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Client Service Associate

ArrowMark Partners

Job Posting
Apr. 23, 2018

Company background: ArrowMark Partners is an employee owned asset manager with specialized expertise in alternative fixed income and capacity constrained equity strategies. Our unique approach, based on the team’s collective experience navigating market cycles, provides extensive insights across the capital structure and a skilled understanding of how to manage complex risk/reward tradeoffs through fundamental research. Founded in 2007, ArrowMark manages $16.6 billion in assets as of March 31, 2018.

Title: Client Service Associate (Alternative Credit)

Job Description: The position provides support to ArrowMark’s client service, business development, and marketing initiatives with a focus on growing and retaining assets across ArrowMark’s alternative credit strategies.

Job Duties and Essential Functions:

  • Serve as a key contact for current and prospective client requests
  • Support the creation of ongoing client service and prospecting materials, including development of investment commentaries & research briefs
  • Assist the Client Portfolio Manager with current & prospective client meetings and conference preparation
  • Calculate and review current client portfolio performance, exposures, and cash flows
  • Contribute to strategy related initiatives and new content creation
  • Develop a deep understanding of ArrowMark’s alternative credit strategies and the channel segments we market to
  • Assist with the completion of company and strategy specific RFPs/RFIs and DDQ documents
  • Analyze current client account information and identify cross-selling opportunities
  • Contribute to ad hoc projects across both the marketing and business development teams
  • Assist with new product development research and competitive analysis
  • Assist with the interpretation of performance data and contribution analysis to shape quarterly strategy reviews with Portfolio Managers and external communications to clients and consultants
  • Help provide ad hoc strategy updates specific to current portfolio positioning and performance contribution to distribution team

 

Key Qualifications:

  • Bachelor's degree
  • 3 to 5 years of relevant experience in asset management or wealth management, preferred
  • High degree of accuracy & timeliness with a strong attention to detail
  • Strong interest in investments and capital markets
  • Self-starter with strong planning, implementation, and follow-up skills
  • Ability to manage multiple tasks at once in a changing, demanding environment
  • Excellent written and verbal communication skills
  • Proficient in MS Excel
  • Bloomberg experience a plus
  • Effective team player who is comfortable working collaboratively and independently
  • High energy and passionate, with a results-driven attitude
  • Maintain flexibility and adaptability within a dynamic environment

 

How to apply: Please email clientservice@arrowmarkpartners.com 

Contact Information
Josh McAdoo
jmcadoo@arrowmarkpartners.com