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5 дней назад

Consultant Relations Co-op (Investment Management)

21 - 25$
Формат работы
hybrid
Тип работы
fulltime
Грейд
trainee
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Consultant Relations Co-op (Investment Management): Supporting global consultant relations for an asset manager through consultant database maintenance, performance data quality control, CRM updates, and investment research with an accent on data accuracy and client-support operations. Focus on validating quarterly and monthly performance information, maintaining Salesforce and consultant profiles, formatting holdings, and preparing materials for consultant meetings.

Location: Boston, United States; hybrid work environment with remote and onsite work

Hourly pay: $21.00–$25.00

Company

hirify.global is a global investment management firm focused on creating long-term value and helping clients and institutions build more secure financial futures.

What you will do

  • Support the Global Consultant Relations Team in maintaining relationships with the consultant community.
  • Review and maintain consultant database data, profiles, ESG, DEI, personnel, and strategy narratives.
  • Perform monthly and quarterly performance quality control and verify data submitted to consultant databases.
  • Run and format holdings and download eVestment profiles.
  • Support Salesforce and C360 CRM data integrity and research consultant-authored white papers.
  • Prepare materials for in-person meetings, maintain reference documents, and complete special projects.

Requirements

  • Currently enrolled in an undergraduate co-op program through a college or university.
  • Available for a six-month commitment from January 13 through June 25, 2027, Monday through Friday, for 35–40 hours per week.
  • Solid working knowledge of Excel.
  • Ability to work independently with strong attention to detail and organizational skills.
  • Good communication skills.

Culture & Benefits

  • Structured co-op orientation and learning activities.
  • Senior Leadership Speaker Series.
  • Social and networking events.
  • Presentation challenges and exposure to investing, mutual funds, employee engagement, client services, and consultant relations.
  • Collaborative culture focused on innovation, responsible investing, and client outcomes.

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