Will
Analyst
Build a career putting clients' interests first
Join our Client Analyst program to develop strategies that support our clients' needs by working with teams that manage relationships and distribute investment solutions for institutions and financial intermediaries.
What we offer
In this three-year program, you'll rotate throuhg our Client organization to learn the entire client service process from onboarding to providing advice.
Each rotation builds on the information learned in the previous one, helping you build foundational knowledge and your core skillset. After the program, you'll join a Sales Support team where you will work with Client Advisors who manage relationships in specific channels.
The Asset Management Client Analyst role is part of our three-year global Asset & Wealth Management Analyst Program. The program begins with a regional new hire orientation followed by a global training program in New York. Incoming Analysts from around the world gather to learn more about the firm and how we do business, build technical and professional skills, hear from senior executives and build their global peer networks. For the entirety of the program, you'll have formal and informal training opportunities.
During the program, you'll have the opportunity to rotate through Client Service, Funds Management, Institutional Sales and Marketing.
In Client Service, you'll learn to package investments into mutual funds and other vehicles in order to provide investment services to a broad range of clients.
Our Funds Management team delivers insights and investment solutions to intermediaries, including financial advisors, broker-dealer firms, and insurance companies. Our Institutional Sales business helps pension funds, defined contribution plans, endowments and foundations, insurance companies and sovereign wealth funds with insights and investment solutions. During your time in Marketing, you'll learn effective branding, advertising, communications and research strategies to enhance the client experience.
Who we're looking for
Valued Qualities
We’re looking for highly motived students who are interested in learning about the asset management industry and working with institutional clients to create value over the long term. You’ll need a genuine interest in financial markets, investing and macro-level economics as well as energy, confidence and the ability to take initiative. You’ll also have good judgment, discretion working with confidential information and integrity.
Other successful qualities include effective communication skills, strong presentation abilities, attention to details and exceptional analytical thinking.
Key skills
All candidates should be interested in the asset management business, have strong project management skills, possess excellent written and verbal communication skills, and be able to apply both quantitative and qualitative analysis to situations.
Program perspectives
600+
portfolio managers on our team
Did you know?
We deliver stronger investment strategies for better retirement outcomes.
You’ll be given meaningful work that makes you feel like part of the team. You’ll be assigned a project, training, and a mentor to help you succeed.
Jessica, Analyst
How to apply
Please note, only locations where this program is currently open will be displayed. If you're not able to find your desired location, please follow us on Facebook or Linkedin for program application updates.