The Sales Research Analyst - Funds  will perform all or some of the following Job description:

• Provide Company Funds research & analytical support to National Sales Manager, Key Accounts Manager, and Senior Funds Institutional Salesperson

• Interface with relationship managers and research teams at Company Fund's focus firms regarding fund distribution matters; including obtaining new or additional fund placements, providing fund updates, fund system set up and addressing operational details

• Analyze competing funds on distribution platforms and recommended lists in an effort to replace with a Company product

• Act as key liaison with Prudential Retirement Plans Platform

• Work with Company Capital Advisors, Institutional Sales & Asset Management Sales Team, and Bank Trust Channels to provide ongoing fund updates and positive news items regarding Company Funds

• Obtain Compliance approvals for advisors to attend Company Fund's Due Diligence meetings

• Act as Company Fund's liaison with HCM's sub advisory oversight team.

• Provide Company research & analytical support to National Sales Manager, Key Accounts Manager, and Senior Salesperson

• Interface with relationship managers and research teams

• Analyze competing products on distribution platforms and recommended lists in an effort to replace with a Company product.

Minimum Requirements / Knowledge / Skill For Sales Research Analyst - Funds Job

• Ability to conduct risk reward analysis on Mutual Funds using BETA, Alpha, Sharpe Ratio

• Strong practical and tactical investment knowledge & analytical skills

• Skilled in use of Morningstar Principia Pro

• Series 6 license

• Strong presentation skills, experience with public speaking

• Proven investment sales experience/success

• Some travel.
   

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