Client Service & RFP Analyst | Reports & Analytics

Jacobs Levy Equity Management

Florham Park (NJ)

On-site

USD 80,000 - 110,000

Full time

14 days+

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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