The firm is a $7 billion credit shop based in New York with a high-quality, global reputation and a nearly 30-year record of strong performance focused on credit and convertible securities. The firm seeks to hire an individual to work as part of the Client Advisory team.
Position Overview
This individual will serve as an integral member of the Client Advisory team with a focus on supporting the firm's institutional and wealth management clients. The ideal candidate will possess a demonstrated interest and ability to complete the full range of investor relations tasks (detailed below). The role will require strong quantitative, analytical and communications skills. Responsibilities will include but not be limited to the following:
Supporting the firm's internal Client Advisory and Sales efforts, including creating and editing presentations and fact sheets, assisting with monthly or quarterly letters / commentaries, performing competitor analysis
Preparing regularly scheduled monthly and quarterly reporting, and assisting with responding to ad hoc investor inquiries
Participating actively in the RFI and RFP process and helping to develop a more streamlined, efficient and scalable process
Providing support in production of due diligence materials
Processing and reporting client inflows, outflows, and guidelines changes
Compiling performance analytics/attribution
Preparing product reviews for senior management and marketers
Processing client inflows, outflows, and guidelines changes
Entering and managing contacts and sales notes in the firm's CRM System
Collaborating and working closely with the team on automation initiatives
Required Skills:
Ability to thrive in a highly entrepreneurial, fast-paced, competitive work environment
Demonstrated knowledge of fixed income/credit investment strategies
Detail-oriented with the ability to manage multiple tasks and deadlines
Ability to forge and maintain strong internal relationships with senior members of Sales, Client Advisory, Portfolio Management and Operations teams
Proven display of intellectual curiosity
Excellent written and verbal communication skills
High energy, interpersonal skills, strong work ethic, self-motivated and results oriented
Willing to work with a "roll up the sleeves can-do" attitude
Excellent Microsoft Office skills (Word, Excel and PowerPoint)
Background/Professional Requirements:
BA/BS degree required
2-4 years of relevant experience required
Previous experience in a client service position actively supporting institutional and intermediary clients, as well as sales professionals