm and one of the largest providers of custody and clearing services to financial professionals. For more information about Fidelity Investments, visit www.fidelity.com.Job: Business AnalystPrimary Location: NH-MerrimackSchedule:: Full-timeJob Level:: Individual ContributorEducation Level: Bachelor's Degree (16 years)Job Type: StandardShift:: Day JobOvertime Status:: ExemptTravel:: No

Job Title: Investment Consultant Entry Company: Hewitt Associates Location: Lincolnshire, IL Description: For over 65 years, Hewitt has been helping leading companies around the world get a great return on their most important investment-their people. Weve earned our reputation for HR excellence through the thought leadership of Hewitt Consulting and the administrative leadership of Human Resources Outsourcing.Clients look to us for best-of-breed solutions to specific problems as well as fully integrated solutions that bring together our broad range of services. We enable our clients to build shareholder value by helping them hire, develop, motivate, retain and reward the employees who create that value every day.Hewitt began as an HR consulting firm-and our thought leadership, innovative consulting solutions, and client-intimate service remain the cornerstone of who we are. Our broad-based and unique consulting capabilities give companies worldwide the experience, creativity, and resources they need to take on their biggest human resources and organizational challenges.Associates in this job will use analytical and communication skills of high quality to help clients with investment issues in relation to pension funds, savings plans, and endowment and foundation funds.Additionally, associates will participate in the business success in the areas of people; client and thought leadership (thought leadership relates to manager research or individual specialty).Facilitates the delivery of investment consulting services to the firms institutional clients with modest to significant oversight from a more experienced consultantProvides consulting support to Senior Consultants (proofing reports and other quality control tasks)Serves as a strong second on small to medium clientsEventually serves as day-to-day lead on smaller clientsPrepares meeting materials and has role in most meetingsCoaching analysts on technical aspects of work and giving feedback where appropriateRole in coaching and training team members and sharing knowledge internallyCan manage the performance management process for team members, contributing to the setting of total and flexible rewardCan participate in the recruitment and mentoring of team membersHas a practice wide responsibility for a specific internal topic or specializationMay undertake investment manager research and/or topical researchCan work on own on technical research delivering to predetermined goalsParticipates in new business opportunitiesPlease make sure to submit ashort writing sample along with a cover letter and resume.

Job Title: Senior Investment Consultant Company: Northern Trust Corp Location: Chicago, IL Description: Responsible for the sales and service of an integrated wealth management solution with a focus on investments to clients and prospects in Private Client Services. Researches potential markets, develops client referral sources and qualifies leads as prospects. Identifies and pursues cross sell opportunities within investment, banking, fiduciary and advisory services. Manages ongoing relationships and promotes relationship enhancement opportunities and client retention.Knowledge/SkillsDetailed knowledge of investment solutions, risk management, asset allocation and program design. Knowledge of investment terminology, laws, regulations and taxes. Series 7 and Series 63 registration required by the National Association of Securities Dealers. Analytical and sales skills to assess and interpret the market, formulate strategies accordingly and to cross-sell products.Major Duties1. Generates leads through research, centers of influence and personal contacts. Qualifies leads as prospects to sell investment solutions and banking products and correctly profiles current clients for cross sell opportunities.2. Develops a perspective on individual client situations by gathering financial objectives and factual data from the prospect using consultative approach.3. Develops asset allocation, investment program definition, and design using centrally manufactured solutions. 4. Positions the bank¿s capabilities to differentiate the Northern Trust.5. Gains client commitment, manages expectations and closes the business.6. Facilitates implementation of financial solution, maintains relationship with client, and responds to inquiries. Maximizes client satisfaction and account/relationship retention.7. Responsible for daily account activity.8. Expands relationships by periodically reviewing Northern Trust solutions/products with clients.9. Oversees proactive delivery of financial planning advice.10. Maintains a working knowledge of a full range of products and services (fiduciary, banking, financial consulting) outside of their discipline.ExperienceCandidate should have 8-10 years of related experience, preferably with a securities firm and or bank/broker dealer. Detailed knowledge of investment solutions, risk management, asset allocation and program design. Knowledge of investment terminology, laws, regulations and taxes. Series 7 and Series 63 registration required by the National Association of Securities Dealers. Analytical and sales skills to assess and interpret the market, formulate strategies accordingly and to cross-sell products.Additionally, they should have insurance licenses and experience selling annuities, as well as excellent business development skills.

