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Provide high level of support, including but not limited to market and price updates, investment review preparation, documentation approval, investment performance reporting and review, investment transfers, account maintenance, capital call notices, and fixed income maturities
Ability to quickly think on your feet and provide investment guidance, with the ability over time to serve as a back up to the senior investment members of the team
Build and maintain relationships with family, be familiar with target investment products and offerings
Liaise with external investment managers
Create proposals and presentation materials
Attend and potentially present to investment committees
Other responsibilities as assigned
Bachelor's Degree in Finance
Licensing: Series 7, 63 and 65 or 66, a plus
Utilize research tools (including data bases, Investran, Bloomberg, and Edgar) effectively to obtain investment and market information and data
Strong organizational skills, multi-tasking and time management very important
Minimum of 2 years of experience as an Investment Banking or Finance Analyst
Knowledge of markets and ability to discuss market views and discuss investment ideas across asset classes
Strong modeling skills in MS Excel, Tableau
Confidence, integrity and ability to work confidentially and with discretion to develop a strong team trust
Self-driven, job ownership, motivated with a positive attitude and strong desire to help out other team members if needed
Excellent interpersonal, verbal, and written communication skills
Internal Number: 6238764
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