Business Development Analyst - U.S. Wealth

Aplaro Ltd; Greenwich; On-site; GBP 82,775 - 90,300; Full time

Benefits offered by this job

Annual discretionary bonus

Medical/dental/vision insurance

401(k) plan

Paid time off

Job summary

AQR Capital Management is seeking an Analyst to join the U.S. Wealth team within the Business Development group.

The role focuses on supporting senior relationship managers with analyses, client materials, and CRM updates in a fast-paced, client-centric environment. Ideal candidates hold a relevant bachelor's degree and 1–2 years of experience in investment management, with strong PowerPoint/Excel skills and FINRA licenses (7 & 63).

Qualifications

• A Bachelor's degree; concentrations in Economics, Marketing, Finance or Business
• 1-2 years of relevant post-undergraduate experience at an investment management or asset management firm
• High degree of intellectual curiosity
• High proficiency in PowerPoint and Excel
• FINRA series 7 and 63 licenses required

Responsibilities

• Provide senior relationship managers with sales and administrative support, including preparing analysis, presentations, client/prospect materials, and updating databases (CRM).
• Provide inbound and outbound client support, including helping to service clients, quantify prospects, and sending follow-up information.
• Proactively use databases and sales reports to assist senior relationship managers in managing their territories.
• Work closely with Portfolio Management, Portfolio Solutions, Compliance, Legal, Operations, Risk, and Trading teams to address client requests.
• Develop robust product and asset class knowledge and demonstrate interest in the industry.
• Participate in projects and initiatives to help improve overall team functionality and efficiency.

Skills

PowerPoint

Excel

Communication skills

Analytical skills

Licenses (FINRA 7 & 63)

Education

Bachelor's degree in Economics, Marketing, Finance or Business

Tools

CRM

Job description

About AQR Capital Management AQR is a global investment firm built at the intersection of financial theory and practical application. We strive to deliver concrete, long-term results by looking past market noise to identify and isolate the factors that matter most, and by developing ideas that stand up to rigorous testing. By putting theory into practice, we have become a leader in alternative strategies and an innovator in traditional portfolio management since 1998. At AQR, our employees share a common spirit of academic excellence, intellectual honesty and an unwavering commitment to seeking the truth. We’re determined to know what makes financial markets tick – and we’ll ask every question and challenge every assumption. We recognize and respect the power of collaboration and believe transparency and openness to new ideas leads to innovation.

The Team AQR is looking to hire a full-time Analyst to join our U.S. Wealth team. As part of our Business Development group, our U.S. Wealth team engages with taxable U.S. investors and their advisors. The team is responsible for education, awareness and managing new and current client relationships for AQR strategies through dedicated coverage to the Family Office community, Registered Investment Advisor community, as well as elite advisors and teams within the major Broker-Dealer segment.

Your Role

Provide senior relationship managers with sales and administrative support, including preparing analysis, presentations, client/prospect materials, and updating databases (CRM). Provide inbound and outbound client support, including helping to service clients, quantify prospects, and sending follow-up information. Proactively use databases and sales reports to assist senior relationship managers in managing their territories. Work closely with Portfolio Management, Portfolio Solutions, Compliance, Legal, Operations, Risk, and Trading teams to address client requests. Develop robust AQR product and asset class knowledge and demonstrate interest in the industry. Participate in projects and initiatives to help improve overall team functionality and efficiency.

What You’ll Bring

• A Bachelor’s degree; concentrations in Economics, Marketing, Finance or Business
• 1-2 years of relevant post-undergraduate experience at an investment management or asset management firm, a consulting firm or investment bank
• High degree of intellectual curiosity
• High proficiency in PowerPoint and Excel
• FINRA series 7 and 63 licenses required

Who You Are

• Hard working and eager to learn in a highly intellectual, collaborative environment
• Interested in a long-term career trajectory in a sales role
• Well-organized and detail-oriented
• Enthusiastic about developing and implementing ideas
• Self-starter, able to work independently as well as within a team
• Exceptional analytical and problem solving skills
• Strong oral and written communication skills
• Knowledge of finance and the investment management industry is highly desirable

The salary range for this role is expected to be $110,000 to $120,000. This is the range that we in good faith believe is accurate for this role at the time of this posting. We may ultimately pay more or less than the posted range, depending upon factors such as skills, experience, location, or other business and organizational needs. This wage range may also be modified in the future.

This job is also eligible for an annual discretionary bonus. We offer comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), and any other benefits to eligible employees.

Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company’s sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.

AQR is an Equal Opportunity Employer. EEO/VET/DISABILITY