Job Title: Investment Consultant Manager - Florida Company: Citigroup Location: Miami, FL Description: Position Summary:The Investment Consultant Managers primary focus will be to mold a new organization focused establishing a referral network between CPWM and the Retail and Commercial banks. This individual will be responsible for the commercial and functional success of the organization and is expected to leverage refined leadership and influencing skills in its adoption. Aside from the strategic requirements, the ICM will tightly manage, coach and counsel a team of licensed professionals to achieve all referral targets. The ICM will need to align and collaborate with CBNA Branch Managers in their respective regions to achieve the maximum penetration of HNW households. As this is a new role with no legacy foundation, the ability to hire, develop, and coach a group of investment consultants to execute against strategy is required. In addition, the ICM will be actively involved with the National Investor Center (NIC) for client development and new referrals as well as ensuring equitable and suitable distribution of all investment referrals for both internal and external constituents.Position Responsibilities:Reports directly to Market Leader as a member of his/her leadership teamOversees/manages 30-50 Investment Consultants within branch network across expansive geography including a portion without direct supervision on-siteOversight of San Antonio based Virtual Investment Consultant activities in uncovered branches across marketDevelops and maintains relationships within the Retail Bank to drive referrals and ensure business strategy viabilityInteracts with Branch Managers, Area Directors, and Commercial Relationship Managers to ensure ongoing communication with regard to existing and future customer needs.Leverages strong, senior practice building skills to develop organization from low level of maturity to high functioning unit. Emphasis required on engagement model development; asset acquisition approach; client service standards and productivity standardsManages high frequency interaction with the Bank and its regional leadership including development, presentation and justification of functionResponsible for developing and implementing a sales plan to achieve all monthly and annual new asset referral targetsDevelops and execute integrated sales and marketing strategies that are aligned with Market Leaders referral goals for both Internal CPWM Advisor Teams and external Independent RIA Firms. Monitors and drives improvement of quality of investment consultant activities on continuing basis including; sales targets, referral targets, strict adherence towards compliance, branch huddles, NIC responsiveness and industry procedures.Support sales/service activities within the IC region by participating in seminars, micro-marketing events, promotional campaigns, product initiatives, etc.Analyze trends in local/niche markets as well as customer profiles to identify potential referral opportunities.Ensure adherence to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets.Resolve customer complaints/issues promptly and effectively.Establish and maintain key relationships and business contacts within the community and targeted industry segments to create opportunities for growth.

Job Title: Investment Consultant - Northeast Division Company: Citigroup Location: Plainview, NY Description: Brief Description of the OrganizationPersonal Wealth Management (PWM) provides financial planning and wealth management services via our Citibank branch-based advisors and centralized service centers. PWM will lead efforts to dramatically expand our personal wealth management capabilities and provide customers with simple, transparent solutions. The goal for CPWM is to lead the industry in client-centric investments. Investment Consultant - Northeast Division-09023124 Description Role and Responsibilities • Assess, assist, and advise clients as they choose the services best suited for their needs; serving as the client advocate • Develop relationships with existing clients and build relationships with new clients • Demonstrate to clients and prospects the value of Citi Personal Wealth Management, resulting in asset accumulation and retention Responsibilities include: • Proactive, business development calls to prospects and clients, • Present solutions to clients and prospects through face-to-face meetings, • Respond to sales leads generated through business partners • Recommend the best offering to clients based on client profiling and suitability assessments (resulting in a recommendation to a Citi Registered Investment Advisor (RIA), Independent RIA, or the National Investor Center) • Make securities recommendations (advice) to clients who best fit the National Investor Center offering Critical Success Factors: • Registered Investment Advisor (RIA) referrals • Asset growth • Client retention Compensation: • Competitive base salary and are eligible for quarterly sales incentives based on performance against both asset and new account targets Qualifications Qualifications and Education Requirements • Bachelor's degree strongly preferred • Series 7 license required at time of hire • Series (63 and 65) or 66 license and Life & Health Insurance Licenses required -- must obtain licenses within a specified timeframe if not currently licensed • 5 or more years of proactive, successful sales and service experience in the financial services industry • Outstanding communication skills • Comprehensive industry and investment knowledge Critical Competencies • Self starter • Consultative sales skills No Relocation Available. Equal Opportunity Employer M/F/D/V All new hires are subject to work eligibility verification via the DHS E-Verification system. **NOTE** The information listed within this description summary is intended to indicate the general nature and level of work. It is not designed to contain or be interpreted as a comprehensive account of all the responsibilities, and/or minimum qualifications required of an employee assigned to this position. Primary Location NAM-USA-NY-Plainview Schedule Full-time Education Level High School Diploma/GED Shift Day Job Employee Status Regular Travel Yes, 10% of the time Office Loaction / Address:

