Client Analyst

Responsibilities

• Partner with Associates on day-to-day servicing tasks to ensure RMs goals are met.
• Tasks may involve meeting preparation, organization of team coverage lists, coordination of mass mailing efforts and the coordination of institutional clients’ requests.
• Assist in creating presentations by gathering various product and firm information and assisting with the generation of new materials specific to client / prospect interests, etc.
• Support the team with consultant contact management, including CRM maintenance.
• Aid in the coordination and production of RFPs, including liaising with the RFP team and ensuring RFP deadlines and requirements are met.
• Participate in team projects to enhance internal service procedures in accordance with industry best practices.

Qualifications

• 1 to 2 years of professional experience; asset management experience preferred
• Strong achievement in undergraduate degree in finance, economics or related disciplines
• Highly motivated, team-player with a desire to work on a wide range of projects
• Exhibits high degree of integrity and interest in financial markets and investment strategy
• Works well with different individuals and contacts of all levels of the business in a high-pressure environment
• Detail-oriented with strong organizational and follow up skills
• Strong analytical, problem solving and project management skills
• Excellent presentation, business writing and oral communication skills
• Proficient in Microsoft Word, Excel, PowerPoint
• Series SIE, 7, 66 and 31 licenses required within first year of employment
• Progress towards additional accreditation's encouraged (e.g. CAIA, CFA, MBA)

Pay

The salary range for this role is $80,000-$100,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs.