Investment Services Associate - Global Investment Manager


Financial Services


Boston, Massachusetts

Employment Type



A Leading Global Investment Manager is currently looking for an Investor Services professional to start immediately! This role will operate on a hybrid scheduled (3 days in, 2 days remote)

Compensation : $35 - $45
Job ID : 21539

Job Function:

  • Work closely with portfolio management and sales personnel
  • Write RFP and DDQ content and presentations
  • Answer client inquiries
  • Support requests from the portfolio management and sales teams
  • Produce performance documents  
  • Tailor marketing collateral for individual clients  
  • Update investor communications on specific market events
  • Identify opportunities and initiate projects where investment marketing can add value

Job Requirements:

  • 1+ years of experience in Client Services/Investor Services/Investor Relations  
  • Excel skills (pivot tables required)
  • Bachelor's degree


Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.