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• Support the consultant relations team in responding to a large volume of consultant inquiries relating to new and existing business
• Complete quarterly RFIs / consultant questionnaires and ad hoc requests in a timely and accurate manner
• Respond to time-sensitive, search driven questionnaires and/or requests
• Work closely with internal groups and parent company to gather information requested by consultants
• Work with legal and compliance to ensure that all information communicated externally is legally approved
• Use internal systems to run and compile large amounts of data needed for RFIs
• Create customized data breakouts to meet the specific breakouts requested by consultants
• Support consultant relations in developing and maintaining positive relationships within the consultant community
• Review product profiles in consultant databases for accuracy in relation to search requests

Qualifications :

• Bachelor's degree required
• Working towards CFA or MBA a plus
• 3+ years of experience working at an investment management firm
• Comfortable working with large amounts of data
• Acute and consistent attention to detail and accuracy
• Excellent communication (verbal and written) and interpersonal skills
• Solid understanding of fixed income, equity and alternatives investment terminology and data points
• Strong collaboration and project management skills; ability to work effectively with various departments and staff to compile information needed for RFIs under very tight deadlines.
• Ability to prioritize, organize and juggle various urgent deliverables at once.
• A flexible approach to the job as a team player

Required Years of Experience :

3

Additional Info :

For more information contact: Lindsay Flynn (617)728-4100 |

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