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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong analytical skills and attention to detail while effectively managing client relationships and developing industry-specific content. Proficient in utilizing CRM systems and Microsoft Excel and PowerPoint to support strategic initiatives and drive business growth.
Highest-signal resume keywords
FINRA Licenses: SIE, Series 79, Series 63Financial Services ExperienceAnalytical SkillsLeadership SkillsMicrosoft Excel Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Industry ResearchPitch Material DevelopmentClient Follow-Up ActivitiesCredit Screen ParticipationContent GenerationCRM System UtilizationRelationship ManagementMarket UnderstandingProject OwnershipTime Management
Soft Skills
Written CommunicationVerbal CommunicationInterpersonal SkillsAdaptabilityTeam Orientation
Tools & Technologies
Microsoft PowerPoint
Certifications & Qualifications
Bachelor's DegreeFINRA Licenses: SIE, Series 79, Series 63
Industry Keywords
Financial ServicesCreditProspect ListsDeal DiscussionsBusiness Growth
About the role
Key responsibilities & impact- Conduct industry and company research to source prospect names and develop and refine prospect lists
- Develop pitch materials with industry-specific and general economic information
- Contribute industry-relevant material to internal deal discussions, organizational calls, and credit screens
- Take a leadership role in organizational calls and credit screens
- Generate customized industry-specific content for internal and external purposes
- Own basic client follow-up activities as appropriate
- Track calling and marketing efforts to clients and prospects
- Reinforce proper use of the CRM system with the coverage team and assist as needed
- Develop understanding of the market, credit, and products
- Continue developing relationship management skills with appropriate autonomy
- Build knowledge of assigned industry and proactively generate ideas
- Increase comfort with client interaction
- Work effectively with partners and teammates with little oversight
- Take ownership of projects
- Provide strategic perspective on industry expertise and initiatives that drive business growth
Requirements
What you’ll need- Bachelor’s degree
- Three years of related financial services work experience for Associate I
- Four years of related financial services work experience for Associate II
- FINRA licenses: Securities Industry Essentials Exam (SIE), Investment Banking Series Exam (79), and Uniform Securities Agent State Law Exam (63), or ability to attain within 120 days of start date
- Strong analytical skills and attention to detail
- Strong written and verbal communication skills
- Competitive drive and high work ethic; self-starter and team-oriented
- Solid leadership and interpersonal skills
- High level of adaptability and flexibility
- Strong organizational and time management skills
- Advanced proficiency in Microsoft Excel and PowerPoint
- Minimum GPA of 3.0 preferred
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401k plan
- At least 10 days of vacation during the first year of employment, prorated based on hire date and full-time or part-time status
- 10 sick days, prorated
- Paid holidays
- Defined benefit pension plan (depending on position and division)
- Restricted stock units (depending on position and division)
- Deferred compensation plan (depending on position and division)