Client Service Analyst

New York, New York • $85,000 - $95,000

About the Company:

Our client is a $12+ Billion Dollar independent alternative asset management firm focused on investment opportunities in specialized credit. They are seeking an Analyst to join their Product Management and Investor Relations team.

Responsibilities: 

The Institutional Client Service Analyst will support current client servicing and fundraising efforts for the company globally. The Analyst will have significant interaction with all functional areas across the company including, but not limited to, executive management, portfolio management, middle office operations, technology, compliance and legal. The individual will handle a wide range of functions including investor relations support, including written and oral communications with investors, market and competitor research and analysis, and fund performance reporting.

  • Coordinate with subject matter expert groups across the firm (including portfolio management, product management, compliance, legal, risk, finance, middle office operations and human resources) to respond to ad-hoc and recurring 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

Requirements:

  • 2-4 years of experience in financial services required preferably at an asset manager or bank
  • 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

Compensation & Benefits:

  • 85-95k Base + 25%+ Bonus
  • Free Benefits/ Profit Sharing
  • 401k with Generous Match
  • 25+ Days Vacation
  • Summer Fridays

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