Client Portfolio Analyst

Income Research + Management

Income Research + Management is a Boston-based, privately owned, fixed income asset management firm. IR+M delivers strong performance and consistent results through a rigorous, bottom-up security selection process and strives to provide best-in-class client service to our 800+ institutional and private wealth clients.

Founded in 1987 and located in the heart of Boston’s financial district, IR+M employs 200+ full time professionals and currently manages $95+ Billion in assets. We offer industry-leading benefits, as well as a challenging, collegial, and rewarding workplace with high levels of employee engagement.

We operate a hybrid work model that will mix days with your team in the office and remote work, leveraging first class technology solutions.

Job Description:

The Client Portfolio Analyst (CPA) plays a vital role in the overall client, consultant, and prospective client experience at IR+M. As a team, we strive to deliver exceptional client service, as we believe this is a differentiator and pillar of our firm. In partnership with Client Portfolio Manager(s) and/or Business Development professional(s), the CPA will provide support, communication, and coordination on all items pertaining to their assigned list of relationships. The CPA is expected to develop a thorough understanding of the IR+M client base, target markets, products, and vehicles to effectively assist in client and market facing efforts. The CPA and CPM will operate as a team, with the CPM having ultimate ownership around the direction and execution of work related to the share client, consultant, or prospective client assignments.

Responsibilities:

• Provide exceptional client service by effectively and expeditiously handling day-to-day requests – both ad-hoc and recurring for an assigned set of clients and consultants.
• Provide support to assigned CPM(s) and/or Business Development Professional(s) to deliver excellence around a diverse range of market facing activities and client service delivery.
• Work with external and internal participants to coordinate the end-to-end process for client, consultant, and new business meetings, finals presentations, and other meetings supporting the firm’s market facing model – including review/quality control of meeting collateral, logistics, meeting preparation, and other relevant information. Will attend meetings as appropriate and assist in documentation of meeting content.
• Interface with CST, Investment Team, Product Management Team, Legal, senior management, and other internal partners around custom requests, inquiry follow-through, problem resolution and troubleshooting – demonstrating sound judgement in the escalation of issues to manager as appropriate.
• Coordinate new client onboarding, existing client contract amendments, and other account modification processes by serving as a conduit between our external clients/consultants and internal business partners (Investor Services, Operations, Legal/Compliance, Investment Team).
• Ensure timely and smooth completion of standard to complex onboarding/account modifications across all vehicle types and investment products. Serve as the advocate for our clients while maintaining an awareness of potential internal downstream impacts and communicate accordingly.
• Oversee and manage the completion of consultant and client data requests – including performance, portfolio characteristics, written portfolio commentary, and monthly/quarterly questionnaires. Assist in the quality review of standard monthly client statements.
• Act as key in-house resource for clients, consultants, prospects, and internal partners on regular and ad-hoc inquiries, problem research/resolution, and proactive engagements as necessary.
• Develop a strong working knowledge of assigned client and consultant relationships – namely plan and mandate knowledge, service and reporting requirements, key contacts, along with associated contacts and other constituents involved in the relationship.
• Act as a resource to the CPM to conduct client, consultant and prospect research as necessary through publicly available information and internal resources to deepen out knowledge base. Act as a back-up to the CPM/Business Development Professional(s) when they are traveling to ensure timely and accurate response and follow-up to clients/consultants to meet or exceed expected service levels.
• The CPA role requires a commitment to be a continues student – to develop a strong working knowledge of the fixed income and overall capital markets, our investment products and vehicle offerings, client base and internal processes to ensure a strong partnership with the CPM/Business Development Professional to deliver on the Firm’s expected standards of service excellence.
• Utilize the CRM system to input appropriate client detail, activity notes and sales opportunities – ensuring data integrity and seamless information sharing.
• Assist CST and other functional teams as requested by managers to support special projects, as needed.

Required Skills and Experience:

• 5+ years of professional experience (2-3 years of client service experience)
• Strong organizational skills and the ability to prioritize
• Direct experience working with institutional clients
• Flexibility to juggle multiple projects with an ability to manage tight deadlines
• Superb attention to detail
• Superior communication skills – written and verbal
• Strong problem solving skills
• General understanding of fixed income concepts, with interest in learning more about fixed income and the markets
• Self-motivated
• Team player – very strong team environment exists at IR+M
• Enthusiastic contributor and eagerness to develop skill set
• Excel, PowerPoint, Bloomberg expertise a plus

Education Requirement:

• Bachelor’s degree required; progress towards CFA or MBA a plus

What we offer you:

Joining the IR+M team is an opportunity to experience a unique and exciting culture and work environment. On a daily basis our employees are encouraged to personify our Core Values; working in a manner that emphasizes investment, respect, positivity, and motivation across the business and in delivering results for our clients.

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Hybrid work environment allowing individuals to build strong bonds with colleagues in the office mixed with remote work capability

• Medical, dental, vision and life insurance

• Retirement savings – 401(k) plan with a safe harbor contribution (3%), a company discretionary contribution (12%), and a broad investment lineup

• Tuition reimbursement up to $15,000/year

• $5,000 Referral bonus for employees who refer new hires

• Business-casual environment that includes the option to wear jeans

• Generous paid time off upon hire – including 20 days of vacation, 2 wellness days, unlimited sick time plus eight paid company holidays and 2 floating days each calendar year

• Paid volunteer time — 2 days per calendar year

• Leave of absence programs – including paid parental and family leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)

• Fitness, health, and composting reimbursements

In addition to the opportunity to participate in a discretionary bonus program, the salary range below describes the estimated minimum to maximum base salary range for a position of this level. Compensation decisions are dependent on the facts and circumstances of each candidate and may vary based upon but not limited to relevant experience, licensure requirements, certifications, skill set, and other business and organizational needs.

Base Salary Range:

$90,000-$115,000

Annual Performance Bonus:

This role is eligible for an annual performance-based bonus