Job #: 2690

Title: Portfolio Solutions


  • Stamford, CT
  • Job Type:

  • Contract
  • Contract Pay Rate:
  • $25-50
    • Anywhere
    • Posted 7 months ago

    Duties and Responsibilities:

    The Associate will be responsible for a broad array of initiatives, including the following:

    · Develop knowledge and expertise on industry trends and competitive landscape

    · Coordinate RFP writing process for prospects and existing clients as well as consultants

    · Maintain library of RFP language in effort to standardize and streamline RFP writing process

    · Coordinate and assist in writing thought leadership pieces on current industry trends and topics

    · Assist with the drafting and editing of product profiles, pitch books, and other marketing materials

    · Foster strong relationships with portfolio managers and product specialists, sales, and other professionals

    · Develop an understanding of a multi-asset class investment process, gaining experience in strategic asset allocation and tactical asset allocation, as well as exposure to manager selection views


    · Bachelor’s degree required; Experienced professional in financial services

    · Interest in the financial services industry and desire to build knowledge of portfolio management and the markets

    · Excellent communication skills (including written, verbal, and presentation)

    · Strong project management skills including ability to organize and track multiple projects in parallel

    · Delivery on tight timelines, and a hands-on approach to resolving issues

    · Highly organized, with attention-to-detail and excellent follow-through

    · Ability to work well in a fast-paced team environment and demonstrate a high level of self-motivation



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