Asset & Wealth Management, Quantitative Equity Solutions - Client Portfolio Management, Vice President (Dallas)
Dallas, Texas, United States
USD 125K-270K (estimate) Executive-level Full Time
Tasks
- Answer client questions
- Collaborate with investment teams
- Conduct competitive and peer analysis
- Create marketing materials and thought leadership
- Develop custom client proposals
- Drive commercial outcomes through client engagement
- Learn QES investment strategies
- Perform market research
- Serve as product expert
Perks/Benefits
- N/A
Skills/Tech-stack
Client Relationship Management | Client relationship | Excel | Exchange Traded Funds | Financial Analysis | Investment research | Market Research | Marketing content | Options | Portfolio Management | PowerPoint | Product Expertise | Relationship Management | Separate Accounts | Statistical Analysis
Education
N/A
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