Client Service Associate

Jacobs Levy Equity Management; Florham Park (NJ); On-site; USD 80,000 - 110,000; Full time

Job summary

Jacobs Levy Equity Management in Florham Park, NJ, is seeking an energetic professional to join the Client Service and Business Development Group to prepare client, consultant, and prospective client reports, analyses, and RFPs.

You will produce reports, assist with RFPs and questionnaires, manage email campaigns, update consultant databases, and use portfolio analysis software to gather data and create materials for meetings; strong analytical, detail-oriented, and communicative skills are

Qualifications

• Bachelor’s degree 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
• Strong project and time management skills
• Excellent Word, PowerPoint, Excel, Access and Outlook skills

Responsibilities

• 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 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

Skills

Analytical skills

Attention to detail

Communication

Team player

Education

Bachelor’s degree in Finance, Economics, Business, Math or related field

Tools

Word

PowerPoint

Excel

Access

Outlook

Portfolio analysis software

Job description

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
• Strong project and time management skills
• Excellent computer skills including Word, PowerPoint, Access, Excel and Outlook
• Team-player

When determining the actual base salary offered to successful candidates, various factors will be considered, including but not limited to, the candidate’s relevant experience, skills, and qualifications for the role, as well as level of education attained, certifications, and other professional licenses held. The expected base salary for this position is $80,000-$110,000. In addition to base salary, benefits include discretionary bonus plans, health, dental and other wellness plans, contributions to profit-sharing and 401(k) plan, paid time off, and more.