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Client Portfolio Associate

Momentum Resource Solutions Norwalk ,CT
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

 Contract to hire based on performance.

Duties and Responsibilities:

  • The Associate will be responsible for a broad array of initiatives, including the following:
  • Develop knowledge and expertise on industry trends and competitive landscape
  • Coordinate RFP writing process for prospects and existing clients as well as consultants
  • Maintain library of RFP language in effort to standardize and streamline RFP writing process
  • Coordinate and assist in writing thought leadership pieces on current industry trends and topics
  • Assist with the drafting and editing of product profiles, pitch books, and other marketing materials
  • Foster strong relationships with portfolio managers and product specialists, sales, and other GSAM professionals
  • Develop an understanding of a multi-asset class investment process, gaining experience in strategic asset allocation and tactical asset allocation, as well as exposure to manager selection views


  • Bachelor's degree required; Experienced professional in financial services
  • Interest in the financial services industry and desire to build knowledge of portfolio management and the markets
  • Excellent communication skills (including written, verbal, and presentation)
  • Strong project management skills including ability to organize and track multiple projects in parallel
  • Delivery on tight timelines, and a hands-on approach to resolving issues
  • Highly organized, with attention-to-detail and excellent follow-through
  • Ability to work well in a fast-paced team environment and demonstrate a high level of self-motivation

Momentum Resource Solutions


Norwalk, CT