Client Service and Reporting Analyst, Global Asset Management
Core
Partner with key institutional clients and global prospects to deliver client servicing, portfolio reporting, investor relations, and business development support.
Role type
Client Service and Reporting Analyst (Asset Management)
Builds
Client reports, presentation decks, investment pitch books, and CRM databases for institutional investors and family offices.
Domain
Global Asset Management / Institutional Investing
Deliverable
dashboards & analysis
Required skills
Analytical skills, attention to detail, equity valuation skills, client research, portfolio analytics, CRM management
Preferred skills
CFA levels, experience with Private Bankers/Corp Bankers/Equity Sales, understanding of equity products
Responsibilities
Act as primary point of contact for client servicing matters, prepare weekly/monthly/quarterly client reports and presentation decks, conduct research on existing and prospective clients, assist in preparing investment presentations and pitch books, support performance calculations and attribution analysis, maintain CRM databases
Seniority
Mid-level (3–5 years experience)