Vacancy expired!
- 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.
- 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.)
- 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!