Client Service Associate, Equities

Position Summary

The Client Service Associate, Equities supports the Equity Portfolio Specialist team at TCW and is responsible for providing reporting, marketing, client servicing support for our diverse line‑up of equity strategies. This role requies a solid understanding of the key attributes of equity investment portfolio reporting, including performance, portfolio characteristics, and valuation metrics.

• Prepare commentaries and fund performance reviews across equity strategies
• Research, develop and prepare written presentation materials with relevant industry and company data
• Assist in responding to client inquiries by assembling market data, developing consistent narratives, and liaising with portfolio managers and research analysts
• Coordinate with Communications while developing presentation materials and preparing periodic updates to ensure that timelines are met
• Customize reporting material to meet different client needs and requests
• Liaise with other departments (Product Services, Client Services, Marketing, Investment Operations, Performance Attribution, and Legal) to support client requirements and assist in providing information related to client inquiries
• Innovate and draft marketing charts for new viewpoints on performance and investment ideas; provide sales teams with relevant news flow related to current events pertinent togiven investment strategies
• Prepare a variety of internal reports for broad distribution across the firm
• Identify ways of creating efficiencies/improving processes

• Bachelor’s degree from an accredited college or university
• A minimum of 2 years' experience working in financial services (internship experience will be considered)
• Working knowledge and understanding of capital markets
• Proficient with Microsoft Office applications, particularly MS Excel and Power Point

• A self‑starter who takes initiative and can work independently
• Strong analytical skills and excellent attention to detail
• Excellent verbal and written communications skills
• Well organized and able to prioritize multiple requests from a variety of sources
• A team player and collaborates well with others

• Familiarity with Bloomberg and/or Fact Set
• Familiarity with portfolio attribution

This role requires candidates to work from a TCW office five days a week.

Base Salary: For CA based position, the base salary range is $80k-$100k. This represents base salary range only.

Other Compensation
:

In addition to the base salary, this position will be eligible to be considered for an annual discretionary bonus.

Benefits
:
Eligible for TCW’s comprehensive benefits package.