Client Management Analyst Job Description
Client management analyst
provides tax compliance and advisory services to clients in the investment management industry including, but not limited to: hedge funds, private equity funds and energy funds.
Client Management Analyst Duties & Responsibilities
To write an effective client management analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included client management analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Use various thirdparty databases and other market resources to 1) obtain relevant data
Where required, to undertake added value work on behalf of the sector in relations to various credit returns LER, Industry caps, PQR etc whilst leaving final responsibility and sign off with the Sector Head or Global Account Owner/Global Account Manager as appropriate
Guest check-in & greeting
Escort guests
Direct hosts
Setup inspections
Fulfillment of customer requests and inquiries
Update changes to security
Communicate special requests to kitchen/catering
Communicate AV requests
Client Management Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Client Management Analyst
List any licenses or certifications required by the position: PMP, ACAMS
Education for Client Management Analyst
Typically a job would require a certain level of education.
Employers hiring for the client management analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Business, Accounting, Education, Economics, Graduate, Computer Science, Management, Law, MBA
Skills for Client Management Analyst
Desired skills for client management analyst include:
Client and product requirements
Location
Hedge funds
Legal documentation
MS Office proficiency with web-based applications
Mutual funds
Private equity
REITS in the reporting space
Tax issues facing multinational US banks
Compliance standards
Desired experience for client management analyst includes:
Knowledge of relevant industry tools (Omgeo, MarketAccess, ) a plus
There is an expectation that the role will be deeply embedded within the GBM business / coverage teams, whilst still maintaining strong relationships with the functional delivery teams
Increased focus and oversight must be placed on any manual processes and exceptions to policy
Highly proficient on industry standard software
Assist on taking reservations via e-mail and telephone and provide customer service to all users (incl
Ensure service standards are met
Client Management Analyst Examples
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Client Management Analyst Job Description
Job Description Example
Our growing company is looking to fill the role of client management analyst. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for client management analyst
- Identifying and building new tools and data visualizations that help our investors manage their overall portfolios
- Advise business clients on process, procedure, and end-to-end renewal functions
- Support Relationship Managers and Client through the conversion to the new Global AML standard
- Highlight problems and take initiative to suggest ideas for process improvement
- Facilitate meetings, both external (client pitches and reviews) and internal
- Work with the Portfolio Management team and other internal functional areas of GSAM in order to resolve client and regulatory investment guideline breaches
- Work with Compliance, outside counsel and other areas of GSAM to drive the remediation of open issues
- Provide daily, weekly, monthly and annual investment guidelines surveillance of asset management accounts for investment guidelines
- Resolve escalated post-trade errors with Portfolio Managers and Compliance
- Develop and draft applicable policies and procedures
Qualifications for client management analyst
- Either a recent graduate of a quantitative discipline, or someone with experience working at analyst level within another financial institution
- Skills include familiarity with widely-used software packages Word, Excel, and PowerPoint
- Understanding of anti-money laundering and on-boarding, dealing processes for offshore and onshore products would be an advantage
- Being a Subject Matter Expert in the team, assisting team members in resolving complex issues reviewing, approving and supervising the functions performed
- Knowledge of MS Office (Word, Excel, ) proficiency with web-based applications
- 1-2 yrs wealth management experience
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Client Management Analyst Job Description
Job Description Example
Our innovative and growing company is hiring for a client management analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client management analyst
- Develop understanding of investment grade credit strategies and portfolios
- Serve as a product specialist on Australia Equities and a generalist across the Fundamental Equity platform
- Work with portfolio management and sales teams to create materials used in new business pitches and client reviews
- Prepare Requests for Proposals, Questionnaires, and ad hoc projects
- Capture requirements for new requests and to raise new requests
- Ensure all required information is available to ensure smooth completion of the request
- Capture requirements for new requests and to raise new requests as required
- Provide ad hoc reporting and analysis such as market data, fund attribution and analysis, actuarial content, stock stories, thought leadership research
- Provide a preliminary review of Analyst’s work for presentation to the Manager
- Utilise EDD information to produce a client risk assessment identifying the inherent AML, ABAC, Terrorist Financing/Sanctions, PEP/Political, Tax and associated reputational risks and consider the materiality of the risks and assessing any mitigates to the risks identified
Qualifications for client management analyst
- Excellent communications skills (verbal and oral) as there will be frequent interaction globally within GSAM and with the firm’s outside counsel
