Institutional Junior Client Service Associate
Excellent opportunity for a 2-4 year post undergraduate candidate to segue into a growth oriented role within a successful investment management firm. This individual will work with senior level relationship managers to provide superior client service. The Relationship Managers act as the voice of the portfolio managers and discuss a wide variety of topics with clients including portfolio performance and dynamics, ideas for future asset allocation, industry trends and more. This analyst will support that effort by providing data gathering, development of reports, creating advanced spreadsheets Read more […]