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CLIENT SERVICES ASST for Global Hedge Fund

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 Job Snapshot
Location : 
Westport, CT 06880 (map it!Map it!)
Employee Type : 
Full-Time
Industry : 
Banking - Financial Services
Manages Others : 
No
Job Type : 
Entry Level
Finance
Admin - Clerical
Education : 
4 Year Degree
Experience : 
None
Travel : 
None
Relocation Covered : 
No
Post Date : 
5/3/2013
Contact Information
Ref ID :
CT/CLIENT SERVICES
 Description

 Prestigious hedge fund located in Fairfield County, CT has an excellent opportunity for a Client Services Assistant!!!

RESPONSIBLITIES:

  • Responds to daily ad-hoc client requests
  • Handles all reoccurring client requests (monthly, quarterly, annually) including but not limited to the following: data templates, assets, holdings, attribution, performance, characteristics, commentary, questionnaires, surveys, fact sheet/prospectus/annual report distribution, etc.
  • Organizes and prepares materials for client meetings/portfolio reviews, due diligence visits  & conference calls
  • Works with Request for Proposal team on new business proposals and requests for information
  • Updates Database(s) on a quarterly basis
  • Coordinates legal submission of marketing and sales material
  • Conduct research on various topics and work on special projects on an ad hoc basis
 Requirements

 

  • Advanced Microsoft Office skills
  • Self starter who has the ability to juggle different functions
  • Hands-on, flexible individual who is proactive, detail oriented and highly organized  
  • Good communication skills
  • Take- charge attitude
  • College degree preferred

 

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