Position: Investment Product Analyst
Department: AE Wealth Management Marketing
Reporting to: Fund Manager
Location: Topeka, KS - Onsite
Overview:
Are you passionate about advancing your career in the investment industry? Do you excel in environments that foster growth and innovation? AE Wealth Management is a dynamic Registered Investment Advisor (RIA) that empowers independent financial advisors nationwide. Through our robust RIA platform, we are dedicated to delivering unparalleled support to advisors, offering a diverse range of product opportunities. We are currently seeking an Investment Product Analyst to join our team and assist in the implementation and onboarding of investment products. This role is integral in ensuring the seamless integration of new product offerings, guaranteeing compliance and efficiency throughout the process.
What you'll do:
- Support investment product implementation and onboarding process, managing overall projects and creating quick reference guides
- Identify efficiencies in existing and new processes related to investment product implementations
- Assist with product maintenance activities and update product information in internal databases
- Ensure website and marketing materials are up-to-date with new or changed product information
- Review and summarize external resources (product prospectuses, private placement memorandums, etc.) for use in producing internal and external materials
- Support the review and evaluation of the quarterly mutual fund share class process
- Produce reporting from various systems for internal use
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Experience you'll bring:
- 2 to 3 years of work experience in financial services and/or equivalent education (Finance, Business Administration, Economics, Investment Management, Certified Financial Planner)
- Basic knowledge of investment products and services (mutual funds, ETFs, stocks, bonds, mutual funds)
- Proficient in Microsoft Excel (formulas, pivot tables, and VLOOKUPs)
- Ability to manage multiple tasks and maintain attention to detail in a fast-paced environment
- Ability to work independently, with resourcefulness and a problem-solving disposition.
- Aptitude for technology
Bonus Points:
- Experience working with industry systems such as Orion, Morningstar Direct, Fi360 Fiduciary Toolkit and FactSet
What you'll get:
- Amazing benefits including medical, dental, vision and 401k (with matching options)
- Generous PTO package upon your start date
- Access to an on-site cafe, gym and primary care
- Continuous personal and professional development opportunities
- Recognition for hard work & exemplary performance
- Employee sponsored events...and more!
Who We Are:
Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!
Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
Advisors Excel
401(k)
May 03, 2024