Equity And Fixed Income Marketing Associate

Stephens Inc.Little Rock, AR

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Job Description

ESSENTIAL DUTIES AND RESPONSIBILITIES

Conduct analysis of equity market trends and perform sector and stock-specific research to identify timely investment opportunities for Financial Consultants.
Develop and maintain an understanding of the relationship between equity and fixed income strategies across different economic environments to help inform advisor recommendations and client strategies.
Utilize knowledge and skills obtained through education and experience to assist advisors with fixed income trades, proposals, and reviews.
Collaborate with other PCG team members regarding ideas and general strategies.
Collaborate with Senior Product Managers of Equities and Fixed Income to create impactful marketing and educational materials for advisors and clients.
Contribute cross-functionally within the PWM Products & Services team, sharing subject matter expertise to enhance team-wide effectiveness.
Support business development initiatives, including onboarding of new advisors and analysts, with a focus on equities, fixed income, and available team resources

EDUCATION AND/OR EXPERIENCE

Bachelor's degree in Business, Finance or related field. Broad knowledge of such fields as Accounting, Marketing, Business Administration, Finance
A minimum of 3-5 years of work experience in a product management, portfolio management, or client-facing capacity in the investment industry.

CERTIFICATIONS, LICENSES, AND REGISTRATIONS

REQUIRED TESTING

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