Financial Services Analyst

Stamford, CT
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Our client, a leading global financial services company, has approximately 200 million customer accounts and does business in more than 140 countries. They provide consumers, corporations, governments and institutions with financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.


Must have experience working in 1-3 years financial services industry i.e. investment management or asset management businesses

Must be detail oriented, extremely proficient in Microsoft Office Suite word, excel and powerpoint.

Have a basic understanding of fixed income, equity and alternative investments (SMAs, mutual funds etc.)

Coordinate with five product areas in a Investment Management to gather monthly performance data, ensure all maker checker approvals have been obtained, and send to Marketing. Follow up with Marketing on Compliance approvals and ensure all data is published on intranet (~100 documents in total). Respond to queries from Sales teams on posting of data and ensure that all data is published within 5-10 days of release.

Review and edit monthly and quarterly commentaries from portfolio managers (~20 documents in total). Send to Marketing for approval by Compliance. Ensure Compliance approves in a timely manner and that the approved commentaries are published on the intranet.

Assist in review and editing of internal announcements. Obtain Compliance approval and follow up with Marketing to ensure announcement is distributed

Gather data and client wins for weekly Newsletter and Performance Flash

Make edits to and obtain Compliance approval for sales decks for new product launches

Gather marketing materials for strategies (~50 documents in total) to respond to independent due diligence firm. Respond to ad hoc due diligence data queries, e.g., portfolio per
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Required, maximum file size is 512KB, allowed file types are doc, docx, pdf, odf, and txt