Associate, Global Client Group - Traditional Institutional Group

Responsibilities Support the day-to‑day activities of the team’s Regional Directors and Senior Associates. Prepare presentation materials to be used in meetings with institutional clients and prospects. Compile performance data, portfolio commentary and analytical material in preparation for meetings or in response to client inquiries. Provide quality control for the data included in client reports and requests. Facilitate the completion of due diligence requests and client questionnaires. Help maintain CRM database. Build marketing lists for institutional luncheons, investment forums and conferences. Review and edit RFPs. Communicate daily with internal groups, including operations, portfolio management, research, legal, compliance and marketing. Some travel may be expected. Requirements Bachelor’s degree required with a strong academic record Background or strong interest in the Financial Services Industry 2+ years of work experience in Financial Services or similar field preferred. Asset Management experience a plus Detail-oriented, organized, proactive, team-player Able to work equally well in a team environment and independently Self-starter who is capable of completing multiple projects within set deadlines Excellent written and verbal communication skills Strong computer skills (Excel and Word) with the ability to learn programs as needed Solid quantitative problem-solving skills SIE, Series 7, and Series 63/66 licenses (or attainment within the first 8 weeks of hire as a condition of employment) #J-18808-Ljbffr Jobtailor