Client Portfolio Specialist
1 week ago
Client Portfolio Specialist
DepartmentGR&RS
Job DescriptionProvide weekly market commentary/narratives and reporting associated to month and quarter end Create Presentation materials and RFPs for client engagement Responding to client queries by reviewing front office data trade and performance data Create and maintain Product Marketing PPT templates and slide library for shared use across the firm. Example assist with coordination of content (commentaries and other materials), adding and formatting of charts Run batch reports and prepare material for commentary and reporting purposes
Open Positions1
Mandatory SkillsExcel
Education QualificationMBA / CA / CFA
Experience2 to 5 years
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