CLIENT SERVICE AND BUSINESS DEVELOPMENT ANALYST (TEMPORARY CONSULTANT ASSIGNMENT)
Our clients include corporations, pension plans, insurance companies, foundations, endowments, central banks, official institutions and mutual funds. In North America we have offices in Boston, Chicago, New Jersey, New York, and Toronto. We have an excellent temporary consultant assignment for a Client Service and Business Development Analyst in our New York office. Individual will assist in preparing client reports, servicing clients, supporting sales efforts, creating marketing collateral, and preparing supporting materials for investment analysis reporting.
Specific Responsibilities:
- Complete client reports, prepare marketing collateral and conduct ad hoc analysis.
- Coordinate and complete client reports, marketing collateral and various sales support and client service requests in conjunction with Client Relations, Sales, Investment teams and other departments where necessary.
- Work with Client Relations and Investment teams to prepare portfolio reviews.
- Complete data portions of RFPs, as requested.
- Ensure all materials adhere to industry guidelines from a marketing perspective. Liaise with Compliance on standards and compliance of new materials.
Ideal Personal Profile:
- Analytical skills: Identifies all aspects of a subject and examines them in a critical way to construct a broad point of view. Individual is driven by the desire to know more about things, peoples or events.
- Accuracy: Constantly attentive to the precision and thoroughness of the information sent and to the quality of the work; ensures that errors are minimized.
- Communication skills: Expresses his / her messages, both orally and in writing, in an effective, organized way, which is appropriate to the audience being addressed.
- Teamwork: Knows how to work in a team and/or across teams, acts bearing common interests and respect for fellow team members.
- Taking Initiative: Works proactively and independently, implementing work processes, ideas and solutions, including in situations where information is missing or wholly unusual.
Academic Background and Experience:
- Related financial services work experience (preferably in fixed income asset management). Strong industry knowledge and interest in financial markets.
- Comfortable with advanced mathematical concepts and statistical analysis.
- Advanced computer skills (Excel, PowerPoint and Word).
- Experience with Bloomberg, BarCap Live, Yieldbook and JPMorgan Markets a plus.
- A Bachelor’s Degree in Business, Finance, Accounting or a related discipline.
- Excellent academic credentials.
- 0-4 year’s related financial services work experience related financial services work experience (preferably in fixed income asset management). Strong industry knowledge and interest in financial markets.
To be considered for this temporary consultant assignment, please forward your resume utilizing the online application process. Equal Opportunity Employer.
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