Director, Client Service

1 month ago


Florham Park, United States Jacobs Levy Equity Management Full time

Jacobs Levy Equity Management, an institutional asset manager located in Florham Park, NJ, is seeking a Director, Client Service & Business Development. This position, in our Client Service and Portfolio Analysis group, is focused on servicing the firm’s institutional clients and their consultants and developing new business opportunities.  

 

Primary Responsibilities:

 

  • Serve as primary point of contact for clients, consultants, and prospects
  • Engage in business development initiatives
  • Review materials for client and marketing meetings and RFP and RFI responses
  • Communicate the firm’s investment philosophy and process, investment strategies, and performance with clients, consultants, and prospects
  • Monitor the competitive landscape and industry trends


This position requires an individual who is comfortable with quantitative equity management. Requirements include:

 

  • Bachelor’s degree required, MBA and/or CFA a plus
  • A minimum of 5 years of investment industry experience
  • Ability to effectively communicate in both client and business development meetings
  • Ability to build and maintain client relationships
  • Strong organizational skills, with attention to detail
  • Excellent verbal, written, and interpersonal communication skills
  • Ability to manage and prioritize multiple projects simultaneously
  • Team player with a willingness to travel
  • Strong ethics and integrity


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