Responsibility of Role:
- Knowledge of investment acumen - ability to interpret and summarize portfolio level data
- Ability to communicate with clients and manage product campaigns
- Understand investment theses and research notes
- Support sales team by executing digital campaigns and communicate applicable insights
Skills:
- Interest in capital markets, macroeconomics and investing
- Strong excel skills and experience working with CRM and marketing data platforms - Salesforce, Pardot, FactSet, Bloomberg, Morningstar, eVestment
- Have a background in institutional investing and portfolio management industry