Investment Advsor

Marketing and Client Services Analyst, New York, NY

Marketing & Client Services Analyst (New York, NY):Our client, an investment advisor with north of $3.5 billion in AUM is seeking a smart, analytical professional to join their investor relations team. This new hire will report into the Head of Investor Relations and be responsible for supporting the firm’s overall marketing and client services efforts.


Key Points:

  • Firm has been around for over 10 years and manages north of $3.5B in assets
  • People have been described as “bright, nice, and encouraging of each other”
  • The Head of IR is a tremendous mentor – believing in developing his employees
  • Strong work/life balance – this individual will not be working late nights or weekends


  • Support on all aspects of the firm’s client service efforts including maintaining/updating marketing communications (RFPs, DDQs, website, databases, and pitchbooks)
  • Maintain accurate client information in the contact data management system
  • Handle incoming client inquiries and requests in a timely and professional manner
  • Support the firm’s fund administration efforts (coordinating account setup, processing subscriptions/redemptions, etc.)
  • Assist with prospecting efforts, client research, ad hoc projects, and maintain pipeline activity
  • Establish, maintain, and optimize relationships inside the firm including legal, finance, and compliance to meet client reporting needs and deliverables in a timely manner


  • 1 to 3 years of work experience within an IR/marketing/client services capacity
  • Bachelor’s degree required; CFA Level 1 certification is a plus
  • Knowledge of financial products, ideally credit products, is key
  • Strong quantitative and analytical skills are required for this role
  • Possess a disposition for a client services role and have a desire to support the marketing function
  • Quick learner with proactive attitude is key; ability to work independently and in a team environment, with minimal direction is helpful
  • Excellent verbal and written communication skills
  • Prior experience with consultant database reporting and analytical tools a plus

Job Reference #1543

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