Robert Half Corporation Jobs

Description

For immediate consideration, message me directly on LinkedIn - Jeffrey Abrams

Founded by pioneers in their field, this privately-owned boutique investment manager has specialized in investment philosophy for over 30 years. Focusing mostly on the small and mid-cap equity market, they now manage approximately $20 billion across a diversified client base consisting primarily of both financial intermediaries and institutional investors.

We’re hiring for a highly qualified, entrepreneurial-minded candidate to join their Data and Performance Analytic and Operations team. Responsibilities include analyzing, presenting, and reporting on performance, attribution and other strategy data and statistics for their investment products both for internal business partners and existing and prospective clients.

• You will assist the Manager in the completion of requests for proposals (RFPs), due diligence questionnaires (DDQs), updating client databases, questionnaires, and client performance reporting.

• You may respond to client specific inquiries from consultants or advisors.

• You will also work very closely with the company’s sales team, by providing internal marketing support, including updating marketing materials such as fact sheets, presentations, newsletters, sales reporting, etc.

• You will maintain all client information and activities in Salesforce (CRM system).

Highlights:

• Opportunity to work for an investment firm associated with two Nobel Prize winners.

• Competitive Salary, 401k Match, Medical, Vision, Dental, Short-Term Disability, Long-Term Disability, Life Insurance, Profit Sharing. Compensation will be competitive commensurate with education and experience.

• Not just a job, but a career, with an opportunity to do the best work of your life.

  Requirements

• Bachelor’s degree required

• At least 2 years of experience within the financial services industry, ideally in investment performance reporting and analysis and/or writing RFPs.

• Excellent written and verbal communication skills

• Strong analytical and problem-solving skills

• Attention to detail and the ability to multi-task and work efficiently

• Ability to learn quickly and thrive in a complex, dynamic environment, demonstrating solid judgment, planning, and organization skills

• Strong work ethic

• Proficiency with Microsoft Office products, especially Word, Excel, and PowerPoint

• Experience with FactSet and/or Morningstar is a plus

• Progress towards CFA and/or CIPM designation encouraged

For immediate consideration, message me directly on LinkedIn - Jeffrey Abrams

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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