Client Services Associate - Fixed Income (Institutional Asset Management)

Barrow Hanley Global Investors • Dallas, TX

20h • Onsite

About The Position

Barrow Hanley Global Investors, founded in 1979, is a diversified investment management firm offering value-focused investment strategies across global equities and fixed income. Recognized for its exclusive dedication to value investing, Barrow Hanley maintains a boutique culture with a singular focus on assisting clients in meeting their investment objectives. The firm manages capital for a diverse clientele, including corporate, public, and multi-employer pension plans, mutual funds, endowments, foundations, and sovereign wealth funds across North America, Europe, Asia, Australia, and Africa. This role independently provides administrative support to an assigned group of institutional clients and consultants, capable of resolving complex administrative problems and ad hoc requests. Day-to-day client contacts are generally mid- or junior-level finance or investments staff. The associate may also assist in preparing RFP and questionnaire responses.

Requirements

• 3+ years of experience in institutional client services or portfolio management support required.
• Bachelor’s degree required.
• A working knowledge of principles, practices, and procedures of the investment management industry including fundamentals of financial terminology, formulas and concepts.
• Strong knowledge of Microsoft Office, especially PowerPoint, Excel, Word, and Outlook.
• Highest level of integrity, regard for confidentiality, strong work ethic, ability to work independently but also effectively and collaboratively in a team.
• Strong organizational, written, and verbal communication skills with attention to detail.
• Ability to manage multiple projects, meet deadlines, and multi-task.

Nice To Haves

• MBA with a focus in marketing, business, or finance are a plus.
• Aptitude to work with or learn: Advent/APX, BondEdge, Assette, Salesforce, Bloomberg, eVestment and Qvidian.

Responsibilities

• Collects data and produces reports, including but not limited to: client/board of director/investment committee presentations, monthly/quarterly reporting, institutional client finals presentations, questionnaires, website reporting and daily ad hoc requests.
• Coordinates administrative contact with clients regarding cash movements, accounting issues, general portfolio questions, and audit cycles; maintains all records pertaining to clients/portfolios, including but not limited to website maintenance, questionnaire preparation, creating and updating data tables/charts, producing presentations, updating databases, etc.
• Produces reports to accurately and effectively communicate investment information for portfolio managers and clients, able to interpret themes, trends, and implications from various reports or data sets.
• Identifies data anomalies within portfolios and coordinates correction of data within Advent/APX, BondEdge, and/or various other departmental resources or reports.
• Produces and formats strategy and portfolio level commentary for client and consultant reporting.
• Works constructively with internal departments, colleagues and clients.
• Collaborates with fixed income quantitative analyst to produce various reports for clients and/or their consultants.
• Utilizes problem-solving skills and strong aptitude for data management.
• Handles high priority, time sensitive and complex duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 11-50 employees