Associate – Institutional Client Services
Job responsibilities include: Preparation and distribution of customized client quarterly performance and risk reports and investment materials, organizing presentations for prospective and current client meetings, updating databases and assisting the team in developing new business opportunities. Candidates should have 1-3 years working experience in the financial industry and knowledge of institutional investment area. The role requires excellent organizational and interpersonal skills, attention to detail and solid communication skills. Series 7 and/or 66 preferred. Strong working knowledge of Microsoft word, Excel and Powerpoint is a must.
Refer to Job# 20116-EFC and email MS Word attached resume and a description of the strategy and results to David Medderick, david@analyticrecruiting.com.
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