Job Responsibilities
- Support senior investment specialists, portfolio managers and clients.
- Partner with portfolio managers, research analysts & distribution.
- Analyze portfolio performance attribution and positioning.
- Assist in the entire client lifecycle: from initial request-for-proposals, to preparing meeting materials, to generating reporting deliverables.
- Serve as internal contact/point person for support and operations groups such as Client Reporting and RFP writing.
- Maintain of standard presentation materials and commentaries, as well as client materials.
- Support ad-hoc projects & competitive analysis.
Required qualifications, capabilities and skills
- Experience in investment management or related fields
- Proficiency in Microsoft PowerPoint & Excel
- Understanding of U.S. equity products and services
- Strong written communication, interpersonal skills
- Strong team player & work ethic
Preferred qualifications, capabilities and skills
- CFA or path to completion
- Python understanding preferred but not required