Client Analyst - San Francisco

The Senior Analyst will work in partnership with the Managing Director and Vice President to cover institutional investors in the western half of the United States. The Analyst's primary objective is to help grow the business in the territory. Responsibilities include deep knowledge of territory, investments, and connecting the dots to help Client Advisors serve allocators in the territory.

Requirements

• Strong academic record & growth mindset
• High energy, service mindset, excited to roll up sleeves to get things done
• Meticulous organization skills, with an emphasis on very strong attention to detail
• Reliability and ability in keep track of a wide range of projects
• Sense for proactivity and initiative – a proclivity to seek out new ways to add value to the team
• Excellent written and oral communication skills
• Strong analytical and problem solving, coordination skills
• Technical and aesthetic understanding of PowerPoint, Excel and Office
• Team player with ability to work independently with different individuals
• Desire to take ownership of projects and see them through to completion
• Desire to increase efficiency by utilizing AI and other tools
• Ability to prioritize time efficiently and handle heavy workloads while remaining attentive to detail
• Series 7, 66 and 31 licenses preferred, or ability to obtain within 6 months of employment

Benefits

• Paid Time Off
• Medical/Dental/Vision Insurance
• Retirement
• Life Insurance
• Discretionary Bonus