The Client Analyst will have 2-5 years professional experience within the investment management industry, with strong investment and capital markets knowledge. Previous or direct experience supporting client relationships is viewed positively. A college degree is required and a CFA/MBA or progress towards these is preferred. Sound business judgement, strong communication skills, and the ability to express oneself in both individual and group settings are important.
•Demonstrate a good understanding of capital markets and investment products are necessary to facilitate comprehension of client inquiries and requests and experience along the distribution chain for the sub advisory channel a plus.
•Strong academic credentials.
•Strong collaborative, time management, .
•Attention to detail: The ability to not only pull data from the various applications available, but to take a step back and be able to understand whether the data makes sense and consistently produce accurate and timely deliverables.
•The ability to work independently, in a fast-paced and team-oriented environment, where priorities change frequently, and deadlines are often under significant time pressure.
•A personable nature with a positive, collegial attitude and a high level of professionalism are essential.
•The position requires extensive use of internal and external systems and databases, and proficiency with Microsoft Word, Excel, and PowerPoint.
Keys to the Position:
1. Bachelor’s Degree Required
2. 2 plus years financial services reporting experience
3. Client Service background within financial services
4. Global experience helpful
5. Any BI tools experience is helpful (PowerBI) etc.
Job Type: Contract
Pay: $30.00 - $45.00 per hour
Expected hours: 40 per week
Schedule:
Experience:
•Financial services: 2 years (Preferred)
•Investment management: 2 years (Preferred)
Work Location: On the road