Operations - Analyst, Senior Analyst, Associate Client Service - Parametric

Analyst, Senior Analyst and Associate

The Analyst, Senior Analyst and Associate roles are responsible for working closely with Client Relations Representatives and Senior Client Relations Representatives in order to support the maintenance of client accounts and relationships within the firm.

Primary Responsibilities

• Support the maintenance of existing client accounts.
• Assist with team projects and initiatives.
• Establish familiarity with internal systems to respond to client requests – asset values, status updates, tax efficiency, account performance, etc.
• Support the coordination of responses to client requests by liaising with internal teams, and utilizing internal resources for information, paperwork, transition analyses, etc.
• Support the termination of client accounts as requested.
• Establish working relationships with Distribution and other internal teams on existing client relationships.
• Establish working relationships with external contacts for new accounts and activity for existing clients.
• Gain proficiency and understanding of the channel guides and team policies and procedures in order to mitigate risk. Assist with coverage when team members are out and cross-train to ensure coverage.
• Support the provision/refreshing of portfolio analyses with existing clients.

Job Requirements

• 4-year degree, preferably in related discipline such as economics, finance, marketing, or hospitality; work experience in lieu of degree will be considered.
• 0-4+ years proven experience working with financial services advisors / money managers.
• Introductory experience with registered investment advisors (RIAs), the Family Office community, separate accounts, unified managed accounts (UMAs), tax-efficient products, and/or indexes a plus.
• Relationship-building skills and ability to thrive in a team environment.
• Keen interest in and understanding of investment products and financial instruments such as equities and fixed income.
• Established communication skills - both internally/externally in written/oral/auditory essential.
• Familiarity with MS Office and the ability to learn additional internal/ external software programs.
• Resourcefulness, problem solving, and organization (ability to prioritize effectively)
• Willingness to work in fast-paced environment with hourly deadlines with attention to detail.
• Flexible, willing, and able to work long hours as needed.