What are the responsibilities and job description for the Client Service Associate position at Jacobs Levy Equity Management?
Jacobs Levy Equity Management, an institutional asset manager located in Florham Park, NJ, is seeking an energetic, dynamic individual to work in our Client Service and Business Development Group. This professional will prepare client, consultant, and prospective client reports, analyses, questionnaires, and RFPs.
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 include:
- Bachelor’s degree, preferably in Finance, Economics, Business, Math or related field
- 3 years of related experience in a fast-paced corporate office environment, preferably in the finance industry
- Experience with RFPs preferred
- 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
Jacobs Levy Equity Management focuses exclusively on managing equity portfolios for institutional clients. We encourage intellectual curiosity and offer a good work/life balance, competitive compensation, and a collegial environment.
