Investment Product Communications Associate

3 days left

Employer
Pzena Investment Management
Location
New York, USA
Salary
tbd
Posted
May 25, 2021
Closes
Jun 24, 2021
Ref
11079203
Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
To Apply: https://recruiting.myapps.paychex.com/appone/MainInfoReq.asp?R_ID=3580483

Pzena Investment Management, LLC is a registered investment adviser and broker-dealer managing over $49 billion in global equity assets. We provide equity investment management services for institutional investors, leading corporate, public and individual clients on a world-wide basis by way of separate accounts, sub-advised mutual funds, and other commingled vehicles since our firm founding in 1995. Our team of approximately 125 employees is mostly based in our headquarters in Manhattan and we have representative offices in Australia and London. We are a growing company, in the size of our team, our locations, and our assets under management. We seek partners, not just employees, at every level in the firm and are looking for an exceptional new team member to grow with us.

As a member of Marketing & Client Services team, you will support cultivating and maintaining trusted relationships with clients, consultants and prospects. You will collaborate with all members responsible for business development and client service, as well as liaising with our Operations, Legal & Compliance, Finance and Investment Research teams. This position requires a proactive person with a deep understanding of the investment management industry who can communicate effectively.

Key Responsibilities
  • Use existing thought leadership pieces to create short form client communications and respond to client requests
  • Act as an internal point of contact and lead completion of complex recurring reporting or ad hoc requests for clients, consultants and prospects
  • Support marketing and client services team members in cultivating and maintaining trusted relationships with clients, consultants and prospects
  • Write standard and ad hoc investment commentary about Pzena strategies/products and quarterly summaries detailing stock contributors and detractors to be used for client reporting
  • Write buy or sell rationales, investment theses and investment narratives for individual stocks, sectors or regions
  • Gather data to quickly respond verbally and in writing to internal or external information requests
  • Assist with completion of RFPs, RFIs, DDQs, and other client or consultant questionnaires as needed

Duties, responsibilities and activities may change at any time

Qualifications
  • Bachelor's degree required, with business or finance (preferred)
  • 3-5 years of experience in a related role
  • CFA or MBA a plus
  • Understanding of investment and portfolio management processes
  • Ability to write clearly and succinctly in a professional manner
  • Highly motivated and a self-starter

Competencies
  • Communication-communicates clearly and professionally, both verbally and in writing; creates polished and complete documents, ensures top quality work product, and presents information effectively
  • Results-oriented-understands and analyzes work product, applies critical thinking to ensure accuracy of deliverables and takes pride in work and contributions
  • Project management-ensures timeliness of deliverables within the given constraints, maintaining appropriate communication of status to relevant parties
  • Planning/Organizing-prioritizes and plans work activities proactively and uses time efficiently
  • Diligence and Attention to Detail-demonstrates meticulousness, accuracy and thoroughness and monitors own work to ensure quality control of all work product; has a keen eye for consistency and strong proofreading skills
  • Interpersonal Skills & Teamwork-a collaborative team player who is highly professional and can partner with all levels of the organization, respectful and honest, open to ideas and exhibits willingness to try new things and roll up their sleeves with the team to do what it takes to get the job done well with a commitment to the firm's culture, values and approach

Working at Pzena

We are committed to the success and wellbeing of our employees. We offer benefits to support our employees and their families including many benefits that are fully funded by the firm, such as certain medical plans and FSA and HSA contributions, life insurance, and travel insurance. The firm also makes profit-sharing contributions to employee 401k accounts, contributes to causes important to our employees through firm Charitable Giving and Charitable Matching programs. Additionally, the firm supports the professional growth of our team by offering a Mentorship Program, Lunch & Learns, and sponsoring workgroups and committees to recommend business improvements. We are proud of our culture and enjoy coming together as a firm; you can look forward to team building activities, social events, monthly birthday parties, Pizza Fridays, summer softball league, and recharging with healthy snacks, and more.

Pzena investment management is an affirmative action - equal opportunity employer. We value all forms of diversity and are committed to fostering an equitable and inclusive environment for all. We believe that multiple points of view, from different backgrounds and experiences, contributes positively to our culture and work. We welcome and encourage candidates of all backgrounds and experiences to join our team.

To Apply: https://recruiting.myapps.paychex.com/appone/MainInfoReq.asp?R_ID=3580483

Privacy Policy: https://www.pzena.com/cookie-policy/

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