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About the role

A prominent financial services firm in New York seeks an experienced Analyst/Associate for their Client Strategy & Investor Relations team. The candidate will enhance client operations, manage investor databases, and prepare strategic investor plans. A Bachelor's degree and at least 2 years of experience in Financial Services are required. Proficiency in Excel and strong communication skills are essential for success in this fast-paced role.

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JOB OVERVIEW

Experience level

Mid

Location

New York, NY

Occupation

Financial and Investment Analysts

Industry

Portfolio Management and Investment Advice

Posted

yesterday

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