Client Development Associate - Corporate Finance
Worldleaders (Los Angeles, California)

Client Development Associate - Corporate Finance

Capital IQ has partnered with Worldleaders to hire a Financial Product Specialist.  This is a great opportunity for financial service professionals within the Investment Banking/Investment Management community to break into the Financial Technology industry. 

This is a great opportunity for financial service professionals within the Investment Banking/Investment Management community to break into the Financial Technology industry. 

What do you gain?

In this position you will:

Develop relationships across hedge funds, private equity, consulting, investment banking, and asset management firms. Gain valuable client facing time.Leverage finance skills into a different direction (Financial Technology).Join an entrepreneurial, dynamic culture with a true team environment.Obtain a better work-life balance as compared to investment banking.Refine your presentation skills.

What are the responsibilities?

 

Candidates will be required to develop extensive product knowledge of the technology platform to assist team members with client-related matters or presentations to prospective clients, as well as directly train users in a group or individual setting on the platform.  In this role, the Associate will:

 

Consult on detailed financial models for clients and prospective clients and be confident presenting product features to users in group or individual setting.Develop relationships with existing and prospective users of Capital IQ. Support business growth within existing client relationships through additional sales and/or new product offerings.Serve as a day-to-day contact for specific client accounts.  Liaise with the financial and technology teams to understand data collection methodologies and new product functionality. Generate product application ideas for clients/prospects to help drive revenue growth.Track and follow-up on data issues on behalf of clients. Deliver client feedback to product development for product enhancements. 

 

What experience is required?

 

Our client prefers candidates with experience in the investment management, investment banking or financial consulting fields.  These professionals will find that our client provides a challenging and flexible environment, which values self-motivation and team collaboration.

 

Core Skills:

·  Excellent analytical capabilities, including financial modeling and valuation analysis

·  Strong ability to communicate with clients in a clear manner and strong presentation skills

·  Established relationship building and time management skills

·  Ability to develop comprehensive recommendations in efforts to improve the business

·  Ability to work independently as well as in a team-based environment

Specific Requirements:

·  Bachelors degree required

·  At least 2 years of direct experience working with the financial markets (an investment banking analyst program is preferred)

·  Strong Excel skills