Marketing and Client Services Analyst

Location: Durham, NC

Industry: Finance & Investment

Company: op-tier global asset management firm View company name

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Job Description

We are a global asset management firm. We were founded on the belief that in-depth financial research can provide unique insight into fixed income markets. Since 1982, the firm has used its insight into these markets to benefit our clients. Initially, our research and portfolio management activities focused on the U.S. mortgage market and agency mortgage-backed securities in particular.
The firm has since applied its quantitative research and trading skills to other sectors of the fixed income market such as corporate bonds, commercial MBS, and asset-backed securities.


Job Description:
- We seek a marketing and client service professional with a background in finance.
Responsibilities:
• Interact closely with portfolio managers and research analysts to develop and
enhance presentation materials for clients and prospects.
• Serve as the primary point of contact in the marketing and client service group for
data and information management needs.
• Contribute as a team member to support and enhance our marketing and client
service infrastructure.

Requirements:
• Outstanding communication and presentation skills, both verbal and written.
Must be detail-oriented.
• Solid background in finance and/or fixed income markets, including the ability to
engage with investment and research personnel on markets, economics, and
portfolio strategy.
• Relevant experience in information technology. Working knowledge of SQL and
Excel/VBA preferred.
• Strong entrepreneurial characteristics of initiative, commercial instinct, integrity,
and creativity.
• Demonstrated academic achievement in finance. High level of comfort with
quantitative analytics. MBA and/or CFA strongly preferred.
• Three to five years experience in marketing and client service in the institutional
investment management industry, or a blend of investment management and
investment banking/broker dealer or consulting experience.
- Email Resume and reference “Marketing and Client Service Analyst” in the
subject line.