Institutional Consulting Analyst
Core
Support Institutional Consulting Directors and teams by delivering client service, preparing financial plans and reports, and assisting with digital marketing and proposal tools.
Role type
Senior Client Service Analyst (Institutional)
Builds
Client presentations, financial plans, institutional reports, and marketing materials
Domain
Financial Services / Institutional Asset Management
Deliverable
client delivery
Required skills
Financial services product knowledge, Portfolio performance measurement, MS Excel proficiency, Regulatory license management, Client account administration, Proposal tool support
Preferred skills
CIMA or CFA designation, Digital marketing strategy execution, Research using firm-approved systems
Responsibilities
Prepare for client meetings and track follow-ups, Execute money movement transactions and enter client orders, Prepare institutional client reports and financial plans, Participate in client and prospective client meetings, Support digital and in-person marketing strategies, Assist with research using firm-approved systems