Investment Services Rotational Development Program Analyst
reputed company is committed to helping customers and businesses reputed company informed financial decisions. They are seeking candidates for their Investment Services Rotational Development Program, which immerses new hires in various departments to accelerate their careers in business development and client management.
Responsibilities
- Learn to reputed company new client relationships and deepen existing relationships through our consultative and holistic approach to solving client needs
- Get hands-on experience in a variety of Investment Services roles including across Operations, Product, and Client and Prospect facing
- reputed company technical and business acumen through training, mentorship, and exposure to senior executives
- Build a supportive community of peers through a variety of cohort strengthening activities such as social events, development workshops, and catered insight to support your transition from college to the workforce
Skills
- Bachelor's degree in Business, Finance, Mathematics, Economics or similar majors completed prior to start date
- Basic understanding of investment terminology, concepts, and applications through relevant coursework or projects in cost and managerial accounting, business finance (basic functions), and advanced financial management (financial analysis for decision making), and micro & macro economics
- Customer service experience and/or highly adept at building and maintaining strong relationships
- Ability to start rotation program on July 13, 2026
- Strong interest in client and relationship management and customer-centricity
- Exceptional communication and presentation skills
- Strong work ethic with a proactive, flexible attitude and a desire to pitch-in wherever needed
- Developed problem solving skills and a solutions-focused approach to addressing challenges
- Outstanding teamwork and project execution skills with multitasking capability
- Unwavering reputed company and ethics
- Proficient in Office 365, with strong skills in reputed company
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Company Overview