
Asset & Wealth Management, Client Solutions Group, Global Consultants, Analyst
- Salt Lake City, UT
- Permanent
- Full-time
- Support senior consultant relationship managers in providing excellent service to high-profile investment consultants
- Collaborate with public investing teams, RFP, compliance, and others to provide timely deliverables to large, global institutional consultants
- Research, track and summarize progress with investment consultants, including: opportunities, product ratings, and market trends in asset allocation
- Develop a close partnership with internal sales, product, and management teams to commercialize our strategies
- Run projects and assist in developing team strategy
- Highly developed organizational and internal communication skills required
- 1-2 years of work experience at an asset manager, investment consultant, Goldman Sachs, or other financial firm preferred
- Data extraction, manipulation, visualization and automation skills are welcome, but not required
- Interpersonal skills: this role requires the ability to build excellent working relationships with many internal and external parties
- Strong written and oral communication skills
- Ability to work well in a fast-paced team
- Organized with good attention to detail
- Salesforce proficiency preferred