Client Group- FRM Co Op
Core
Support reporting and analytical projects, assist with prospect and client presentations, and contribute to growth initiatives for the Financial Reserves Management team.
Role type
Co-op client relationship and business development associate
Builds
Client presentations, analytical reports, and strategic project deliverables for insurance company clients
Domain
Global investment management (Fixed Income, Private Markets)
Deliverable
product features
Required skills
Client relationship management, business development support, data analysis, presentation creation, project management, time management, attention to detail, proficiency with Microsoft Office (Word, Excel, PowerPoint)
Preferred skills
Salesforce experience, prior co-op experience
Technologies
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Responsibilities
Prepare presentation and briefing materials for client meetings, collaborate with investment and compliance teams on deliverables, run independent project work including industry trend and competitor analysis, support strategic initiatives and reporting
Seniority
Co-op (Undergraduate level)