Associate

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

Job summary

Deutsche Bank AG's DWS Distributors, Inc. in Jacksonville, FL seeks an Associate to support strategic initiatives by analyzing surveys, evaluating market trends, and delivering insights for business decisions.

The role requires a Bachelor’s degree in Finance or related field and two years’ experience with financial product structures, intermediary distribution frameworks, and data-driven contract negotiations. Salary ranges from $80,000 to $120,000 per year.

Qualifications

• Bachelor’s degree in Finance or related field.
• Two years’ experience evaluating complex product proposals.
• Experience in data analysis, market trend assessment, and financial modeling.

Responsibilities

• Analyze financial industry surveys and market trends.
• Support intermediary contract negotiations with data-driven insights.
• Extract, transform, and analyze performance data using Morningstar Direct.
• Develop Excel-based automation using VBA for reporting.

Skills

Data analysis

Data visualization

Financial modeling

Market trend analysis

Education

Bachelor's degree in Finance

Tools

Morningstar Direct

Excel VBA

LOOKUP/INDEX

Broadridge data

Job description

Job Title

Associate

Location

Jacksonville, FL

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.

Responsibilities and Qualifications

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

Salary range: $80,000.00 – $120,000.00/year.

Eligibility

This position is eligible for Deutsche Bank's Employee Referral Incentive Program.

Benefits

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.

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.

Culture and Inclusion

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.

Commitment to Diversity

We at DWS are committed to creating a diverse and inclusive workplace, one that embraces dialogue and diverse views, and treats everyone fairly to drive a high-performance culture.

The value we create for our clients and investors is based on our ability to bring together various perspectives from all over the world and from different backgrounds.

It is our experience that teams perform better and deliver improved outcomes when they are able to incorporate a wide range of perspectives.

We call this #ConnectingTheDots.

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.

About DWS

For over 150 years, our dedication to being the Global Hausbank for our clients has been driven by our people – in around 60 countries and across more than 150 nationalities.

Their deep understanding, insights, expertise, and passion help our clients navigate an increasingly complex world – be it in our Corporate Bank, our Private Bank, our Investment Bank or our Asset Management (DWS) division.

Together we can make a great impact for our clients at home and abroad, securing their lasting success and financial security.

More information at: Deutsche Bank Careers (db.com)