BXMA - Institutional Client Solutions (ICS), Analyst

About the role

We are looking for a driven, detail-oriented, and passionate person to join our Institutional Client Solutions team. The Analyst will:

• Cook up responses to client inquiries and prep for performance update calls
• Oversee ongoing client contact to make sure regular touchpoints are happening and relationships stay strong
• Work closely with the BXMA team to create high quality materials to update clients on their experience with BXMA and refresh these materials periodically
• Contribute to a growing business line within BXMA by working across functional areas to establish and drive execution on client related initiatives
• Support late-stage prospect activity, including materials, meeting prep and management, and tracking
• Produce best-in-class content with a focus on both thought leadership and driving commercial outcomes for specific products and client situations
• Avoid assessing client risk and determine appropriate next steps to ensure best-in-class client engagement
• Complete due diligence requests, create investor profiles and related prep materials

Responsibilities

The Analyst will:

• Cook up responses to client inquiries and prep for performance update calls
• Oversee ongoing client contact to make sure regular touchpoints are happening and relationships stay strong
• Work closely with the BXMA team to create high quality materials to update clients on their experience with BXMA and refresh these materials periodically
• Contribute to a growing business line within BXMA by working across functional areas to establish and drive execution on client related initiatives
• Support late-stage prospect activity, including materials, meeting prep and management, and tracking
• Produce best-in-class content with a focus on both thought leadership and driving commercial outcomes for specific products and client situations
• Avoid assessing client risk and determine appropriate next steps to ensure best-in-class client engagement
• Complete due diligence requests, create investor profiles and related prep materials

Requirements

• Prior internship or work experience at a financial services firm is preferred
• Must have 1+ years of prior work experience and must have an undergraduate degree and a strong academic track record
• Prior experience working with clients directly or working on client related presentations is a strong preference
• Strong analytical and quantitative skills
• Strong communication skills
• Effective writing skills
• Strong PowerPoint skills
• Collaborative team player and also work independently
• Excellent attention to detail
• Good judgment
• Experience working in a dynamic environment

Qualifications

• Highly motivated and have demonstrated excellence in prior endeavors
• Prior undergraduate degree and a strong academic track record
• Prior experience working with clients directly or working on client related presentations is a strong preference
• Strong analytical and quantitative skills
• Strong communication skills
• Effective writing skills
• Strong PowerPoint skills
• Collaborative team player and also work independently
• Excellent attention to detail
• Good judgment
• Experience working in a dynamic environment

Skills

• Strong analytical and quantitative skills
• Strong communication skills
• Effective writing skills
• Strong PowerPoint skills
• Collaborative team player and also work independently
• Excellent attention to detail
• Good judgment

Benefits

• Comprehensive health benefits, including but not limited to medical, dental, vision, and FSA benefits
• Paid time off
• Life insurance
• 401(k) plan
• Discretionary bonuses

Pay

Expected annual base salary range: $145,000 - $160,000

Schedule

Full-time