• Location: New York NY
• Type: Perm
• Job #23949

Company Overview:
A diversified global holding company with approximately $22 billion in assets under management is seeking to expand its Client Services team. The company focuses on insurance and asset management solutions, providing retirement income and reinsurance services.

Job Responsibilities:

• Support client inquiries and ensure timely, accurate responses regarding investment portfolios, performance, and compliance matters.
• Prepare and review portfolio reporting packages, client presentations, and customized analyses.
• Monitor investment portfolios to ensure adherence to client-specific investment guidelines, internal risk limits, and regulatory constraints.
• Support the preparation and submission of external regulatory filings, ensuring accuracy and timely compliance with applicable regulations.
• Help streamline processes, enhance data management, and implement best practices for efficiency.
• Liaise with Investment Operations, Legal, Compliance, and investment teams to ensure seamless client service delivery.
• Creation and maintenance of institutional marketing requirements.

Qualifications:

• 3-6 years of experience in Client Service or Investor Relations dealing with Insurance Investors

Compensation:
Salary: $130,000 – $140,000