Client Relationship Manager, Client Investment Services Team

Business Unit: GE CorporateFunction: Customer ServiceResponsibilities: The Client Investment Services Team manages 140 external client portfolios that shadow investment models run by GEAM equity portfolio managers for the GE Pension Trust.As a Relationship Manager you will act as the primary contact for a wide variety of institutional clients which include: Corporations, Endowments, Foundations, Religious Organizations, Public Funds and International Government Entities. It is essential to communicate your client's requirements and feedback in a positive and constructive manner.Responsibilities include:-
Daily client communication, responding in an effective and timely manner to ad-hoc client requests. May require research and analysis of various performance and portfolio data sources, including seeking input and approval from various areas of the business (e.g. legal, finance, etc).
Facilitating the integration of new client assets, as well as on-going contributions to and withdrawals from a variety of investment vehicles (e.g. mutual funds, separate accounts, commingled funds and partnerships).
Maintaining a strong knowledge in a wide range of asset classes (e.g. US Equity, International Equity, China, India, Emerging Markets, Fixed Income, Insurance Products, Real Estate and/or Private Equity) by attending asset class meetings and working with portfolio managers and analysts to gain an in-depth understanding of their investment philosophy, strategy, tactical actions and long-term views.
Creating, developing and delivering client portfolio reviews to communicate performance drivers and markets/industry trends.
Creating and maintaining account plans for each client.
Researching and analyzing portfolio performance drivers in order to proactively communicate and adequately respond to client questions.
Continually researching news and data that may be of interest to clients in an effort to deliver potential solutions and strengthen relationships with your existing client base.
REQUIREMENTS
Qualifications: * College Education BA/BS
Minimum 3 years investment experience (e.g. analysis, accounting)
Series 7 & 63 licensed or ability to obtain license within 6 months
Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word, Outlook)
Demonstrated project management skills
Displays unyielding integrity
Must be willing to travel 30-50% of the time (US & Internationally)
Highly organized, focused on deadlines, with a strong attention to detail
Must have unlimited authorization to work in the United States
Must submit resume via www.gecareers.com to be consideredDesired: * Ability to communicate effectively at all levels of an organization
Past experience interacting with external clients
Strong executive presence
Excellent communication and presentation skills (verbal and written)
Ability to work effectively as an individual contributor and as a team member
MBA or CFA candidate
Fixed Income or Insurance BackgroundGeneral: GE Asset Management (GEAM) is a subsidiary of General Electric Company (GE), and has been managing investments for GE's U.S. employee pension and benefits plans for more than sixty years. GEAM currently manages in excess of $188 billion (as of Sept 30, 2005) for more than 250 institutional investors worldwide across a variety of asset classes and investment styles. GEAM also offers mutual funds to savings plans and retail investors. The firm's core investment competencies include U.S. equity, international equity, emerging markets equity, fixed income, real estate and private equity products. GEAM employs nearly 500 employees, in multiple locations including: Stamford, CT/ UK / Canada/ Japan.
Please see our website at www.geam.com.We thank everyone who submits their resume for this opportunity.Due to the volume of resumes we receive only candidates selected for interview will be contacted.
GE is an equal opportunity employer, offering a great work environment, challenging career opportunities, professional training and competitive compensation.The United States has regulations that govern the hiring of current or former U.S. Government employees. If you currently work for (or have in the past) the U.S. Government (in any capacity), you may have certain responsibilities under these regulations and certain restrictions may apply to your potential employment with GE. Therefore, if you are contacted by GE regarding a position of employment, and you have worked for the U.S. Government at any time, please immediately inform the GE representative of this fact.