Top 2569 Fund Analyst Jobs

Institutional Service Analyst - Registered Reps (Series 7) Needed-1-3 years of experience!
Mid-Large Asset Manager —New York, NY
- $80,000 - $130,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health savings account
- Relocation assistance
Quick Apply
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Hines —Houston, TX
- Overtime
- Microsoft Word
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Point72 —New York, NY
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Clinical Trials Billing and Collections Analyst - Remote
City of Hope —Remote
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Fund Management Analyst
MicroVentures —Austin, TX
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Operations Analyst
SUBSCRIBE —Remote
- Full-time
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Fund Banking Analyst
Stifel —St. Louis, MO
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International Monetary Fund —Washington, DC
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- Computer Science
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Equity Financial Analyst - Florida
Point72 —West Palm Beach, FL
- $150,000 - $240,000 a year
- Office
- Fair chance
- 1 year
- Tuition reimbursement
- Family leave
Treasury Analyst
Rappahannock Electric Cooperative —Fredericksburg, VA
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Claims Adjuster (Medical Liability Analyst)
KAMMCO —Wichita, KS
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Quick Apply
12d
Wealth Planning Liaison
MMG Wealth Management —Grand Haven, MI
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Quick Apply
Fund Analyst - AI Trainer
DataAnnotation —Everett, WA
- $50 - $100 an hour
- Part-time
- Remote
- English
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Cost Analyst
Professional Analysis Incorporated —Washington Navy Yard, DC
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- Disability insurance
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7d
Hedge Fund Analyst - AI Trainer
DataAnnotation —Irvine, CA
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Hedge Fund Analyst - AI Trainer
DataAnnotation —Colorado
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11d
Hedge Fund Analyst - AI Trainer
DataAnnotation —San Isidro, PR
- $50 - $100 an hour
- Part-time
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- Doctor of Philosophy
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11d
Sr. Investment Analyst
Scottish Rite for Children —Dallas, TX
- Full-time
- 5 years
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Business Services Manager
Greenville County Schools —Greenville, SC
- $69,531 - $121,624 a year
- Full-time
- 5 years
- ERP systems
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Quick Apply
2d
Senior Case Analyst
Western & Southern Financial Group —Cincinnati, OH
- $48,800 - $52,000 a year
- Full-time
- Background check
- Microsoft Excel
- Research
- Paid training
- Paid parental leave
13d

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Institutional Service Analyst - Registered Reps (Series 7) Needed-1-3 years of experience!

Mid-Large Asset Manager
New York, NY

Quick Apply

Job Details

Full-time
$80,000 - $130,000 a year

Benefits

Health savings account
Relocation assistance
Health insurance
Dental insurance
401(k)
Flexible spending account
Tuition reimbursement
Paid time off
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Employee discount
Professional development assistance
Flexible schedule
Life insurance
Referral program
Retirement plan

Qualifications

Sales support
Financial sales
Teamwork
Microsoft Excel
Microsoft Outlook
Series 7
Bachelor's degree
Organizational skills
Time management

Full Job Description

INSTITUTIONAL SERVICE ANALYST

Base salary plus monthly/quarterly incentives plus annual bonus

This position is extremely visible and in due time can / will lead to other opportunities within the department and company.

Provide service / sales support for highly active portfolio manager(s) and members of team
Prepare correspondence for internal and external clients
Daily review and maintenance of client accounts, including any changes or cash/security movements and insufficient funds for scheduled remittances
Assist in the creation, coordination, and completion of team marketing material and client reporting
Interact with internal departments to resolve any account discrepancies
Process account openings/closings, transfers, address changes and other client requests
Handle client inquiries regarding account information, online access, documentation and reporting
Support administration for Institutional Separately Managed Accounts
Prepare materials for Account Reviews across different business lines
Answer, screen and route high volume of time sensitive phone calls; communicate accurate and detailed messages
Perform ad hoc projects as needed

Qualifications:

Degree with 1-3+ years experience preferred, financial planners / advisors are encouraged to apply.

Ability to prioritize and handle multiple tasks simultaneously in a fast-paced environment
Strong time management, and organizational skills
Proficiency in Microsoft Office software (e.g. Word, Excel, PowerPoint, and Outlook)
Candidate needs to be team oriented and yet also be able to work independently with minimal guidance/ supervision
Familiarity with Mutual Fund, UCITS, SMA, and Sub-Advised business lines
Ability to effectively interact with people across all levels of the business.
Ability to take initiative and meet clear deadlines
Series 7 & 63/65 or 66 preferred

Job Type: Full-time

Pay: $80,000.00 - $130,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Employee discount
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Professional development assistance
Referral program
Relocation assistance
Retirement plan
Tuition reimbursement
Vision insurance

Education:

Bachelor's (Preferred)

Experience:

financial sales: 1 year (Required)

License/Certification:

Series 7 (Required)

Work Location: Hybrid remote in New York, NY 10112

Quick Apply

Refine Your Search

Fund Analyst jobs

Institutional Service Analyst - Registered Reps (Series 7) Needed-1-3 years of experience!

Analyst - Fund Management

Point72 Fund Flow Analyst

Clinical Trials Billing and Collections Analyst - Remote

Fund Management Analyst

Operations Analyst

Fund Banking Analyst

Research Analyst under the Research Analyst Program (RAP)

Equity Financial Analyst - Florida

Treasury Analyst

Claims Adjuster (Medical Liability Analyst)

Wealth Planning Liaison

Fund Analyst - AI Trainer

Cost Analyst

Hedge Fund Analyst - AI Trainer

Hedge Fund Analyst - AI Trainer

Hedge Fund Analyst - AI Trainer

Sr. Investment Analyst

Business Services Manager

Senior Case Analyst

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