(USA-NC-Charlotte) Cilent Service Professional
External Description: Line of Business: Sterling Capital Mgmt Group Job Category: Professionals Desired Skills: 1. Prefer experience with Advent APX and Salesforce Essential Duties and Responsibilities: Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Produce required materials for client reviews and marketing meetings. 2. Construct and maintain all investment performance composites, including verification of data, related disclosures, and ensuring results are calculated, constructed, and presented according to Global Investment Performance Standards (GIPS). 3. Maintain and update standard marketing materials, using independent research and data gathering. 4. Research and organize material on portfolio performance, index information, and other analytics. Produce technical communications including analytical charts and graphs. 5. Coordinate the gathering, analysis and writing of all responses to RFPs for institutional portfolio management opportunities. 6. Data management and reporting, utilizing internal client database. 7. Respond to requests and inquiries from institutional clients, consultants, and prospects. 8. Maintain Sterling?s website. Functional Job Title: Client Service Professional Reports To: Marketing and Client Service Manager Line of Business: Sterling Capital Management Effective Date: 10/2013 Required Skills and Competencies: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor?s Degree, or equivalent education and related training 2. Two years of financial work experience, preferably in an investment firm and including performance measurement 3. Strong familiarity with the investment markets and the investment management business 4. Prefer experience with attribution analysis and knowledge of GIPS verification 5. Highly organized, able to multi-task 6. Strong attention to detail 7. Demonstrated proficiency in basic computer applications such as Microsoft Office software products 8. Ability to travel, occasionally overnight
(USA-NC-Charlotte) Cilent Service Professional
(USA-NC-Charlotte) Cilent Service Professional,(USA-NC-Charlotte) Cilent Service Professional,(USA-NC-Charlotte) Cilent Service Professional,(USA-NC-Charlotte) Cilent Service Professional,(USA-NC-Charlotte) Cilent Service Professional,(USA-NC-Charlotte) Cilent Service Professional,(USA-NC-Charlotte) Cilent Service Professional,(USA-NC-Charlotte) Cilent Service Professional,(USA-NC-Charlotte) Cilent Service Professional,(USA-NC-Charlotte) Cilent Service Professional from Jobs http://ift.tt/NHgj2D
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External Description: Line of Business: Sterling Capital Mgmt Group Job Category: Professionals Desired Skills: 1. Prefer experience with Advent APX and Salesforce Essential Duties and Responsibilities: Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Produce required materials for client reviews and marketing meetings. 2. Construct and maintain all investment performance composites, including verification of data, related disclosures, and ensuring results are calculated, constructed, and presented according to Global Investment Performance Standards (GIPS). 3. Maintain and update standard marketing materials, using independent research and data gathering. 4. Research and organize material on portfolio performance, index information, and other analytics. Produce technical communications including analytical charts and graphs. 5. Coordinate the gathering, analysis and writing of all responses to RFPs for institutional portfolio management opportunities. 6. Data management and reporting, utilizing internal client database. 7. Respond to requests and inquiries from institutional clients, consultants, and prospects. 8. Maintain Sterling?s website. Functional Job Title: Client Service Professional Reports To: Marketing and Client Service Manager Line of Business: Sterling Capital Management Effective Date: 10/2013 Required Skills and Competencies: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor?s Degree, or equivalent education and related training 2. Two years of financial work experience, preferably in an investment firm and including performance measurement 3. Strong familiarity with the investment markets and the investment management business 4. Prefer experience with attribution analysis and knowledge of GIPS verification 5. Highly organized, able to multi-task 6. Strong attention to detail 7. Demonstrated proficiency in basic computer applications such as Microsoft Office software products 8. Ability to travel, occasionally overnight
(USA-NC-Charlotte) Cilent Service Professional
(USA-NC-Charlotte) Cilent Service Professional,(USA-NC-Charlotte) Cilent Service Professional,(USA-NC-Charlotte) Cilent Service Professional,(USA-NC-Charlotte) Cilent Service Professional,(USA-NC-Charlotte) Cilent Service Professional,(USA-NC-Charlotte) Cilent Service Professional,(USA-NC-Charlotte) Cilent Service Professional,(USA-NC-Charlotte) Cilent Service Professional,(USA-NC-Charlotte) Cilent Service Professional,(USA-NC-Charlotte) Cilent Service Professional from Jobs http://ift.tt/NHgj2D
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