Asset Management - Equity Investment Specialist - Program Associate
On-site · New York City, New York, United States
Job Summary
Asset Management role focusing on representing investment teams and strategies to internal partners, prospects, and clients; positioning products to drive new business and ensure superior client service; partnering with portfolio managers, research analysts, and distribution; supporting the entire client lifecycle from RFPs to meeting materials to quarterly deliverables; collaborating with product strategy and development on ongoing and new product initiatives; understanding end-to-end client onboarding including negotiating Investment Management Agreements, Fee Schedules, Client Reporting, and Investment Guidelines.
Required Qualifications
- Bachelor's degree
- 3+ years of experience in capital markets
- Series 7 & 63
- Equity experience or willingness to learn equities
- Advanced knowledge of Microsoft PowerPoint & Excel
- Strong written communication, interpersonal and presentation skills
- Strong team player
- Strong understanding of financial services industry and capital markets
- Strong understanding of investment performance, performance composites and attribution and understanding of advisory/model delivery relationships
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