We’re seeking a finance professional who not only speaks the language of investments and markets but also has the organizational skills to drive high-impact events, client forums, and thought leadership initiatives.

This isn’t an event coordinator role — it’s a strategic, client-facing opportunity to influence how our firm engages with key stakeholders.

Key Responsibilities:

✅ Manage and execute high-level client programs, forums, and strategic initiatives

✅ Collaborate with investment teams to craft thought leadership content and event agendas

✅ Support stakeholder engagement across client portfolios and capital markets initiatives

✅ Analyze and present financial content for client-facing events and internal projects

✅ Coordinate cross-functional teams to deliver seamless program experiences

🔹 Finance-first professional with 3-5 years of experience in asset management, investment firms, consulting, or financial services

🔹 Skilled in project management, client engagement, or strategic initiatives

🔹 Comfortable presenting complex financial information to diverse audiences

🔹 Strong organizational skills with a proactive, solutions-driven mindset