• Associate's degree (A.A.) or equivalent from a two-year college or any equivalent combination of experience, education, and/or training approved by Human Resources.

• Series 7 required or the ability to obtain Series 7 within one year of hire.

• Basic marketing research concepts, practices and procedures and their application to assigned functional area.

• Basic analytical and statistical modeling tools and techniques.

• Principles and practices of public relations and customer service.

• Operating standard office equipment and using required software, including email, graphics, presentation, spreadsheet, database, and project management software. 

 

Preferred Requirements: 

• Technical school and one (1) year of professional market research experience in the financial services industry preferred. 

 

Required Screenings: Criminal background check and drug screening

 

Job Description: Under routine supervision, uses specialized knowledge and skills obtained through experience and training to assist in collecting and analyzing data to evaluate existing and potential product/service markets for an assigned functional area.  Detailed instructions, procedures and guidelines are provided to perform a variety of routine data gathering and review tasks with limited decision making responsibility. Recommends solutions to moderately complex problems. Regular contact with internal customers and external research sources is required to obtain, clarify, or provide facts or information. 

 

• Assists in conducting market research projects and analyzing and reporting results.

• Assists in conducting surveys and focus groups to analyze customer purchasing patterns, preferences and perceptions of the organization's image and marketing effectiveness.

• Gathers information and data on competitors' products, services and marketing techniques.

• Assists in reviewing and analyzing the service/product posture of assigned functional area.

• Assists in maintaining a market intelligence database.  

• Maintains records and files on research projects.

• Performs other duties and responsibilities as assigned.

Work Environment: Office setting

 

Pay: DOE

Hours: Work schedule to be determined

 

Application Method: Email resume.