Apply on Employer Site

SFA Partners · 22 hours ago

Investment Solutions Analyst

Atlanta, GA

Full-time

Onsite

New Grad, Entry Level

SFA Partners is seeking an Investment Solutions Analyst to develop deep connections with independent financial advisors and their staff. This role involves managing due diligence processes, coordinating product reviews, and providing consultative support to enhance advisor productivity and satisfaction.

AdviceConsultingFinanceFinancial Services

Responsibilities

Initiate and manage initial Due Diligence questionnaires and product screenings to determine if a program meets our minimum criteria

Complete all post-approval product procedures in coordination with various home office departments and product sponsors as indicated

Maintain the weekly product priority list ensuring prioritization of the product review process

Organize and manage the departmental drive including creating and maintaining program files

Coordinate with Finance to ensure appropriate billing of sponsors for Due Diligence reviews

Gain an understanding of advisors on business and personal levels, fostering long-term relationships between advisors and SFAP

Provide consultative support to advisors by proactively addressing advisor productivity, product needs, platform utilization, and practice management

Maintain a log (currently via Notion) and manage a database of advisor-facing software and vendor relationships to maximize value and utility for advisors

Assist the SVP of Advisor Solutions to help foster high-performance culture aligned with firm and advisor success

Ensure we as a firm are actively working towards out internal guidelines and deadlines as it relates to core conference planning responsibilities

Help oversee the SFAP Partnership Program to ensure we are maximizing our fundraising efforts and sending/collecting invoices in a timely manner

Other duties and responsibilities as needed

Qualification

Investment consultingProduct strategyInterpersonal skillsMicrosoft OfficeFINRA Series 7Problem analysisVerbal communicationWritten communicationPresentation skills

Required

Bachelor's degree required (finance, business administration, real estate preferred)

High level of interpersonal and relationship skills essential with the ability to handle sensitive, stressful and/or confidential situations with poise, tact and diplomacy in a dynamic, fast-paced, customer-driven environment

Exceptional verbal, written and presentation skills (grammar, writing, and editing) in order to interact professionally with individuals both within the firm and outside representatives

Effective problem analysis and resolution skills

Proficiency with industry software and Microsoft Office products (Word, Excel, PowerPoint)