Job Responsibilities
- Positioning/messaging product with the ultimate goal of driving business both in terms of new business and providing superior client service.
- Analyzing of portfolios and portfolio analytics
- Supporting senior investment specialists, portfolio managers and clients to share performance results on international equity funds
- Serving as internal contact/point person for IM support and operations groups such as Client Reporting and RFP writing
- Completing client presentations, communication, and reporting
Required qualifications, capabilities and skills
- 2+ years of experience in investment management
- Series 7 & 63 will be required
- Strong analytic skills, high aptitude for numbers
- Demonstrated interest in international equity products and services
- Demonstrated interest in financial services industry and capital markets
- Develop presentation skills and the ability to craft a focused and flowing presentation book
- Authorization to work permanently in the U.S.
Preferred qualifications, capabilities and skills
- CFA or comparable
- Python preferred