AccruePartners values our contract and consulting employees. We offer a competitive benefits package to meet the diverse needs of all of our contractor and consulting employees and their family members. Here is a listing of what our company offers: 401(k) Medical, Dental, Vision, Life Insurance, Employee Assistance Program, Medical and Prescription Drug, Short and Long-Term Disability Insurance.

 

THE TEAM YOU WILL BE JOINING:

 

WHAT THEY OFFER YOU:

 

WHERE THE POSITION IS LOCATED:

 

WHY THIS ROLE IS IMPORTANT:

 

DESIRED QUALIFICATIONS:

Desired/Preferred Skills:

THE TEAM YOU WILL BE JOINING:

WHAT THEY OFFER YOU:

WHY THIS ROLE IS IMPORTANT:

 THE BACKGROUND THAT FITS

AccruePartners values our contract and consulting employees. We offer a competitive benefits package to meet the diverse needs of all of our contractor and consulting employees and their family members. Here is a listing of what our company offers: 401(k) Medical, Dental, Vision, Life Insurance, Employee Assistance Program, Medical and Prescription Drug, Short and Long-Term Disability Insurance.

THE TEAM YOU WILL BE JOINING:

WHAT THEY OFFER YOU:

WHERE THE POSITION IS LOCATED:

WHY THIS ROLE IS IMPORTANT:

• Provide on-going (monthly, quarterly and other recurring) standard due diligence coverage to home office analysts, institutional consultants and other external partners as requested on behalf of their Fund Advisors.   

• Complete on-boarding questionnaires, fund review due diligence questionnaires, fund fact sheets, etc. across National Broker Dealers, Independent Broker Dealers, RIA, Bank & Trust, DCIO, and Global and Affiliated distribution channels for fund approvals, additions, and activations.  

• Interact with appropriate subject matter experts throughout the organizations (including but not limited to Relationship Managers, Client Portfolio Managers, Product Managers and Legal/Compliance) to obtain and/or facilitate delivery of accurate and high quality content and data.

• Expected to acquire deep understanding of firm structure and resources to navigate effectively to obtain necessary data or information to complete client requests.

• Conduct other special projects as required.

 

DESIRED QUALIFICATIONS:

Required:  

• Bachelor’s degree

• Minimum 2 years of industry experience

• Series 7 or the ability to obtain within 6-12 months of employment

 

Preferred:

• Strong interest in investment products

• Experience answering and editing RFPs and due diligence questionnaires within the asset management industry a plus

• Working knowledge of Proposal Management and Production System (RocketDocs) not required but a plus.

• Client focused mindset, diligence, accuracy, flexibility and attention to detail.

• Excellent analytical, oral and written communication skills. 

• Ability to organize and prioritize competing priorities to meet deadlines.

• Proven ability to work well under pressure.  Ability to work well with a variety of people across the organization.

• A self-starter who can work independently and as a member of a team.

• Must be highly proficient in Excel and Word and quick learner of various data systems.

• Proficiency in investment and database software packages a plus (e.g. Morningstar Direct, Investortools, Simfund)

THE TEAM YOU WILL BE JOINING:

 

WHAT THEY OFFER YOU:

 

 

WHY THIS ROLE IS IMPORTANT:

 

 

 THE BACKGROUND THAT FITS:

THE TEAM YOU WILL BE JOINING:

WHAT THEY OFFER YOU:

WHY THIS ROLE IS IMPORTANT

THE BACKGROUND THAT FITS

THE TEAM YOU WILL BE JOINING:

WHAT THEY OFFER YOU:

WHY THIS ROLE IS IMPORTANT:

THE BACKGROUND THAT FITS

THE TEAM YOU WILL BE JOINING:

WHAT THEY OFFER YOU:

 

WHY THIS ROLE IS IMPORTANT:

 

THE BACKGROUND THAT FITS:

THE TEAM YOU WILL BE JOINING:

WHAT THEY OFFER YOU:

 

WHY THIS ROLE IS IMPORTANT:

 

 

THE BACKGROUND THAT FITS:

 

THE TEAM YOU WILL BE JOINING:

 

WHAT THEY OFFER YOU:

 

WHY THIS ROLE IS IMPORTANT:

 

THE BACKGROUND THAT FITS:

 

 

 

 

 

 

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THE TEAM YOU WILL BE JOINING

WHAT THEY OFFER YOU

WHY THIS ROLE IS IMPORTANT:

THE BACKGROUND THAT FITS: