United States$100K - $125K per year10+ yrs expSales
Lead sales and client service initiatives for investment management strategies across the intermediary channel in DC, MD, VA, and Philadelphia. Responsibilities include growing the territory, mentoring internal staff, and maintaining deep expertise in investment products to drive sales.
The Research Analyst will collaborate with portfolio managers to define research goals, lead studies, and interpret data to recommend new investment ideas suitable for clients and institutional portfolios. Responsibilities include developing deep industry knowledge, gathering research data, maintaining databases, and building financial models for forecasting and analysis.
