Job Details

ID #40575667
State Connecticut
City Stamford
Job type Permanent
Salary USD TBD TBD
Source Pinnacle Group
Showed 2022-05-10
Date 2022-05-09
Deadline 2022-07-08
Category Sales
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General Professional Role

Connecticut, Stamford, 06901 Stamford USA

Vacancy expired!

Job Description:
  • Coordinate with five product areas in Client Investment Management to gather monthly performance data, ensure all maker checker approvals have been obtained, and send to Marketing.
  • Follow up with Marketing on Compliance approvals and ensure all data is published on intranet (100 documents in total).
  • Respond to queries from Sales teams on posting of data and ensure that all data is published within 5 to 10 days of release.
  • Review and edit monthly and quarterly commentaries from portfolio managers (20 documents in total).
  • Send to Marketing for approval by Compliance.
  • Ensure Compliance approves in a timely manner and that the approved commentaries are published on the intranet.
  • Assist in review and editing of CIM internal announcements.
  • Obtain Compliance approval and follow up with Marketing to ensure announcement is distributed
  • Gather data and client wins for weekly CIM Newsletter and Performance Flash
  • Make edits to and obtain Compliance approval for sales decks for new product launches
  • Gather marketing materials for CIM strategies (50 documents in total) to respond to independent due diligence firm.
  • Respond to ad hoc due diligence data queries, e.g., portfolio performance and commentaries, in an expedited manner.

Required:
  • Must have experience working in 1 to 3 years financial services industry - i.e. investment management or asset management businesses.
  • Must be detail oriented, extremely proficient in Microsoft Office Suite - word, excel and PowerPoint.
  • Have a basic understanding of fixed income, equity and alternative investments (SMAs, mutual funds etc.)

Note:
  • COVID-19 considerations: All individuals working on-site must be fully vaccinated against COVID-19.
  • Melissa Giles
  • Max Bill rate $80/hr
  • Stamford, CT - must be local
  • 6 months

Vacancy expired!

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