CareerPlan

Analyst/Associate, Client Solutions & Analytics

Newport Beach, CA, USFull-time$90k–$110k2026-11-05 → 2026-11-09

Core

Support Strategists in analyzing client portfolios, running risk analytics, and producing customized investment presentations to help clients make better investment decisions.

Role type

Analyst/Associate in Client Solutions & Analytics

Builds

Customized presentation materials, risk analytics, and investment recommendations for client portfolios

Domain

Fixed income and credit investment management

Required skills

Portfolio analysis, risk analytics, investment modeling, financial market knowledge, Microsoft Excel, PowerPoint, data analysis

Preferred skills

Bloomberg proficiency, database management, CFA designation, macroeconomics knowledge, statistics

Technologies

Bloomberg, proprietary software, external data sources

Responsibilities

Analyze client portfolios and build presentations, run risk analytics and stress tests, manage multiple simultaneous projects, maintain standard presentation materials, collaborate with Account Management and Product Strategy groups

Seniority

Junior, development program participant