Provide high level due diligence on both equities and fund strategies
Perform account opening and maintenance requests
Interface with custodians
Management of inbound client interaction (trades, service requests, ect.)
Collaborate with greater Gideon team across country
Set up marketing events around new strategies, launches
Assist in compilation of marketing materials and broad based investor communications (letters, white papers, ect.)
Background, education and keen interest in Finance.