Assistant Manager, Investment Strategy & Client Growth

Willow Global Partners; Baltimore (MD); On-site; USD 48,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Professional development opportunities

Job summary

Willow Global Partners in Baltimore, MD, seeks an Assistant Manager to join a full-time role within a structured compensation plan. You will assist with investment strategies, client consultations, and portfolio analyses, contributing to growth while maintaining compliance with regulations.

The role requires 2-4 years in investment management or financial analysis, strong communication, and analytical skills.

Qualifications

• Bachelor's degree in Finance, Business, or related field.
• 2-4 years of experience in investment management or financial analysis.
• Strong communication and analytical skills.
• Proficiency in financial modeling, Excel, and other relevant software tools.

Responsibilities

• Assist in day-to-day operations of investment strategies, ensuring smooth execution.
• Collaborate with portfolio managers to develop and implement investment strategies.
• Stay updated on market trends and economic indicators to inform decisions.
• Build and maintain strong client relationships and meet expectations.
• Oversee performance of the investment team and provide guidance.
• Participate in meetings and conferences to network and learn.

Skills

Analytical thinking

Communication skills

Financial analysis

Financial modeling

Client relationships

Education

Bachelor's degree in Finance or related field

Tools

Excel

Job description

Willow Global Partners in Baltimore, MD, seeks an Assistant Manager to join a full-time role within a structured compensation plan. You will assist with investment strategies, client consultations, and portfolio analyses, contributing to growth while maintaining compliance with regulations.

The role requires 2-4 years in investment management or financial analysis, strong communication, and analytical skills.