Investment Manager

Investment Associate-Client Management, New Jersey

Investment Associate – Client Management (New Jersey): Our client, a dynamic, lean and growing investment management firm in New Jersey, is seeking an Investment Associate to join their Client Management team.  The individual will support portfolio managers and the sales efforts of the firm through various client service and product delivery tasks including sales and marketing, data management, portfolio monitoring, and trade implementation. 



·       Investment Associates work as part of a multi-functional team and hold responsibility for acting as a point of contact for client and prospect clients, supporting the investment team through portfolio analysis and trade implementation

·       Aggregating and analyzing data to support management and sales reporting, and facilitating account set-up and maintenance  

·       Answer investor inquiries, utilize databases to support external sales partners, produce reports on sales efforts, maintain and update the investor/client database

·       Place trades for portfolio investment, assure portfolios are accurately following the appropriate model, assist the Portfolio Managers with ad hoc request, and provide back-up operational support as necessary


·       2-5 years of applicable investment industry experience with extremely keen quantitative skills, and knowledge of the investment industry

·       A bachelor’s degree in Finance, Economics or another quantitative field is required; proficiency in Excel and Word is desired

·      Excellent communication skills necessary as the Investment Associate will liaise amongst a number of teams internally and externally; individuals without any experience in an investment management firm will not be considered      

Job Reference #1150

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