International Wealth Solutions, Analyst/Associate

Who we are looking for:

First Eagle Investments is seeking to hire an Analyst or Associate to join their International Wealth Solutions team, which supports the business development and client service efforts for ~$10 billion in assets under management.  This position is based in Munich, Germany and will focus on non-US relationships. This entry-level position will provide the individual with broad exposure to the wealth management and investment management business and the strategies that First Eagle offers. The role also provides the foundation and skills necessary for potential growth into a variety of future positions, e.g. in client service or business development. 

What you will do:

• Source data for marketing materials for meetings with clients, prospects, and investment consultants

• Prepare portfolio analytics

• Conduct competitive analysis on product strategies, trends in the marketplace, conference presentations, and other related materials to assist in the sales process

• Conduct research on wealth managers to assist with proactive outreach

• Assist with monthly, quarterly and annual client reporting

• Source data for and respond to ad hoc requests from third-party distributors, clients, prospects, and investment consultants (e.g., performance, attribution, portfolio data, stock commentary)

• Coordinate and assemble presentation materials for meetings with third-party distributors, clients, prospects and investment consultants

• Be a member of the First Eagle Amundi team and help strengthen the strategic partnership with Amundi, First Eagle’s long-term retail distribution partner outside the US

• Help maintain updated information in the team’s CRM system so that team always has accurate information on meeting activities and pipeline status

• Interface and cultivate strong relationships with internal teams at First Eagle, including investment teams, marketing, IT, compliance, and operations

• Serve as backup for fellow Analysts/Associates during absences or periods of uneven workflow

The qualities you should have:

• An undergraduate degree in finance, business or related field, with at least 3 months of financial services experience or relevant internships

• A demonstrated passion for learning about financial markets, investment strategies, and companies

• English language proficiency required; other European languages welcomed

• Strong analytical skills and exceptional attention to detail

• Strong skills in MS Office (Excel, PowerPoint and Word); programming languages a plus

• Willingness to travel to New York as required

• Self-starting, entrepreneurial and resourceful–someone who “makes it happen” with a “can-do” attitude

• A strong work ethic that accommodates last-minute projects and other urgent needs of the team that require non-standard work hours

• Strong verbal and written communication skills

• A collegiate and collaborative team player

• Strong sense of personal accountability

We value our people and offer a broad range of benefits. We provide generous paid time-off, medical/dental/vision healthcare plans, 401(k) retirement and profit-sharing plans, a flexible/hybrid work environment, “dress for the day” flexible work attire, and many more great benefits. For more information, please refer to our First Eagle Benefits website.

First Eagle Investments and their affiliates and subsidiaries, including First Eagle Alternative Credit and Napier Park Global Capital, is an Equal Opportunity Employer.  Equal Employment Opportunity has been, and will continue to be, a fundamental principle at First Eagle, where employment is based upon personal capabilities and qualifications without regard to race, color, religious belief, including dress and grooming practices, sex, sexual orientation, gender identity, gender expression, age, national origin, marital status, citizenship, disability, veteran status, pregnancy, breastfeeding or medical conditions related to breastfeeding, status as a victim of domestic violence, sexual assault, or stalking, or any other basis protected by applicable federal, state or local law, genetic information or characteristics (or those of a family member), or any other protected characteristic as established by law.