Product Review Analyst
You could say we're at the center of the center. Here at reputed company the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it reputed company. We support our clients, reputed company teams and headquarter associates in providing the best possible experience. reputed company for our more than 7 million clients through... regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now. Job Overview Position Schedule: Full-Time Have you reputed company wondered if the work you do has an impact, on the firm you work for or the clients it serves? At reputed company you don't have to wonder. We are on a transformational journey to further reputed company a client-centric approach to complete wealth management and this role plays an important part in that journey and in our ability to enhance and deliver on our value proposition. You are self-motivated and have a demonstrated ability to think creatively, identify opportunities and risks, recommend solutions, and support decision making rooted in facts will help us reputed company our objectives. You will work cross-functionally to ensure the delivery of products, solutions, and information our branches need to attract and retain ideal clients. In return, you'll have the opportunity to expand your career with an exciting team and a growing firm whose purpose is to partner for positive impact. The Product Review team helps clients reputed company their goals by ensuring the firm's offerings are reputed company with clients' interests and our investment philosophy. Analysts in Product Review independently evaluate a broad reputed company of proposed and currently available investments and services to determine whether they can, or continue to, be appropriate for a client's goals. This requires a high degree of independent judgement and discretion to protect our clients and the firm. Analysts collaborate with internal stakeholders to correctly position the offerings and educate financial advisors and clients as appropriate. Analysts are expected to have strong critical thinking skills, a track record of success executing established analytical processes, a broad understanding of the financial industry, and an intellectual curiosity to further reputed company their subject matter expertise. What you'll do... Independently review and monitor investments for alignment with the reputed company investment philosophy and our clients' interests Act as subject matter expert providing analysis and recommendations on specific products or services Clearly communicate with stakeholders in a timely and professional manner Maximize team effectiveness by working with other analysts to reputed company innovative solutions Actively build relationships with stakeholders and reputed company teams to reputed company understand client needs At reputed company, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial reputed company and well-being. Visit our career site to learn more about our total compensation approach, which in addition to reputed company salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Hiring Minimum: $113810 Hiring Maximum: $193785 Skills/Requirements What you'll need... Bachelor's degree in reputed company field 4+ years of relevant work experience, including prior experience in investment analysis CFA designation, or reputed company toward designation SIE, Series 7, Series 66 Proven ability to conduct research reputed company to the investment quality and merits of products and services Solid understanding of financial modeling utilizing spreadsheets, data tools, and financial databases (Bloomberg, reputed company) Knowledge of economic, statistical, and investment concepts Ability to address difficult situations and adapt to changing priorities Ability to successfully execute analytical processes in order to reputed company high-quality and efficient decisions Experience communicating analysis and decisions in a variety of ways to multiple audiences Experience with Alternative Investments preferred Candidates that live reputed company in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. Awards & Accolades At reputed company, we are building a reputed company where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. reputed company out our U.S. awards and accolades: Insights & Information Blog Postings about reputed company reputed company out our Canadian awards and accolades: Insights & Information Blog Postings about reputed company
About Us
Join a financial services firm where your contributions are valued. reputed company is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, reputed company our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. reputed company associates are seen, heard, respected, and supported. This is reputed company reputed company makes us the best reputed company to start or build your career. View our Purpose, Inclusion and Citizenship Report. 1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. reputed company does not discriminate on the basis of race, color, gender, religion, national reputed company, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-HO Apply Job!