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Our Middle Market Team provides investment advisory and fiduciary support services to mid-size investment clients.

This is an entry level position with overall responsibility for supporting the Investment Associates and Consultants in maintaining client relationships. The Analyst will have a wide range of responsibilities including performance reporting, invoicing, ongoing investment monitoring and analysis, and communicating with external vendors to obtain information for clients.

The ideal candidate will have a four-year degree in finance or a similar business-related field and will be able to learn quickly and manage their time effectively to support the associates with client deliverables.

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

The Role

Client Support

• Gather asset reports from vendors for creating client investment reports
• Produce client investment reports and meeting presentations with high attention to detail
• Assist with the client invoicing process on a quarterly basis
• Maintain organized files and documentation on client information and outstanding tasks in coordination with associates
• Attend client meetings to dictate meeting notes/minutes as needed
• Perform ad hoc tasks to help support client relationships
• Perform client and consultant requests as needed

Consultant Support

• Maintain standardized materials that can be used across the practice
• Support associates and consultants in the construction of client presentations
• Assist with the production of industry benchmarking reports appropriate for clients
• Support vendor search projects for clients
• Prepare fee & service benchmarking reports
• Perform other tasks as needed to support the overall practice

Investments

• Produce investment performance reports for clients
• Assist with ongoing monitoring and due diligence of investment managers
• Provide assistance with investment searches for hiring investment managers
• Complete investment fee benchmarking and share class analyses
• Assist with target date due diligence reporting and stable value analyses as needed
• Help associates conduct investment menu structure reviews

This is a hybrid role, with the expectation of being present in the office at least three days each week.

The Requirements

• Bachelor’s degree in business (Finance or related field preferred)
• Ability to establish priorities, work independently, and coordinate with other team members
• Strong organization and time management skills required to balance multiple projects and ensure timely completion of client deliverables
• Excellent verbal and written communication skills with internal and external contacts
• Strong computer skills including Microsoft Office (Word, Excel and Power Point), and ability to learn new systems and technologies

EOE, including disability/vets