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Financial AnalystMerrill Lynch - Washington, DCSpecific responsibilities include, but are not limited to: * Monitoring team performance against its growth and expense objectives and recommend corrective action when team performance is under goal * Coordinate the day-to-day work of Client Associates on the team * Assist with portfolio preparation, travel to client meetings w/ PWA's and conduct follow-up with clients * Follow-up to include translation of meeting notes and recommendations into a concise and comprehensive presentation to the client * Address client inquiries and complaints, determining which issues require immediate elevation to a Private Wealth Advisor (PWA) or a member of the management team. Additionally, as a registered employee, the Financial Analyst may be directly involved in placing trades, executing portfolio allocations...originally from Merrill Lynch - More Tools...
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Merrill Lynch
Line of Business: Holding Company Securities & Commodities Broker/dealer Invest Research Securities Clearinghouse Insurance & Other
Key Numbers:
| Company Type | Public (MER:NYS) |
|---|---|
| Company Revenue | $500M+ |
| Company Size | 5000+ employees |
Job Location:
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