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This role is responsible for providing analytic support for a specific set of products. May be responsible for performing routine research, planning and follow up. Competencies required include market analysis/research focus, in-depth knowledge of products and related experience.
As part of the Merrill organization, the Investment Solutions Group strives to provide world-class investment strategies, platforms, solutions, and support for clients across all wealth management lines of business (including Merrill and the Private Bank).
Responsibilities:
Responsibilities include, but are not limited to:
• Responsible for originating best in class hedge fund offerings for Merrill and Private Bank clients; must anticipate needs of wealth management client base, understand industry trends and new product development, and utilize network of asset manager connections to find new offerings.• Support strategy lead through the fund launch process by coordinating across asset managers, CIO due diligence, platform, operational, and distribution teams.
• Secondary point of contact for third party asset managers, responsible for cultivating strong relationships and creating alignment between third party managers’ and Merrill’s goals.
• Secondary liaison between asset manager and internal teams, communicating important fund updates to clients, financial advisors and to internal teams.
• Assist in ad hoc projects related to fund launch, fund pipeline and current fund offerings.
• The successful candidate will be a well-rounded individual who possesses strong interpersonal and communication skills.
Required Qualifications:
• Highly organized and detail oriented with the ability to think and act strategically
• Excellent communication, interpersonal, and presentation skills
• Ability to work independently and collaboratively at all levels within the organization
• Strong project and time management skills
• Ability to identify, prioritize and execute timely business priorities
• Enthusiastic about learning
• Bachelor’s degree required
Currently have FINRA exams - SIE & 7 & 66 (or equivalent licenses), or ability to receive within 120 days.
Desired Qualifications:
• 0-2 years in financial services industry; direct experience in alternative investments industry preferred
Minimum Education Requirement: Bachelors degree
Shift:
1st shift (United States of America)Hours Per Week:
40Pay Transparency details
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