Provide analytical support to teams and consultants
Complete quarterly and monthly investment reporting
Provide day-to-day client support
Work on special projects as assigned
Requirements
Bachelor’s degree in Finance, Economics, Business, or other relevant field
Attention to detail and highly organized, ability to work independently to meet deadlines
Ability to multitask in a fast-paced environment and react to change positively
Knowledge and experience with Microsoft Office (i.e., Word, Excel, PowerPoint)
Ability to quickly learn new software applications, including those which are proprietary
CRM or database management a plus
Critical thinking skills, self-starter with excellent follow-up abilities
Highly motivated with strong work ethic
Excellent interpersonal, collaboration and communication skills and ability to work directly with assigned clients and internal client relationship managers
Benefits
Top tier healthcare coverage
100% paid premium for disability and employee life insurance coverage
Health and Dependent Care FSA and HSA options
Company 401K contribution
Hybrid work policy
Paid time off & 15+ holidays
Summer hours
Enhanced employee assistance program
Volunteer opportunities
Tuition and education reimbursement
Company-wide events
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
investment reportingdatabase management
Soft skills
attention to detailhighly organizedability to multitaskcritical thinkingself-starterexcellent follow-uphighly motivatedstrong work ethicexcellent interpersonal skillscollaboration