Wealth BD Analyst — Client Growth & Sales Support

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

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).