Bulge Bracket Investment Banks

Posted 2 months ago

No clicks

Associate in Asset Management Client Service Management supporting the Head of Client Service for the Americas, based in New York. Drive and execute strategic projects, coordinate annual planning and financial management, prepare presentations for senior meetings, and organize leadership communications. Analyze data, processes, and team structures to identify risks and opportunities, and propose process improvements and data-driven solutions. Requires 3+ years' experience with strong Excel and PowerPoint skills, project management, and effective communication across senior stakeholders.

Compensation: Not specified
City: New York City
Country: United States

Full Job Description

Location: New York, NY, United States

Step into a dynamic role where you’ll drive strategic projects and partner with senior leaders to solve critical business challenges in Asset Management.

As a Management Associate supporting the Head of Client Service Asset Management – Americas, you will work with senior leaders and internal business managers to execute key strategic projects and assist with solving day-to-day business issues.

Job responsibilities

Partner with business groups to define needs, manage projects, and carry out important initiatives to achieve both immediate and long-term goals
Analyze data, processes, and team structures to identify risks, gaps, and opportunities for improvement
Coordinate annual planning and ongoing financial management, including headcount and travel budgets, while resolving issues with internal partners
Communicate priorities, processes, and initiatives clearly; organize and participate in leadership meetings, manage follow-ups, and draft internal communications
Prepare and manage presentations, outlines, and content for internal and external meetings, including Quarterly Business Reviews and Town Halls
Proactively propose and implement process improvements, data-driven insights, and innovative solutions to enhance client service and operational efficiency
Work independently and collaboratively, prioritize tasks, meet deadlines, maintain confidentiality, and engage effectively with all levels of management

Required qualifications, capabilities, and skills

3+ years’ experience
Strong interpersonal and communication skills (written and oral) with ability to deliver messages clearly and succinctly with all levels of management
Strong organizational and project management skills with proven execution abilities
Skilled in financial and quantitative analysis
Expertise with Excel (e.g., managing large amounts of data, complex data manipulation using pivot tables, formulas, etc.)
Expertise in PowerPoint: creating slides / charts and editing presentations for senior meetings
Comfortable with ambiguity and a dynamic work environment, with strong initiative, energy and analytical ability to complete projects with limited supervision

Preferred qualifications, capabilities, and skills

Exposure/involvement in one or more of the various Asset Management businesses, a plus

Support the Head of Client Service by driving strategic projects and solving daily business issues with senior leaders and managers.

Full Job Description

Location: New York, NY, United States

Step into a dynamic role where you’ll drive strategic projects and partner with senior leaders to solve critical business challenges in Asset Management.

Job responsibilities

Partner with business groups to define needs, manage projects, and carry out important initiatives to achieve both immediate and long-term goals
Analyze data, processes, and team structures to identify risks, gaps, and opportunities for improvement
Coordinate annual planning and ongoing financial management, including headcount and travel budgets, while resolving issues with internal partners
Communicate priorities, processes, and initiatives clearly; organize and participate in leadership meetings, manage follow-ups, and draft internal communications
Prepare and manage presentations, outlines, and content for internal and external meetings, including Quarterly Business Reviews and Town Halls
Proactively propose and implement process improvements, data-driven insights, and innovative solutions to enhance client service and operational efficiency
Work independently and collaboratively, prioritize tasks, meet deadlines, maintain confidentiality, and engage effectively with all levels of management

Required qualifications, capabilities, and skills

3+ years’ experience
Strong interpersonal and communication skills (written and oral) with ability to deliver messages clearly and succinctly with all levels of management
Strong organizational and project management skills with proven execution abilities
Skilled in financial and quantitative analysis
Expertise with Excel (e.g., managing large amounts of data, complex data manipulation using pivot tables, formulas, etc.)
Expertise in PowerPoint: creating slides / charts and editing presentations for senior meetings
Comfortable with ambiguity and a dynamic work environment, with strong initiative, energy and analytical ability to complete projects with limited supervision

Preferred qualifications, capabilities, and skills

Exposure/involvement in one or more of the various Asset Management businesses, a plus

Support the Head of Client Service by driving strategic projects and solving daily business issues with senior leaders and managers.

Asset Management, Americas Client Service Management - Associate

Full Job Description

SIMILAR OPPORTUNITIES

Asset Management – EMEA Client Service, Client Account Management – Associate

Asset Management- Associate

Asset Management Operations - Chicago - Associate - Client Services - Operations

Multi Asset Portfolio Management, Portfolio Management Group, Associate

Senior Associate, Client Service Management

Asset Management, Americas Client Service Management - Associate

Full Job Description

SIMILAR OPPORTUNITIES

Asset Management – EMEA Client Service, Client Account Management – Associate

Asset Management- Associate

Asset Management Operations - Chicago - Associate - Client Services - Operations

Multi Asset Portfolio Management, Portfolio Management Group, Associate

Senior Associate, Client Service Management