Job Description
* Maintain and distribute regular investor reporting including investment performance summaries, custom reporting templates, and marketing materials
* Take primary responsibility for existing and potential investors and provide dedicated coverage with pre-defined objectives
* Scan and screen universe of potential investors, both from inbound requests and by proactively researching allocators in various external media
* Generate new leads through networking within the industry and in close communication with prime brokers
Requirements:
* Experience in asset management, sales and trading, investment banking, consulting, or any other relationship management or sales role in the Finance field
* Appreciation for various asset classes and strategies and the roles that they play in institutional investors' portfolios
* Experience with Excel and Powerpoint is essential, and any experience in CRM or Portfolio Management Systems a big plus
* A wide range of experience levels (3-10 years) and backgrounds will be considered
