Responsibilities:
- Main point of contact for clients - relationship building
- Assisting sales
- Acting as proxy for PM in portfolio review meetings
- Collateral development: fact sheets,pitch books,rfps,data base entry,ad hoc requests
- Creation of master template that drives inputs from month to month
Qualifications:
- 3-5 years of experience in the finance industry
- Entrepreneurial mindset
- Ambitious, eager to understand industry further
- Strong written skills
