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Investment Management
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QUALIFICATIONS:  A successful candidate may possess a wide range of experiences and backgrounds.  The requirements listed below are representative of the knowledge, skill, and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


Desired Skills and Experience

  • Exceptional interpersonal skills and high level of comfort/ease interacting with all levels of the organization, up to and including Executive Committee

  • Solve problems and think strategically/critically and with attention to details

  • Exceptional written and verbal communications skills, with ability to formulate clear and concise executive “messages” to internal and external audiences from complex topics

  • Demonstrated ability to deliver results in a fast-paced environment, which often requires the ability to manage multiple projects and priorities

  • Proficient in Microsoft Office suite, including the ability to develop professional presentations and analysis

  • Experience driving end-to-end change management and process improvement through multiple programs within a portfolio across the enterprise.


    Education and experience

  • Undergraduate degree from an accredited university required; masters preferred

  • 5+ years of relevant work experience, ideally in financial services industry

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We are an Equal Opportunity/Affirmative Action Employer. We will consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

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