Five 5 years of progressively responsible experience in the job offered or a related occupation working in a client facing capacity across multiasset investment strategy, design, and implementation with a focus on mandate structuring; building and maintaining collaborative partnerships globally with internal and external stakeholders, including coordinating business development, mandate implementation and ongoing lifecycle management; applying portfolio strategy, design and implementation views to legal documentation and trading instructions; utilizing Fund accounting and trading processes and tools including eVestment, Morningstar, Bloomberg, and SQL across mutual funds, commingled funds, and limited partnerships; performing mandate structuring, including developing transition plans to analyze a clients current portfolio strategy; identifying and implementing process improvements to drive innovation and platform strategy initiatives and enhance the operating environment. In the alternative, the employer will accept a Bachelors degree or foreign equivalent in any field plus one 1 year of experience in the finance industry to satisfy the Bachelors degree field of study requirement. Employer will accept any suitable combination of education, training, or experience.
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