Job Description & Requirements
The CRM Intern assists Client Relationship Management in the support of strategic partner relationships and related business development efforts.
Collaborates with team to fulfill requests for information about the firm, its products, processes, and personnel.
Provides support and assistance tracking and completing quarterly and annual client reporting.
Completes administrative tasks related to the recordkeeping and review of distribution agreements.
Facilitates the completion of department projects.
Performs related duties as assigned.
Currently enrolled in a Bachelor’s degree or MBA program.
Evidence of challenging curriculum and a minimum 3.0 GPA.
Must be organized and have a high attention to detail.
Good communication, inter-personal, and critical thinking skills.
Strong level of integrity with an entrepreneurial spirit.
Demonstrated interest within the investment management industry is preferred.
Proficient in Microsoft Word, Excel and Outlook; previous SharePoint experience a plus.