Waycross Partners is a privately held, institutional asset management firm managing Long Only and Hedge Fund strategies. Our marketing and client service offices are in Ponte Vedra Beach FL and our investment team comprised of 6 CFA's works in Louisville KY. At Waycross, we put client alpha first.
Full stack Developer
Costin & Company provides products and services to the investment management industry around the distribution of investment products. Costin & Company serves in several capacities for an investment for: a distributor of investment products, a supplier of investment allocator data, the producer of Dakota Live!, a weekly show that provides unique insights on investment allocators, the host of Dakota Jobs, a job board dedicated to matching capital raisers and investment firms and Dakota Studios, where investment firms shoot professional videos of their portfolio managers.
Muzinich & Co. seeks an Institutional Sales Associate to assist the US marketing team’s efforts in developing new client relationships, with a secondary emphasis on servicing existing client relationships.The Associate will be expected to support the sales effort for the firm’s core investment strategies across all institutional market channels, including primarily: RIA and family offices, wirehouses & other wealth management platforms, insurance, healthcare, consultants, and pensions funds.Demonstrated success in this position will lead directly to additional responsibility and increased interactions with prospective investors and current clients.Three to five years of experience within an institutional asset manager or private wealth advisorSelf-motivated, passionate, high energy, entrepreneurial, creative; thrives in a team environmentCollaborative with cross-functional colleagues: investment professionals, RFP team, client reporting, accounting, senior managementAble to confidently initiate dialogue with new institutional investors and consultants; willingness to engage with clients & prospects (by phone) when necessary Demonstrates continuous learning with respect to the Firm’s investment strategies; progress towards a CFA is valuedOrganized and process-oriented in promoting territory management, helping to ensure accurate records of all activity in client relationship managementThinks strategically and proactively about ways to expand the US business. Coordinate and execute on marketing events, digital campaigns, and media strategies.High level of accountability to multiple stakeholders and the ability to expertly prioritize tasks and efficiently manage timeTechnical: Highly proficient in Microsoft Office Suite and ability to learn Bloomberg and other tools. Knowledge of Salesforce CRM is a plus.About Muzinich & Co.:Muzinich & Co. is an independent investment management firm that specializes in corporate credit. With 14 global offices, Muzinich manages over $41 billion in AUM (as of May 31, 2021). Our product offerings include both private (aviation finance & direct lending) and public debt (high yield, investment grade, emerging markets, syndicated loans, multi-sector credit and a long/short hedge fund). Our client base is largely institutional including insurance companies, endowments, foundations, family offices, pensions funds, hospitals, sub-advised funds and wealth management platforms.Please send indications of interest to SalesAssociateNYC@Muzinich.com
About Jackson Square Partners, LLC:Jackson Square Partners, LLC, is an employee-owned growth equity investment management boutique based in San Francisco. The team manages long-only, public equities across Global, International, Large-Cap, SMID-Cap, and Small-Cap growth strategies. The firm’s client base is largely institutional, including superannuation funds, foundations, pensions, sub-advised funds along with mutual funds, CITs and a private fund. As of June 30, 2021, Jackson Square had total assets of $20,380 million which includes approximately $2,618 million of non-discretionary assets under advisement, which are excluded from the firm’s regulatory assets under management. Jackson Square does not exercise investment discretion over these assets.
Dakota is a fundraising organization for investment firms. Commonly referred to as a Third-Party Marketer, investment firms hire us to raise money for their mutual funds and separate accounts. Since our founding in 2006, we have raised over $35 billion for our clients. We have 32 employees and are based in Bryn Mawr, PAWe work with investment firms in one of two ways: 1) we get hired to raise money for their investment strategies; or 2) investment firms join Dakota Live!, a webinar series and a software platform focused on providing in-depth information on institutional investment allocators across the country.
About the JobParadice Investment Management is seeking a Performance and Client Reporting Analyst to join our team based in Denver, Colorado. In this newly created role, the individual will work closely with all facets of the business, to fulfill client reporting deliverables, ad hoc reporting requests, produce and analyze data to support the sales and marketing efforts as well as run performance and attribution data for the investment teams. ResponsibilitiesCoordinate and analyze periodic performance calculations for global equity portfolios in a timely fashion.Monitor data quality through outlier and exception processes across multiple portfolios, identify performance discrepancies and investigate to ensure accuracy amongst all accounts, composites, and indices.Ensure accuracy of performance data used in marketing materials and in responses to external requests for performance such as RFPs/RFIsUtilize FactSet and proprietary systems to generate portfolio-based analytics such as attribution and exposures reports as well as in response to bespoke client, investment team, and consultant requests.Assist with completion of client reports and manage distribution in line with reporting requirements.Assist with client requests and client account related matters, coordinating efforts across other internal departments as needed.Participate in the creation and maintenance of professional, institutional quality client and consultant meeting presentations.Contribute to the population and maintenance of the investment strategy RFP database. Gain proficiency in utilizing the database to complete client and consultant questionnaires.Assist in identifying and implementing process improvements to increase efficiency in performance and client reporting.Work to develop strong client, strategy, and product knowledge. Qualifications2-4 years of work experience in a relevant performance analyst or client reporting role.Bachelor’s degree required with strong academic credentials.Extensive experience working with Excel, FactSet. PowerPoint experience is a plus.Strong organizational skills, exceptional attention to detail and accuracy, be able to produce deliverables under strict deadlines.Strong work ethic and eagerness to learn in a highly intellectual, fast-paced environment.Ability to multitask and work on several projects at once. About Paradice Investment ManagementThe Paradice Group is a privately-owned investment manager established in 1999 in Sydney, Australia. Our business was built around fundamental stock picking, integrity, and doing the right thing for our clients—tenets that remain our focus today. Our boutique, employee-owned business model ensures our interests are aligned with our clients and allows us to provide a high level of client service. Instead of trying to drive AUM growth, our mission is to deliver long-term compounding and capital protection for our investors. Paradice Investment Management LLC, our US-based global investment business, manages around $4.6 billion (USD) in assets across two investment teams—the Global Equity Team (founded in 2010), and the Emerging Markets Team (founded in 2018). Paradice LLC has offices in Denver and San Francisco containing a mix of investment and non-investment personnel.