10 дней назад
Client Group- FRM Co Op (Investment Management)
19 - 35$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Group- FRM Co Op (Investment Management): Supporting client relationship management and business development for insurance company clients through reporting, analysis, presentations, and strategic projects with an accent on fixed income, private markets, and investment performance. Focus on analyzing industry and investment trends, developing client and competitor analysis, and coordinating deliverables across relationship, portfolio management, legal, compliance, and operations teams.
Location: Boston, MA, United States; office-based four days per week with flexibility to work remotely one day per week.
Salary: $19–$35 per hour
Company
is an independent investment management firm serving institutional clients and mutual fund sponsors in more than 60 countries across equity, fixed income, multi-asset, and alternative markets.
What you will do
- Prepare presentation materials, briefing documents, research, and other collateral for client and prospect meetings.
- Support reporting and analytical projects for the Financial Reserves Management team, which partners with insurance company clients.
- Collaborate with relationship management, product management, portfolio management, guideline, legal, compliance, and operations teams.
- Attend client portfolio review meetings and gain exposure to fixed income, private markets, portfolio positioning, and investment performance discussions.
- Work with senior leadership on strategic projects that streamline team initiatives, goals, and reporting.
- Independently analyze industry and investment trends, client needs, competitors, and fundraising target lists.
Requirements
- Only Northeastern University students are eligible for this program.
- Prior co-op experience is required.
- Strong written and verbal communication, judgment, attention to detail, organization, time management, and project management skills.
- Ability to manage multiple assignments and deliver high-quality work under constant deadlines.
- High proficiency with Microsoft Word, Excel, and PowerPoint; Salesforce experience is helpful but not required.
- Interest in financial markets or the investment management industry, with a professional and collaborative attitude.
Culture & Benefits
- Cross-training across functions to support broad professional development.
- Collaborative and inclusive environment with exposure to colleagues across investment and corporate functions.
- Retirement plan, health, dental, vision, pharmacy, health savings, and flexible spending account coverage.
- Paid time off, paid holidays, sick and vacation time, commuter program, and employee assistance program.
- Additional benefits may include tuition or CFA reimbursement, life and disability insurance, adoption assistance, and backup childcare.
Hiring process
- Accepted candidates are expected to start in December 2026 or January 2027.
- The role includes cross-training and may require supporting peak-period workloads.
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