Analyst, Business Development – Private Wealth
StepStone Group
La Jolla Ranch, CA, USA
1 week ago
Salary
$70.305k Experience
1-3 years Type
Full-Time Strategy
Other Team
Business Development, Sales Firm AUM
-- The Analyst in Business Development for Private Wealth at StepStone Group plays a key role in supporting the distribution strategy. This position involves analyzing market data, building relationships with financial advisors, and providing insights on investment products. It’s a great opportunity for someone looking to grow in the financial services industry while working in a collaborative environment.
What You’ll Do
- Analyze market data to support business development
- Build and manage relationships with financial advisors
- Educate advisors on investment products
- Provide insights on market conditions and product positioning
What You Need
- Bachelor’s degree
- Sales experience in financial services
- Experience in analysis or strategic business development
- Ability to obtain FINRA Series 7 and Series 63
What You’ll Love
- Flexible work schedule
- Opportunity to learn and grow in a supportive environment
- Work with a talented team of professionals
- Be part of a company that values diversity and inclusion
About the Firm
- StepStone Group specializes in private markets
- Offers tailored investment solutions and advisory services
- Focuses on data-driven insights for investors
- Committed to employee empowerment and community
