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Deutsche Bank

Associate

Deutsche Bank is hiring an Associate. It pays $80k-$120k a year and Level rates it ; you can apply on Deutsche Bank.

Level's read on this job

  • On Level's scale, this role is Little AI ●○○○: aI is not part of the work.
  • Tools and skills the posting cites include Morningstar Direct, Excel and VBA.
  • Level classifies it as a mid-level role.
  • Level lists 1,100+ other open roles at Deutsche Bank.

AI in this role

Supports strategic initiatives by analyzing financial industry surveys, evaluating market trends, and automating reports.

morningstar-directexcelvba
financial-analysismarket-researchdata-visualizationforecasting

Job Description:

Job Title: Associate

 

Location: Jacksonville, FL

 

Overview

 

DWS Distributors, Inc. seeks an Associate in Jacksonville, FL to support strategic initiatives by analysing financial industry surveys, evaluating market trends, and contributing insights to inform business decisions. Requires a Bachelor’s degree in Finance or a related field or equivalent and two (2) years of experience applying financial product structures and intermediary distribution frameworks to evaluate complex product proposals and support intermediary contract negotiations; conducting advanced market trend analysis by integrating large-scale datasets and leveraging data visualization techniques to assess product opportunities and support coverage strategy; leveraging Morningstar Direct and its Excel plug-in to extract, transform, and analyze performance data and generate customized, data- driven reports for fund managers; developing and optimizing Excel-based automation solutions using VBA, including debugging, performance tuning, and enhancing macro-enabled models; utilizing 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; supporting regulatory reporting workflows by applying expertise in SEC Rule 15c processes and coordinating cross-functional data inputs from stakeholders; 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; and 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. Salary range: $80,000.00 – $120,000.00/year. This position is eligible for Deutsche Bank's Employee Referral Incentive Program.

 

Deutsche Bank Benefits

At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That’s why we are focused on providing benefits and perks that enable our colleagues to live authenti­cally and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!

 

We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.
Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.
We welcome applications from all people and promote a positive, fair and inclusive work environment.

Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view "Deutsche Bank’s Equal Opportunity Policy Statement" and the following notices: "EEOC Know Your Rights"; "Employee Rights and Responsibilities under the Family and Medical Leave Act"; and "Employee Polygraph Protection Act".

 

We at DWS are committed to creating a diverse and inclusive workplace, one that embraces dialogue and diverse views, and treats everyone fairly to drive a high-performance culture. The value we create for our clients and investors is based on our ability to bring together various perspectives from all over the world and from different backgrounds. It is our experience that teams perform better and deliver improved outcomes when they are able to incorporate a wide range of perspectives. We call this #ConnectingTheDots.

Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view Deutsche Bank’s Equal Opportunity Policy Statement and the following notices: EEOC Know Your Rights; Employee Rights and Responsibilities under the Family and Medical Leave Act; and Employee Polygraph Protection Act.

How we rate this

Associate at Deutsche Bank rates 0 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.

Classification

Little AI. AI is not part of the work.

  1. ●●●● Builds AI80 to 100
  2. ●●●○ Works on AI60 to 79
  3. ●●○○ Uses AI40 to 59
  4. ●○○○ Little AI0 to 39

Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.

Prepare for this job

Built from this posting and from similar jobs on Level.

Skills and AI tools this role asks for

Financial AnalysisMarket ResearchData VisualizationForecastingMorningstar DirectExcelVBA

Questions you could be asked

  1. Tell me about a project where financial analysis was part of your work. What did you do?
  2. Tell me about a project where market research was part of your work. What did you do?
  3. Tell me about a project where data visualization was part of your work. What did you do?
  4. Tell me about a project where forecasting was part of your work. What did you do?
  5. Walk me through how you've used Morningstar Direct in your day-to-day work.

Adapt your resume

  • List these exact terms on your resume: Financial Analysis, Market Research, Data Visualization, Forecasting, and Morningstar Direct. An applicant tracking system matches the wording, not the idea.
  • Attach one line of real, concrete experience to at least one of them. A tool named with nothing behind it rarely survives a human read.

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