Job Summary
The Analyst is responsible for assisting senior business development professionals by generating analytics, creating presentations, and preparing materials for clients. In addition, they will oversee the management of consultant databases and ensure effective communication between internal teams and institutional clients to fulfill investment goals and respond to inquiries.
Responsibilities
- Develop analytics and create presentations to support business development efforts.
- Prepare client-facing materials that convey investment strategies and proposals.
- Manage and maintain consultant databases to ensure accuracy and accessibility.
- Facilitate communication between internal departments and institutional clients concerning their investment objectives.
- Address prospect requests and inquiries effectively.
Qualifications
- Bachelor’s degree in Economics, Finance, or Business.
- 1-2 years of relevant experience in the investment management sector.
- Proficient in PowerPoint and Excel for data presentation and analysis.
- Exceptional analytical and communication abilities.
