Responsibilities
- Execute and support a range of investment- and client-related activities, including:
- Researching and responding to client questions on existing and prospective investments
- Preparing materials for client and prospective client meetings
- Coordinating preparation and follow-up for quarterly Investment Committee meetings
- Supporting quarterly reporting and performance deliverables
- Assisting with portfolio trading and rebalancing activities
- Prepare portfolio analyses, modeling, and recommendations for review with senior investment team members.
- Support ongoing manager due diligence for public investments and partner with senior investment team members on due diligence for private investments; maintain due diligence templates and records
- Manage and execute the Goals-Based Analysis process in partnership with senior investment team members.
- Serve as Secretary of the Investment Committee and, upon completion of the CFA designation, become a voting member.
- Interact directly with clients as a representative of the investment team, as needed.
Requirements
- Bachelor’s degree
- 2+ years of industry experience
- Ability to manage multiple priorities and deadlines in a fast-paced environment
- Demonstrated commitment to service excellence and the highest standards of integrity, professionalism, and business ethics
- Ability to work in a highly confidential, low-profile environment
- Excellent organizational skills and strong attention to detail
- Strong analytical and problem-solving skills
- Understanding of accounting processes, procedures, and internal controls
- High proficiency with Microsoft Office (Excel, Word, PowerPoint, Outlook, and Access)
Benefits
- annual cash bonus
- comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k)
Additional Information
- Days and hours of work are Monday through Friday, 8:30 a.m. to 5:30 p.m.
- This is a full-time in-person position.
- This position is a non-exempt position.