Team Coordinators (Portfolio Strategy, Investor Advisory – client planning) Investment Management recruitment
These positions will organize, coordinate, and execute all team operations for a small team of client facing professionals to ensure whatever the team touches shines. This position will have a direct investor interface and will be responsible for ensuring the investor is well taken care of. These positions will:Ensure understanding of the key goals of the team to oversee and execute operations excellently. Gain understanding of each client meeting to understand the purpose and goals of the meeting, work with multiple company groups to gather required information, and create unique and impactful Read more […]
Client Service Team Operations & Team Process Analysts (Portfolio Strategy, Investor Advisory – client planning) Investment Management recruitment
These positions will spearhead, organize, plan-out, coordinate, and execute all team client service operations from broad level team client planning and strategy to strategic team goal planning and execution to client presentation creation. This position will have a direct investor interface and will be responsible for ensuring the investor has what they need, before they need it. These positions will:Ensure understanding of the key goals of the team to oversee and execute operations excellently. Gain understanding of each client meeting to understand the purpose and goals of the meeting, Read more […]
Client Service Team Ops & Process Analysts (Portfolio Strategy, Investor Advisory – client planning) Investment Management recruitment
These positions will spearhead, organize, plan-out, coordinate, and execute all team client service operations from broad level team client planning and strategy to strategic team goal planning and execution to client presentation creation. This position will have a direct investor interface and will be responsible for ensuring the investor has what they need, before they need it. These positions will:Ensure understanding of the key goals of the team to oversee and execute operations excellently. Gain understanding of each client meeting to understand the purpose and goals of the meeting, Read more […]
Team Operations Coordinators (Portfolio Strategy, Investor Advisory – client planning) Investment Management recruitment
These positions will organize, coordinate, and execute all team operations for a team of three client facing professionals to ensure whatever the team touches shines. This position will have a direct investor interface and will be responsible for ensuring the investor is well taken care of. These positions will:Ensure understanding of the key goals of the team to oversee and execute operations excellently. Gain understanding of each client meeting to understand the purpose and goals of the meeting, work with multiple company groups to gather required information, and create unique and impactful Read more […]