About the role

  • Analyst WMS Manager conducting research and investment analysis for financial services leader. Managing partner relationships and participating in the manager selection process.

Responsibilities

  • Provide top quality research and investment analysis
  • Participate in the manager selection process
  • Conduct ongoing due diligence for mutual funds and separate accounts
  • Manage partner relationships and review marketing/training materials

Requirements

  • 3-5 years’ relevant experience
  • Bachelor’s degree in finance, economics, accounting, or investment-related field
  • FINRA Series 7 or ability to obtain within 120 days
  • Strong quantitative skills
  • Experience with analytical software to analyze investments (Excel, Access, FactSet, Morningstar Direct)

Benefits

  • Health insurance
  • 401(k)
  • Vacation time
  • Sick time
  • Dental insurance
  • Life insurance

Job title

WMS Manager, Analyst

Job type

Experience level

Mid levelSenior

Salary

$93,400 - $128,400 per year

Degree requirement

Bachelor's Degree

Location requirements

Report this job

See something inaccurate? Let us know and we'll update the listing.

Report job