Associate – {BZ9330118}

Job description

Job Description: JOB TITLE: Associate – BZ9330118 Deutsche Bank Trust Company Americas seeks an Associate in New York, NY to act as the primary day-to-day relationship coordinator for select Wealth Management (WM) clients, ensuring seamless communication and service delivery. Requires a Bachelor’s degree in any field or equivalent and two (2) years of experience in the financial services industry researching and pitching investment products and strategies, including structured products, bonds, equites and fixed income; conducting analytical financial research and interpreting results of financial analysis procedures utilizing Bloomberg, Netx360 and Excel; performing complex financial and operational modeling for client portfolio construction and valuation, company valuation, asset valuation, market speculation, and budget allocations utilizing Bloomberg, Netx360 and Excel; executing end-to-end client onboarding processes, including Know Your Client (KYC) compliance, account setup, and transition from prospecting to finalized product implementation utilizing Salesfore and Appway KYC platform; and conducting analysis of the weights of funds and utilizing client benchmark data to opti...