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ENTRY LEVEL - Fin'l Srvs -No Sales!! -Analyst, Finance, Marketing

ENTRY LEVEL - Fin'l Srvs -No Sales!! -Analyst, Finance, Marketing

Job Description


Prestigious financial service / investment banking client (s) of ours that are located in the Tri-State area ( New York, New Jersey, Connecticut ) seek "fast track" individuals (December 13 / Jan. 14 and May /June 13 and 2014 Grads are encouraged to apply.. ( relevant internships a big + ) Degrees in Finance, Accounting, Marketing and other Business related Fields are Preferred with 0-3 years of experience preferably out of another Financial Service / Investment Banking institution or the desire and enthusiasm to learn.


** Entry level Staff Analyst **

Responsibilities will include being involved in day-to-day finance cycle of several client investment funds while interacting with all levels of management as well as clients so strong interpersonal and communication skills are required.

Other poisitions that we are currently recruiting for:

** Institutional Service Assistant **

Provide support for senior level managers while also interacting with other institutional departments internally and externally. Frequent contact with clients, consultants and outside organizations. This position is a ground floor opportunity that has extreme growth and visibility that can / will lead to other opportunities within the organization for the right person.

  ** Institutional Sales Analyst **

The Institutional Sales Analyst will help strengthen and provide key support to the sales force.  The ideal candidate will work closely with the sales team by providing them with information on existing and prospective clients, product information, competitive analysis and quarterly updates.  The person in this role may over time and, if appropriate, begin to cover a territory.


Create and update metro area reports which are used to increase the Salesperson’s awareness, efficiency and coverage of specific metro areas.  Information includes all covered prospects by AUM, contacts, phone numbers, last contact date, etc.

** Update by assets, product, type of client and revenue where appropriate quarterly pipeline and client pie charts.

** Create “click-thru" reports on conferences to determine if we are following up on conference contacts: conference contact to meeting, meeting to search, search to hire.

** Produce monthly Top 50 reports and monitor with Sales Manager.

** Create historical meeting reports by product type, Top 50, client, new clients, type of prospect, etc.

** Perform quarterly Zephyr and eVestment analysis on all our focus products, concentrating on competitors and how we stand versus them.

** Maintain a database of competitive information on our focus products.

** Collect, digest and distribute research from Cerulli, Intersec, Greenwich, etc and synthesize where appropriate.

** Submit and track RFPs through Salesforce.

** Work effectively with the Institutional Sales People to maximize their time and efficiency on the road and phone.

   ** Marketing Communications Associate **

Work in / with marketing department and RFP team ( request for proposals ).  Organize and prepare materials for client / portfolio meetings.  Strong desire needed to start and learn from the ground floor in a marketing department.

** Administrative Assistant - For National Accounts Director

Degree needed for this position to provide admin. / phone support for National Account Director.  Learn the business from the ground up...unlimited room for growth and opportunity!!..professional demeanor a must ...can / will lead to other positions in department / company for the right person...

** Assistant to Institutional Sales Desk **

Currently there are positions in New York City and Northern / Central N.J.

Salary is commensurate with experience. ( 45-55K+ ) ** ***

Job Requirements

Degree with 0 -2 years of experience preferably from another fast paced financial service environment...( relevant internships are a big plus !! )...

Job Snapshot

Base Pay $45,000.00 - $60,000.00 /Year
Employment Type Full-Time
Job Type Entry Level, Finance, Banking
Education 4 Year Degree
Experience 0 to 4 year(s)
Manages Others Not Specified
Relocation No
Industry Securities, Banking - Financial Services, Accounting - Finance
Required Travel Not Specified
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ENTRY LEVEL - Fin'l Srvs -No Sales!! -Analyst, Finance, Marketing

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