Sub-Advisory Client Relations Manager recruitment
The successful candidate will work closely with the various investment product groups, operational areas and sales team(s) from the onset of a relationship with the client. The candidate will establish investment objectives, guidelines and asset allocation in line with client needs, including facilitating the account opening process. On an ongoing basis, the individual will serve as the primary client contact as it relates to communicating organizational and portfolio changes, as well as investment performance. He/she is responsible for maintaining and growing client assets under management by Read more […]
Vice President, Advisor Business Development recruitment
REPORTING RELATIONSHIPS: This position will report to our Senior Vice President of Client Services and Sales. ROLE AND RESPONSIBILITIES: With a growing recognition of the importance of Asia??s role in globally diversified investment portfolios, we are seeking an individual to join the U.S. Client Services Sales team who will concentrate on proactively expanding Matthews?? business relationships with wealth management organizations. Target institutions include private bank trust organizations, wrap providers, and independent wealth managers (RIA and multi-family offices) most receptive Read more […]
Administrative Assistant – Financial Services recruitment
We are looking for a bright, organized, energetic self-starter to provide administrative support for a busy team of one advisor and two client service representatives.Responsibilities will include handling the phones, scheduling appointments, managing the account opening process for new clients, handling cash management transactions for clients (transfers, journals, checks and wires), travel arrangements, and managing office details. With direction from the Client Service Representatives, this position will also be responsible for coordinating client events and handling client mailings.Key competencies Read more […]
Experienced Sales Executive– Retail Latin American Market – NY/Miami/USA recruitment
You will be on the field selling the products and will be travelling extensively to Brazil, Uruguay and other parts of Latin America. Your office base will either be New York or Miami, depending on your preference.Required Skills:• Fluent in English, Spanish AND Portuguese• Retail side focused• Self-starter, autonomous• Areas of coverage will likely be Uruguay, Brazil and ChileThis is your perfect chance to join one of the biggest asset managers in the world and cover a booming market. An experienced Read more […]
Programmer/Analyst – Hedge Fund – Boston recruitment
The group in which this position sits, provides development and support to various investment divisions in all areas of the investment process, including; research, portfolio construction and optimization, trade analytics, trading, middle and back office. The team would like to add a member who will act as a technical liaison to the quantitative analysts in one of the key investment areas. This means that you would be on hand to provide pragmatic technical expertise and advice to ensure that the technology team can effectively partner with the business. You would sit with the analysts and be available Read more […]
Portfolio Management-International Bond Funds recruitment
1. Advanced degree and/or completed CFA; with typically 2+ years international fixed income management experience; or 4+ years international fixed income management experience without advanced degree .2. International fixed income trading experience and experience sourcing illiquid securities required.If you are interested and qualified for this opportunity, please submit your resume to careers@profunds.com with the subject heading: PM-EFC. The position is based out of our Bethesda, MD headquarters. Relocation assistance will be provided for qualifying applicant. Read more […]
Client Service Executive recruitment
This role is part of a team of Client Service Executives and supports the client service efforts of the Client Directors (Institutional Sales.)Responsibilities• Relationship Management and Service Development-Proactively manage and develop relationships with clients, as well as internal areas of Schroders that will allow you to effectively complete your job.-Attain a deeper understanding of the needs and requirements of current and prospective Institutional Clients which will allow you to proactively shape and define the required service proposition for each key strategic client.-Follow the Read more […]
Research Associate – North American REITS recruitment
Major Responsibilities/Activities:Update and maintain proprietary database of analyst estimates and portfolio management reports.Run daily valuation models enabling the investment research team to rank investment opportunities and analyze relative value.Assist Analysts with macro-level property sector research and individual security analysis. Update earnings (FFO) and Net Asset Value models.Participate in company meetings and property tours; report takeaways and actionable recommendations to investment research team.Minimum Requirements:Bachelor’s degree with three to five years of experience Read more […]
Associate, Infrastructure and Real Assets Equity Group recruitment
This new group will be making a select number of fund commitments while also investing a significant amount of capital in direct equity transactions. The direct equity investments will be comprised of co-investments alongside our fund partners as well as other transactions sourced from additional channels. The team will be building a several billion dollar portfolio. The investment mandate is global, with sectors of emphasis that include infrastructure, energy, timber and agriculture. Our team is located in suburban Chicago, while Allstate Investments also has a London office. The Associate Read more […]
Product Communications Associate recruitment
The Product Communications Associate’s primary roles are to produce expertly written, research-based materials and communications relevant to the Company’s investment products and to serve as an in-house, expert resource for Franklin Square’s product management and sales marketing teams to draw upon. As such, the candidate is expected to: (i) possess a high degree of financial acumen as well as an understanding of the basic tenets of portfolio management, (ii) must demonstrate an ability to develop informed opinions concerning a broad range of asset classes and investment strategies and Read more […]