Institutional Consulting Analyst
Core
Support Institutional Consulting Directors and teams by delivering client service, preparing financial reports/plans, executing administrative tasks, and assisting with digital marketing strategies for institutional accounts.
Role type
Senior Client Service Analyst (Institutional)
Builds
Client service delivery, financial reporting, and marketing support for institutional clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial services product knowledge, Portfolio performance measurement, Financial planning, MS Excel, Client account management, Regulatory compliance (Series 7/66/63/65)
Preferred skills
CIMA or CFA designation, Digital marketing tools proficiency
Responsibilities
Prepare client reports and financial plans, Execute money movement transactions and order entry, Support digital marketing strategies (conferences, webinars), Participate in client meetings, Maintain client service coverage and follow-ups
Seniority
Senior, hands-on IC