Assistant Manager, Variable Annuity Research

The Assistant Manager is responsible for assisting on all functions in variable annuity department.  Responsibilities include maintaining and updating our proprietary variable annuity database application, Simfund VA; providing data analysis and research to clients; maintaining client relationships; training clients on Simfund VA; and promote and generate sales. Candidate should be proactive, self-motivated, and able to work both independently and in a team environment.  Strong variable annuity industry knowledge, quality assurance, customer service, analytical, technical, and problem solving skills are a must.

Founded 20 years ago, Strategic Insight is a fast growing, New York City research firm with a collegial, diverse, and dynamic working environment.  Already employing 60 talented people, Strategic Insight provides research and consulting, analysis, databases, internet services, and technology solutions to the asset management industry worldwide. Our nearly 250 institutional clients are responsible for 90% of the assets of the entire U.S. mutual fund industry and control, including our many European and Asian clients, well over $10 trillion in financial assets globally. Strategic Insight services are used by directors of sales and marketing, product management and development, strategic planners, information gatekeepers, board members, and the executive suite including many CEOs. More information about Strategic Insight is available at www.sionline.com.

Responsbilities

• Maintain and implement quality controls to ensure accuracy, timeliness, and completeness of data
• Work with the data team and technical team to improve our collection and quality assurance methods
• Oversee the monthly release of the Simfund VA database product
• Train and support users on Simfund Variable Annuity database application, Annuity Insight, and other research products
• Deliver timely and accurate research and data reports to clients using Simfund VA, Excel, and other SI resources
• Identify client needs and deliver appropriate analysis using Strategic Insight’s variable annuity research tools
• Manage client relationships - maintain client records, user lists, visitation schedules, and usage
• Contribute to SI research and publications.  Assist senior and mid-level management in preparing data and presentations
• Resolve customer complaints regarding sales and service
• Monitor customer preferences to determine focus of sales efforts
• Support the sales with analytics and client demos
• Attend and represent Strategic Insight at industry trade shows to promote products and services

Requirements

• 5+ years of variable annuity experience
• Database quality assurance experience preferred
• Excellent interpersonal and communication skills
• Strong research and analytical skills
• Ability to prioritize, handle multiple tasks, and work under time constraints
• Self-starting initiative
• Strong writing and editorial skills
• Bachelors degree

To apply for this position, please email your resume to va.jobs@sionline.com or fax it, ATT: HR to 212 730-7730.

Research Analyst / Account Manager: Variable Annuity Research

Acts as the main client contact for our proprietary variable annuity database application.  The position is a combination of client relationship manager and research analyst, responsible for maintaining numerous client relationships, assisting clients with their variable annuity and mutual fund research needs, and training them on Simfund VA. Analysts will also assist senior and mid-level management in preparing analytical reports and client presentations, as well as contributing to Strategic Insight’s research publications through data collection and analysis, conducting survey research, and/or writing.  Candidate should be proactive, self-motivated, and able to work independently.  Strong customer service, analytical, technical, and problem solving skills are a must.

Responsibilities

• Support and train users on our proprietary Simfund variable annuity database application
• Deliver timely and accurate research and data reports to clients using Simfund VA, Excel, and other SI resources
• Identify client needs and deliver appropriate analysis using Strategic Insight’s variable annuity research tools
• Ensure all monthly, quarterly, and ad hoc reports/analysis are delivered timely and accurately
• Support the sales team in the sales process with analytics and client demos
• Manage client relationships; maintain client records, user lists, visitation schedules, and usage patterns. Schedule appointments and client meetings
• Assist on various ad hoc projects
• Contribute to SI research and publications. Assist senior and mid-level management in preparing data and presentations.
• Analyze and write reports on the variable annuity and mutual fund industry

Requirements

• Bachelors degree required
• 2+ years of financial services experience
• Strong commitment to job and loyalty to company Excellent interpersonal and communication skills
• Strong analytical and problem solving skills
• Attention to detail a must
• Proficient with Microsoft Office applications including Excel, Word, and PowerPoint. Database experience is a plus.
• Ability to prioritize, handle multiple tasks, and work under time constraints
• Ability to work in a team environment
• Availability to work periodic overtime as needed
• Ability to prioritize, handle multiple tasks, and work under time constraints
  Financial services experience a plus
• Ability to work in front of a computer screen for long periods of time and ability to communicate via traditional telephone system. (SI does not have TDD/TTY.) Also must be able to work on-site at Strategic Insight offices.

To apply for this position, please email your resume to va.jobs@sionline.com or fax it, ATT: HR to 212 730-7730.

Business Expansion Support

This is a great learning opportunity to develop skills leading to significant financial rewards.
We are looking for an exceptional candidate to work with our senior manager to facilitate our widespread domestic and global business expansion efforts.

