Institutional Client Analyst / Associate
Salary $100,000 - $125,000 + Bonus
The Institutional Client Analyst will help support of the firm’s marketing and sales efforts through the distribution of content on the firm’s strategies and data via consultant databases. The team partners with the Key Account team, Sales, investment teams and business support functions to service client’s needs for data and information on the firm’s products.
We are seeking a successful candidate to work on content relating to equity, fixed income and multi-asset class strategies. The successful candidates should have strong desire to foster key relationships, deliver high quality content and improve processes.
Responsibilities:
· Aggregate investment strategy performance and analytics data utilizing strong data management skills
· Run and review product profiles and performance reports for Relationship Managers ahead of consultant meetings
· Ensure detailed understanding of the firm's products and investment processes to facilitate accurate and relevant distribution of information
· Complete various value added projects for Sales and Investment teams including competitor and peer ranking analysis, search activity trends and other general analysis
Collaborate with various internal teams on internal projects
Experience:
- Previous experience (2-4 + Years) in investment management or wealth management preferred
- Series 7, 63/65 or series 66 preferred or desire to attain within 6 months of hire
- Good sales and customer service skills
- Ability to work in a fast-paced environment and meet deadlines
Job Type: Full-time
Pay: $95,000.00 - $135,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee discount
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Professional development assistance
- Referral program
- Relocation assistance
- Retirement plan
- Tuition reimbursement
- Vision insurance
Physical setting:
Schedule:
- 8 hour shift
- Monday to Friday
Supplemental pay types:
- Bonus opportunities
- Commission pay
Ability to commute/relocate:
- New York, NY 10112: Reliably commute or planning to relocate before starting work (Required)
Work Location: Hybrid remote in New York, NY 10112