Harbor Capital Advisors, Inc. · 6 hours ago
Internal DCIO Specialist
Chicago, IL
Full-time
Remote
Mid Level
3+ years exp
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Responsibilities
Ensure consistent follow-up with top DCIO advisors (teams with DC assets actively engaging with us).
Provide comparisons when needed and collaborate with Investment Specialists Team to create necessary resources.
Assist in managing pipeline/opportunities and other reports.
Help with scheduling meetings and prospecting.
Support Regional Investment Consultants in Cultivating DCIO Opportunities.
Work with other Business Development Analysts to identify top DC targets using internal data.
Conduct joint calls with BDAs to help them learn and cultivate their own DC relationships.
Travel in the field with clients to support their business when warranted.
Collaborate with marketing and compliance to create new external content.
Qualification
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Required
Bachelor's degree in Finance, Business, or related field.
3-5 years of experience in financial services, preferably in a DCIO-related role.
Strong organizational and multitasking skills.
Excellent communication and interpersonal skills.
Ability to work independently and as part of a team.
Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word).
Technologically savvy with a strong command of Microsoft Excel.
Excellent organizational, communication and interpersonal skills.
Entrepreneurial, exhibit creativity, and is comfortable working within a highly regulated environment.
Team player with positive attitude and ability to adapt to the changing environment of a firm focused on growth.
Preferred
Series 7 and Series 63 strongly preferred or obtain within (3) months of hire.
Knowledge of Salesforce preferred, but it’s not mandatory.
Company
Harbor Capital Advisors, Inc.
Harbor Capital Advisors provides its services to investment companies, pooled investment vehicles, and corporations and other businesses.
Founded in 1983Il Chiaro, Emilia-Romagna, ITA
51-200 employees
H1B Sponsorship
Harbor Capital Advisors, Inc. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
2022 (2)
2021 (3)
2020 (2)
Funding
Current Stage
Growth StageLeadership Team
Pradeep Tekkey
SVP, Chief Technology Officer
Lora Kmieciak
Chief Financial Officer
Company data provided by crunchbase
