Position Details
About this role
The summer associate will analyze customer needs and market conditions to define and deliver financial product solutions and create data/analytics reports for financial advisors.
Key Responsibilities
- Use established systems to analyze customer needs and define and deliver financial products
- Monitor product lifecycle and marketing development
- Prepare data and analytics reports
- Collate and analyze data using preset tools, methods, and formats
- Work independently
Technical Overview
Use established systems to analyze customer needs and define financial products; monitor product lifecycle; prepare analytics reports; independent work.
Ideal Candidate
The ideal candidate is a freshman or sophomore pursuing a bachelor's degree in business or finance with strong data analysis skills and an interest in fixed income market insights.
Must-Have Skills
Required Skills
Hard Skills
Soft Skills
Industry & Role
Keywords for Your Resume
Deal Breakers
Not authorized to work in the US, Not a freshman or sophomore pursuing a degree
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