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Posted: Mon Mar 04 2024

Client Service (RFP/Marketing)

San Francisco Bay Area, California

Direct Hire

Privately-owned boutique asset manager with U.S. small/mid-cap equity mutual funds seeks entrepreneurial-minded Client Service professional to join team focused on RFPs/DDQs and creating marketing presentations. This role is in-office five days/week.

Analyze/present/report on performance/attribution/strategy data for company investment products, catering to internal business partners and prospective/existing clients
Assist Client Service Manager in completing requests for proposals (RFPs), due diligence questionnaires (DDQs), updating client databases/questionnaires, and client performance reporting
Address client-specific inquiries from consultants/advisors, ensuring prompt/accurate responses
Collaborate with sales team; provide internal marketing support by updating marketing materials (fact sheets/presentations/newsletters), doing sales reporting, etc.
Interact with portfolio management/sales/compliance colleagues as needed
Maintain all client information/activities in Salesforce CRM system

Bachelor’s degree with high GPA (3.5+) and 2+ years of experience within financial services, ideally investment performance reporting/analysis or RFP writing
Proficiency with Microsoft Office products, especially Word, Excel, and PowerPoint; experience with FactSet and/or Morningstar a plus
Progress towards CFA and/or CIPM designation encouraged, with an expense reimbursement program available upon successful completion of each level
Excellent written/verbal communication skills; strong analytical/problem-solving skills; attention to detail; strong work ethic; able to multi-task and work efficiently; passionate about writing; ability to manage time effectively; outstanding collaboration skills

Our client will pay market rate base salary (depending on experience) plus discretionary bonus. The salary can vary depending on factors such as skillset, experience, etc. In addition, employer offers generous and comprehensive benefits package including health, dental, vision, disability and life insurance, 401(k) and profit sharing.

Brokerage Consultants Inc.