A global asset management firm
-Ownership of all standard materials; willingness to pitch in as needed during peak periods.
-Production of reoccurring materials including monthly/quarterly customized reports and client presentations.
-Peer reviewing deliverables completed by the team as needed to ensure response accuracy and data reasonability.
-Partner with Investment Products & Fund Strategies and our Client Group to understand the fundamentals of our approaches, the general reporting needs of our clients invested in those approaches, and the guidelines which govern our activities related to marketing and client reporting
-Primarily covering Fixed Income products along with other asset classes
-Bachelor’s degree with +3 years relevant of professional experience in financial industry investment management or client reporting.
-High level of capital markets/investment/product knowledge
-CFA Level 2 is preferred.