Relationship Management Coordinator
Core
Supports Relationship Managers in sales, research, and proposal preparation for Investor Services products.
Role type
Relationship Management Coordinator (IC)
Builds
Proposals, market research, client presentations, and account documentation for Investor Services.
Domain
Financial Services / Investor Services / Global Custody
Deliverable
product features
Required skills
Financial modeling, market research, proposal preparation, client profiling, financial institution familiarity, presentation skills, writing
Preferred skills
Global custody experience, familiarity with banks and mutual funds
Technologies
Financial modeling tools
Responsibilities
Assist in preparation of detailed proposals for Investor Services products; Conduct and present detailed market and specific company research; Create pro-forma profitability and revenue projections for new business bids; Coordinate all client events; Produce all client and prospect presentations.
Seniority
Mid-level IC