Opportunities

 

Investment Advisor

Portfolio Advisory Analyst, New York, NY

Portfolio Advisory Analyst (New York, NY):  Our client, a $30B+ investment advisory firm based in NYC, is looking to bring on a talented marketing communications professional to join their team.  This position sits on the team that is responsible for developing and maintaining ongoing advisory relationships with large, sophisticated investors. The team works with existing clients on the development and implementation of their hedge fund portfolios and is also the central point for the marketing and business development efforts of the firm. 

 

Key Points:

·       Firm is doing well and entering a number of new markets 

·       Company has stable assets and has very little turnover

·       Organization boasts an impressive staff of highly educated, collaborative, and team oriented individuals

Responsibilities:

·       Maintain and develop the firm marketing materials

·       Tracking firm wide statistics and other relevant information required for RFPs and client requests; assist with drafting and preparing Requests for Proposal (RFPs)

·       Help with meeting preparation for both existing and prospective clients, including presentations and other ad-hoc projects

·       Liaise with research, advisory, legal, and client operations teams for the completion of projects

·       Plan marketing-related manager and client events; collect, organize and track prospective client information

Qualifications:

·       2-3 years of experience of related work within the investment management space

·       Ability to prioritize, adhere to deadlines, multi-task and manage projects independently

·       Attentive to detail; highly motivated and organized

·       Strong writing and communication skills; positive attitude, team player and strong work ethic

Job Reference #1329

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