Client Service Associate

Jacobs Levy Equity Management, an institutional asset manager located in Florham Park, NJ, is seeking an energetic, dynamic individual to work in our Client Service and Business Development Group. This professional will prepare client, consultant, and prospective client reports, analyses, questionnaires, and RFPs.

Responsibilities include:

Produce client, consultant, and prospective client reports

Assist in preparing and managing RFPs and questionnaires by drafting responses, producing requested data and reports, and assembling detailed support information

Assist in preparing and managing email campaigns

Update and help manage consultant databases

Use third-party portfolio analysis systems to gather data and create reports

Assist in preparing materials for client, consultant, and prospective client meetings

This position requires a skilled professional who has strong analytical skills, shows exceptional attention to detail, and is a good communicator.

Requirements include:

Bachelor’s degree, preferably in Finance, Economics, Business, Math or related field

3+ years of related experience in a fast-paced corporate office environment, preferably in the finance industry

Experience with RFPs preferred

Exposure to portfolio and/or performance analysis software a plus

Familiarity with investment performance and portfolio characteristics data

Attention to detail

Strong project and time management skills

Excellent computer skills including Word, PowerPoint, Access, Excel and Outlook

Team-player

Jacobs Levy Equity Management focuses exclusively on managing equity portfolios for institutional clients. We encourage intellectual curiosity and offer a good work/life balance, competitive compensation, and a collegial environment.