Associate Investment Manager - Analyst - Associate

Deutsche Bank; New York (NY); Hybrid; USD 78,000 - 139,000; Full time

Job summary

Deutsche Bank is seeking an Associate Investment Manager to join their growing Investment Sales Team within Wealth Management. This role emphasizes providing best-in-class service and support for various client needs, operational tasks, and sales material preparation. Candidates should possess relevant experience or an MBA, strong communication skills, and a solid understanding of financial products.

Benefits

Hybrid working model

Generous vacation and personal days

Health and wellbeing benefits

Retirement savings plans

Parental leave

Educational resources and matching gift programs

Qualifications

• Relevant bank or broker/dealer experience.
• Knowledge of financial products and regulations.
• Preferred FINRA Series 7 and 66 licenses.

Responsibilities

• Assist sales team with client servicing needs and operational items.
• Prepare sales materials and assist in acquiring new clients.
• Field client inquiries and prepare customized reports.

Skills

Communication

Financial product knowledge

Client service improvement

Education

MBA or equivalent higher education degree

Job description

Position Overview

Job Title: Associate Investment Manager

Corporate Title: Analyst - Associate

Location: New York, NY

(ALL ROLES TO BE CONSIDERED)

Overview

The Investment Sales Team within Wealth Management helps people and certain institutions worldwide to protect and grow their wealth, offering traditional and alternative investments across all major asset classes. We also provide customized wealth management solutions and private banking services to high-net-worth people and families.

When you join this growing team, Investment Sales Support Analyst or Associate, you will provide best-in-class service to our clients.

What We Offer You

• A diverse and inclusive environment that embraces change, innovation, and collaboration
• A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
• Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
• Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
• Educational resources, matching gift, and volunteer programs
  
  
  

What You’ll Do

• Assist sales team with client servicing needs and operational items
• Expertise in onboarding and account opening processes
• Prepare sales materials, presentations and assist in the acquisition of new clients
• Field client inquiries, research issues and support new leads, initiate transactions, and prepare customized reports or summaries as needed
  
  
  

Skills You’ll Need

• Relevant bank or broker/dealer experience or MBA/equivalent higher education degree
• Good understanding of various financial products and services, as well as internal and external regulatory requirements in carrying out day-to-day tasks and before they become significant
• Identifying and suggesting ways to improve the current client service processes
• FINRA Series 7 and 66 licenses preferred (or expected to clear within 90-120 days)
  
  
  

Skills That Will Help You Excel

• Excellent communication skills, both written and spoken
  
  
  

Expectations

It is the Bank’s expectation that employees hired into this role will work in the New York City office in accordance with the Bank’s hybrid working model.

Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.

The salary range for this position in New York City is $78,000 to $139,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of renumeration.

Deutsche Bank Values & Diversity

We believe talent is found in all cultures, countries, races, ethnicities, genders, sexual orientations, disabilities, beliefs, generations, backgrounds, and experiences. We pursue a working environment where everyone can be authentic and feel a sense of belonging. Click here to find out more about our diversity and inclusion efforts.

We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories.

Click these links to view the following notices: EEO is the Law poster and supplement ; Employee Rights and Responsibilities under the Family and Medical Leave Act ; Employee Polygraph Protection Act and Pay Transparency Nondiscrimination Provision

Learn more about your life at DB through the eyes of our current employees:

https://careers.db.com/life

The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank’s California Privacy Notice please email [e-mail] .

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. Click here to learn more!

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.

We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories. Click these links to view the following notices: "EEOC Know Your Rights" ; Employee Rights and Responsibilities under the Family and Medical Leave Act ; Employee Polygraph Protection Act and Pay Transparency Nondiscrimination Provision .