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Institutional Client Services Associate

  • Job type: Permanent
  • Location: Santa Monica
  • Salary: Competitive
  • Job reference: KYHY1946
  • Sector: Asset Management, Buy Side, Selby Jennings
  • Date posted: 12/01/2018
A $300B global asset manager, with expertise in fixed income, equity, and alternative strategies, is seeking an exceptional associate to add to their Institutional Distribution team.  This person would be a key contributor to client satisfaction and relationship management with investors, keeping them informed, as well as supporting the business development efforts of the team globally.  This role is based in Santa Monica and will only look at candidates already living in California. 

  • Delivering superior customer service by exceeding client expectations
  • Perform research to develop new business as well as maintain business
  • Prepare client reports and other monthly/quarterly deliverables
  • Coordinate meetings and client requests for the business development team
  • Build/Update/Refine Excel models, templates, charts including research on potential clients, existing client portfolio data, charts for marketing materials and other performance and market detail
  • Send out marketing materials
  • Ad Hoc calculates on portfolios
  • Client reports and deliverables
  • 3-6 years of relevant experience is required!
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