Family Office Business Development Analyst, US Wealth

AQR Capital Management; Greenwich (CT); On-site; USD 115,000 - 125,000; Full time

Benefits offered by this job

Paid time off

Medical/dental/vision insurance

401(k)

Job summary

AQR Capital Management is seeking an exceptionally talented Analyst to join the US Wealth Family Office team. The successful candidate will work alongside senior members to build relationships with family office clients in the United States and support onboarding, reporting, and client communications.

You will provide senior relationship managers with sales and administrative support, utilize databases and CRM tools, and collaborate across Portfolio Management, Compliance, Legal, Operations,

Qualifications

• Bachelor's degree in Economics, Marketing, Finance or Business.
• 1-2 years of relevant post-undergraduate experience at an investment management or asset management firm, a consulting firm or investment bank.
• High degree of intellectual curiosity.
• High proficiency in PowerPoint and Excel.
• FINRA series 7 and 63 licenses required.

Responsibilities

• Provide senior relationship managers with sales and administrative support, including preparing analysis, presentations, client/prospect materials, and updating databases (CRM).
• Provide inbound and outbound client support, including helping to service clients, quantify prospects, and sending follow-up information.
• Proactively use databases and sales reports to assist senior relationship managers in managing their territories.
• Work closely with Portfolio Management, Portfolio Solutions, Compliance, Legal, Operations, Risk, and Trading teams to address client requests.
• Develop robust AQR product and asset class knowledge and demonstrate interest in the industry.
• Participate in projects and initiatives to help improve overall team functionality and efficiency.

Skills

Intellectual curiosity

Communication skills

Self-starter

Team collaboration

Education

Bachelor's degree in Economics, Marketing, Finance or Business

Tools

PowerPoint

Excel

FINRA Series 7

FINRA Series 63

Job description

AQR Capital Management is seeking an exceptionally talented Analyst to join the US Wealth Family Office team. The successful candidate will work alongside senior members to build relationships with family office clients in the United States and support onboarding, reporting, and client communications.

You will provide senior relationship managers with sales and administrative support, utilize databases and CRM tools, and collaborate across Portfolio Management, Compliance, Legal, Operations,