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Client Service Manager (Asset Manager).

Responsibilities include coordinating and collaborating on key activities to support both U.S. and non-U.S. funds/products and clients:
Compiling and updating Firm, fund, and new product presentation materials
Coordinating preparation of RFP/RFI responses and Product DDQs
Fulfilling information requests, including performance reporting and diligence items
Undertaking Investor research, general market research, and competitive set analysis
Assist in management of CRM database for tracking client/prospect relationships, meeting
activity, and related call reports
Preparing for internal product prospect meetings
Supporting organization and materials for Investor due diligence meetings
Supporting company participation at industry events as well as efforts for Clarion-sponsored client
events
Qualifications:
Undergraduate or advanced degree
4-5 years of work experience at a leading investment management firm, preferably with some
exposure to alternatives (Hedge Fund, Asset Management, or Private Equity)
Experience to one or several areas of client service, fundraising, marketing, investor
relations, operations
Excellent collaboration and organizational skills, prioritizing attention to detail
Strong interpersonal, communication, and writing skills
Team player attitude and ability
Candidate should be proactive and self-motivated; strong work ethic, integrity, and commitment
to meet deadlines are essential attributes
Desire to build a career in client service and/or investment management; interest in developing
an understanding of the Company product suite
Highly proficient in Microsoft Office product suite
Experience with Salesforce or other CRM system preferred

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