Partnering with mission-driven entrepreneurs to build Rocky Mountain technology companies of impact, utility, and value.

Job responsibilities

• Preparing presentations and materials for client and prospective client meetings
• Excellent knowledge of Asset Classes and characteristics and ability to work on Investment Proposals, Goal Based Analysis, Investment Reviews
• Coordinating with global investment specialists, wealth advisors and capital advisors on client needs, meeting agendas, and managing client follow-up
• Ensure accurate information is provided for Client Onboarding activities and researching client inquiries and managing follow-up communication and materials
• Periodic updating of client information in core banking systems, partnering with various functional partners and departments to service clients and diligently document minutes of client meetings
• Draw insights from large data(Quantitative & Qualitative Analysis) and identify opportunities to streamline or automate existing process

Required qualifications

• Graduate / Post graduate degree from a reputed institute with 2+ years of experience
• Excellent stakeholder engagements skills and inclination to understand market dynamics and develop expertise
• First-hand experience creating PowerPoint and Tableau Dashboards
• Experience/Exposure in AI/ML/BI Tools to drive innovation and efficiencies across teams.
• Strong understanding of the needs and sensitivities of client management

Preferred qualifications

• Private Banking / Asset & Wealth Management knowledge a plus.
• Able to work under minimal supervision; adaptable to work in demanding environment
• Detail-oriented and results-focused
• French/Spanish/German language proficiency – reading/writing/speaking