Relationship Management Analyst, Deutsche Bank

Alternatives

$75-125k

Excel

Salesforce

Boston

New York

Office located in Third Avenue, NY or Summer Street, MA

Investment bank and financial services company

Job no longer available

Investment bank and financial services company

1001+ employees

B2CB2BInvestingTradingFinancial Services

Job no longer available

$75-125k

Excel

Salesforce

Boston

New York

Office located in Third Avenue, NY or Summer Street, MA

1001+ employees

B2CB2BInvestingTradingFinancial Services

Company mission

To be the leading global provider of financial solutions for demanding clients, creating exceptional value for its shareholders and people.

Job

Company

Role

Who you are

We’re looking for creative thinkers and innovators to join us as the world continues to transform
Basic understanding of Alternative asset classes preferred
Institutional client servicing experience desired
Attention to detail, responsiveness to clients, efficient time management, and deadline driven mindset
Self-motivated, excellent work ethic, and team-oriented with the ability to effectively coordinate across various internal and external stakeholders in a fast-paced, dynamic environment
Aspiration to grow inside the organization and expand skill sets while bringing new and innovative ideas to all levels of the business
Strong interpersonal, communication, and writing skills
Proficient in Microsoft Excel, Power Point, and Word, with Salesforce familiarity strongly preferred
BA/BS degree, or equivalent
License(s) required:
FINRA Series 7 and 63 licenses or within three months of start date

What the job involves

Join us at DWS, and you can be part of an industry-leading firm with a global presence
You can lead ambitious opportunities and shape the future of investing. You can support our clients, local communities, and the environment
As whole markets change, one thing remains clear; our people always work together to capture the opportunities of tomorrow. That’s why we are ‘Investors for a new now’
As investors on behalf of our clients, it is our role to find investment solutions
Ensuring the best possible foundation for our clients’ financial future. And in return, we’ll give you the support and platform to develop new skills, make an impact and work alongside some of the industry’s greatest thought leaders. This is your chance to achieve your goals and lead an extraordinary career
The position is an Analyst on the Alternatives Coverage Specialist team
The Alternatives Coverage Specialists work as product champions, liaising between the investment/portfolio management teams and the sales teams to drive product strategy, new business development, and client retention
The focus of this role will be working alongside senior colleagues in prospect/client/consultant outreach, inbound requests, and Alternatives product rollout
As a member of the Coverage Group, you will partner with senior team members to develop relationships with internal and external stakeholders, assist in business development initiatives, and further drive operational efficiency
Support sales and AUM retention by assisting in the development of an overall marketing strategy for Alternative products through a combination of working directly with Senior Coverage Specialists and various functions across the organization
Proactively produce, update, and coordinate marketing materials necessary for prospect, consultant or client meetings, working closely with marketing review group to ensure regulatory compliance and accountability
Respond to recurring and one-off information requests (related to performance, investment strategy, terms, etc.) from existing clients, consultants and prospects
Assist in the production of various RFPs, eventually building the knowledge and expertise to manage the RFP production process from start to finish for the relevant alternative products
Utilize our Client Relationship Management system and external data sources to run reports, ensure accurate data use and management, and track market trends and competitive intel
Anticipate the needs of key stakeholders to facilitate and enhance the opportunity to drive new business development
Build a thorough understanding of institutional asset management marketplace including the processes and “best practices” of selling to that market
Strategically review processes and suggest improvements to streamline overall operations
Build strong working relationships with Alternatives Coverage Specialists, relationship managers, client service managers, and other internal stakeholders
Support the broader team in developing strategic initiatives and partnerships, and participate in client interactions (meetings, industry conferences, etc.) when given the opportunity
Build subject matter expertise for the Alternatives products we offer, utilizing that expertise in support of the efforts of various groups in the business development process

Our take

Despite its roots in the nineteenth century, Deutsche Bank has seen strategic transformation at countless stages to remain competitive. For example, it recently launched Vert, a new digital payments company for SMEs, in collaboration with Fiserv. As a result, the company successfully filled the gap in the market for a user-friendly, all in one solution which would enable merchants to accept payments and manage money.

The company continues to benefit from its scale and reputation. Despite ongoing criticisms, its strong European ties and a global network means Deutsche Bank is well placed to help clients navigate through geopolitical and macroeconomic shifts, something that can’t be said so confidently of its competitors. Today, it operates in circa 60 countries.

Moving forwards, the company is focused on aligning more closely to environmental, social and governance (ESG) criteria to facilitate over €500B in sustainable finance and investments between 2020 and 2025.