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The Rock Creek Group
Washington, DC | Full Time
$48k-59k (estimate)
1 Month Ago
Client Services Senior Associate
The Rock Creek Group Washington, DC
$48k-59k (estimate)
Full Time | Business Services 1 Month Ago
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The Rock Creek Group is Hiring a Client Services Senior Associate Near Washington, DC

Company DescriptionRockCreek is a leading global investment management firm that applies data-driven technology and innovation to sustainable investing. RockCreek’s entrepreneurial spirit, open culture, and inclusive team lead to better investments for universities, foundations, pension plans, and sovereign funds that partner with us. The firm is highly focused on the integration of environmental, social, and governance (ESG) factors as well as diversity and sustainable impact across portfolios to generate long-term returns. RockCreek has a culture of diversity, debate, and relentless drive to excel. RockCreek is among the largest inclusive firms in the world.Since our founding, RockCreek’s commitment to sustainable investing, long term value creation, and good governance has begun at home. The way we operate our offices and partner with multiple stakeholders are in keeping with our aim to have a positive impact on markets globally and reduce our carbon footprint. Our founders have a deep commitment to sustainability as well as extensive experience with sustainable impact investing and ESG policies which date back to the 1980s including investing in energy, health, education, fintek, and financial inclusion.Job DescriptionRockCreek seeks a dynamic, resourceful, detail-oriented, and energetic professional for the Client Services Senior Associate position. The ideal candidate is well-organized, flexible, anticipates change, and up to date on financial markets with a passion for impact and sustainable investing. It is critical that the candidate should be interested in growth and thrive in a fast-paced environment while maintaining a high level of professionalism and confidentiality. The candidate must be a team player who takes initiative, anticipates needs, and adapts to demanding and ever-changing situations with an interest in growing the firm.Create, develop, and refine operational processes that enhance and support investor relationsField inbound inquiries and respond to business development requests both on a proactive and reactionary basisDevelop presentation materials for customized portfolio pitches to prospective investorsCreate marketing and branding materials using graphic designCoordinate and prepare presentation materials for regularly recurring client reviewsResponsible for scheduling investor meetings and regular calendar maintenanceCreate preparation material for investment team members prior to investor meetings, calls and eventsComplete RFPs, RFIS and DDQSWrite reports and support materials for regularly recurring internal meetingsPlan, organize and execute investor eventsWork with the Investment and reporting teams to generate analysis used for client presentations, proposals, and portfolio analysisQualificationsKey ExperienceRelated financial services experience of 3-4 years in a client-serving positionUnderstanding of the asset management industry, investment products and strategiesAcademic background (or equivalent) in Marketing, Finance and BusinessStrong writing, editing and presentation skillsStrong working knowledge of PowerPoint and Excel and interest in learning new software toolsExcellent verbal and written communication skillsMarketing experience preferredExperience working in a fast-paced, team-oriented culture with an ability to take charge and manage projects under tight deadlines and flexible hours as well as ability to work independentlyHighly organized and process oriented with exceptional attention to detail and follow throughClient interfacing and client service skills with the ability to communicate with institutional clientsAbsolute highest ethical standards and personal integrityAdditional InformationBenefitsConsistent with our belief that team members are our most valuable asset, RockCreek offers a competitive benefits package.Ability to work remotely with support technologyMedical, dental, and vision insurance; dependents eligible401(k) retirement plan with company matchPaid time off, sick leave, and company holidaysWellness programs including meditation and fitness classesOnsite gymAdditional InformationFor additional information on RockCreek, please visit https://therockcreekgroup.comFollow us on LinkedIn: https://www.linkedin.com/company/the-rock-creek-group/

Job Summary

JOB TYPE

Full Time

INDUSTRY

Business Services

SALARY

$48k-59k (estimate)

POST DATE

04/02/2023

EXPIRATION DATE

06/09/2024

WEBSITE

rockcreek.com

HEADQUARTERS

CHATTANOOGA, TN

SIZE

100 - 200

FOUNDED

2013

TYPE

Private

CEO

ROBERT BOYD

REVENUE

$10M - $50M

INDUSTRY

Business Services

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About The Rock Creek Group

Rock/Creek is an online marketplace that sells outdoors gear and apparel for men, women and kids.

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