Investment Analyst

Location
Chicago, Illinois
Salary
Commensurate with experience
Posted
27 Aug 2021
Closes
26 Sep 2021
Industry Sector
Asset Management
Employment Type
Full Time

Overview

The Investment Analyst will support LGIM America’s Distribution team

Responsibilities

  • Assist in all aspects of the Distribution process including preparing presentation and supporting materials for consultant and prospect discussions, facilitating follow ups from meetings and responding to data and information requests.
  • Help maintain sales opportunity pipeline
  • Conduct research to identify prospects
  • Become familiar with all product offerings and vehicles
  • Make cold calls as appropriate to introduce the firm and secure meetings for the Sales team
  • Maintain new prospects in Salesforce – includes notes on meetings and making sure all contact data for prospects and consultants is updated
  • Aid in the continued improvement of data quality in Salesforce
  • Work with Marketing team and office assistants to make sure marketing presentations are ready and delivered for all meetings
  • Assist with ad hoc requests

Qualifications

  • Bachelor’s Degree
  • 1-2 years client service and/or sales experience preferred
  • Strong overall investment knowledge including an understanding of the different investment vehicle options
  • Strong interpersonal skills
  • Strong verbal & written communication skills
  • Knowledge of current investment market and economic issues
  • Industry experience and a prior sales role are considered a positive

 

As an EOE employer, Legal & General Investment Management America will extend equal opportunity to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, ancestry, national origin, age, disability, medical condition, genetic information, marital status, pregnancy, military status, and/or any other characteristic protected under applicable federal, state or local laws governing nondiscrimination in employment. (2020)

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