Analyst - Dealer Services

The Dealer Services Analyst will work closely with investment adviser clients to facilitate selling agreements with financial intermediaries and provide general operational support.

Requirements

• Bachelor's degree in business, finance, economic, accounting or equivalent combination of education and experience
• 1-2 years' experience in a financial environment, with knowledge of securities and securities markets preferred
• Strong organizational and problem-solving skills with attention to detail
• Dependable, flexible, and adaptable to new ACA initiatives and changing client needs
• Ability to exercise discretion and make independent judgments on matters of significance
• Proficient with Microsoft Office applications and comfortable working in a tech-enabled environment

Benefits

• Medical and dental coverage
• 401(k) plans
• Paid time off options
• Flexible work environment
• Designated ACA Paid Holidays
• Summer Fridays
• Personal/Family Care
• Leaves of absence when needed
• Student Debt Forgiveness
• Pet Insurance