Investment Analyst
- Employer
- Legal & General Investment Management America
- Location
- Chicago, Illinois
- Salary
- Commensurate with experience
- Closing date
- Jun 23, 2021
View more
- Job Function
- Institutional Sales, Wholesale Sales
- Industry Sector
- Asset Management
- Employment Type
- Full Time
Job Details
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)
Company
Legal & General Investment Management America, Inc. (LGIMA) was founded in 2006 and specializes in fixed income, liability driven investment (LDI) solutions and index capabilities for the US institutional market.* We offer a range of strategies to help our clients manage their investment objectives including investment grade fixed income, which can range from market-based alpha-oriented strategies to those that are designed to be more liability-centric, derivative overlays, and indexed solutions.
Our solutions-focused culture is geared toward customization for our clients. As a firm, LGIMA has professional resources dedicated to insuring that our credit portfolios are structured in a risk-conscious manner, but can still have the ability to produce excess returns over an appropriate, sometimes custom, benchmark. Our index fund management offering extends well beyond the standard market cap weighted indices. We have the capability to manage index funds against various equity indices.
As of December 31, 2019, LGIMA managed over $219 billion in assets. Our clients include pension plans, foundations & endowments, unions, and public funds.
- Telephone
- 312-964-3108
- Location
-
71 S. Wacker Drive
Suite 800
Chicago
IL
60606
US
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