Investment Manager Assistant / Client Communications Assistant $26/hr
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POST DATE 9/15/2016
END DATE 10/30/2016
Newport Beach, CA
JOB DESCRIPTIONThe Investment Manager Assistant / Client Communications Associate
6 month temp
Primary responsibility is to partner with Investment Professionals to create customized presentation materials for use in client and prospect meetings.
? Create bespoke client and business development presentations
? Update and maintain Companies strategy storyboards.
? Produce regular and ad-hoc reporting.
? Gather and analyze market trends and data using internal and external applications.
? Partner with senior professionals to improve workflow processes
? Respond to requests for internal and external information.
? Have a strong desire to learn the products and complex financial and economic concepts
? Foster a sense of teamwork, assisting others when needed/required with energy and enthusiasm
? Four-year college degree
Preferred major in Business/Finance, or Economics.
? Excel spreadsheets, macros, query tools, and external databases. VBA skills a plus.
? Strong PowerPoint skills required
? Ideal candidates should have two to seven years of experience in financial services.
? A strong background and/or interest in fixed income and economics is important.
? Ability to increase efficiency of the team via templates and/or macros in Excel, queries in Business Objects and Info cube is a plus.
Email ssehrer @ appleone.com We are an equal employment opportunity employer and will consider all qualified candidates without regard to disability or protected veteran status.