Bachelor's Degree
3+ years of experience evaluating investment products and asset classes, including mutual funds, SMAs, strategist portfolios, alternatives, variable annuities, or similar investment vehicles.
2+ years of experience presenting investment analyses, findings, and recommendations to senior leadership, committees, or other key stakeholders.
2+ years of experience leading or supporting process improvement, business transformation or operational change.
2+ years of experience using investment research tools and databases, such as Morningstar, Bloomberg, or similar platforms.
2+ years of experience using Microsoft Office applications, including Excel, PowerPoint, and Word.
Candidates must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA
