You haven't searched anything yet.
About the Position:
As a member of the Vermont-based client service team, the successful candidate will be a key member of the group responsible for marketing collateral creation, consultant databases, and responding to requests for proposals (RFP), requests for information (RFI), and due diligence questionnaires (DDQ). This individual will maintain and leverage the firm’s existing collateral as well as partner with stakeholders across the firm to convey Champlain’s value proposition to prospective and current clients. Although not directly client-facing, this role is critical in the creation of client deliverables. Responsibilities will include, but are not limited to, the following:
About the Successful Candidate:
To excel in this role, the successful candidate will:
Education and Experience:
A Bachelor’s Degree, along with proficiency in Microsoft Office, is required. At least 1-3 years of relevant experience in client service support, marketing, or proposal writing, preferably in the investment management industry. Experience with Responsive (formerly RFPIO), Microsoft PowerBI, Python and SQL is a plus.
Full Time
Investment Management
$53k-70k (estimate)
04/12/2024
06/07/2024
cipvt.com
BURLINGTON, VT
25 - 50
2004
Investment Company
SCOTT BRAYMAN
$5M - $10M
Investment Management