Summary
A global Investment firm based in Greenwich, Connecticut and is looking for an exceptionally talented individual with 1-3 years of experience to join our BD Services team as an analyst.
Company Information:
The firm is a global investment management firm built at the intersection of financial theory and
practical application. We strive to deliver superior, long-term results for our clients by looking past
market noise to identify and isolate what matters most, and by developing ideas that stand up to
rigorous testing. Our focus on practical insights and analysis has made us leaders in alternative
and traditional strategies since 1998.
Our employees share a common spirit of academic excellence, intellectual honesty, and
an unwavering commitment to seeking the truth. We’re determined to know what makes financial
markets tick – and we’ll ask every question and challenge every assumption. We recognize and
respect the power of collaboration, and believe transparency and openness to new ideas leads to innovation.
Job Description:
About the firm:
The firm is a global investment management firm built at the intersection of financial theory and
practical application. We strive to deliver superior, long-term results for our clients by looking past
market noise to identify and isolate what matters most, and by developing ideas that stand up to
rigorous testing. Our focus on practical insights and analysis has made us leaders in alternative
and traditional strategies since 1998.
About the firm, our employees share a common spirit of academic excellence, intellectual honesty, and
an unwavering commitment to seeking the truth. We’re determined to know what makes financial
markets tick – and we’ll ask every question and challenge every assumption. We recognize and
respect the power of collaboration, and believe transparency and openness to new ideas leads to
innovation.
The Team
The firm is looking for an exceptionally talented individual with 1-3 years of
experience to join our BD Services team as an analyst.
The BD Services team serves a core function within our Business Development group by
supporting sales and client service efforts. The primary responsibility of the role is to partner with
Product Specialists and Business Development team members to create and maintain standardized
presentation materials for use in client and prospect meetings. A successful candidate operates
independently as well as in a team environment and is proactive and creative about problem
solving.
Your Role
• Partner with stakeholder teams to create standard as well as customized client content
across all product and vehicle types
• Gather and analyze client portfolio data using internal and external applications
• Apply and format data to produce materials for internal and external purposes
Requirements / Qualifications:
What You’ll Bring
• Bachelor’s degree, with a preferred concentration in finance
• 1-3 years of experience in financial services, asset management background is a plus
• Strong written and verbal communications skills
• Strong organization and detail-oriented skillset
• Proficiency with Microsoft Excel and PowerPoint
o Experience with advanced functions in Excel is a strong plus
• Seismic knowledge is a plus
• Tableau and SQL knowledge is a plus
