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Client Associate (Portfolio Operations) (270-9)
COMPENSATION: $55-65k base salary plus bonus and long-term incentive plan
SUMMARY: Global investment management firm has an opening for a relationship
management Associate on team implementing portfolio decisions and managing
institutional/high net worth client portfolios. Will gain exposure to
compliance/risk analysis/data analysis/marketing/investment decision making.
Must be prepared to share academic transcript and writing sample(s).
Serve as primary point of contact, communicating daily with clients and their
intermediaries to address investment/operational inquiries
Manage custom client reporting, including investment commentary
Complete trade order implementation for accounts/strategies and become expert
user of trading and compliance systems; oversee risk control for client
Prepare colleagues for client meetings
Bachelorís degree; pedigreed academic background/exceptional performance
Strong interest in investment management, including desire to pursue CFA
Up to three years of experience
Demonstrated Microsoft Office skills
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