- Basic understanding of operational risk and portfolio management / trade execution
- Broad knowledge of different financial products and investment strategies
- Good understanding of the investment management industry and a willingness to learn and develop further
- Recent experience with Alternative Investment would be a bonus
- Fluency in English (written and oral) and another major European language would be a bonus
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Client Management Analyst Job Description
Job Description Example
Our company is looking for a client management analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for client management analyst
- In conjunction with the Managers, develop and maintain a network of internal partners and external peers in the industry to support analytical requirements
- In conjunction with Team Leaders and the Managers, develop and maintain a network of internal partners and external peers in the industry to support analytical requirements
- Analyze and manage the creation, update, maintenance and distribution of production reports
- Scheduling meetings for production program walk-thru to gather and document business requirements
- Assist clients to follow Production Standards and Guidelines framework
- Develop understanding of and insurance and pension (LDI) investment portfolios
- Utilize EDD information to produce a client risk assessment identifying the inherent AML, ABAC, Terrorist Financing/Sanctions, PEP/Political, Tax and associated reputational risks and consider the materiality of the risks and assessing any mitigates to the risks identified
- Be personally responsible and accountable for self-development and maintaining up to date knowledge, best practices and skills sets for relevant ML, TF and other regulatory matters in support of the analytical function
- Maintain accuracy of trading credit limit data within bank systems via daily checks and Annual reviews
- Completion of assigned projects and other duties in an efficient and effective manner that support business initiatives
Qualifications for client management analyst
- Minimum 2-3 years experience in Operations, preferably in an Account Opening role
- Prior Compliance or Bank/Broker Dealer Reference Data Experience
- 1-3 years of investment industry experience is preferred
- Opening and linking of accounts on Prime Brokerage system
- Setting up of accounts on Portfolio accounting system and setting up Client reporting
- Setting up of accounts for 3rd Party reporting based on documentation
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Client Management Analyst Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of client management analyst. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for client management analyst
- Throughout the documentation collection process, provide statuses to the internal tracking system and to the Client Services Team
- Assist in the preparation of marketing pitch books and related materials
- Manage overall credit process and strategy for the portfolio of European Banks
- Gather public information through numerous sources
- Create financial model analyses
- Build company forecast models
- Analyse company performance on an absolute and relative basis
- Assist in shaping client and internal communications
- Creating materials and communications in multiple media and formats (invitations, emails, letters, web sites, follow-up summary books)
- Contributing writing, messaging and positioning support for other projects as needed
Qualifications for client management analyst
- Write white papers on HF industry, strategy and outlook to help initiate conversations with clients and prospects
- Work with senior sales professionals to win and retain business
- Service clients through portfolio commentary, account reviews, and answer their questions about hedge fund investments and the industry
- Update periodic client/consultant request including databases, monthly and quarterly reports, RFPs and ad hoc requests and requirements
- Create marketing materials to best position group to convey differentiation
- Work with internal partners to identify areas of opportunity for the group
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Client Management Analyst Job Description
Job Description Example
Our growing company is looking to fill the role of client management analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client management analyst
- Project manages account opening and other form projects
- Works with all stakeholders to reach agreement on final copy
- Communicates progress on project to all stakeholders
- Delivers within deadlines
- Organize JPMC Client Experience Forum with partners from across firm
- Coordinate GIM wide communication updates, Newsletters, and social platforms (e.g., intranet and intraconnect)
- Organize monthly Client Experience Council meetings, agendas and materials
- Contribute to the development and tracking of Metrics demonstrating the value of the overall initiative
- Prepare to gain a comprehensive understanding of stable value portfolio management and control by interacting with CRMs, PMs, Legal, Compliance, Guidelines, technology, and FI Operations in order to work toward the shared goal of risk mitigation
- Showcase your attention to detail and critical thinking as you assist with project initiatives designed to improve data delivery and workflow automation
Qualifications for client management analyst
- Work on new products to help penetrate new markets
- Help educate JPM sales force and arm them with talking points and hedge fund trade and client portfolio examples so they are well positioned to have conversations with their clients
- Candidate must hold a Bachelor’s degree with a minimum overall GPA of a 3.2
- Ability to understand changing business and industry environment
- Candidate must have a Bachelor’s degree with a minimum overall GPA of 3.2
- Broad range of computer skills, in particular Excel and PowerPoint