
Strategic Investment Professional
5 hours ago
Key Responsibilities:
- Partner with global Business Development teams to prepare client presentations and pitchbooks.
- Assist in drafting and reviewing proposals, due diligence questionnaires, 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 consultant and sales databases including performance data, flows, and product information.
- Provide analytical support including portfolio data summaries and performance tracking.
Qualifications:
- Bachelor's degree in Finance, Economics, Business, or a related field.
- 0.6–3 years of experience in investment management, consulting, client reporting, or financial services.
- Strong proficiency in PowerPoint and Excel; knowledge of programming languages like Python is beneficial.
- Familiarity with investment concepts like portfolio theory, asset allocation, and risk/return analysis.
- Excellent written and verbal communication skills to draft professional client-facing materials.
- Highly organized with strong attention to detail and ability to manage multiple projects under tight deadlines.
Who You Are:
- Hard-working and eager to learn in a collaborative environment.
- Self-starter with the ability to work independently while coordinating with global colleagues.
- Analytical and resourceful with strong problem-solving skills.
- Client-focused mindset with integrity and professionalism in all deliverables.
- Well-organized and detail-oriented capable of thriving in a fast-paced environment.
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