Associate

Posted 2 Hours Ago
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Gateway Trailer Park, Jacksonville, FL, USA
In-Office
80K-120K Annually
Junior
Fintech • Financial Services
The Role
Analyzes financial industry surveys, market trends, large datasets, and competitive fee structures to support product opportunities, coverage strategies, pricing, and intermediary contract negotiations. Uses Morningstar Direct, Excel, VBA automation, data visualization, benchmarking analytics, and quantitative modeling to produce reports and forecast impacts from product lifecycle events. Supports SEC Rule 15c regulatory reporting by coordinating cross-functional data inputs.
Summary Generated by Built In
Job Description:

Job Title: Associate

 

Location: Jacksonville, FL

 

Overview


DWS Distributors, Inc. seeks an Associate in Jacksonville, FL to support strategic initiatives by analysing financial industry surveys, evaluating market trends, and contributing insights to inform business decisions. Requires a Bachelor’s degree in Finance or a related field or equivalent and two (2) years of experience applying financial product structures and intermediary distribution frameworks to evaluate complex product proposals and support intermediary contract negotiations; conducting advanced market trend analysis by integrating large-scale datasets and leveraging data visualization techniques to assess product opportunities and support coverage strategy; leveraging Morningstar Direct and its Excel plug-in to extract, transform, and analyze performance data and generate customized, data- driven reports for fund managers; developing and optimizing Excel-based automation solutions using VBA, including debugging, performance tuning, and enhancing macro-enabled models; utilizing advanced Microsoft Excel functions, including lookup, index-match, and conditional logic formulas, to manipulate high-volume datasets and perform in-depth industry and financial analysis; supporting regulatory reporting workflows by applying expertise in SEC Rule 15c processes and coordinating cross-functional data inputs from stakeholders; applying industry benchmarking analytics, including Barrington Intermediary Fee Survey data and Broadridge peer analytics, to evaluate competitive fee structures, support pricing strategies, and provide data-backed insights during contract negotiations; and modeling and forecasting financial impacts of product lifecycle events, including fund mergers, liquidations, conversions, and new product launches, using quantitative analysis and scenario-based financial modeling techniques. Salary range: $80,000.00 – $120,000.00/year. This position is eligible for Deutsche Bank's Employee Referral Incentive Program.


Deutsche Bank Benefits

At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That’s why we are focused on providing benefits and perks that enable our colleagues to live authenti­cally and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!

 

We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.
Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.
We welcome applications from all people and promote a positive, fair and inclusive work environment.
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view "Deutsche Bank’s Equal Opportunity Policy Statement" and the following notices: "EEOC Know Your Rights"; "Employee Rights and Responsibilities under the Family and Medical Leave Act"; and "Employee Polygraph Protection Act".


We at DWS are committed to creating a diverse and inclusive workplace, one that embraces dialogue and diverse views, and treats everyone fairly to drive a high-performance culture. The value we create for our clients and investors is based on our ability to bring together various perspectives from all over the world and from different backgrounds. It is our experience that teams perform better and deliver improved outcomes when they are able to incorporate a wide range of perspectives. We call this #ConnectingTheDots.

Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view Deutsche Bank’s Equal Opportunity Policy Statement and the following notices: EEOC Know Your Rights; Employee Rights and Responsibilities under the Family and Medical Leave Act; and Employee Polygraph Protection Act.

Skills Required

  • Bachelor's degree in Finance or a related field, or equivalent
  • Two years of experience applying financial product structures and intermediary distribution frameworks
  • Experience evaluating complex product proposals and supporting intermediary contract negotiations
  • Advanced market trend analysis using large-scale datasets and data visualization
  • Experience with Morningstar Direct and its Excel plug-in
  • Developing, debugging, and optimizing Excel-based VBA automation solutions
  • Advanced Microsoft Excel functions, including lookup, INDEX-MATCH, and conditional logic formulas
  • Expertise in SEC Rule 15c regulatory reporting processes
  • Experience with Barrington Intermediary Fee Survey data and Broadridge peer analytics
  • Quantitative financial modeling, forecasting, and scenario analysis

Deutsche Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Deutsche Bank and has not been reviewed or approved by Deutsche Bank.

  • Healthcare Strength — Health coverage is positioned as comprehensive, spanning multiple medical plan options along with dental, vision, prescription coverage, life insurance, and disability protection.
  • Leave & Time Off Breadth — Time away is described as generous, including annual leave, sick leave, public holidays, wellbeing leave, volunteering leave in some regions, and expanded bereavement leave in certain locations.
  • Retirement Support — Retirement support is presented as a matched savings plan (401(k)), reinforcing longer-term financial security as part of the rewards package.

Deutsche Bank Insights

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The Company
HQ: Frankfurt am Main
68,787 Employees

What We Do

At Deutsche Bank, we give original thinkers the space and support they need to shine. Merging local knowledge with global vision, in-depth insight with industry-leading digital expertise, if you’re an innovator by nature, we can help you to unleash your potential. We see things differently at Deutsche Bank – and we’re proud of our fresh perspective. Today, we’re driving growth through our strong client franchise, investing heavily in digital technologies, prioritising long-term success over short term gains, and serving society with ambition and integrity. Wherever your interests lie – in investment banking, trading, private wealth, asset management, retail banking - or many of the infrastructure functions that support them – you’ll discover resources, training and opportunities designed to keep you ahead of the curve. Intelligence has no boundaries: we welcome high-achieving, talented individuals from any background. If you’re full of imagination, enjoy solving problems and respond positively to complex challenges, discover a career to look forward to and join us!

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