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ISG Capital Markets Specialist - Chicago

Chicago, Illinois

Job Description:

The ISG Capital Markets offers a broad set of differentiated UHNW capabilities and solutions across equities, fixed income, new issues, closed end funds, UITs, preferred, market linked investments, concentrated stock strategies, options and derivatives.  

The Capital Markets Specialist (CMS) interacts directly with high net worth investors and financial advisors as a subject matter expert on capital markets solutions, providing advice and guidance in a solutions based framework. 

Responsibilities include:

  • Interact directly with high net worth investors and financial advisors as a subject matter expert on capital markets solutions and market-linked investments
  • Provide asset allocation support and guidance for ultra-high net worth and institutional clients
  • Lead meetings/calls to provide an in-depth understanding of a client's current portfolio holdings and drivers of performance
  • Actively participate in FA/Client-facing meetings

Qualifications:

  • Bachelor's degree in Finance, Accounting, Business, Economics or related field.
  • CFA or MBA a plus
  • 10+ years' experience in capital markets with track record in marketing investments; Experience may include, product marketing, product management or portfolio construction.
  • Knowledge/experience with capital markets solutions, market linked investments a plus
  • Strong presentation and communication skills
  • Strong relationship management skills
  • Previous experience working directly with financial advisors and clients
  • Highly motivated, entrepreneurial individual 
  • Candidate must be analytical, team oriented, with excellent interpersonal skills

Job Band:

H4

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

The ISG Capital Markets offers a broad set of differentiated UHNW capabilities and solutions across equities, fixed income, new issues, closed end funds, UITs, preferred, market linked investments, concentrated stock strategies, options and derivatives.  

The Capital Markets Specialist (CMS) interacts directly with high net worth investors and financial advisors as a subject matter expert on capital markets solutions, providing advice and guidance in a solutions based framework. 

Responsibilities include:

  • Interact directly with high net worth investors and financial advisors as a subject matter expert on capital markets solutions and market-linked investments
  • Provide asset allocation support and guidance for ultra-high net worth and institutional clients
  • Lead meetings/calls to provide an in-depth understanding of a client's current portfolio holdings and drivers of performance
  • Actively participate in FA/Client-facing meetings

Qualifications:

  • Bachelor's degree in Finance, Accounting, Business, Economics or related field.
  • CFA or MBA a plus
  • 10+ years' experience in capital markets with track record in marketing investments; Experience may include, product marketing, product management or portfolio construction.
  • Knowledge/experience with capital markets solutions, market linked investments a plus
  • Strong presentation and communication skills
  • Strong relationship management skills
  • Previous experience working directly with financial advisors and clients
  • Highly motivated, entrepreneurial individual 
  • Candidate must be analytical, team oriented, with excellent interpersonal skills

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21052224

Band: H4

Manages People: No

Travel: Yes, 50% of the time

Manager:

Talent Acquisition Contact:

Wayne Duncan

Referral Bonus:

0

Street Address

Primary Location:
110 N Wacker Dr, IL, Chicago, 60606