Client Services Associate

barrowhanleyglobal; Dallas (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

Barrow Hanley Global Investors in Dallas seeks an experienced administrative associate to support institutional client and consultant groups across equity and fixed income strategies. You will resolve complex admin questions, prepare RFPs and questionnaires, and maintain accurate client records.

The role requires 3+ years in institutional client services or portfolio management support, a Bachelor's degree in marketing, business, or finance, and strong MS Office skills.

Qualifications

• 3+ years of experience in institutional client services or portfolio management support required.
• Bachelor's degree required, focus in marketing, business, or finance are a plus.
• A working knowledge of principles, practices, and procedures of the investment management industry including fundamentals of financial terminology, formulas and concepts.
• Strong knowledge of Microsoft Office, especially PowerPoint, Excel, Word, and Outlook.
• Aptitude to work with or learn: Advent/Geneva, BondEdge, FactSet Portfolio Analysis (PA), Assette, Salesforce, Bloomberg, eVestment and Qvidian.
• Highest level of integrity, regard for confidentiality, strong work ethic, ability to work independently but also effectively and collaboratively in a team.
• Strong organizational, written, and verbal communication skills with attention to detail.
• Ability to manage multiple projects, meet deadlines, and multi‑task.

Responsibilities

• Collects data and produces reports for client and committee presentations, monthly/quarterly reporting, and ad hoc requests.
• Coordinates administrative contact with clients regarding cash movements, accounting issues, and audit cycles; maintains client/portfolio records.
• Produces reports to communicate investment information for portfolio managers and clients, interpreting trends and implications.
• Identifies data anomalies and coordinates correction within Advent/Geneva, BondEdge, FactSet and other systems.
• Produces and formats strategy and portfolio level commentary for client reporting.
• Works with internal departments, colleagues, and clients.
• Collaborates with equity and fixed income teams to produce client reports.
• Manages high-priority, time-sensitive duties with accuracy and confidentiality.

Skills

Client services

Portfolio support

Data reporting

Microsoft Office

Advent/Geneva

BondEdge

FactSet PA

Assette

Salesforce

Bloomberg

eVestment

Qvidian

Data management

Education

Bachelor's degree

Tools

Advent/Geneva

BondEdge

FactSet

Portfolio Analysis (PA)

Assette

Salesforce

Bloomberg

eVestment

Qvidian

Job description

About Barrow Hanley Global Investors

Founded in 1979, Barrow Hanley is a diversified investment management firm offering value-focused investment strategies spanning global equities and fixed income. Recognized as one of the few remaining firms dedicated exclusively to value investing, Barrow Hanley enjoys a boutique culture with a singular focus to assist clients in meeting their investment objectives. Barrow Hanley stewards the capital of corporate, public, multi-employer pension plans, mutual funds, endowments and foundations, and sovereign wealth funds across North America, Europe, Asia, Australia and Africa.

Job Description

Independently provides administrative support to an assigned group of institutional clients and consultants across equity and fixed income strategies. Capable of resolving complex administrative problems and ad hoc requests. Day-to-day client contacts are generally mid- or junior-level finance or investments staff. Will assist in preparing RFP and questionnaire responses.

Key Responsibilities

• Collects data and produces reports, including but not limited to: client, board of director, investment committee presentations, monthly/quarterly reporting, institutional client finals presentations, questionnaires, website reporting and daily ad hoc requests.
• Coordinates administrative contact with clients regarding cash movements, accounting issues, general portfolio questions, and audit cycles; maintains all records pertaining to clients/portfolios, including but not limited to website maintenance, questionnaire preparation, creating and updating data tables/charts, producing presentations, updating databases, etc.
• Produces reports to accurately and effectively communicate investment information for portfolio managers and clients, able to interpret themes, trends, and implications from various reports or data sets.
• Identifies data anomalies within portfolios and coordinates correction of data within Advent/Geneva, BondEdge, FactSet, and/or various other departmental resources or reports.
• Produces and formats strategy and portfolio level commentary for client and consultant reporting.
• Works constructively with internal departments, colleagues and clients.
• Collaborates with equity and fixed income investment teams, including quantitative analysts, to produce various reports for clients and/or their consultants.
• Utilizes problem‑solving skills and strong aptitude for data management.
• Handles high priority, time sensitive and complex duties as assigned.

Qualifications

• 3+ years of experience in institutional client services or portfolio management support required.
• Bachelor's degree required,focus in marketing, business, or finance are a plus.
• A working knowledge of principles, practices, and procedures of the investment management industry including fundamentals of financial terminology, formulas and concepts.
• Strong knowledge of Microsoft Office, especially PowerPoint, Excel, Word, and Outlook.
• Aptitude to work with or learn: Advent/Geneva, BondEdge, FactSet Portfolio Analysis (PA), Assette, Salesforce, Bloomberg, eVestment and Qvidian.
• Highest level of integrity, regard for confidentiality, strong work ethic, ability to work independently but also effectively and collaboratively in a team.
• Strong organizational, written, and verbal communication skills with attention to detail.
• Ability to manage multiple projects, meet deadlines, and multi‑task.

*This job is not eligible for visa sponsorship*

Agency Notice

We are recruiting for this role internally and are not engaging external recruiting agencies at this time. We will not pay fees for submissions made without a written agreement approved in advance.

Barrow Hanley recruits, hires, employs, trains, promotes, and compensates individuals based on job-related qualifications and abilities and provides a work environment that ensures all employees are free from discrimination or harassment because of race, color, sex, gender, age, religion or religious creed, national origin, ancestry, citizenship, marital status, sexual orientation, gender identity, gender expression, physical or mental disability, military or veteran status, public assistance needs, or any other characteristic protected by law.

Barrow Hanley provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief, in accordance with applicable laws. If you need to inquire about an accommodation, need assistance with the application process, or would like to view the Firm's related policies, please email HR at [e-mail].