#JR4840
Researches and gathers standard information for basic requests and works with more senior associates to fulfill more complex RFIs, RFPs, DDQs, and ad hoc requests.
Gathers standard information and statistical data.
May participate in team projects.
Researches, gathers data, helps prepare and support project tasks and may present project information.
Serves as a general resource to the business for firm and investment strategy related information.
Performs additional responsibilities as assigned.
Business & Technical Skills:
Demonstrates strong Microsoft Office related skills such as Excel, Word and PowerPoint. VBA and other applications are nice-to-have.
Demonstrates attention to detail, organizational skills and ability to work independently as well as part of a team.
Demonstrates ability to handle multiple priorities in a deadline driven environment.
Demonstrates ability to balance periods of high work volumes with high degree of accuracy.
Demonstrates intellectual curiosity and analytical skills.
Displays critical thinking and problem-solving skills.
Demonstrates an introductory knowledge of investment strategies and general portfolio statistics and ability to apply it to work assignments.
Demonstrates introductory knowledge of industry tools and applications (e.g. Qvidian).
Competencies:
Communicates Effectively - Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences.
Collaborates - Builds partnerships and works collaboratively with others to meet shared objectives.
Drives Results - Consistently achieving results, even under tough circumstances.
Working conditions:
In principle, employment is for a fixed term until November 2025..
In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.
You can learn more about our compensation and benefits here.
We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.