Junior Relationship Manager – Investment Management

  • Competitive Base & Bonus
  • Chicago, IL, USA
  • Permanent, Full time
  • Ashton Lane Group
  • 15 Oct 18

Member of the Client Services team within a top asset management firm

Responsibilities:

  • Support and advise senior relationship managers on all aspects of client and investor relations matters
  • Prepare high quality and concise client presentation decks, marketing materials, and performance analysis
  • Support and conduct successful meetings / workshops
  • Coordinate client meetings respond to client enquiries in the absence of senior client advisors, and follow up on all client queries
  • Improve upon existing client tracking and reporting processes, content management, and investor fact sheets
  • Develop and foster relationships with internal stakeholders, senior managers, and leadership

Requirements:

  • Bachelor’s degree from a top tier school.  MBA preferred but not required
  • 2+ years’ military, banking or consulting experience along with familiarity of investment management and finance.  Understanding of due diligence process preferred
  • Ability to define solutions for the issue at hand and develop corresponding core messages
  • Strong quantitative skills, Unerring ethical standards, and Excellent Communication skills

For immediate consideration, please forward resume and contact details to: info@ashtonlanegroup.com

Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit www.AshtonLaneGroup.com

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