המקום בו המומחים והחברות הטובות ביותר נפגשים
Job responsibilities:
· Create and maintain client presentations, marketing materials, performance commentary, and other client communications in an evolving market environment
· Lead client meetings, both external (client pitches and portfolio reviews) and internal (product development and strategy meetings)
· Serve as the primary point of contact with the client on markets, investment matters, ensuring timely and accurate information delivery
· Partner with client advisors to explore new business opportunities, representing derivatives capabilities in meetings, facilitating RFPs, developing pitch decks, and providing training
· Develop an in-depth understanding of derivative investment portfolios to effectively communicate strategies, positioning, and performance results
· Perform and support disciplined pipeline development, developing and cross-selling solutions to new sponsors and third parties
· Work with broader global PM team in portfolio construction discussions and team strategy meetings
Required qualifications, capabilities, and skills:
· 5+ years of work experience in a client-focused role with an understanding of derivatives
· Excellent responsiveness and problem-solving skills with high attention to detail
· Strong knowledge of Bloomberg, PowerPoint, and advanced level of Excel
· Series 7 & 63 licenses required
· Dynamic and credible professional who communicates with clarity and has excellent presentation skills
· Exceptional time management with the ability to prioritize multiple deliverables
· Demonstrated track record in developing business across a range of investor segments
Preferred qualifications, capabilities, and skills:
· Advanced degree or certification, such as MBA or CFA preferred
· Separately Managed Account and Investor tools/Perform system experience a plus
· Python skillset would be additive
· Bachelor’s degree in relevant field
· Strong work ethic, detail oriented, eagerness to take initiative
· Strong quantitative skills, including proficiency in basic financial calculations and a high aptitude with numbers
משרות נוספות שיכולות לעניין אותך