• Location: Boston MA
• Type: Perm
• Job #23351

Company Overview:
A registered investment advisor with approximately $9 billion in assets under management is seeking a Client Analyst to join their team. The role involves working closely with portfolio managers to provide exceptional client service and support investment management activities.

Job Responsibilities:

• Collaborate with portfolio managers to track and ensure the timely completion of client project plans.
• Assist with client communications, including drafting emails, preparing reports, and addressing client inquiries.
• Aid in the creation of customized client presentations, incorporating relevant data and insights.
• Proofread client materials to ensure proper formatting and error-free content.
• Support the team with various client-specific projects and provide trading support as needed.
• Produce investment materials in conjunction with the team.

Qualifications:

• Bachelor's degree required.
• 2-5 years of experience in the investment field.
• Proficient in Microsoft Office applications, with experience using PowerPoint and Excel.
• Familiarity with basic investing, tax, and estate planning concepts.
• Applicants must be legally authorized to work in the United States without the need for sponsorship.