Responsibilities:
- Client reporting – monthly and quarterly standard and custom reporting
- Investment consultant database management
- Client Onboarding
- Client cash flow activity monitoring and posting
- Facilitating client/advisor requests for internal and external sales teams
- Updating procedure documentation and seeking process improvement
- Additional operations and client service responsibilities depending on experience
- Management of firm’s external service providers
Desired Knowledge and Experience:
- 5+ years’ experience in investment management industry – operations experience or client service experience required
- Strong attention to detail and ability to solve problems in a fast-paced environment
- Strong work ethic and ability to work in a team environment
- Excellent communication skills
- Highly developed organizational skills - ability to prioritize tasks and manage multiple assignments
- Bachelor’s degree, preferably in Accounting or Finance
- Knowledge of financial markets and economic concepts
- Flexible in terms of daily schedule/responsibilities
Desired Systems Knowledge and Experience:
- eVestment Omni and other institutional consultant databases
- Bloomberg and FactSet
- SS&C Advent
- Excellent Microsoft Excel, Word & PowerPoint skills
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What We Do
Seaport Global is a leading capital markets firm providing robust sales, trading and research services, with the resources of a full-service investment bank. We apply an extensive knowledge base and network of long-term relationships to provide financial insight for clients across a variety of industries. With over 300 professionals with decades of experience and offices in the US and Europe, Seaport Global has the capability and acumen to provide our clients sound solutions to help them reach their goals. We provide deep understanding of our clients’ business and full senior attention on every deal.
