Global Client Engagement – Analyst

Responsibilities

• Provide project management and administrative support across the Client Engagement teams supporting both Institutional Capital and Private Wealth businesses, ensuring key initiatives, events, and deliverables remain organized and on track.
• Manage event calendars, coordinate speaker meetings, and oversee all speaker travel commitments for industry and proprietary events.
• Maintain event reporting and dashboards, track attendee engagement and meeting activity, compile post-event reporting, and support data management across internal systems.
• Manage inventory of branded merchandise, promotional materials, and event collateral, including ordering, fulfillment, storage, and distribution across both businesses.
• Support budget administration by maintaining expense trackers, processing invoices, monitoring conference and event spend, reconciling expenses, and assisting with budget reporting across both businesses.
• Partner with Sales, Marketing, Compliance, and Corporate Events teams to support conference participation, client meeting coordination, event communications, attendee management, and the successful execution of client engagement initiatives.
• Support the planning and execution of proprietary events and third-party conferences by managing registrations, internal rooming lists, vendor coordination, merchandise and collateral fulfillment, and distribution of event-related information.
• Maintain and enhance operational processes, documentation, and tracking tools to promote consistency, efficiency, and scalability across the Client Engagement function.

Qualifications

• Minimum of 2-3 years of experience, with a focus on investment products or alternative asset classes preferred.
• Exceptional organizational and project management skills, with the ability to manage multiple projects simultaneously.
• Strong interpersonal and communication skills, with the ability to build relationships and influence stakeholders at all levels.
• Creative and strategic thinker with the ability to develop innovative event concepts and solutions.
• Proficiency in project management software and tools.
• Able to work effectively under pressure and meet tight deadlines.
• Strong attention to detail and commitment to delivering high-quality work.
• Bachelor's degree in Marketing, Communications, or a related field preferred.

Pay

The base annual salary range for this New York-based position will be $85,000 to $100,000. Actual salary offered will be based on the candidate’s skill, experience, and qualification for the role.

Schedule

The Role is in office Monday to Thursday.