Global Client Engagement – Analyst
Core
Centralized operational execution for client engagement initiatives, standardizing high-volume workflows for event execution, travel coordination, and sales support across Private Wealth and Institutional Capital businesses.
Role type
Senior Client Engagement Analyst (Operations & Event Management)
Builds
Client-facing events, travel logistics, and operational processes for Private Wealth and Institutional Capital teams
Domain
Asset Management / Alternative Investments
Deliverable
product features
Required skills
Project management, Event coordination, Budget administration, Data management, Vendor coordination, Inventory management, Stakeholder partnership, Process optimization
Preferred skills
Investment product knowledge, Creative event concept development
Technologies
Project management software, Internal tracking systems, Expense trackers
Responsibilities
Manage event calendars, speaker meetings, and travel commitments; Maintain event reporting dashboards and post-event analysis; Administer budgets, process invoices, and reconcile expenses; Coordinate branded merchandise and promotional materials; Partner with Sales, Marketing, and Compliance teams on client initiatives; Support planning and execution of proprietary events and third-party conferences; Enhance operational processes and documentation for scalability.
