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Client Services

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Asset Management, Client Reporting, Client Services, Asset Backed Securities, Equities, Investment Management, Marketing, Quantitative Finance, Business Development
Title Institutional Marketing Associate
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.

Responsibilities:

  • 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

Requirements:

  • 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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Title Equity Product SME – Institutional Investment Management
Categories Asset Backed Securities, Client Services, Equities, Investment Management, Marketing, Quantitative Finance
Location Madison, NJ
Job Information

Our global Asset Management client is seeking to recruit an Equity Product Specialist to provide product, market, performance and investment strategy subject matter expertise to institutional clients, investment consultants and prospective clients.

Responsibilities:

  • Perform quantitative analysis of the equity markets and investment performance and communicate the firm’s¬†investment strategies, philosophy, performance and process with institutional clients, investment consultants and prospective clients
  • Utilize proprietary and external systems (FactSet, Barra, etc.) to analyze and interpret investment performance
  • Create marketing materials, investment commentary and client communication collateral highlighting analysis and investment performance
  • Assist marketing and client service colleagues with RFI and RFP responses and client presentations
  • Perform market trend and competitive intelligence¬†analysis
  • Work closely with marketing leaders on business development initiatives

Requirements:

  • Master’s Degree and/or CFA required (both designations preferred)
  • Deep knowledge of equity markets, equity products and quantitative equity investment strategies
  • Expertise in analyzing equity markets and interpreting investment performance
  • Strong communication, presentation and client-facing marketing ability
  • 7+ years of experience in the investment management industry
  • Highly motivated, detail oriented and creative
  • Strong project management and computer skills
  • Ability to travel periodically
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Title Client Service Director – Institutional Investment Management
Categories Asset Management, Business Development, Client Services, Investment Management, Marketing
Location Morristown, NJ
Job Information

Our Institutional Investment Management client is seeking to recruit a Client Service Director to drive marketing and business development efforts with institutional investors, consultants and prospective customers. Travel required.

Responsibilities:

  • 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,¬†strategies and performance with institutional clients, investment consultants and prospective clients

Requirements:

  • 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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