Portfolio Advisory Services: Relationship Management/Business Development Associate
Reporting to the VP of Relationship Management this role provides a unique opportunity to interact with sophisticated investment advisors, investment consulting firms and ultra-high net worth clients nationwide. The ideal candidate should be dedicated, self-motivated, highly organized, analytical, and intellectually curious, while possessing the drive to grow professionally within the firm. Additionally, the ability to build strong relationships both internally and externally is essential.
Principal Duties and Essential Functions:
- Synthesize complex information into client ready presentations and communications
- Assist with monthly and quarterly client performance reporting reviews
- Manage external consulting firm databases, ensuring data is accurately reported in multiple databases in a timely fashion
- Complete and maintain the firm’s due diligence questionnaires and RFPs, and oversee monthly/annual DDQ processes
- Conduct research on the firm’s clients, potential clients, and competitors, as well as various strategies employed in the fixed income market
- Support investment professionals with the analysis of prospective client portfolios
- Actively participate in bi-weekly Investment Management meetings with the relationship management, portfolio management and business development teams
- Contribute to the effective distribution of complex and proprietary products and investment strategies
Requirements/Qualifications:
- BA/BS degree required; Economics, Finance or Accounting degree preferred
- Background or degree in statistics or statistical analysis is desirable but not required
- Demonstrate the ability to organize and communicate information effectively in internal and external presentations
- Ability to contribute to strategic projects, and work collaboratively and co-operatively across many key groups of the firm
- Solid presentation skills both on the telephone and in-person
- Strong proficiency in MS Excel, MS Word, and MS PowerPoint
- Manage multiple assignments simultaneously while maintaining attention to detail
- Familiarity with Bloomberg and Salesforce a plus
Personal Characteristics:
- Outstanding relationship building skills with an ability to effectively communicate complex investment ideas and strategies clearly
- Well-developed listening skills and the ability to engage in dialogue with senior investment and finance professionals, as well as with current and prospective clients
- Unassailable ethics and integrity
- A dynamic, confident demeanor with an entrepreneurial spirit
- A collegial work style, sense of humor, and a thick skin
Compensation:
Starting base salary range is commensurate with experience. Bonus is based on performance.
Company Description:
Based in San Diego and Chicago, Gurtin Fixed Income Management, LLC is an SEC registered investment advisor regulated by the Investment Advisors Acts of 1940 with over $7.2 billion in assets under management. We specialize in separately managed high grade tax-exempt and taxable fixed income portfolios for high net worth and ultra-high net worth individuals and families, many of whom are included in the Forbes 400 list of wealthiest individuals. We also work with many independent investment consulting firms and multifamily offices to build fixed income related financial solutions that meet their clients' unique needs.
Visit www.gurtin.com for more information.
Candidates should submit a cover letter and resume to hr@gurtin.com
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