ISG Capital Markets Specialist - Chicago

Job Description:The ISG Capital Markets offers a broad set of differentiated UHNW capabilities and solutions across equities, fixed income, new issues, closed end funds, UITs, preferred, market linked investments, concentrated stock strategies, options and derivatives. The Capital Markets Specialist (CMS) interacts directly with high net worth investors and financial advisors as a subject matter expert on capital markets solutions, providing advice and guidance in a solutions based framework. Responsibilities include:Interact directly with high net worth investors and financial advisors as a subject matter expert on capital markets solutions and market-linked investmentsProvide asset allocation support and guidance for ultra-high net worth and institutional clientsLead meetings/calls to provide an in-depth understanding of a client''s current portfolio holdings and drivers of performanceActively participate in FA/Client-facing meetingsQualifications:Bachelor''s degree in Finance, Accounting, Business, Economics or related field.CFA or MBA a plus10+ years'' experience in capital markets with track record in marketing investments; Experience may include, product marketing, product management or portfolio construction.Knowledge/experience with capital markets solutions, market linked investments a plusStrong presentation and communication skillsStrong relationship management skillsPrevious experience working directly with financial advisors and clientsHighly motivated, entrepreneurial individual Candidate must be analytical, team oriented, with excellent interpersonal skillsJob Band:H4Shift: 1st shift (United States of America)Hours Per Week:40Weekly Schedule:Referral Bonus Amount:0 --> Job Description:The ISG Capital Markets offers a broad set of differentiated UHNW capabilities and solutions across equities, fixed income, new issues, closed end funds, UITs, preferred, market linked investments, concentrated stock strategies, options and derivatives. The Capital Markets Specialist (CMS) interacts directly with high net worth investors and financial advisors as a subject matter expert on capital markets solutions, providing advice and guidance in a solutions based framework. Responsibilities include:Interact directly with high net worth investors and financial advisors as a subject matter expert on capital markets solutions and market-linked investmentsProvide asset allocation support and guidance for ultra-high net worth and institutional clientsLead meetings/calls to provide an in-depth understanding of a client''s current portfolio holdings and drivers of performanceActively participate in FA/Client-facing meetingsQualifications:Bachelor''s degree in Finance, Accounting, Business, Economics or related field.CFA or MBA a plus10+ years'' experience in capital markets with track record in marketing investments; Experience may include, product marketing, product management or portfolio construction.Knowledge/experience with capital markets solutions, market linked investments a plusStrong presentation and communication skillsStrong relationship management skillsPrevious experience working directly with financial advisors and clientsHighly motivated, entrepreneurial individual Candidate must be analytical, team oriented, with excellent interpersonal skillsJob Band:H4Shift: 1st shift (United States of America)Hours Per Week:40Weekly Schedule:Referral Bonus Amount:0 Job Description:The ISG Capital Markets offers a broad set of differentiated UHNW capabilities and solutions across equities, fixed income, new issues, closed end funds, UITs, preferred, market linked investments, concentrated stock strategies, options and derivatives. The Capital Markets Specialist (CMS) interacts directly with high net worth investors and financial advisors as a subject matter expert on capital markets solutions, providing advice and guidance in a solutions based framework. Responsibilities include:Interact directly with high net worth investors and financial advisors as a subject matter expert on capital markets solutions and market-linked investmentsProvide asset allocation support and guidance for ultra-high net worth and institutional clientsLead meetings/calls to provide an in-depth understanding of a client''s current portfolio holdings and drivers of performanceActively participate in FA/Client-facing meetingsQualifications:Bachelor''s degree in Finance, Accounting, Business, Economics or related field.CFA or MBA a plus10+ years'' experience in capital markets with track record in marketing investments; Experience may include, product marketing, product management or portfolio construction.Knowledge/experience with capital markets solutions, market linked investments a plusStrong presentation and communication skillsStrong relationship management skillsPrevious experience working directly with financial advisors and clientsHighly motivated, entrepreneurial individual Candidate must be analytical, team oriented, with excellent interpersonal skillsShift:1st shift (United States of America)Hours Per Week: 40

Created: 2021-11-29