A regional asset management firm is looking to hire a Client Service & Business Development Support Professional to partner with key institutional clients and global prospects.
This role sits at the crossroads of client servicing, portfolio reporting, investor relations, business development support, and client research. The individual will collaborate closely with internal teams across Investments, Operations, and Compliance to deliver an exceptional client experience.
This is a high-ownership role in a lean, dynamic environment—ideal for someone with strong analytical skills, meticulous attention to detail, intellectual curiosity, and a willingness to step beyond a fixed job scope when needed.
Key ResponsibilitiesClient Servicing & Relationship Support
Act as a primary point of contact for day-to-day client servicing matters
Coordinate client communications, meeting materials, and follow-up actions
Attend portfolio review meetings and document key discussion points
Client Portfolio Reporting & Analytics
Prepare weekly, monthly, quarterly, and ad-hoc client reports and presentation decks
Support performance calculations, attribution analysis, and portfolio analytics
Address client inquiries on performance, positioning, and firm updates
Maintain high standards of accuracy, consistency, and timeliness across all deliverables
Investor Relations & Business Development Support
Conduct research on existing and prospective clients, including mandate suitability and engagement history
Assist in preparing investment presentations, pitch books, and due diligence materials
Support and maintain the investor pipeline and CRM databases
RequirementsExperience & Background
5–10 years of experience in sales support, client research, equity investing, client servicing, investor relations, business development support, portfolio reporting, or operations within asset management, banking, or financial services
Experience working with institutional investors, family offices, or sophisticated HNW clients
Bachelor’s degree in Business, Finance, Economics, or a related discipline
Proficiency in PowerPoint, Excel, and Word
Understanding of long-only equity strategies and fundamental investing is advantageous
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