Senior Analyst, Client Services

Philadelphia, PA

We are searching for a Senior Analyst of Client Services for a well known growing Financial Services organization located in the city





  • Team offers flexible hours, Summer Fridays and catered lunches
  • Responsible for analyzing fund financial statements and performing detailed review of investment activity
  • Responsible for the reconciliation of client assets and performance returns
  • Individual will serve as a contact for the Client Services team and work closely with the Relationship and Product Management Department to maintain client relationships and Hey gprovide a superior level of service related to performance reporting




  • College degree. An advanced degree (MBA) or CPA is preferred, but not required
  • 2+ years Fund experience or 1+ years Public – (small regional thru Big Four)
  • Strong analytical, writing and oral communication skills
  • Ability to work proactively and independently in a team setting
  • Must be proficient in Microsoft applications (Word, Excel)



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 7/24/2018
Salary $55,000- $65,000 + Bonus

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