Global Client Group Associate — Data & Presentations

Jobtailor; North Carolina; On-site; USD 55,000 - 75,000; Full time

Job summary

Jobtailor seeks a detail‑oriented professional to support Regional Directors and Senior Associates in a fast‑paced financial services team in North Carolina. You will prepare meeting materials, compile performance data, and ensure accuracy of client reports.

This role requires strong communication, teamwork, and the ability to manage multiple projects with competing deadlines. Some travel is expected; proficiency in Excel and Word is essential, and licensure (SIE/Series 7/63/66) may be required

Qualifications

• Bachelor's degree required with a strong academic record.
• Background or strong interest in the Financial Services Industry.
• 2+ years of work experience in Financial Services or similar field preferred.
• Asset Management experience a plus.
• Detail-oriented, organized, proactive, team-player.
• Able to work equally well in a team environment and independently.
• Self-starter who is capable of completing multiple projects within set deadlines.
• Excellent written and verbal communication skills.
• Strong computer skills (Excel and Word) with the ability to learn programs as needed.
• Solid quantitative problem-solving skills.
• SIE, Series 7, and Series 63/66 licenses (or attainment within the first 8 weeks of hire as a condition of employment)

Responsibilities

• Support the day-to-day activities of the team’s Regional Directors and Senior Associates.
• Prepare presentation materials to be used in meetings with institutional clients and prospects.
• Compile performance data, portfolio commentary and analytical material in preparation for meetings or in response to client inquiries.
• Provide quality control for the data included in client reports and requests.
• Facilitate the completion of due diligence requests and client questionnaires.
• Help maintain CRM database.
• Build marketing lists for institutional luncheons, investment forums and conferences.
• Review and edit RFPs.
• Communicate daily with internal groups, including operations, portfolio management, research, legal, compliance and marketing.
• Some travel may be expected.

Skills

Communication skills

Team player

Self-starter

Detail-oriented

Quantitative problem solving

Proactive

Education

Bachelor's degree

Tools

Excel

Word

Job description

Jobtailor seeks a detail‑oriented professional to support Regional Directors and Senior Associates in a fast‑paced financial services team in North Carolina. You will prepare meeting materials, compile performance data, and ensure accuracy of client reports.

This role requires strong communication, teamwork, and the ability to manage multiple projects with competing deadlines. Some travel is expected; proficiency in Excel and Word is essential, and licensure (SIE/Series 7/63/66) may be required