Client Analyst (Bilingual Mandarin preferred) - (US-MA-Boston - 02298)

Minimum Education: Tech School
Job Type: Full Time
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A Client Analyst with investment related experience is needed at a highly regarded Boston investment management firm. Position will be responsible for a specific book of clients. Manage all aspects of tracking and maintaining client information including account openings, account restructurings and closings. Handle regular client and consultant reporting. Work with relationship teams, marketing and consultant relations to develop client presentations. Participate in the quarterly reporting process and ad hoc client requests. Will also participate in client meetings, conference calls and preparation of briefing memos.


Skills:
Qualified candidates must have strong academic credentials and 3-5 years investment related experience, client service experience preferred. Sound business judgment and strong attention to detail, and outstanding interpersonal skills are required. Ability to work in a very busy, team focused environment. Foreign language skills highly desired, Japanese, Cantonese or Mandarin preferred. Position will include a strong salary and bonus.


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