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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong investment management knowledge and analytical skills, with hands-on experience in ETF products and tools such as Morningstar Direct and Bloomberg. Capable of effectively communicating insights and collaborating with sales and product teams to enhance client engagement and product development.
Highest-signal resume keywords
ETF Product FamiliarityInvestment Management KnowledgeAnalytical SkillsClient-Facing Investment ConsultingSeries 7 And 63
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment ManagementRisk/Return AttributionHoldings-Based AnalysisData AnalysisETF Content DevelopmentClient EngagementProduct DevelopmentMarket ResearchMulti-TaskingCollaboration
Soft Skills
Strong Verbal CommunicationStrong Written CommunicationSelf-MotivationIntegrityOrganizational Skills
Tools & Technologies
Morningstar DirectBloombergFactSet
Certifications & Qualifications
Series 7Series 63CFACAIAFRMMBA
Industry Keywords
ETFInvestment Due DiligenceClient InquiriesRFPsSales TeamsISharesInvestment PerspectivesMarket TrendsClient FeedbackAnalytics Evolution
About the role
Key responsibilities & impact- Support ETF investment due diligence for financial advisors and institutional investors
- Respond to client inquiries through customized analyses, including risk/return attribution and holdings-based analysis
- Clearly communicate insights to clients and sales partners
- Support completion of RFPs and due diligence questionnaires
- Collaborate with partner teams to deliver accurate, timely, and high-quality responses
- Partner with sales teams through conference calls, meetings, and presentations
- Develop and maintain ETF content and insights supporting commercialization of the iShares platform
- Expand ETF knowledge across clients and internal partners
- Share investment perspectives and ETF insights across sales and marketing organizations
- Collaborate with sales and product teams to identify new ETF use cases and applications
- Incorporate client feedback into product development, innovation, and enhancement efforts
- Contribute to technology and analytics evolution for ETF distribution and client engagement
- Build investment, industry, and iShares product expertise
- Stay current on markets, ETF trends, and relevant research
Requirements
What you’ll need- BA/BS degree required
- Minimum 3+ years of direct industry experience, including strong investment management knowledge
- ETF product familiarity preferred
- Excellent analytical skills with large data sets
- Hands-on experience with Morningstar Direct, Bloomberg, FactSet or similar systems required
- Strong verbal and written communication skills
- Client-facing investment consulting or sales experience
- High level of self-motivation, integrity, ethics, and ability to work independently
- Strong organizational skills; ability to multi-task, prioritize, and collaborate across dispersed teams in a fast-paced environment
- Series 7 and 63 required within 90 days of employment
- CFA, CAIA, FRM, MBA or progress towards preferred
Benefits
Comp & perks- Annual discretionary bonus
- Healthcare
- Leave benefits
- Retirement benefits
- Strong retirement plan
- Tuition reimbursement
- Comprehensive healthcare
- Support for working parents
- Flexible Time Off (FTO)
- Hybrid work model with flexibility to work from home 1 day a week
- Development opportunities
- Reasonable accommodations or job modifications for individuals with disabilities