• Development of client materials, including performance attribution, product education, product positioning. 
  • Assist with special projects that enhance client relationships and retention.
  • Coordinate and prepare client oriented due diligence reporting.
  • Create detailed customized client reporting, including development of cross selling materials. 
  • Work closely with Research, Accounting, Risk Office, Relationship managers, Consultant Relations, Compliance and Trading to keep abreast of current processes, procedures, and firm initiatives.
  • Work closely with client and consultants to ensure the timely receipt and dissemination of client related information. 
  • Prepare analytical information, including charts and graphs for use in client related presentations. 
  • Onboarding of separately managed and fund clients.

Qualifications

  • Bachelor's degree or equivalent, plus minimum 5 to 7 years experience in investment management.
  • Strong analytic skills
  • Project management and time management skills
  • Market awareness
  • Intermediate to strong Investment knowledge
  • Understanding of derivative instruments
  • Ability to work independently 
  • Detail oriented
  • Strong writing ability
  • Strong interpersonal skills; effectively able to liaise with and respond to clients, prospects and internal staff at a professional level
  • Strong organization skills; Ability to Multi-task and independently shepherd tasks and projects to completion to meet deadlines 
  • Must be able to wear many hats and roll sleeves up when necessary to get the job done 
  • Knowledge of 40 act reporting requirements helpful
  • Organizational skills
  • Ability to create presentations