What are the responsibilities and job description for the Equity Portfolio Coordinator position at Jacobs Levy Equity Management?
We are seeking a talented and results-driven individual to join our team as an Equity Portfolio Coordinator at Jacobs Levy Equity Management.
Job Summary:
As an Equity Portfolio Coordinator, you will be responsible for assisting in the preparation and management of RFPs, questionnaires, and other materials. You will also assist in updating and managing consultant databases.
Key Responsibilities:
- Assist in preparing and managing RFPs and questionnaires by drafting responses, producing requested data and reports, and assembling detailed support information
- Update and help manage consultant databases
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
- Attention to detail
- Team-player
