EULAV Asset Management, a registered investment advisor and subsidiary of Value Line, Inc., located in midtown Manhattan is looking to hire an Internal Wholesaler/Marketing Associate.
EULAV is the investment advisor for the Value Line Funds, a no-load fund complex with 14 funds and approximately $2 billion in assets.
We are looking for a person who is energetic and can handle multiple tasks within the Company.
Position Primary Responsibilities: · Serve as lead person who would interact with the transfer agent of the funds and respond to any inbound inquiries or shareholder issues, including telemarketing and requests for fund literature.
· Coordinate shareholder mailings such as prospectuses and financial statements with the fund intermediaries and transfer agent· Develop & maintain relationships with all intermediaries via the phone · Maintain distribution agreements for EULAV Securities, the distributor, and ensure their compliance with regulations.
· Promotes the sale of the companys mutual funds through internal and external distribution channels, assist with the development of sales tools/collateral.
· Utilize knowledge of company products in an effort to develop business.
· Compile sales and redemptions data for monthly, quarterly, and annual reporting to management.
Review and compile various account statistics.
· Review and act if necessary on shareholder short term trade report, excessive exchange report, blocked employee report, OFAC and FINCEN reports.
Qualifications: Candidate should have at least 2 years of Transfer Agency experience or 2 years Brokerage/Mutual Fund Operations experience in a client support or internal sales role.
Must have a Series 7 & Series 63 Advanced skills using Microsoft Excel, Word, Powerpoint Strong phone and interpersonal skills required Ability to organize, follow up and must be able to work both independently and in a group environment.
Bachelors degree required Excellent verbal and written communication skills
Internal Wholesaler/Marketing Associate Job in New York 10017, New York US