What are the responsibilities and job description for the Products Associate I position at Amerant Bank?
The Product Associate I is responsible for all aspects of certain investment products, supports Investment Consultants and Relationship Managers, and talks to clients when requested.
Duties and responsibilities include :
This Product Associate I role focuses on collective investment vehicles and stocks along these two basic functions :
Product Management :
- Prepares and updates customer-ready and internal-use-only presentations and guides;
- Prepares customized proposals
Product Analysis :
Minimum Education and / or Certifications Requirements :
Bachelor’s degree in economics, business administration or engineering is required.
Series 7 and 66 to be obtained in the first year
Minimum Work Experience Requirements :
1 - 3 years’ experience in investment / product analysis or relevant experience in broker-dealer or asset manager.
Technical and / or Other Essential Knowledge :
Proficiency using Microsoft Office 365 products including MS Word, MS Visio, MS Excel, MS Teams, and MS PowerPoint
