Investment Platform & Research (IRP) Coverage Support Analyst

$75,000 - $125,000/Yr

Deutsche Bank - New York, NY

Full-time - Entry Level

Remote - New York, NY

Credit Intermediation and Related Activities

About the position

The Investment Platform & Research (IPR) Coverage Support Analyst plays a crucial role in supporting the IPR Coverage team in their client-facing activities. This position involves analyzing client and market data, creating presentation materials, and facilitating interactions with clients to optimize sales opportunities. The analyst will also ensure compliance with internal policies and external regulations while building strong relationships with various internal teams to enhance client service and engagement.

Responsibilities

• Work with IPR coverage, clients, and internal business partners to promote DWS investment solutions.
• Build strong internal relationships with business partners across various departments to execute business plans.
• Manage the Due Diligence and Proposals process for IPR, including maintaining organizational data and client requests.
• Develop client prospecting emails and perform client follow-ups.
• Participate in sales meetings and document call notes.
• Act as the point of contact for KYC efforts and ensure timely materials delivery for meetings.
• Own and track IPR sales reporting.

Requirements

• Bachelor's degree required, with an interest in pursuing CFA and/or CAIA.
• Strong communication and sales skills; client experience is a plus.
• Proactive mindset in learning about investments and capital markets.
• Demonstrable process-oriented approach with a strong focus on organization.
• Strong computer and data management skills, with experience in Excel, Word, PowerPoint, and Salesforce preferred.
• Detail-oriented with an analytical mindset.
• Strong internal drive to win and be a team player.

Nice-to-haves

• FINRA Series 7 and 63 licenses are a plus.

Benefits

• Competitive Salary and Matched 401K Savings Plan
• Generous Paid Time Away plus Bank Holidays
• Health & Life Insurance Plans
• Mental Health Well-Being benefits
• Generous parental leave packages
• Healthcare plans and travel insurance
• Opportunities for corporate volunteering and donations to partnered organizations
• Hybrid Working model for work-life balance