Job Title: INVESTMENT ANALYST Company: Company Confidential Location: Boynton Beach, FL Description: LOOKING FOR SOMEONE WHO WANTS TO LEARN ABOUT CODING AND INPUTTING BANK STATEMENTS, CORRESPONDING WITH MONEY MANAGERS, ASSET ALLOCATION, MANAGER SEARCHES, EQUITY ANALYSIS, ATTENDING MEETINGS AND ATTAINING THE LEVEL OF CONSULTANT AFTER 5-YEARS OF EXPERIENCE.NEED SOMEONE GOOD WITH NUMBERS, INTERESTED IN FINANCING AND WILLING TO LEARN ABOUT GLOBAL MARKETS AND DIVERSIFICATION.NEED TO HAVE A DEGREE IN MATHEMATICS, STATISTICS OR BUSINESS.

Job Title: Investment Specialist Assistant 2 Company: U.S. Bancorp Location: Minneapolis, MN Description: Incumbent is a service and support representative functioning as the client contact for Wealth Management supporting Portfolio Managers. Working within delegated authority and/or standard department guidelines, incumbent handles day-to-day client calls, answers questions, and resolves client problems, escalating items beyond specified authority to the assigned Investment Specialist. Performs and monitors account trades within delegated authority. Prepares reports, proposals, and marketing materials for clients and prospects. Works proactively to identify potential problems and compliance issues to ensure quality of the portfolio and compliance. Develops working knowledge of assigned area and accounts through frequent client contact and execution of standard departmental procedures.

Job Title: Director of Investment Strategy Company: BlackRock Location: San Francisco, CA Description: Role Description The Director of Investment Strategy is responsible for supporting all Defined Contribution products, to ensure that our clients and prospects are services at the highest level. The Investment Strategist engages both CROs and BDOs to understand and prioritize sales opportunities. He/she will be the product expert during meetings with clients, prospects, and consultants. This includes pricing, packaging, marketing, messaging, and importantly an in-depth understanding of the underlying investment philosophy. He/she will work together with other DC Investment Strategists to shape the direction of broad sales campaigns and also to assist the marketing group in gaining a strong understanding of product features/benefits, which can then be communicated to outside advertising agencies. A part of the role involves reviewing RFPs, updating materials, and answering ad-hoc questions. The ideal candidate will be responsible in combination with the larger team for meeting sales and revenue targets set out in an annual budget. He/she will also liaise with both product development and research to ensure that client's needs are being adequately met by existing and evolving product offerings. He/she will also work directly with the Head of US DC on business strategy, estimated initially to represent about 50% of the overall workload. Responsibilities A successful person in this role will have the ability to work closely with a large group of sales people of varying degrees of seniority and tenure up to managing directors whose time at the firm exceeds 15-20 years. He or she will foster enthusiasm by aligning him or herself with key individuals across the broader sales organization. He/she will build trust and demonstrate expertise with clients and prospects. He/she will have a voice in the direction of sales strategy and product development. Further he or she will influence prioritization of sales opportunities and color the sales approach to new and existing clients. This person will interact heavily with the Head of US DC and report directly to the Head of DC Investment Strategy and Sales. Skills & Qualifications Strong investment foundations with the ability to understand and explain in depth the investment rationale behind Blackrock's entire suite of DC investment products In-depth understanding of the DC market Strong interpersonal and sales skills Demonstrable expertise in participant behavior, communication and plan design Intellectual curiosity, to stay at the forefront of a rapidly evolving DC marketplace, and communicate this information effectively within Blackrock and externally 8-10 years of sales and investment experience 5-7 years of experience in the DC marketplace CFA and/or MBA BlackRock is proud to be an E-Verify & Equal Opportunity/Affirmative Action Employer—M/F/D/V.