The Panther Group is seeking an Client Service Associate with a well-established institutional asset management firm, focused on managing equity portfolios for institutional clients.

Key Details:

Responsibilities are centered on data analysis, data presentation, and responding to RFPs.
Strong presentation development skills are essential.
Must be proficient in Microsoft Word, Excel, and PowerPoint.
Familiarity with CRM systems is preferred.
Experience with tools such as FactSet, Barra, and similar platforms is a plus.

Ideal Candidate:

Someone with a strong eye for detail, capable of creating high-quality presentations, and comfortable working behind the scenes to support the investment team and business development efforts.

Responsibilities include:

Produce client, consultant, and prospective client reports
Assist in preparing and managing RFPs and questionnaires by drafting responses, producing requested data and reports, and assembling detailed support information
Assist in preparing and managing email campaigns
Update and help manage consultant databases
Use third-party portfolio analysis systems to gather data and create reports
Assist in preparing materials for client, consultant, and prospective client meetings

This position requires a skilled professional who has strong analytical skills, shows exceptional attention to detail, and is a good communicator.

Requirements

3+ years of related experience in a fast-paced corporate office environment, preferably in the finance industry
Bachelor’s degree, preferably in Finance, Economics, Business, Math or related field is required
Experience with RFP support and response required
Exposure to portfolio and/or performance analysis software a plus
Familiarity with investment performance and portfolio characteristics data
Attention to detail
Strong project and time management skills
Excellent computer skills including Word, PowerPoint, Access, Excel and Outlook
Team-player

The Panther Group jobs

Client Service Associate