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Barrow Hanley Global Investors logoBarrow Hanley Global Investors

Client Services Associate

Dallas, Texas, United States · On-site

Mid level

About Barrow Hanley Global Investors: Founded in 1979, Barrow Hanley is a diversified investment management firm offering value-focused investment strategies spanning global equities and fixed income. Recognized as one o…

Skills: Institutional Client Services, Portfolio Management Support, Data Management, Financial Reporting, RFP Preparation

Barrow Hanley Global Investors logo

Client Services Associate

Barrow Hanley Global Investors

Dallas, Texas, United States • On-site

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Mid level

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  • Full-time
  • bachelor degree
  • Posted 5d ago
  • Apply by Oct 20
  • ~40 hrs/week

Responsibilities

Provides administrative support to institutional clients and consultants by producing reports, presentations, and questionnaires. Coordinates client communications regarding cash movements, accounting issues, and portfolio data maintenance.

Requirements

Requires a bachelor's degree and at least 3 years of experience in institutional client services or portfolio management support. Must possess strong knowledge of investment management principles and proficiency in Microsoft Office.

Full job description

About Barrow Hanley Global Investors: Founded in 1979, Barrow Hanley is a diversified investment management firm offering value-focused investment strategies spanning global equities and fixed income. Recognized as one of the few remaining firms dedicated exclusively to value investing, Barrow Hanley enjoys a boutique culture with a singular focus to assist clients in meeting their investment objectives. Barrow Hanley stewards the capital of corporate, public, multi-employer pension plans, mutual funds, endowments and foundations, and sovereign wealth funds across North America, Europe, Asia, Australia and Africa.

Job Description:  Independently provides administrative support to an assigned group of institutional clients and consultants across equity and fixed income strategies.  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.  Will assist in preparing RFP and questionnaire responses.

Key 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/Geneva, BondEdge, FactSet, 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 equity and fixed income investment teams, including quantitative analysts, 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.
Qualifications
  • 3+ years of experience in institutional client services or portfolio management support required. 
  • Bachelor’s degree required, focus in marketing, business, or finance are a plus.
  • 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.
  • Aptitude to work with or learn: Advent/Geneva, BondEdge, FactSet Portfolio Analysis (PA), Assette, Salesforce, Bloomberg, eVestment and Qvidian.
  • 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.


This job is not eligible for visa sponsorship

Agency Notice:  We are recruiting for this role internally and are not engaging external recruiting agencies at this time.  We will not pay fees for submissions made without a written agreement approved in advance.

Barrow Hanley recruits, hires, employs, trains, promotes, and compensates individuals based on job-related qualifications and abilities and provides a work environment that ensures all employees are free from discrimination or harassment because of race, color, sex, gender, age, religion or religious creed, national origin, ancestry, citizenship, marital status, sexual orientation, gender identity, gender expression, physical or mental disability, military or veteran status, public assistance needs, or any other characteristic protected by law.

Barrow Hanley provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief, in accordance with applicable laws. If you need to inquire about an accommodation, need assistance with the application process, or would like to view the Firm’s related policies, please email HR at [email protected].

Related keywords

Value InvestingEquityFixed IncomeAdvent/GenevaBondEdgeFactSetAssetteSalesforceBloombergeVestmentQvidianInstitutional ClientsPortfolio AnalysisFinancial TerminologyRFPInvestment Management

About Barrow Hanley Global Investors

LinkedInVisit site

Principled | Proven | Partners Disciplined Value Investors Since 1979

Industry
Investment Management
Company size
51-200 employees
Founded
1979
Headquarters
Dallas, Texas
LinkedIn followers
3,698

Founded in 1979, Barrow Hanley is a diversified investment management firm offering value-focused investment strategies spanning global equities and fixed income. Recognized as one of the few remaining firms dedicated exclusively to value investing, Barrow Hanley enjoys a boutique culture with a singular focus to assist clients in meeting their investment objectives. Barrow Hanley stewards the capital of corporate, public, multi-employer pension plans, mutual funds, endowments and foundations, and sovereign wealth funds across North America, Europe, Asia, Australia and Africa. For further information, please visit www.barrowhanley.com. Disclosure: The views expressed are those of the authors as of the date referenced and are subject to change at any time. These views are not intended to be a forecast of future events or a guarantee of future results and may not be relied upon as investment advice. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy, and is not a complete summary or statement of all available data. Commentary provided is not a recommendation to buy or sell securities mentioned. Any securities mentioned are selected on an objective basis for illustrative purposes and do not represent all of the securities purchased, sold or recommended by Barrow Hanley. It should not be assumed that investments in the securities has been or will be profitable. The securities do not represent all of the securities purchased, sold or recommended for advisory clients. By clicking the links to third party sites you are leaving the Barrow Hanley LinkedIn page and entering a third-party site. Barrow Hanley is not responsible for any information on these sites. For important information on the Barrow Hanley Funds: https://www.perpetual.com/mutual-funds

Offices: 2200 Ross Avenue, 31st Floor, Dallas, Texas 75201, US

Asset ManagementFinancial Services
View all jobs at Barrow Hanley Global Investors

About Barrow Hanley Global Investors

LinkedInVisit site

Principled | Proven | Partners Disciplined Value Investors Since 1979

Industry
Investment Management
Company size
51-200 employees
Founded
1979
Headquarters
Dallas, Texas
LinkedIn followers
3,698

Founded in 1979, Barrow Hanley is a diversified investment management firm offering value-focused investment strategies spanning global equities and fixed income. Recognized as one of the few remaining firms dedicated exclusively to value investing, Barrow Hanley enjoys a boutique culture with a singular focus to assist clients in meeting their investment objectives. Barrow Hanley stewards the capital of corporate, public, multi-employer pension plans, mutual funds, endowments and foundations, and sovereign wealth funds across North America, Europe, Asia, Australia and Africa. For further information, please visit www.barrowhanley.com. Disclosure: The views expressed are those of the authors as of the date referenced and are subject to change at any time. These views are not intended to be a forecast of future events or a guarantee of future results and may not be relied upon as investment advice. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy, and is not a complete summary or statement of all available data. Commentary provided is not a recommendation to buy or sell securities mentioned. Any securities mentioned are selected on an objective basis for illustrative purposes and do not represent all of the securities purchased, sold or recommended by Barrow Hanley. It should not be assumed that investments in the securities has been or will be profitable. The securities do not represent all of the securities purchased, sold or recommended for advisory clients. By clicking the links to third party sites you are leaving the Barrow Hanley LinkedIn page and entering a third-party site. Barrow Hanley is not responsible for any information on these sites. For important information on the Barrow Hanley Funds: https://www.perpetual.com/mutual-funds

Offices: 2200 Ross Avenue, 31st Floor, Dallas, Texas 75201, US

Asset ManagementFinancial Services
View all jobs at Barrow Hanley Global Investors

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