Vacancy caducado!
Job Description
RockCreek seeks a dynamic, resourceful, detail-oriented, and energetic professional for the Client Services Senior Associate position. The ideal candidate is well-organized, flexible, anticipates change, and up to date on financial markets with a passion for impact and sustainable investing. It is critical that the candidate should be interested in growth and thrive in a fast-paced environment while maintaining a high level of professionalism and confidentiality. The candidate must be a team player who takes initiative, anticipates needs, and adapts to demanding and ever-changing situations and help to grow the firm.
- Work with the Investment teams to generate reports and analysis used for client presentations, proposals, and portfolio analysis
- Create, develop, and refine operational processes that enhance and support investor relation
- Field inbound inquiries and respond to business development requests both on a proactive and reactionary basis
- Develop client-presentation materials for customized portfolio pitches
- Create marketing and branding materials using graphic design and assist with web design
- Coordinate and prepare presentation materials for regularly recurring client reviews and recommendations
- Complete RFPs
- Write reports and support materials for regularly recurring internal meeting
Qualifications
- Related financial services experience of 2-3 years in a client-serving position
- Understanding of the asset management industry, investment products and strategies
- Academic background (or equivalent) in Marketing, Finance and Business
- Strong writing, editing and presentation skills
- Strong working knowledge of PowerPoint and Excel and interest in learning new software tools
- Excellent verbal and written communication skills
- Marketing experience
- Graphic and web design experience is preferred
- Experience working in a fast-paced, team-oriented culture with an ability to take charge and manage projects under time deadlines and flexible hours as well as ability to work independently while taking ownership
- High energy and capable of working effectively in a teamwork environment in a dynamic, rapidly growing business and ability to enhance growth
- Highly organized and process oriented with exceptional attention to detail and follow through
- Client interfacing and client service skills with the ability to communicate with institutional clients
- Absolute highest ethical standards and personal integrity
Additional Information
BenefitsConsistent with our belief that team members are our most valuable asset, RockCreek offers a competitive benefits package.
- Ability to work remotely with support technology
- Medical, dental, and vision insurance; dependents eligible
- 401(k) retirement plan with company match
- Paid time off, sick leave, and company holidays
- Wellness programs including meditation and fitness classes
- Onsite gym
For additional information on RockCreek, please visit https://therockcreekgroup.com
Follow us on LinkedIn:https://www.linkedin.com/company/the-rock-creek-group/
Vacancy caducado!