Deutsche Bank

Associate

Deutsche Bank • $80K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance or related field, or equivalent experience
  • 2 years of experience in financial product structures and intermediary distribution
  • Proficient in advanced market trend analysis and data visualization
  • Experience with Morningstar Direct and Excel plug-in for data analysis
  • Skilled in developing Excel-based automation solutions using VBA
  • Expertise in SEC Rule 15c processes and regulatory reporting
  • Familiarity with industry benchmarking analytics and competitive fee structures

Responsibilities

  • Analyze financial industry surveys to support strategic initiatives
  • Evaluate market trends to inform business decisions
  • Generate customized, data-driven reports for fund managers
  • Develop and optimize Excel automation solutions for data analysis
  • Support regulatory reporting workflows and coordinate data inputs
  • Apply benchmarking analytics to evaluate competitive pricing strategies
  • Model and forecast financial impacts of product lifecycle events

Benefits

  • Access to physical, emotional, and financial wellness programs
  • Support for work-life balance
  • Inclusive and positive work environment
  • Opportunities for professional growth and development
  • Employee Referral Incentive Program
Full Job Description
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.

About Deutsche Bank

Deutsche Bank AG is a German multinational investment bank and financial services company headquartered in Frankfurt, Germany. The bank is operational in 58 countries with a large presence in Europe, the Americas, and Asia. As of 2021, Deutsche Bank is the 21st largest bank in the world by total assets. The bank offers financial products and services for corporate and institutional clients along with private and business clients. Its services include sales, trading, research, and origination of debt and equity; mergers and acquisitions (M&A); risk management products, such as derivatives, corporate finance, wealth management, retail banking, fund management, and transaction banking.
Learn more about Deutsche Bank
Size
83,000 employees
Market Cap
$23.3 billion
Industry
Founded
1870
5 Year Trend
-8%
NASDAQ

Similar Jobs

More Jobs at Deutsche Bank

More Finance & Insurance Jobs

Find similar Associate jobs: