Sr Marketer/IR
-Minimum of 7 to 10 years of financial services experience (preferably sales) -Minimum of 3 to 5 years of buy side or alternative funds marketing responsibilities -Exposure to private equity funds marketing is preferred. Experience with L/S RV/Credit, EM Credit -Demonstrated direct sales experience with Private Equity, Endowment , Consultants, Pension ,Family Office Fund of Funds investors -Accredited education in finance or marketing -Hands on work with portfolio teams; capable of working with various communication products -Highly motivated, good communication skills, team player with an attention Read more […]
Philadelphia Metro Coverage Private Banker: Boutique Private Bank
My client is a rapidly expanding North American Retail and Private Bank with a dominant presence down the East Coast of the US. Reporting directly into the Complex Manager for Philadelphia, they are now looking to add 3 senior private bankers covering the Philadelphia Metro area. This is an exciting opportunity to join a firm that is more than likely going to triple in headcount and assets under management in this location over the next two years. Candidates will join the office at the start of a new project and if successful will be tasked with building out their own team of bankers over Read more […]
Philadelphia Metro Coverage Private Banker: Boutique Private Bank
My client is a rapidly expanding North American Retail and Private Bank with a dominant presence down the East Coast of the US. Reporting directly into the Complex Manager for Philadelphia, they are now looking to add 3 senior private bankers covering the Philadelphia Metro area. This is an exciting opportunity to join a firm that is more than likely going to triple in headcount and assets under management in this location over the next two years. Candidates will join the office at the start of a new project and if successful will be tasked with building out their own team of bankers over Read more […]
Sales & Client Management Associate
You will interact directly with our customers and answer inbound telephone inquiries, respond to client e-mails and conduct strategic annual reviews with customers with the goal of providing superior customer service to enhance client loyalty and retain assets. In addition, you will have the opportunity to partner with senior sales and relationship managers as a subject matter expert on managed accounts. Primary Responsibilities:Educate clients on an ongoing basis regarding asset allocationConduct annual reviews of client’s profiles to ensure suitable portfolio allocationsProbe, uncover and Read more […]
Sales & Client Management Associate
You will interact directly with our customers and answer inbound telephone inquiries, respond to client e-mails and conduct strategic annual reviews with customers with the goal of providing superior customer service to enhance client loyalty and retain assets. In addition, you will have the opportunity to partner with senior sales and relationship managers as a subject matter expert on managed accounts. Primary Responsibilities:Educate clients on an ongoing basis regarding asset allocationConduct annual reviews of client’s profiles to ensure suitable portfolio allocationsProbe, uncover and Read more […]
Investment Specialist
pThese roles are responsible for being the primary subject matter expert on a specific set of ProShares ETFs, representing how those products work and how they can be used to clients, prospects and intermediaries. /p pResponsibilities include delivering research and product management expertise to wirehouse meetings, develop investment message, assess product strengths/weaknesses, competitive advantages, opportunities, Develop written content and marketing materials necessary for both new business development and client relationship management/p pThe ideal candidate is an investment professional Read more […]
Investment Specialist
pThese roles are responsible for being the primary subject matter expert on a specific set of ProShares ETFs, representing how those products work and how they can be used to clients, prospects and intermediaries. /p pResponsibilities include delivering research and product management expertise to wirehouse meetings, develop investment message, assess product strengths/weaknesses, competitive advantages, opportunities, Develop written content and marketing materials necessary for both new business development and client relationship management/p pThe ideal candidate is an investment professional Read more […]
RFP/Financial Writer
Responsibilities:Write and edit accurate and relevant responses to RFPs, RFIs, due diligence questionnaires and 15C’s for multiple strategiesAssist in crafting new and more complex RFP responses, as well as enhancing existing languageWork effectively with various internal groups to process and obtain relevant information for questionsManage process of RFP production/assemblyManage content management database, processes, policies and proceduresAnalyze and prepare monthly and quarterly metrics reports, quantifying levels of activity, to include the number of RFPs, by client segment and strategyPrepare Read more […]
RFP/Financial Writer
Responsibilities:Write and edit accurate and relevant responses to RFPs, RFIs, due diligence questionnaires and 15C’s for multiple strategiesAssist in crafting new and more complex RFP responses, as well as enhancing existing languageWork effectively with various internal groups to process and obtain relevant information for questionsManage process of RFP production/assemblyManage content management database, processes, policies and proceduresAnalyze and prepare monthly and quarterly metrics reports, quantifying levels of activity, to include the number of RFPs, by client segment and strategyPrepare Read more […]
Senior GUI Developer
Highly profitable Hedge Fund seeks expert level GUI Developer to develop cutting edge Trading front end system. Successful candidate will have extensive hands on experience in architecting and building complicated GUI interfaces for financial applications. Ideal candidate will have experience in leading the development efforts of analytics engine with portfolio surveillance and relative value analysis tools. Position requires a seasoned technology professional with strong communication and leadership skills. Requires strong Java, C#, PHP, and HTML experience and proficiency. Read more […]