Responsibilities
Support senior external business teammates with competitive analysis reports, database and website mining and competitive positioning points.
Keep current with investment portfolio performance and business channel knowledge.
Serve as primary point of contact for client support providing portfolio data, market analysis and resolving operational issues.
Support client engagement activities to include client presentations, scheduling, preparation of materials and follow up.
Serve as primary internal contact and liaison to the wider Bonaventure enterprise
Participate in training programs, seminars, and conference to enhance performance and further professional development.
Qualifications
Bachelor's degree in Economics, finance, business or engineering preferred
Minimum 3 years' experience in the asset management or alternative asset industry real estate preferred.
Relevant experience in a client relations or sales environment
Ability to package and delivery information in a client friendly, consultative manner.
The ability to work independently without significant, direct supervision and handle multiple projects simultaneously and prioritize as needed.
Effective written and verbal communication skills
Candidate Qualifications
The ideal candidate is a goal-driven self-starter with experience in the RIA channel and the ability to collaborate internally to significantly promote Bonaventure investment opportunities. With strong interpersonal and verbal skills including an ability to clearly articulate complicated investment concepts
Internal Capital Markets Consultant must have and maintain FINRA Series 7, and Series 63/65 or 66 licenses and clean U4.
Position will be based in Alexandria, Virginia
Bonaventure invests in its employees' development and well-being, empowers them to provide superior customer service and encourages them to serve the communities where they live and work. Bonaventure is committed to diversity and inclusion. We are an equal opportunity employer.
Powered by JazzHR
