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Client Portfolio Analyst


Pay$90000.00 - $115000.00 / year
LocationBoston/Massachusetts
Employment typeFull-Time

This job is now closed

  • Job Description

      Req#: fk0v24x
      Employer Industry: Fixed Income Asset Management

      Why Consider this Job Opportunity:
      - Salary up to $115,000
      - Opportunity for career advancement and growth within the organization
      - Hybrid work environment with the flexibility of remote work
      - Comprehensive benefits package, including medical, dental, vision, and life insurance
      - Tuition reimbursement up to $15,000/year
      - Generous paid time off, including vacation, wellness days, and company holidays

      What to Expect (Job Responsibilities):
      - Provide exceptional client service by handling day-to-day requests for assigned clients and consultants
      - Support CPMs and Business Development Professionals in market-facing activities and client service delivery
      - Coordinate and facilitate client meetings, including preparation, documentation, and logistics
      - Collaborate with internal teams to resolve issues and ensure smooth onboarding and account modifications
      - Manage client data requests, performance reporting, and monthly client statements

      What is Required (Qualifications):
      - 5+ years of professional experience (2-3 years of client service experience)
      - Strong organizational and prioritization skills
      - Direct experience working with institutional clients
      - Excellent attention to detail and problem-solving skills
      - General understanding of fixed income concepts
      - Bachelor's degree required; progress towards CFA or MBA a plus

      How to Stand Out (Preferred Qualifications):
      - Excel, PowerPoint, and Bloomberg expertise
      - Interest in learning more about fixed income and the markets

      #FixedIncomeAssetManagement #ClientService #RemoteWork #CareerOpportunity #CompetitivePay

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      Talentify is not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.
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