Client Services Associate

Founded in 1979, Barrow Hanley is a diversified investment management firm offering value-focused investment strategies spanning global equities and fixed income. Recognized as one of the few remaining firms dedicated exclusively to value investing, Barrow Hanley enjoys a boutique culture with a singular focus to assist clients in meeting their investment objectives. The firm stewards the capital of corporate, public, multi-employer pension plans, mutual funds, endowments and foundations, and sovereign wealth funds across North America, Europe, Asia, Australia, and Africa.

Responsibilities

• Collects data and produces reports, including but not limited to: client, board of director, investment committee presentations, monthly/quarterly reporting, institutional client finals presentations, questionnaires, website reporting, and daily ad hoc requests.
• Coordinates administrative contact with clients regarding cash movements, accounting issues, general portfolio questions, and audit cycles; maintains all records pertaining to clients/portfolios, including but not limited to website maintenance, questionnaire preparation, creating and updating data tables/charts, producing presentations, updating databases, etc.
• Produces reports to accurately and effectively communicate investment information for portfolio managers and clients, able to interpret themes, trends, and implications from various reports or data sets.
• Identifies data anomalies within portfolios and coordinates correction of data within Advent/Geneva, BondEdge, FactSet, and/or various other departmental resources or reports.
• Produces and formats strategy and portfolio level commentary for client and consultant reporting.
• Works constructively with internal departments, colleagues, and clients.
• Collaborates with equity and fixed income investment teams, including quantitative analysts, to produce various reports for clients and/or their consultants.
• Utilizes problem-solving skills and strong aptitude for data management.
• Handles high priority, time-sensitive, and complex duties as assigned.

Requirements

• 3+ years of experience in institutional client services or portfolio management support required.
• Bachelor’s degree required; focus in marketing, business, or finance is a plus.
• A working knowledge of principles, practices, and procedures of the investment management industry, including fundamentals of financial terminology, formulas, and concepts.
• Strong knowledge of Microsoft Office, especially PowerPoint, Excel, Word, and Outlook.
• Aptitude to work with or learn: Advent/Geneva, BondEdge, FactSet Portfolio Analysis (PA), Assette, Salesforce, Bloomberg, eVestment, and Qvidian.
• Highest level of integrity, regard for confidentiality, strong work ethic, ability to work independently but also effectively and collaboratively in a team.
• Strong organizational, written, and verbal communication skills with attention to detail.
• Ability to manage multiple projects, meet deadlines, and multi-task.

This job is not eligible for visa sponsorship.