Proposal Analyst at Canon USA responsible for managing bids, proposals, and presentations. Collaborating with teams to ensure effective communication and solution design for clients.
About the role
- Analyst WMS Manager conducting research and investment analysis for financial services leader. Managing partner relationships and participating in the manager selection process.
Responsibilities
- Provide top quality research and investment analysis
- Participate in the manager selection process
- Conduct ongoing due diligence for mutual funds and separate accounts
- Manage partner relationships and review marketing/training materials
Requirements
- 3-5 years’ relevant experience
- Bachelor’s degree in finance, economics, accounting, or investment-related field
- FINRA Series 7 or ability to obtain within 120 days
- Strong quantitative skills
- Experience with analytical software to analyze investments (Excel, Access, FactSet, Morningstar Direct)
Benefits
- Health insurance
- 401(k)
- Vacation time
- Sick time
- Dental insurance
- Life insurance
Job title
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