Investor Relations Associate Client Services & Reporting
alm first groupBrooklyn, NY
Investor Relations Associate Client Services & Reporting
alm first groupBrooklyn, NY
9 days ago
Occupations
Securities, Commodities, and Financial Services Sales AgentsFinancial and Investment AnalystsInvestment Fund ManagersIndustries
Portfolio Management and Investment AdviceInvestment Banking and Securities IntermediationMiscellaneous Financial Investment ActivitiesAbout the role
ALM First Financial Advisors, headquartered in Dallas, TX, seeks an Associate, Investor Relations to support client onboarding, reporting, and materials that fuel new business initiatives.
You will work with investment data across fixed income and equity strategies, prepare client reports, and help develop sales materials while coordinating with investment management, operations, analytics, marketing, and compliance teams.
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JOB OVERVIEW
Experience level
Mid
Location
Brooklyn, NY
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Portfolio Management and Investment Advice
Posted
9 days ago
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