
Global Investment Opportunities Professional
19 hours ago
We are seeking a highly skilled Investment Solutions Specialist to join our team. As an Investment Solutions Specialist, you will be responsible for delivering innovative investment solutions to clients worldwide.
In this role, you will work closely with Business Development and Product Specialist teams to prepare client presentations, pitchbooks, and review materials. You will also assist in drafting and reviewing Requests for Proposals (RFPs), Due Diligence Questionnaires (DDQs), and investor information requests.
Your key responsibilities will include:
- Partnering with cross-functional teams to develop client-facing materials.
- Supporting the preparation of RFPs, DDQs, and other client communication materials.
- Coordinating the distribution of research reports, event invitations, and webinar materials to clients and prospects.
- Managing and maintaining consultant and sales databases.
- Providing ad-hoc analytical support, including portfolio data summaries and performance tracking.
To succeed in this role, you will need 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, and proficiency in PowerPoint and Excel. Knowledge of Python or SQL is a plus.
We are looking for a hard-working and eager to learn individual who can thrive in a collaborative, intellectually rigorous environment. Self-starters with analytical and resourceful skills are highly valued. Excellent written and verbal communication skills are required, as well as integrity and professionalism in all deliverables.
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