Responsibilities :
- Understand the firm's organizational structure and become knowledgeable about the investment strategies offered by the firm and its affiliated investment managers.
- Assist with the production of data for separately managed accounts and multi-asset portfolios.
- Assist with design and implementation of a centralized product data repository.
- Complete RFPs and RFIs for new and existing client relationships.
- Contribute to and support the development of new content for growing our RFP database, which includes the ability to craft narratives around sophisticated concepts.
- Respond to inquiries from prospective clients, existing clients, plan sponsors, and research analysts.
- Using a variety of analytical software and other tools, deliver accurate, timely, and complete due diligence materials to research groups at our sponsor firms.
- Maintain and expand automated templates as part of an ongoing project to boost the efficiency of data reporting.
- Identify new opportunities where technology can increase the efficiency for both data production and reporting.
Qualifications :
- Bachelor's degree.
- Minimum 3 years of Financial Services experience.
- Motivated, organized, and detail-oriented.
- Proficient with Microsoft Excel.
- Though not required, familiarity with industry software including Morningstar Direct, FactSet, Bloomberg, Seismic, Tableau / data visualization tools, Qvidian.
- Detailed understanding of separately managed accounts and multi-asset portfolios.
- Proficient with technology and data; ability to streamline and automate processes.
- Excellent writing, communication, time management, multi-tasking, and problem-solving skills.
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