Investment Management Consultant
BC Forward

Job Info

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Investment Management Consultant
Title: Investment Management or Asset Management Analyst
Location: Stamford, CT
Duration: 6 Months

Must have experience working in 1-3 years financial services industry - i.e. investment management or asset management businesses
Must be detail oriented, extremely proficient in Microsoft Office Suite - word, excel and powerpoint.
Have a basic understanding of fixed income, equity and alternative investments (SMAs, mutual funds etc.)

* Coordinate with five product areas in Investment Management to gather monthly performance data, ensure all maker checker approvals have been obtained, and send to Marketing. Follow up with Marketing on Compliance approvals and ensure all data is published on intranet (~100 documents in total). Respond to queries from Sales teams on posting of data and ensure that all data is published within 5-10 days of release.
* Review and edit monthly and quarterly commentaries from portfolio managers (~20 documents in total). Send to Marketing for approval by Compliance. Ensure Compliance approves in a timely manner and that the approved commentaries are published on the intranet.
* Assist in review and editing of CIM internal announcements. Obtain Compliance approval and follow up with Marketing to ensure announcement is distributed
* Gather data and client wins for weekly CIM Newsletter and Performance Flash
* Make edits to and obtain Compliance approval for sales decks for new product launches
* Gather marketing materials for CIM strategies (~50 documents in total) to respond to independent due diligence firm. Respond to ad hoc due diligence data queries, e.g., portfolio performance and commentaries, in an expedited manner.

Interested candidates please send resume in Word format Please reference job code 196308 when responding to this ad.

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