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Client Service Representative

Founded in 1938, MacKay Shields has grown steadily over the years through rapidly changing market environments. Becoming a registered investment advisor in 1969, we have expanded our services over time and are now proud to offer products across US and international markets.
 
In 1984 MacKay Shields became a wholly owned, fully autonomous subsidiary of New York Life Insurance Company, a premier financial services provider and one of the country's most highly rated insurance companies. To capitalize on its broad range of investment management and retirement plan services, New York Life formed New York Life Investments in 1999. MacKay Shields continues to operate independently regarding both investments and compensation.
 
Progressively increasing our client base, we now manage approximately $164 billion of assets for institutional investors and other financial service providers across the globe.
 
Position Description
Position requires an experienced professional with institutional client service and relationship management skills that can fulfill assignments and meet responsibilities without extensive up front training requirements.
 
We have particular interest in meeting individuals with a good working knowledge of the capital markets, fixed income in particular, and good familiarity with institutional relationship management/client service functions. Quantitative proficiency including the use of common software tools as well as strong communication skills both oral and written are essential. Added preference will be given to candidates with a background in fixed income, those with a prior history of working with asset management clients and those who have attained or are studying towards their CFA or CAIA. Attention to detail as well as a positive, team-player attitude is critical to success.
 
This position will provide the candidate with a diverse set of responsibilities related to in-house and in some cases external client service functions. This will include not only assisting our institutional clients in day to day report generation and responding to ad hoc requests but also developing a sound understanding of our clients’ investments goals and objectives and how our investment capabilities may be of value to their respective portfolios. The opportunity requires a mature, articulate professional that will interface between clients, product specialists and investment professionals.  
 
For this fast-paced, deadline driven position, timeliness and a great amount of flexibility is required by someone who enjoys working independently while valuing the benefits of being part of a true team effort.
 
Qualifications
 
The ideal candidate should possess:
 
·        Bachelor’s degree in Business, Economics, Marketing, Finance, or related discipline.
·        Minimum 3-5 years relevant experience in Investment Advisory environment (preferably in fixed income asset management);
·        Proven ability to manage tasks with competing priorities and deadlines, independently determining order of priority and self-initiating other value-added tasks;
·        Proficiency with Microsoft Excel and strong knowledge of software applications in general, such as index-provider databases, Factset, Bloomberg, and eVestment
·        Understanding of performance reporting, risk measures, and portfolio characteristics
·        Highly resourceful; ability to exercise superior judgment regarding investor requests;
·        Ability to interact with internal and external clients; and
·        Superior organizational skills with strong attention-to-detail;
·        Excellent interpersonal, verbal and written communication skills;
·        Strong work ethic and the ability to quickly build credibility and gain confidence of others; and
·        Team-oriented with strong integrity and professionalism.
 
 
At MacKay Shields, we commit to the equitable treatment of all. Differences in background, experience, characteristics, and abilities—whether readily visible or unseen—make each person unique and valuable. Attracting, developing, and retaining diverse talent is critical to our success. We promote a comprehensive approach to diversity and inclusion to serve our employees, our clients, and our community. Striving to make a positive impact and deliver results through performance with purpose is at the heart of our ethos.
MacKay Shields LLC is committed to creating a diverse employment environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.