Associate Global Client Group Traditional Institutional
Overview
The Global Client Group (GCG) seeks an Associate to lead relationship management and analytical support for the Traditional Institutional Group. You will partner with clients and drive growth across ESG fixed income ETF and SMA offerings. This role focuses on building personal and professional relationships while supporting regional directors and senior associates.
What You'll Do10
- 1Support day-to-day activities of Regional Directors and Senior Associates
- 2Prepare presentation materials for institutional client meetings
- 3Compile performance data and portfolio commentary for client interactions
- 4Provide quality control for client report data
- 5Facilitate due diligence requests and client questionnaires
- 6Maintain CRM database
- 7Build marketing lists for institutional events
- 8Review and edit RFPs
- 9Communicate daily with internal groups such as operations and legal
- 10Travel as needed
Requirements11
- 1Bachelor's degree with strong academic record
- 2Background in financial services industry
- 32+ years experience in financial services preferred
- 4Asset management experience a plus
- 5Detail-oriented organized proactive team player
- 6Ability to complete multiple projects under deadline
- 7Excellent written and verbal communication skills
- 8Strong Excel and Word proficiency
- 9SIE Series 7 and Series 63/66 licenses or attainment within 8 weeks
- 10Proven success in client relationship management
- 11Commitment to company values and culture
Salary Insight
Salary not disclosed in listing
Location
Required Skills
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