Analyst , Client Relations

Role and responsibilities

The Client Relations Operations department is responsible for maintaining and improving operations within Client Relations to ensure efficiency, scale and operational discipline. The team is responsible for (i) management reporting, budgeting and analytics, (ii) collateral operations, (iii) administrative support and (iv) technology and process improvements.

The candidate will be expected to develop internal subject matter expertise regarding the organization's products, marketing and development areas, as well as the firms technology and data initiatives to facilitate ideation and execution of efforts to increase the efficiency and effectiveness of Client Relations.

Key responsibilities of the role include:

Collateral Operations

•Assist in maintaining and updating marketing materials such as brochures, factsheets, client review books, investment write ups, etc. on a monthly & quarterly basis.

•Coordinate with multiple teams, such as portfolio analysis reporting, client services, accounting, compliance, legal and operations to update marketing materials & reports.

•Transition brochures and presentations into new slide library platform conforming to established brand standards.

•Update organization charts and biographies for across departments & strategies on monthly basis.

•Manage and maintain updates to slide library and ensure accuracy in content tagging and categorization.

•Support innovative automation efforts for the organization's marketing collateral, client and internal reporting, portfolio analytics, and data visualization needs (e.g., Power BI dashboards, fund factsheets, marketing brochures, etc.)

Business Operations Support

Assist with analyzing and reporting of key operating metrics and management reporting for the department

Enhance documentation of business processes and procedures and content/collateral management routines

Strategic Initiatives / Project Management

•Explore opportunities for automation and process improvement and bring those ideas forward to the business.

•Respond to ad hoc requests and complete special projects as necessary.

Experience required

•Approximately 6-8 years of preferably within the financial services (asset management) or consulting industries

•Experience managing multiples projects simultaneously and working collaboratively as part of a team

•Excellent interpersonal and communication skills (verbal and written)

•Proven track record in business analysis and process improvement

•Solid analytical skills and ability to understand and resolve complex problems

•Strong proficiency in Microsoft Office with advanced PowerPoint skills in design, formatting and charting and advanced Excel skills

•Knowledge of Power BI, Adobe Photoshop and Dreamweaver a plus personal attributes

Desire to be in a dynamic role with a high level of rigor and where the work may change day-to-day;

•Possess outstanding attention to detail and superior organizational skills;

•Excel in a demanding, fast-paced environment while maintaining the highest quality standards;

•Demonstrate ability to own and drive areas of a project, connecting the dots between dependencies, planning for next steps, and being able to multi-task across multiple deliverables;

•Have ability to work both independently and in a team-oriented, collaborative environment; must be able to drive work effectively with, at times, limited supervision;

•Adapt to shifting priorities, demands and timelines;

•Be a highly resourceful, self-starter who can identify opportunities and drive initiatives forward; seek guidance and escalate issues as appropriate;

•Demonstrate the poise, confidence and professionalism required to establish relationships, garner support and engage team members to ensure successful completion of projects; and

•Have strong integrity, professionalism and dedication to excellence

Education

Bachelors degree is required (major in Finance Business or related field preferred)