Client Portfolio Solutions Associate

Job Description

A global asset management company is looking for a Client Portfolio Solutions Associate

Roles/Responsibilities　

• Responsible for managing client interactions across the investment business, Including identifying and researching prospective investors, analyzing the role of alternative investments in a clients portfolio, and working with clients and the investment teams to develop unique solutions.
• Analysis of market data, client reporting including data management
• Preparation of monthly quarterly and annual client reports

Required skill　

• Professional skills with 3-5 years or more financial business experience (preferably Asset Management Business)
• Adaptability and quick response and team player skills are required
• Knowledge and understanding of Excel, Power Point and word and adaptability to other software products

Preferred skill　

• Strong analytical, communication and interpersonal skills are highly desirable

Personal Attributes　

• Team player with strong attention to detail