A leading asset manager in Boston is looking to a HNW coordinator to the investor relations team. This is an urgent search so please apply today!
Requirements:
- Maintain data management supporting business development and investor relations activities
- Collaborate with investor relations team on ad hoc reporting
- Manage sales pipeline and update fund raising status to platform
Qualifications:
- 1-3 years of relevant experience at an asset manager
- FINRA Series 7 & 63 (preferred)
- Strong excel and PowerPoint skills