Investment Analyst, Consultant Relations

Where

Boston, MA

What you'll be doing

What your background should be

Minimum 3-5 years of industry experience or equivalent. NASD licenses: series 7 and 63. Outstanding communication skills both oral and written, especially in a group setting. Must be organized and able to juggle multiple projects simultaneously and work with consultant imposed deadline. Independent and able to take initiative without explicit direction balanced with the ability to work as a member of the CR team. Intimate and noteworthy knowledge of all company products (to include 40-act, commingled pools and separate accounts) and relevant industry trends.

Required Schooling / Training

Bachelor degree in finance, business, economics, mathematics etc., preferred. MBA/CFA or progress towards these designations.

Who is the client company

This is an American multinational financial services corporation.

If you are interested in this position, send your resume to apply@kochdavis.com