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Fintech • Information Technology • Financial Services
Supports senior relationship managers and institutional clients by providing product expertise, market insights, client onboarding, analytics, reporting, meeting preparation, training support, and follow-up. Maintains client and marketing materials, assists with industry events, and collaborates with sales, marketing, product, and technology teams. Uses AI-enabled workflows to automate reporting, analyze accounts, generate insights, and improve dealer engagement. Develops expertise in corporate bond markets and electronic trading platforms.
