
Investment Solutions Professional
18 hours ago
Job Summary:
We are seeking an experienced Investment Solutions Professional to join our global team. This role will involve working closely with Business Development and Product Specialist teams to deliver high-quality client presentations, pitchbooks, and review materials.
About the Role:
- Partner with global Business Development and Product Specialist teams to prepare client presentations, pitchbooks, and review materials.
- Assist in drafting and reviewing Requests for Proposals (RFPs), Due Diligence Questionnaires (DDQs), and investor information requests.
- Coordinate the distribution of research white papers, event invitations, and webinar materials to clients and prospects.
- Support senior team members in scheduling and coordinating client meetings and investor conference calls.
- Manage and maintain consultant and sales databases (e.g., performance data, flows, product information).
- Provide ad-hoc analytical support, including portfolio data summaries and performance tracking.
Requirements:
- 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.
What We Offer:
- A collaborative, intellectually rigorous environment that fosters growth and development.
- The opportunity to work with a global team delivering world-class service to institutional investors.
- A competitive compensation package and benefits.
Apply Now:
If you are an ambitious and driven individual looking to develop your career at the intersection of investments, analytics, and client solutions, we encourage you to apply now.
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