Specialized Consultant Junior
New York, NY
10: 30am - 7: 30pm ET, daily
" 3-5 years of experience in financial services
" Manage various business and functional requirements associated with Analytics and Insights
" Manage various threads of work associated with content creation and distribution.
" Help create and maintain various types of automation capabilities to assist with content creation
" Leverage extensive financial product knowledge to help target actionable ideas that will help
Financial Advisors better manage their books of business.
" Partner with business/product areas to develop specific distribution strategies for their
investment ideas and help them target those ideas to the appropriate FA segments based on
their portfolio, behavior and preferences.
" Help manage various user acceptance testing deliverables.
" Help manage various ad hoc and analytical tasks that are needed to support the various insights
and analytics platforms.
" Helping the various business partners articulate their analytical requirements.