Investor Information & Writing Associate (Asset Management)

Social Capital Resources; New York (NY); On-site; USD 85,000 - 95,000; Full time

Benefits offered by this job

Annual Bonus

Job summary

A top-tier investment management firm in Midtown, Manhattan is seeking an Investor Information & Writing Associate. This full-time position involves responding to client inquiries, completing RFPs and DDQs, and producing accurate written content. The ideal candidate will have a Bachelor's degree and 1-4 years of experience in asset management or financial services.

Qualifications

• 1-4 years of experience in asset management or financial services.
• Experience with RFPs and financial writing.
• Detail-oriented and highly organized.

Responsibilities

• Respond to written inquiries from clients and prospects.
• Complete RFPs, DDQs, and RFIs from any sales channel.
• Produce accurate and persuasive written content.
• Collaborate to update existing content.

Skills

Detail-oriented

Proficient in Microsoft Office

Financial writing experience

Organizational skills

Education

Bachelor's Degree

Job description

Overview

Top-Tier Asset Management Firm in Midtown, Manhattan is seeking a Investor Information & Writing Associate for a full-time position.

Base pay range: $85,000.00/yr - $95,000.00/yr

Pay range information and additional compensation: Social Capital Resources provided pay range. This range is provided by Social Capital Resources. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Additional compensation types include Annual Bonus.

Responsibilities

• Respond to written inquiries from clients and prospects, including RFPs, DDQs, and RFIs covering all the Firm’s products and a broad range of topics.
• Complete RFPs, DDQs, and RFIs received from any sales channel across the Firm (Institutional, Intermediary, and RIA).
• Produce written content that is accurate, concise, persuasive, and responsive.
• Collaborate across the Firm to gather information and leverage interactions to update/improve existing content.
• Write content and respond to questionnaires of varying lengths and complexities.

Qualifications

• Bachelor's Degree
• 1-4 years of experience in asset management or financial services, ideally in a similar position
• Experience with financial writing, RFPs, journalism, etc.
• Detail-oriented and highly organized
• Proficient/Expert user of Microsoft Office software

Job details

• Seniority level: Associate
• Employment type: Full-time
• Job function: Finance and Marketing
• Industries: Investment Management

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