Asset & Wealth Management, Quantitative Equity Solutions - Client Portfolio Management, Analyst - Dallas
Dallas, Texas, United States
USD 110K-170K (estimate) Entry-level Full Time
Tasks
- Answer client questions on QES capabilities
- Collaborate with investment teams to gain investment insights
- Conduct competitive analysis
- Conduct peer group analysis
- Create and update marketing materials
- Create thought leadership content
- Develop custom client proposals
- Learn QES investment strategies
- Perform market research
- Serve as product expert on QES strategies
Perks/Benefits
- N/A
Skills/Tech-stack
AI | Client portfolio management | Competitive Analysis | Financial Analysis | Investment Management | Market Research | Microsoft Excel | Peer Group Analysis | Portfolio Management | PowerPoint | Quantitative Analysis | Statistical Analysis
Education
N/A
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