Associate, Client Service and Business Development Support
- Radnor, PA
About Mondrian
Mondrian is an employee-owned investment management firm with offices in London, Philadelphia and Singapore. We are value investors across the globe in both equity and fixed income asset classes. Founded in 1990, we have employed a rigorous fundamental research process that is the foundation of our success. Mondrian’s well-resourced investment team manages assets on behalf of over 250 institutional client accounts.
About the Team
Mondrian’s Client Service and Business Development (“CSBD”) Support Team is located in Radnor, PA and is part of the Global Client Service and Business Development Team.
The CSBD Support Team is responsible for:
• Completing requests from prospective investors – specifically Request for Proposals (RFPs), Request for Information (RFIs), and Due Diligence Questionnaires (DDQs)
• Handling recurring and ad hoc reporting requests from consultants and clients
• Managing the consultant database campaign which includes quantitative and qualitative information at the firm level and across approximately 30 investment strategies
• Maintaining the standard answer library (Qvidian) for the Subject Matter Experts (SMEs) across all areas of the organization (Investment, Operations, Client Service/Business Development)
• Supporting suite of limited partnership funds from a client service, business development, administration and transfer agency perspective
About the Role
The requirements listed below are representative of the knowledge, skills and abilities required:
• College degree required (BA/BS), finance or business concentration preferred but open to other majors
• Prior experience in investment management industry helpful – specifically client service/business development, proposal writing, etc.
• Excellent verbal and written skills
• Extreme attention to detail
• Ability to project manage effectively within tight deadlines
• Proficient in Microsoft Office applications (Outlook/Word/Excel)
• Self-motivated and self-starter; ability to work independently and prioritize multiple responsibilities
• Good decision making/problem solving skills
• Ability to interact effectively at all levels with empathy for the workload and time of others
• Working towards CFA or MBA is a plus
• Experience with Qvidian, eVestment or Salesforce is a plus
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.
We offer a competitive salary, discretionary bonus plan, 401k plan, and a generous benefits package including Medical, Dental, Vision, Life and Disability Insurances, Flexible Spending Accounts, Enhanced Family Leave, a Phantom Award Scheme, and Support Towards Professional Qualifications.
About the Culture
Mondrian’s office is located next to the Radnor Regional Rail Septa station and is a short walk from the Radnor Norristown High Speed Line station. Parking is free at our office building.
Our employees volunteer at quarterly charitable events and participate in the local Philadelphia chapter of Women in Investing. We attend various off site sporting events and social gatherings. Travel to our London office is a possibility for group presentations and holiday parties.
We provide a wide selection of snacks and drinks in the office, as well as onsite catered lunches several times a week.
Mondrian is committed to promoting equal opportunities and encouraging, valuing, and managing diversity amongst our team. Mondrian believes in equality for all staff and the creation of a workforce that is representative of all sections of society, where each employee feels respected and is comfortable being themselves. Mondrian is an Equal Employment Opportunity Employer. We consider all qualified applicants without regard to any category protected by federal, state or local law, including but not limited to race, religion, color, sex, national origin, age, sexual orientation, disability or veteran status.