
Global Investment Expert
11 hours ago
- Key Responsibilities:
- Partnering with global Business Development and Product Specialist teams to prepare client presentations, pitchbooks, and review materials.
- Assisting in drafting and reviewing Requests for Proposals (RFPs), Due Diligence Questionnaires (DDQs), and investor information requests.
- Coordinating the distribution of research white papers, event invitations, and webinar materials to clients and prospects.
- Supporting senior team members in scheduling and coordinating client meetings and investor conference calls.
- Managing and maintaining consultant and sales databases (e.g., performance data, flows, product information).
- Providing ad-hoc analytical support, including portfolio data summaries and performance tracking.
- A Bachelor's degree in Finance, Economics, Business, or a related field.
- 0-3 years of experience in investment management, consulting, client reporting, or financial services.
- Strong proficiency in PowerPoint and Excel; knowledge of Python or SQL is a plus.
- Familiarity with investment concepts such as portfolio theory, asset allocation, and risk/return analysis.
- Excellent written and verbal communication skills; able to draft professional client-facing materials.
- Highly organized with strong attention to detail and ability to manage multiple projects under tight deadlines.
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