Posted:1 week ago|
Platform:
Work from Office
Full Time
Role & responsibilities Portfolio Analysis Monitoring client portfolios and associated performance attribution/positioning; Writing market/fund commentaries, explaining the embedded investment strategies and helping with study of market trends, investment themes and related impact on client portfolios. Business Development – Participate in creation and maintenance of various marketing materials like pitch books; assist senior client portfolio managers with ad-hoc sales & client inquiries, engage with clients, responding to and reviewing client RFPs. Client Reporting – take responsibility for the quality and timely delivery of client portfolio reviews and reports; communicate investment strategy and portfolio positioning on a regular basis to internal and external clients.
First Meridian Business Services
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250 Employees
175 Jobs
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