Investment Manager Assistant / Client Communications Assistant $26/hr

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POST DATE 9/15/2016
END DATE 10/30/2016

AppleOne Newport Beach, CA

Company
AppleOne
Location
Newport Beach, CA
AJE Ref #
576184483
Job Classification
Part Time
Job Type
Regular
Company Ref #
23181369.1113
Required Licenses/Certifications
df-aj
Min Salary
NA
Max Salary
26
Salary Unit
per hour

JOB DESCRIPTION

The Investment Manager Assistant / Client Communications Associate

$26/hr
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

Qualifications:
? 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

Experience:
? 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.

Job Experience:

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