• Summer Intern-Client Service and Marketing Associate

    Location US-NY-New York
    Category
    Client Service & Marketing
  • Overview

    A ten week internship program designed to provide valuable career experience for students who wish to apply their education and skills in a fixed-income-oriented work environment.   This is an intensive program that mirrors the responsibilities of an entry level position within the Firm. Participants get on-the-job training as well as technical and business-oriented education. The intern will work in the Client Service and Marketing Support Department.    

    Responsibilities

     

    • Coordinate and contribute to the development, preparation and review of standard and custom client reports to be used in relation to Western’s liquidity and retail client base; ensure accuracy and timely delivery
    • Work with Sr CSAs to provide specific account, benchmark, competitive and market analysis to support client & ad hoc requests, RFPs, presentations, monthly commentary
    • Coordinate across departments (investment management, investment support, compliance, finance) to address client inquiries, working with Sr CSAs
    • Ensure that all report creation processes are properly and consistently documented
    • Collaborate with CS Executives and Product Managers
    • Keep current on investment strategies, market conditions and key occurrences in worldwide marketplace

     

    Qualifications

    Competencies:

     

    • Candidates should be in the process of completing a 4 year degree in finance, business administration/marketing or a related major
    • Candidate should have strong writing and editing ability
    • Candidates should be exploring the career opportunities available to them within the financial services field, with a desire to learn about and participate in a Fixed Income environment
    • Experience with Excel a plus
    • Ability to work in a team-oriented environment
    • Fluency in the English language required

    Academic Qualifications (minimum requirements):

    Student with a proven record of academic excellence and achievement.

    How to Apply

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