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Investment Management

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Asset Management, Business Development, Client Services, Investment Management, Marketing, Asset Backed Securities, Equities, Quantitative Finance, Content Marketing, Product Marketing
Title Director Client Service – Asset Management
Categories Asset Management, Business Development, Client Services, Investment Management, Marketing
Location Short Hills, NJ
Job Information

Our global Asset Management client is seeking to recruit a Director Client Service to drive strategic marketing, business development and client service objectives with institutional investor clients, prospective clients and investment advisors.

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:

  • Bachelor’s Degree, MBA and CFA designation required
  • Demonstrated institutional investor focused business development, marketing and/or client service experience
  • 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 Equity Product Specialist – Institutional Investment Management
Categories Asset Backed Securities, Client Services, Equities, Investment Management, Marketing, Quantitative Finance
Location Livingston, NJ
Job Information

Our global Institutional Investment Management client is seeking to recruit an Equity Product Specialist to provide product, market, performance and investment strategy subject matter expertise to institutional investor 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 CFA required
  • 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 Product Marketing Specialist
Categories Asset Management, Content Marketing, Investment Management, Product Marketing
Location Philadelphia, PA
Job Information

Our global Investment Management client is seeking to recruit an Investment Product Marketing Specialist to produce creative marketing content designed to promote the fund’s closed-end, exchange traded (ETF) and mutual fund product suite.

Responsibilities:

  • Develop creative and meaningful product content designed to promote the firm’s closed-end, ETF and mutual fund products and engage key audiences across digital and traditional marketing platforms
  • Analyze audience impact and evaluate the effectiveness of content messaging strategies and adapt content development and messaging strategy based on feedback and market conditions
  • Clearly define and promote the firm’s closed-end, ETF and mutual fund product advantages and what differentiates them from their competitors
  • Lead the content development process from initial vision to final publication
  • Work closely with financial advisors and sales leaders to understand customer needs and to develop content that will aid in the sales process
  • Edit and proofread product marketing copy and submit to compliance for final approval

Requirements:

  • Bachelor’s Degree
  • Fundamental knowledge of the investment management industry
  • Demonstrated knowlege of closed-end, ETF and mutual fund products
  • 4+ years of content and product marketing experience in the financial services industy
  • Demonstrated experience supporting the marketing efforts of investment sales professionals and financial advisors
  • Strong writing, editing and proofreading skills
  • Strong project management experience
  • Series 7 and 63 (if not active, will be required to obtain)
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