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Client Portfolio Analyst
NewPay$90000.00 - $125000.00 / year
LocationBoston/Massachusetts
Employment typeFull-Time
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Job Description
- Req#: fk0ppde
Employer Industry: Fixed Income Asset Management
Why consider this job opportunity:
- Salary up to $130,000
- Opportunity for annual performance-based bonuses
- Hybrid work environment with flexibility for remote work
- Generous benefits package including medical, dental, vision, and life insurance
- 20 days of vacation, wellness days, and generous paid time off
- Tuition reimbursement up to $15,000 annually
What to Expect (Job Responsibilities):
- Provide exceptional client service by handling day-to-day requests for an assigned set of clients and consultants
- Support assigned Client Portfolio Managers and Business Development professionals in market-facing activities and service delivery
- Coordinate meetings and assist in documentation of meeting content
- Manage the onboarding process for new clients and modifications for existing clients
- Act as a key resource for clients, consultants, and internal partners on inquiries and problem resolution
What is Required (Qualifications):
- 7+ years of professional experience, with at least 5 years in client service at an investment management firm
- Strong organizational skills with the ability to prioritize tasks effectively
- Direct experience working with institutional clients
- Excellent written and verbal communication skills
- Strong understanding of investment concepts, particularly in fixed income investing
How to Stand Out (Preferred Qualifications):
- Progress towards CFA or MBA
- Experience in insurance
- Proficiency in Excel, PowerPoint, and Bloomberg
#FixedIncome #AssetManagement #ClientService #HybridWork #CareerGrowth
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We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer."About the company
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