D

Deutsche Bank

Finances businesses and manages personal wealth

Associate

Asset ManagementConfirmed live in the last 24 hours
Full-timeJacksonville, FL, USA$80k - $120k /yrIn-person

About the Job

Requirements

  • A bachelor's degree in Finance or a related field, or equivalent, is required.
  • Two years of experience applying financial product structures and intermediary distribution frameworks to evaluate complex product proposals and support intermediary contract negotiations.
  • Two years of experience conducting advanced market trend analysis by integrating large-scale datasets and using data visualization techniques to assess product opportunities and support coverage strategy.
  • Two years of experience using Morningstar Direct and its Excel plug-in to extract, transform, and analyze performance data and generate customized, data-driven reports for fund managers.
  • Two years of experience developing and optimizing Excel-based automation solutions using VBA, including debugging, performance tuning, and enhancing macro-enabled models.
  • Two years of experience using 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.
  • Two years of experience supporting regulatory reporting workflows using expertise in SEC Rule 15c processes and coordinating cross-functional data inputs from stakeholders.
  • Two years of experience 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.
  • Two years of experience 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.

Responsibilities

  • Support strategic initiatives by analyzing financial industry surveys, evaluating market trends, and contributing insights to inform business decisions.
  • Analyze performance data and generate customized reports for fund managers.
  • Develop and optimize Excel-based automation solutions, including debugging, performance tuning, and enhancing macro-enabled models.
  • Support regulatory reporting workflows and coordinate cross-functional data inputs from stakeholders.
  • Evaluate competitive fee structures, support pricing strategies, and provide data-backed insights during contract negotiations.
  • Model and forecast financial impacts of fund mergers, liquidations, conversions, and new product launches.

About the Company

Deutsche Bank

Finances businesses and manages personal wealth

Deutsche Bank finances companies, governments and individuals through a global banking network rooted in Germany and spanning major financial markets. Its investment bank focuses on bonds and currencies, alongside advice on mergers and raising capital, while its private bank handles household banking and wealth management. Businesses use its cash management, trade finance and lending services to move money and fund operations, and the group manages investment funds through DWS. It earns money from loan interest, transaction and investment fees, and trading activity. Deutsche Bank traces its founding to 1870 and is headquartered in Frankfurt am Main, Germany.

Company size
10,001+
Company stage
IPO
Headquarters
Frankfurt, Germany
Founded
1870

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