The purpose of this position is to provide relationship management and service delivery for an assigned set of institutional investment management and consulting clients by partnering with senior members of AI relationship management team. The Senior Investment Analyst is the primary in-office point of contact for clients and works closely with the assigned client executives and consultants to ensure a high level of client support. The position is responsible to ensure client deliverables are provided with high quality, timely and meet client expectations.
The responsibilities of the individual in this position include:
The successful candidate will have extensive demonstrable skills and experiences including the following:
- Provides front line contact for on-demand client calls and inquiries. Identifies and prioritizes critical client requests and needs. Partners with senior team members (Senior Client Executives and Senior Consultants) as a back-up for client accounts which includes direct client interaction via in-person meetings, email and telephone. Conduct and participate in meetings as appropriate.
- Manage and coordinate quarterly investment reviews, presentations and client communication materials. Ensure accurate and high-quality deliverables.
- Monitor and assist internal partners with critical client deliverables including: comprehensive investment policy review and development, investment implementation/rebalancing, manager evaluation, performance reporting and evaluation, asset allocation/asset liability work and verbal and written communication to clients pertaining to fund information or other client requests, projects or needs. Research and communicate client manager performance and key drivers of their investment process, including rationale of Russell's rankings. Collaborate with Senior Consultants, Russell's manager research, and clients to facilitate manager replacement searches.
- Coordinate design and creation of customized analysis and responses to ad-hoc client and consultant inquiries.
- Bachelor's degree in Business, Finance, Economics or Mathematics required, or equivalent experience in a related field may be substituted.
- CFA required.
- FINRA 7, 63 required.
- Demonstrated and applied investment related experience such as market/economic impacts, investment analysis, or other related financial area.
- Institutional investment management experience in client service, consulting, or portfolio management.
- Working knowledge of asset allocation theory, modeling, and performance measurement.
- Demonstrated client relationship ability.
- Strong organizational and project management skills.
- Technology skills: MS Excel, PowerPoint and database capability.
- Excellent verbal and written communication skills. Including ability to listen carefully and critically, Ability to influence and people.
- Excellent problem solving and analytical skills.
- Team oriented; networking with others and partnering with peers.
- Assertive, self-motivated and self-directed; possess a high level of initiative.
- Demonstrated self-starter with strong interpersonal skills.
- Strong organizational, priority management skills and detail orientation.