A leading, global institutional investment manager specializing in equity and income solutions seeks a client services representative to join the team in Princeton.
Responsibilities will be both in-house and external facing.
- Interface between clients, product specialists, and investment professionals
- Support in-house marketing efforts, including RFP's and presentation materials
- Assist clients, fund administrators, and third party distribution representatives in day-to-day operations and administration
- Provide both specialized and standard reporting for ad-hoc requests
Requirements:
- 5+ years of experience servicing investment advisory clients
- Excellent working knowledge of capital markets, especially municipal bonds
- CFA or CAIA in progress strongly preferred
This is an urgent hire, so if you meet the requirements, please apply today!
