« Back to Summary
Details
  • Location: Boston MA
  • Type: Perm
  • Job #24599

Company Overview:
A leading investment management firm is seeking a Client Data Analyst to enhance data integrity and support business development efforts across its Managed Account Division.

Job Responsibilities:

  • Compile and validate sponsor AUM and flow detail on a monthly basis, working with both internal and external parties.
  • Incorporate all data into the Broadridge platform, adhering to required formats and naming conventions.
  • Review all outputs to ensure accuracy, investigate anomalies, and resolve reporting errors.
  • Create and maintain monthly, quarterly, and annual AUM/flow reporting, including board and management-level reports.
  • Perform ongoing analysis of FA information and provide timely updates to Regional Directors.
  • Oversee FA cash flow data and ensure accuracy of both existing FA records and FA prospects within the CRM.
  • Conduct regular data quality checks to maintain completeness and consistency across all advisor-related data.
  • Maintain the integrity and accuracy of CRM data, including FA and prospect records.
  • Ensure data is updated in a timely manner to support Regional Directors, reporting, and marketing efforts.
  • Maintain the quality of all client and prospect lists within the HubSpot marketing enablement platform.
  • Manage lead generation workflows and HubSpot automation processes.
  • Scrub, import, and update contact lists from the CRM into HubSpot to support business development initiatives.
  • Assist with Seismic integration and ensure accurate alignment of data with sales enablement tools.
  • Support ad hoc reporting requests from Regional Directors.
  • Participate in special projects and cross-functional initiatives as assigned.

Qualifications:

  • 3+ years of experience within the investment management industry preferred.
  • Bachelor's degree.
  • Excellent presentation/communication skills (verbal and written).
  • Strong project management abilities.
  • Ability to work collaboratively in a team-based environment and execute upon agreed strategy.

Compensation:
Salary: $70,000 – $90,000, Plus Bonus

Click to upload or drag and drop
DOC, DOCX, PDF, HTML, or TXT (max. 800x400px)

We are uploading your application. It may take a few moments to read your resume. Please wait!

Apply Now
Refer this job
Know someone who would be a great fit?
Let them know!
icon icon icon