Associate – {bz9330118}

Deutsche Bank

New York, United States
Base: $120,000.00 – $139,000.00pyear; bonus/equity...
Investment product research and pitching
Financial research and analysis
Financial and operational modeling
Act as the primary day-to-day relationship coordinator for select Wealth Management (WM) clients, ensuring seamless communication and service delivery

Job Summary

  • Act as the primary day-to-day relationship coordinator for select Wealth Management (WM) clients, ensuring seamless communication and service delivery.
  • Perform complex financial and operational modeling for client portfolio construction and valuation, company valuation, asset valuation, market speculation, and budget allocations.
  • We strive for a culture in which we are empowered to excel together every day.

Matching Summary

Act as the primary day-to-day relationship coordinator for select Wealth Management (WM) clients, ensuring seamless communication and service delivery.

Salary

Base: $120,000.00 – $139,000.00/year; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Investment product research and pitching
  • Financial research and analysis
  • Financial and operational modeling
  • Client onboarding processes
  • KYC compliance
  • Asset allocation optimization

Nice-to-have

  • Acting responsibly
  • Thinking commercially
  • Taking initiative
  • Working collaboratively
  • Inclusive work environment

Key Requirements

  • Bachelor’s degree or equivalent
  • Two (2) years of financial services experience

Work Rights

Not specified

Tailored Resume

Cover Letter