Associate

Deutsche Bank; Jacksonville (FL); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Employee Referral Incentive Program

Job summary

Deutsche Bank in Jacksonville, FL seeks an Associate to support strategic initiatives through analysis of financial surveys, market trends, and data-driven insights.

The role leverages Morningstar Direct, Excel, and VBA to build automation, perform complex modeling, and contribute to negotiations and pricing strategy.

Qualified applicants will join a global bank committed to inclusive culture and professional growth.

Qualifications

• Bachelor's degree in Finance or related field.
• Two years of experience applying financial product structures and intermediary distribution frameworks to evaluate complex product proposals and support intermediary contract negotiations.
• Conducting advanced market trend analysis by integrating large datasets and leveraging data visualization techniques.
• Leveraging Morningstar Direct and its Excel plug-in to extract, transform, and analyze performance data for reports.

Responsibilities

• Analyze financial industry surveys and market trends to inform business decisions.
• Support intermediary contract negotiations with data-backed insights.
• Develop and optimize Excel-based automation solutions using VBA and macro-enabled models.
• Model and forecast financial impacts of fund lifecycle events such as mergers, liquidations, conversions, and launches.
• Generate customized, data-driven reports for fund managers using Morningstar Direct and Excel.

Skills

Data analysis

Excel VBA

Data visualization

Market trend analysis

Education

Bachelor's degree in Finance

Tools

Morningstar Direct

Excel plug-in

Job description

Overview

DWS Distributors, Inc. seeks an Associate in Jacksonville, FL to support strategic initiatives by analysing financial industry surveys, evaluating market trends, and contributing insights to inform business decisions. Requires a Bachelor's degree in Finance or a related field or equivalent and two (2) years of experience applying financial product structures and intermediary distribution frameworks to evaluate complex product proposals and support intermediary contract negotiations; conducting advanced market trend analysis by integrating large-scale datasets and leveraging data visualization techniques to assess product opportunities and support coverage strategy; leveraging Morningstar Direct and its Excel plug-in to extract, transform, and analyze performance data and generate customized, data- driven reports for fund managers; developing and optimizing Excel-based automation solutions using VBA, including debugging, performance tuning, and enhancing macro-enabled models; utilizing advanced Microsoft Excel functions, including lookup, index-match, and conditional logic formulas, to manipulate high-volume datasets and perform in-depth industry and financial analysis; supporting regulatory reporting workflows by applying expertise in SEC Rule 15c processes and coordinating cross-functional data inputs from stakeholders; applying industry benchmarking analytics, including Barrington Intermediary Fee Survey data and Broadridge peer analytics, to evaluate competitive fee structures, support pricing strategies, and provide data-backed insights during contract negotiations; and modeling and forecasting financial impacts of product lifecycle events, including fund mergers, liquidations, conversions, and new product launches, using quantitative analysis and scenario-based financial modeling techniques. Salary range: $80,000.00 - $120,000.00/year. This position is eligible for Deutsche Bank's Employee Referral Incentive Program.

Deutsche Bank Benefits

At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That's why we are focused on providing benefits and perks that enable our colleagues to live authentically and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home.

Position Overview

Job Title: Associate

Location: Jacksonville, FL

We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.

We welcome applications from all people and promote a positive, fair and inclusive work environment.

Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law.