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 Client Service Analyst (Institutional)
Builds
Client service delivery, financial planning reports, marketing materials
Domain
Financial Services / Institutional Asset Management
Deliverable
dashboards & analysis
Required skills
Financial services product knowledge, Portfolio performance measurement, MS Excel, Regulatory compliance (Series 7/66/63/65), Client account management, Marketing execution, Financial reporting
Preferred skills
CIMA or CFA designation, Digital marketing proficiency, Advanced MS Office skills
Responsibilities
Prepare client presentations and financial plans, Execute money movement transactions and order entry, Support digital and in-person marketing strategies, Assist with research using firm-approved systems, Track client meeting follow-ups, Participate in client meetings from a service lens
Seniority
Senior, hands-on IC