About the role
FinEx AI summary
The role supports Chubb Wealth's product offerings, focusing on private evergreen funds and mutual funds. It handles product sourcing, due diligence, onboarding, database maintenance, investment memos, client presentations, and compliance. Candidates need 2-6 years' experience, preferably as a fund specialist in a PWM firm.
Core skills
Fund due diligenceProduct onboardingProduct database managementInvestment memo preparationClient presentationsRegulatory compliance