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Client Relations Analyst



$70,000 - $80,000 PLUS BONUS

The Role:

A leading investment management firm with nearly $10 billion in assets is seeking to hire an Analyst for their Client Relations Team. The Analyst will work closely with members of the Client Relations Team to support communication and investor relations activities with existing clients, consultants, and prospects.

JobĀ  Description:

  • Identify relevant data and compile accurate and timely reporting including fund presentations, client reviews, and marketing materials
  • Completion of questionnaires such as Due Diligence Questionnaires, Requests for Proposals and Requests for Information
  • Collaborate with other members of the organization, including Accounting, Operations, Investments, Legal, and Compliance teams to complete deliverables for clients and consultants
  • Assist in the execution of the Annual Meeting and Client Conference
  • Maintain up-to-date records in CRM and internet-based fundraising platform and website
  • Collect market data/ information on industry or competitor trends
  • Respond to ad-hoc client inquiries

Required Skills:

  • Bachelor’s degree required, with a concentration in Accounting or Finance preferred
  • Highly proficient in Microsoft Office (Excel, PowerPoint and Word)
  • Outstanding verbal and written communication skills to liaise with senior executives and high profile institutional investors

Desired Skills:

  • Demonstrated, meticulous attention to accuracy and detail; good organization skills
Apply now