CRM Intern

Summary:

The CRM Intern assists Client Relationship Management in the support of strategic partner relationships and related business development efforts.

Primary Responsibilities:

• 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.

Preferred Qualifications:

• 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.