Institutional Client Service Analyst

New York, NY



  • Work with SME groups across the firm (comprised of portfolio management, product management, compliance, legal, risk, finance, middle office operations and HR) to react to ad-hoc and frequent client requests
  • Complete requests for proposals (RFP), requests for information, operational due diligence questionnaires and ad hoc requests on portfolio analytics from prospective and existing investors
  • Develop and maintain a database for due diligence requests and investor questionnaires
  • Create, update and disseminate client reports and marketing materials
  • Assist with and participate in client meetings including the preparation of agendas, coordination of participants, and customization of materials
  • Support strategic projects for new business development initiatives across the firm




  • 2-5 years of experience in financial services required preferably at an asset manager or bank
  • Background or understanding of Fixed Income and Credit investment strategies as well as their relevant operating, performance and risk metrics
  • Team player with strong interpersonal skills to work as part of a service-oriented group
  • Detail-oriented and a natural problem solver with the resolve to independently research problems and offer solutions
  • Ability to work with a strong sense of urgency while maintaining attention to detail





Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Date Posted 2/11/2020
Salary $80,000 - $90,000 + bonus

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