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, helping to grow the business in the territory.

Requirements

• Deep knowledge of territory
• Ability to analyze and synthesize qualitative and quantitative information about institutional investors
• Excellent written and oral communication skills
• Strong analytical and problem solving, coordination skills
• Meticulous organization skills, with an emphasis on very strong attention to detail
• 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