Client Services Associate

New York City



  • Modernize, revise and oversee several aspects of marketing materials, involving presentations, DDQs and RFPs, at the product and client level
  • Examine and settle daily requests from internal stakeholders
  • Work alongside internal global sales/consulting team as well as with the compliance, legal, middle-office and investment teams; eventual goal is to arrange excellent marketing material for clients and prospects
  • Review marketing material content with select sign-off responsibilities and quality control
  • Ensure priorities are addressed and assignments delivered on time; maintain and improve team awareness of these priorities
  • Take on overall responsibility for projects including: planning, organizing timeline and delivering excellent results
  • Write, test and enforce work-flow procedures
  • Participate in the production and checking of internal and external client portfolio analysis requirements
  • Work on the development of creative, compelling and globally consistent marketing material
  • Adhere to compliance approval processes




  • At least three years of pertinent experience within financial services and/or asset management firm combined with experience answering formal and informal queries from sales, portfolio managers, and institutional clients
  • Demonstrated experience in writing, editing and delivering high-quality RFPs, DDQs and marketing presentations
  • Superior Microsoft Office skills (PowerPoint, Word and Excel)
  • Ability to understand inner workings of company’s hedge fund investment strategies (systematic and discretionary); prepare and refine written material that explains these strategies; identify inconsistencies in language, data and charts used to represent the strategies
  • Prior experience of working with quantitative strategies is preferred
  • Performance measurement experience is helpful but not required






Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Date Posted 11/24/2020
Salary $90,000 - $105,000 + bonus

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