Proactively partner with Institutional Senior Portfolio Managers in handling investment management and reporting requirements for institutional clients
Job Summary
Proactively partner with Institutional Senior Portfolio Managers in handling investment management and reporting requirements for institutional clients.
Deliver a positive client experience through the production of timely and accurate client reporting, fully utilizing and understanding the Investment Management Group’s comprehensive platform of software systems.
Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
Matching Summary
Proactively partner with Institutional Senior Portfolio Managers in handling investment management and reporting requirements for institutional clients.
Skills & Requirements
Must-have
Institutional Investment Management Platform
Client Investment Policy Statements
Bloomberg, Morningstar, etc.
Microsoft Office Suite proficiency
Investment policies and procedures
Compliance documentation maintenance
Nice-to-have
Positive client experience delivery
Collaborative partnership building
Engaged and inclusive culture
Key Requirements
Bachelor's Degree required
Zero – two years’ investment experience with MBA or CFA desired
One – four years’ investment experience with Bachelor's degree desired