Partnering with sales, portfolio managers, product specialists and/or client relations staff and other key internal stakeholders for all support activities for current client relationships. Working hand in hand with the RFP, PM, and Consultant Relations teams on new business opportunities, including tailored proposals, formal RFP's and questionnaires, and related reviews

Performing comprehensive and in depth company and industry research while incorporating the team's valuation discipline to identify attractive investment opportunities using internal, sell side, and other external information sources. Understanding and presenting key company issues and catalysts efficiently to help the portfolio managers optimize portfolio construction. P

Work closely with relationship managers on mutual client assignments to deliver outstanding client service Coordinate project plans across multiple teams for client onboardings and transitions Support internal teams strategy decisions by running various ad hoc analysis Coordinate, prepare and provide client Investment Management Agreement deliverables Review client report