Req ID: R0060768

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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Provide support to and strengthen the effectiveness of leaders and teams to which analyst is primarily aligned. Responsible for providing research and analysis, development of related materials, and management of sales pipeline or other projects with an increasing level of autonomy.

Essential Duties and Responsibilities

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

List themajor responsibilitiesgenerally associated with the role (5-7 major responsibilities with no more than 10) that an incumbent in this job is expected to accomplish. Please use numbers to separate each distinct responsibility.

Conduct industry, market and company research using available resources to source prospect names, developing and refining prospect lists in coordination with leadership team and partners.

Develop project materials including industry, market and company specific and general economic information.

Generate customized specific sales or project content for internal and external purposes.

Track calling and marketing efforts to clients and prospects, reinforcing proper use of CRM system with the coverage team, assisting as needed.

Build upon foundational understanding of the market, credit, and products as well as relationship management skills.

Develop an increasingly complex understanding of the industry.

Qualifications

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Bachelor’s degree

Two years of related financial services work experience

Strong analytical skills and attention to detail

Strong written and verbal communication skills

Competitive drive and high work ethic, self-starter, team-oriented

Solid leadership and interpersonal skills

High level of adaptability and flexibility with strong organizational and time management skills

Solid understanding of business

Advanced proficiency in Microsoft Excel and PowerPoint

Preferred Qualifications:

Minimum GPA: 3.0

Demonstrated work experience in finance or related field

Other Job Requirements / Working Conditions

Sitting/Standing/Walking/Bending/Lifting

þ Sitting (if checked, indicate frequency)

Constantly (More than 50% of the time)

☐ Standing (if checked, indicate frequency)

Choose an item.

☐ Walking (if checked, indicate frequency)

Choose an item.

☐ Bending (if checked, indicate frequency)

Choose an item.

☐ Lifting (if checked, indicate pounds)

Choose an item.

þ Visual / Audio / Speaking

Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.

þ Manual Dexterity / Keyboarding

Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.

þ Availability

Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.

þ Travel (Must select one)

Minimal and up to 10%

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