Investor Relations Associate Client Services & Reporting

L4

alm first groupBrooklyn, NY10 days ago
ALM First Financial Advisors, headquartered in Dallas, TX, seeks an Associate, Investor Relations to support client onboarding, reporting, and materials that fuel new business initiatives. You will work with investment data across fixed income and equity strategies, prepare client reports, and help develop sales materials while coordinating with investment management, operations, analytics, marketing, and compliance teams.
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Apply now

Level

MidL4

Location

Brooklyn, NY

Occupation

Securities, Commodities, and Financial Services Sales Agents

Industry

Portfolio Management and Investment Advice

Posted

10 days ago

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