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Client Analyst - Boston, MA

Our client, a leading firm in the investment management industry, is seeking a Client Analyst to support client relationships and reporting functions. This role involves coordinating client activities, preparing reports, responding to inquiries, and ensuring smooth operational processes.

Responsibilities:

Support client relationship teams with reporting, analysis, and inquiries.Prepare client reports, presentations, and investment-related commentary.Assist with client onboarding, portfolio transitions, and operational updates.Respond to internal and external requests related to portfolio and investment details.Review client deliverables for accuracy and consistency.Collaborate with teams across the firm to enhance reporting and client support.

Qualifications:

Bachelor's degree strongly preferred.2+ years of experience in investment management or related financial industry.Progress toward CFA or MBA is a plus. FT1409450TB_1741199583 To Apply for this Job Click Here