Equity and Fixed Income Marketing Associate

Job Description

Job Ttitle: Equity and Fixed Income Marketing Associate

Company: Stephens


Description: 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

• SIE – Securities Industry Essentials within 6 months.
• Series 7 – General Securities Representative within 6 months.
• Series 66 – Combined State Law within 6 months.

REQUIRED TESTING

• Microsoft Excel
• PowerPoint

Licences & certifications Series 65
Series 7TO
SIE – Securities Industry

Salary:

Location: Little Rock, AR

Date: Thu, 15 May 2025 00:35:44 GMT


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