Bachelor's degree with a strong academic record and 1-4 years of financial market experience.
Process-oriented with the ability to balance short-term tasks and long-term projects.
Strong communication skills, both written and verbal, with a focus on detail.
Experience working collaboratively with colleagues at various levels.
Ambitious mindset with a drive for professional growth in a team environment.
Familiarity with AI applications in operational processes and workflows.
Preferred background in business development or relationship management with knowledge of financial concepts.
Responsibilities
Support relationship managers in strengthening investor relationships and providing timely responses to inquiries.
Manage long-term projects focused on product development and prospecting processes.
Gain a thorough understanding of the firm's investment capabilities and capital markets.
Develop insights into clients' businesses and their connections to the firm.
Keep clients informed about firm updates and strategic developments.
Benefits
Medical and prescription drug coverage.
401(k) contribution matching.
Wellness reimbursement.
Family building benefits.
Charitable gift match program.
Full Job Description
What you'll do day-to-day
Support relationship managers in cultivating relationships with investors and prospects, provide timely and accurate responses to inbound requests, and keep investors informed about firm and strategy developments.
Play an important role in the management of longer-term projects, including the design and upkeep of robust product development and prospecting processes.
Become well versed in the firm's investment capabilities, financial concepts, and capital markets.
Develop a deep understanding of clients and prospects, their businesses, and their relationships with the firm.
What we're looking for
A bachelor's degree, a record of academic and professional achievement, and at least one to four years of financial market experience.
A process-oriented mindset, the ability to execute short-term tasks while managing long-term projects effectively, and the desire to work as part of a team.
Well-developed written and verbal communication skills, proven project management skills, and keen attention to detail.
Ability to work effectively with colleagues of varying seniorities across the firm.
An ambitious, commercially minded approach, a readiness to take initiative, and the desire to grow professionally in a rigorous and collaborative environment.
Demonstrated application of AI, specifically the use of AI to transform operational processes and workflows.
Previous experience in business development or relationship management and familiarity with financial concepts and language are preferred.
The expected annual base salary for this position is $140,000 to $180,000. Our compensation and benefits package includes variable compensation in the form of a year-end bonus, guaranteed in the first year of hire, and benefits including medical and prescription drug coverage, 401(k) contribution matching, wellness reimbursement, family building benefits, and a charitable gift match program.
