Client Analyst

• Partner with an Associate on day- to- day new business development and client servicing tasks to ensure CA goals are met. Tasks may involve meeting preparation, organization of team coverage lists, coordination of mass mailing efforts and the coordination of client requests.
• Assist in creating sales 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 client and prospect contact management, including CRM maintenance.
• Assist with new business pipeline updates and other internal reporting updates.
• Support the RMs in the coordination and production of RFPs. Responsibilities include liaising with the RFP team and ensuring RFP deadlines and requirements are met.
• Participate in team projects to enhance internal client service procedures in accordance with industry best practices.

• 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
• Ability to work 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
• 1 – 2 years asset management experience required
• Series 7, 66 and 31 licenses preferred (required within first year of employment)
• Progress towards additional accreditation's encouraged (e.g. CAIA, CFA, MBA)

The salary range for this role is $75,000-$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 New York City. 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, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), life insurance and other benefits to eligible employees.