5 дней назад
Consultant Relations Co-op (Investment Management)
21 - 25$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
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
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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