Institutional Consulting Analyst
Core
Support Institutional Consulting Directors and teams by delivering client service, preparing financial plans and reports, and executing administrative elements of marketing strategies.
Role type
Senior IC client service and business development analyst
Builds
Client service models, institutional client reports, financial plans, and marketing materials
Domain
Financial services / Institutional wealth management
Deliverable
client delivery
Required skills
Financial services product knowledge, portfolio performance measurement, MS Excel, regulatory license management, client presentation support, administrative execution
Preferred skills
CIMA or CFA designation, digital marketing proficiency, advanced financial planning systems
Technologies
MS Office (Excel), firm-approved financial planning systems, digital marketing platforms
Responsibilities
Prepare for client meetings and track follow-ups, execute money movement transactions and enter orders, contribute to client presentations with investment manager updates, execute digital and in-person marketing strategies, prepare and review institutional client reports and financial plans, participate in client meetings representing the service lens
Seniority
Senior, hands-on IC