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Asset Management

Related Categories

Asset Management, Business Development, Client Services, Investment Management, Marketing, Business Analyst, Business Intelligence, Project Management/PMO, Client Reporting
Title Director Business Development & Client Service – Institutional Investment Management
Categories Asset Management, Business Development, Client Services, Investment Management, Marketing
Location Short Hills, NJ
Job Information

Our Institutional Investment Management client is seeking to recruit a Director Business Development & Client Service to drive strategic marketing, business development and client service objectives with institutional investors, investment consultants and prospective institutional investor clients.


  • Engage with institutional clients, investment consultants and prospects and serve as a key point of contact in driving new business development and strategic marketing initiatives
  • Build, maintain and foster relationships with top firm clients and prospects
  • Review and approve marketing materials for roadshows and client marketing presentations
  • Review and approve RFP and RFI responses
  • Pitch the firm’s investment philosophy,┬ástrategies and performance with institutional clients, investment consultants and prospective clients


  • Master’s Degree or CFA required (both designations strongly preferred)
  • 7+ years’ client-facing business development, marketing or client services experience in the investment management industry
  • Fundamental knowledge of equity markets, products and investment strategies
  • Demonstrated ability to build and maintain relationships and to effectively pitch and communicate to clients and prospects
  • Ability to travel frequently
  • Advanced communication, presentation and interpersonal skills
  • High level of integrity and attention to detail with the proven ability to influence internal and external audiences
  • Strong project management
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Title Business Analyst – Investment Management Systems
Categories Asset Management, Business Analyst, Business Intelligence, Investment Management, Project Management/PMO
Location Stamford, CT
Job Information

Our global Investment Management client is seeking to recruit a Business Analyst with demonstrated experience driving and delivering projects and gathering and documenting business and technology requirements for investment management system integration, enterprise data management and system implementation projects.


  • Partner with investment teams (business users) and IT teams to identify and maximize the use of information and technology to improve investments data, systems, and business processes
  • Utilize business intelligence and reporting expertise to help implement a new reporting infrastructure in the investments enterprise data management system
  • Develop and maintain reporting process using SQL, OLAP and BI tools
  • Document and maintain expert knowledge of various reporting, investment, accounting and trading systems including their inherent inter-connectivity
  • Assist with investment systems administration and proactively identify and resolve data gathering and reporting issues
  • Assist with ongoing SOX internal control testing initiatives
  • Assist with special projects as required


  • Bachelor’s Degree in Computer Science, Information Systems or Business related field
  • 5+ years’ program management, project management and/or business systems analysis experience in the financial services or asset management industry
  • Advanced SQL and Excel skills, including demonstrated ability to write scripts and queries
  • Demonstrated expertise with requirements gathering and documentation and the ability to effectively liaise with project managers and business end-users to understand business needs, develop actionable requirements and deliver complex projects
  • Experience with business intelligence tools, data mapping, and end-to-end system integration across multiple platforms
  • Experience with investment management platforms such as Aladdin, Markit EDM, ePAM, etc.
  • Superb communication, interpersonal and business writing skills
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Title Client Service Associate – Institutional Investors
Categories Asset Management, Client Reporting, Client Services
Location Short Hills, NJ
Job Information

Our global Investment Management client is seeking to recruit an Institutional Marketing Associate to provide marketing and client service support to the firm’s institutional and investment consultant clients. The incumbent will be responsible for analyzing and maintaining client databases, meeting client reporting requirements and responding to various information and proposal requests (RFPs, RFIs, DDQs, etc.) in a timely manner.


  • Prepare and analyze various client, prospect and consultant reports, including DDQs, RFIs and RFPs, in a timely manner
  • Analyze, edit and compile data requests for client, prospect and consultant reports
  • Proactively update consultant databases with a strict attention to detail
  • Gather and analyze information using portfolio analysis systems
  • Assist key internal stakeholders with preparation for client, prospect and consultant meetings


  • Bachelor’s Degree
  • 5+ years client service, marketing or executive administrative support in a fast-paced deadline driven environment
  • Prior financial services industry experience preferred
  • Advanced project management skills with the demonstrated ability to handle multiple deadline driven project congruently
  • Highly organized and motivated with exceptional attention to detail
  • Well developed analytical skills with the ability to analyze and draw conclusions on complex data
  • Advanced MS Office skills
  • Prior exposure to portfolio analysis systems preferred
  • Strong team player with excellent communication, interpersonal and presentation skills
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