Associate supporting corporate finance transactions and business development at Capstone Partners. Involves financial analysis, modeling, and client relationship management in investment banking.
AL
Hybrid Financial Analyst, Advisory Support
Posted 5 months ago
About the role
- Analyst supporting financial advisors at Ameriprise by assisting in client servicing, office workflow management, and marketing event coordination. Role requires evening hours and finance discipline education.
Responsibilities
- Assist Ameriprise financial advisors in servicing clients including preparing basic financial plans, conducting investment research and completing trades and transactions (Money movement, new account opening, etc.) as described by the advisor
- Prepare and summarize client meetings by scheduling and confirming meetings, create the agenda and summary of meetings and provide necessary follow-up
- Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance/ annuity applications and coordinate rollovers
- Prepare for and coordinate marketing events which includes creating marketing compliance documentation
- Provide general administrative duties such as answering the advisors phone, process expense management reports, prepare routine client correspondence, set up of client files, copy and new business correspondence and alerts
- Assist advisors in increasing their social media presence (Facebook & LinkedIn) with relevant and timely updates
Requirements
- Willingness to go for licensing certifications as needed (SERIES 7 and possibly also for State Securities, State IAR, State Insurance)
- Willing to work evening hours: 8:00 pm to 4:30 am (9:30am to 6pm CST)
- Graduate in finance discipline (0- 1year experience or 1year diploma is preferred)
- Good communication skills
- Basic understanding of MS power point, MS Excel and MS Word
- Exposure to financial products like mutual funds, insurance, retirement services, etc. would be an added advantage
- Must have an eye to detail with high accuracy levels
- Ability to meet strict timelines per the agreed SLAs for advisor practices
Benefits
- Health insurance
- Paid time off
- Flexible work arrangements
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Financial Lines Analyst responsible for analyzing complex insurance processes. Joining MDS Group, a leading insurance brokerage in Brazil.
Senior Financial Analyst managing Program Cost Controls at aerospace and defense leader Raytheon. Analyzing program performance and ensuring compliance with EAC policies.
Senior Finance Manager leading FP&A and finance operations at RTX with a focus on team development and process improvement. Collaborating with senior leadership on key financial strategies.
Senior Financial Planner delivering comprehensive financial planning for high - net - worth clients. Overseeing a team of financial planners and developing personalized financial strategies.
Director of Software Engineering leading strategic initiatives in Finance and Corporate Technology. Overseeing development and inspiring collaboration within high performing teams focused on delivering business objectives.
Analyst in Corporate & Investment Banking at BBVA supporting client engagement and strategic transaction execution. Opportunity to build a solid foundation in investment banking with exposure to high - profile corporates.
Analyst in corporate and investment banking at BBVA's Industry Coverage team. Supporting senior bankers with client engagement and transaction execution in dynamic sectors.
Strategic Finance Associate role at Verse Medical focused on building systems and generating insights for healthcare solutions. Collaborate with executive teams to inform critical business decisions.
Intern in Finance & Controlling at GreenPocket GmbH, a startup focused on smart energy management. Involves financial analysis and reporting tasks in a dynamic environment.