This position is responsible for general marketing efforts and client relationship management for an investment advisory firm located in Houston Texas. The incumbent is responsible for communicating the firm's separate account and commingled fund strategies to strategic partners (financial intermediaries), clients, and prospects to enhance the firm's profile and to broaden distribution of its investment strategies. The role includes leading the effort to ensure strategy data inclusion in certain proprietary and non-proprietary investment manager databases. Experience with eVestment, Informa, and Morningstar databases highly desirable.
Requirements: •5-10 years of directly related experience in the area of investment strategy products •Bachelor’s and advanced degree in Finance; or CIMA/CFA designation •Understanding of the investment management industry, institutional and retail distribution of separate accounts and mutual funds •Solid background in finance and investment markets, including the ability to engage with investment and research personnel on global equity markets, economics, and portfolio strategy •Experience with eVestment, Informa, and Morningstar databases highly desirable. •Strong problem solving skills and seasoned judgment •Strong interpersonal, communication, writing, and editing skills with consistent attention to detail and accuracy