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Client Services Associate, USA-NY-New York City
Client Services Associate
Lieu:   USA-NY-New York City  
Salaire:   Commensurate with experience, plus bonus and benefits  
Type de poste:   Durée indéterminée  
Type de contrat:   Plein temps  
Mise à jour:   25 Jul 2008  
eFC Réf:   419721  
 


A $10 billion NYC-midtown institutional equity management firm is looking to add to its Client Servicing & Product Management team.

The Client Services Associate will perform various tasks related to client support and product management for the firm’s equity products. This is an entry level position in the Client Servicing & Product Management department. The associate will support the senior client servicing staff and report to the Head of Marketing and Product Management.

Responsibilities include:
  • preparing portfolio review presentations
  • performing competitive analysis
  • generating reports using portfolio analysis software
  • compiling portfolio attribution analysis
  • assisting with investment commentary
  • completing quarterly client questionnaires
  • general assistance with client related issues, analysis, and inquiries

Qualifications:
  • excellent verbal, written, and organizational skills
  • 1-3 years of related business experience
  • college degree with high GPA
  • energetic with a strong interest in the investment industry
  • professional demeanor and ability to work well in high pace environment
  • ability to manage multiple tasks concurrently
  • working knowledge of Microsoft Office products (Excel, Word, and PowerPoint)
  • references required

This position is an excellent opportunity for a candidate interested in pursuing a client servicing and/or product management career in the institutional investment management industry.

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