Job Description
Responsibilities
- Responsible for updating, revising and producing quarterly client presentations requiring mastery of both PowerPoint and Excel.
- Work in concert with Product, Marketing and Sales to organize delivery of value-added services to platform managers, portfolio advisory groups and fund research teams.
- Respond to ad‑hoc requests for information from head office partners.
- Execute manager research and due diligence process to maintain existing business and win new partnership opportunities.
- Create and curate internal documents to store relevant fund information.
- Complete questionnaires for the national account client base.
- Gather information from internal sources to provide timely and accurate responses.
- Evaluate, develop and deploy improvements to the reporting process.
- Build and manage internal infrastructure and systems to bolster targeted client service delivery models.