Associate, Global Client Group (Traditional Institutional Group)

Responsibilities

• Support the day-to-day activities of the team’s Regional Directors and Senior Associates.
• Prepare presentation materials to be used in meetings with institutional clients and prospects. Examples of deliverables include introductory presentations, portfolio reviews and follow-up materials.
• Compile performance data, portfolio commentary and analytical material in preparation for meetings or in response to client inquiries.
• Provide quality control for the data included in client reports and requests.
• Facilitate the completion of due diligence requests and client questionnaires.
• Maintain CRM database.
• Build marketing lists for institutional luncheons, investment forums and conferences.
• Review and edit RFPs.
• Communicate daily with internal groups, including operations, portfolio management, research, legal, compliance and marketing.
• Some travel may be expected.

Qualifications

• Bachelor's degree required with a strong academic record.
• Background or strong interest in the Financial Services Industry.
• 2+ years of work experience in Financial Services or similar field preferred.
• Asset Management experience a plus.
• Detail-oriented, organized, proactive, team-player.
• Able to work equally well in a team environment and independently.
• Self-starter who is capable of completing multiple projects within set deadlines.
• Excellent written and verbal communication skills.
• Strong computer skills (Excel and Word) with the ability to learn programs as needed.
• Solid quantitative problem-solving skills.
• SIE, Series 7, and Series 63/66 licenses (or attainment within the first 8 weeks of hire as a condition of employment).

This role is not eligible for immigration sponsorship.

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