Share
The Role
Job Responsibilities
Core member of coverage team for existing investor accounts
Contribute to strategy for individual client relationships including identifying opportunities for additional product opportunities
Drive the creation of materials for meetings with our existing institutional investor base
Produce and review regular reporting and commentary
Contribute to and take ownership of high-profile projects and business initiatives as needed
Work closely with product structuring, legal, compliance, operations and finance teams to create a seamless client service experience
Help support business development efforts by working closely with team leaders to develop compelling marketing presentations for both external and internal audiences
Respond to ad hoc client queries and formal Requests for Proposal
Required qualifications, capabilities and skills
Excellent interpersonal skills, ability to build strong relationships and a team player
Ability to grasp complex concepts and explain them to others
A good understanding of investment risk and return statistics
These jobs might be a good fit