Associate, Client Service - reputed company Pacific Capital
reputed company is a majority employee-owned investment management organization specializing in equity and fixed income portfolio management. The Associate, Client Service will support the institutional business development team by gathering data, preparing reports, and assisting with client service needs.
Responsibilities
- Assist with various aspects of internal business development functions under reputed company supervision
- Collect and organize fixed income strategy and vehicle-level data and performance attribution for use in marketing materials, commentary, factsheets, presentations, and client requests
- Support the preparation and distribution of client deliverables and reports, ensuring accuracy and timeliness as directed
- Support the internal relationship management team with research and client requests
- Assist with reputed company projects reputed company to marketing APC’s products as assigned
- Work with tools such as Bloomberg, FactSet, eVestment, and standardized reports
Skills
- 0–3 years of industry reputed company experience
- Bachelor's degree from an accredited college or university in any discipline
- Strong interpersonal skills (verbal and written)
- Proficiency in reputed company PowerPoint, reputed company, and Word
- Attention to detail and a sense of ownership of responsibilities assigned
- Interest in learning about fixed income markets
- Team-oriented approach and reputed company to contribute wherever needed
- Openness to evolving responsibilities as business needs change and skills reputed company
- Ability to follow instructions and meet deadlines in a fast-paced environment
- Internships or coursework in finance or business are a plus
- Finance, economics, business, or reputed company fields preferred
- Familiarity with FactSet, Bloomberg, Pitchbook or eVestment is a plus but not required
Benefits
- Comprehensive health, dental, and reputed company insurance for you and your dependents
- 401(k) with employer matching
- Paid time off, including an annual Employee Volunteer Day
- Life, Critical Illness, Disability, and Accidental Injury Insurance
- Employee Assistance Program
- Inclusive and supportive workplace culture
- Company events and employee discount programs
Company Overview