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Provide administrative support to investment professionals by managing calendars, coordinating meetings and travel, processing expense reports, and handling data management.

The Analyst, Individual Investor Segment Marketing analyzes marketing outcomes, designs tests, assesses performance, and prepares reports to optimize strategies and engage clients effectively.

The Marketing Manager will drive growth by integrating Individual Investor and Retirement Plan Services experiences, develop segmentation strategies, and enhance client engagement.

As an Associate Analyst, you'll conduct fundamental research, build financial models, analyze industry trends, and present insights to senior analysts, enhancing your career in active asset management.