We work with nearly 200 financial institutions- including fund companies, investment banks, brokers/dealers and service providers- all of whom find our services integral in their research and management processes.

Responsibilities

• Facilitate company sale and marketing activities of highly respected products and services
• Schedule meetings, conference calls, online web demos of great products along with senior management while supporting marketing activities for prospective clients
• Create and prepare for all in house and offsite client visits and support materials
• Keep track and maintain records and materials
• Recognize / follow up on and report opportunities and client issues to supervisor
• Learn the process of sales, marketing and financial product business development from highly skilled professionals

Requirements

• College degree
• Work experience in preferred, but attitude and motivation more important
• Willingness to challenge yourself in multiple ways
• Good written and verbal communication skills
• Good social Skills
• Proficiency in MS Office
• Ability to work independently Good organizational skills
• Detail oriented
• Ability to take on challenging responsibilities
• Cheerful, competent presence, team player with people skills
• Ability to extensively work with a computer and to communicate via the telephone. (SI does not have TDD/TTY.) Must be able to work on-site at our offices in mid-town Manhattan

To apply for this position, please email your resume to sales.jobs@sionline.com or fax it, ATT: HR to 212 730-7730.

Research Analyst / Account Managers: Customized Research

Strategic Insight continues to grow rapidly, both in the U.S. and internationally. We are seeking experienced, quantitatively oriented analysts to join our research and consulting teams.  The ideal candidate will have strong analytical (Simfund experience a plus), interpersonal, communication (both verbal and written), and computer skills necessary to succeed in a collegial, diverse, dynamic and high quality environment.  Financial (mutual fund) industry and client service experience is a must.

SI continues to adhere to its long-term policy of not hiring client-firms’ analysts committed to a career inside such a firm.  However, we are interested in analysts in transition, looking for a career opportunity in a fast growing, self-empowering closed-knit New York City research firm.  

Responsibilities

• Interface with clients at all levels from analyst to senior executives.
• Deliver timely and accurate research projects
• Provide insight and advice to clients on a variety of topics
• Analyze and write reports on various trends of the mutual fund industry
• Train and support users of Simfund, our proprietary mutual fund databases
• Participate in the design of next generation of Simfund products
• Leverage knowledge of fund management-company needs to define/position SI offerings

Requirements

• Ability to communicate effectively with clients.
• Detail-oriented
• Strong analytical skills
• Financial writing capabilities
• Self-starting initiative, enthusiasm, and curiosity
• Facility with Microsoft Office & Financial Applications

To apply for this position, please email your resume to research.jobs@sionline.com or fax it, ATT: HR to 212 730-7730.

Global Business Development Assistant

Well established research and consulting firm to the mutual fund industry seeks an associate to help grow our international business. 

Responsibilities will include the following:

• Help identify prospective clients, pursue new business from leads to new accounts
• Produce and improve marketing strategy and materials
• Set up client and prospect meetings in Europe, Asia, and the US, including logistics, itineraries, meeting preparation, briefings, and follow-up
• Work with clients to ensure retention, generate invoices, make sure bills are paid
• For exceptional candidates, possibility to combine business development responsibilities with fund research, data analysis, writing on business aspects of the fund industry, and client service (analyst role)

Candidates will have the following profile:

• Exceptional achievement in prior work experience and educational pursuits
• Proactive independent thinker, attention to detail, willing to ask questions, and work closely with the existing team
• Strong interest in global investment products, mutual funds, and related areas.
• Fluency in one or more European or Asian languages helpful

The position is in New York. 

To apply for this position, please email your resume to sig.jobs@sionline.com or fax it, ATT: HR to 212 730-7730.

Data Research Associate

Prestigious well-established mutual fund research and consulting company located in mid-town Manhattan seeks detail-oriented and articulate support person for primary research, data entry/verification to manage data and task deadlines.  Experience preferred but entry-level will be considered. We are a stable company with a family atmosphere offering a competitive package. 

Responsibilities

• Update database by analyzing and processing incoming data files (or manual when called for)
• Update database by analyzing and processing log files and emails from Co contacts
• Update database by analyzing and processing SEC Research
• Update database with New Funds from log files and alerts.  Research and add to the system
• Follow rules & standards of the research process
• Recognize and report problems for review by a Senior team member or Data Manager

Requirements

• Research oriented personality
• Self-starter with team spirit
• Must be comfortable and accurate with numbers
• Attention to details, follow-up skills a must 

Education requirements

• Minimum two years relative work experience in any of the following areas (data entry, data manipulation, accounting, account payable/receivable, payroll)
• Proficient in Excel
• Some college education preferred

We are looking for a reliant, detail oriented individual who can take initiative when necessary.

Please send:
Resume and HANDWRITTEN cover letter via
Fax: 212-730-7730 Attn: TK (Preferred)
Email: Data.Jobs@sionline.com- Attn: TK

Benefits:

• 401K
• Medical, Dental