Institutional Consulting Analyst

Institutional Consulting AnalystAssist Financial Advisors with marketing efforts. Responsible for matters of technical policy and standards, presentation materials and performance measurement for technically advanced accounts. Will be responsible for preparing performance measurement for clients, which involves computing account performance, analyzing investment portfolio holdings and generating quarterly investment performance monitors. Develop presentation materials, which will assist Financial Advisors in obtaining clients business. Participate in client/account presentations as determined by the Financial Advisor. Develop written Statements of Investment Policy for clients. Run all graphs and reports for Financial Advisors to use with clients and prospects. Provide updates, information and opinions on investment managers for clients. At least 75% of job responsibility involves technical support of the FAs business.Minimum Qualifications: Minimum 2 years financial services industry. Ability to measure performance of clients portfolios or Bachelors degree in business, finance, accounting or equivalent. Series 7 and 63 licenses required. Successful completion of Consulting Group Training or equivalent. Ability to communicate effectively with co-workers and clients. Excellent written and oral communication skills. For consideration, please email resumes to: Alexandra.Powell@Smithbarney.com Key Words:Financial Advisor, Broker, Investment Advisor, Investment Consultant, Financial Consultant, Financial Planner, Financial Services, Sales, Sell, Business Development, Marketing, Prospecting, Client Service, Series 7, Series 66, Career Change, Career Transition, Mutual Funds, Stocks, Bonds, IRAs, Lending, Insurance, Estate Planning Job Title Institutional Consulting Analyst Company Smith Barney Location US-IL-Barrington Status Full Time Job Category Accounting/Finance/Insurance Career Level Experienced (Non-Manager) Company Smith Barney Reference Code ICA - 60010