Client Services Analyst

About the job

PA is seeking an intelligent, creative, and motivated individual to join the Firm’s client services team in Darien, CT.  The Analyst role provides a unique opportunity to learn about a variety of alternative investment strategies, as well as excellent exposure to all areas of Portfolio Advisors business.  The Analyst will work in a team-oriented environment and will have interaction with peers as well as with senior members of the Firm’s leadership team.  The ideal candidate will be a self-starter who possesses strong intellectual curiosity and an eagerness to learn about the Firm’s businesses.  The Analyst must be able to: (i) work independently and in group settings with minimal supervision; (ii) organize multiple tasks and manage relationships with both internal and external professionals; (iii) communicate clearly and effectively with junior and senior professionals across the Firm; (iv) ask questions and seek greater knowledge about aspects of the Firm’s business that may be unfamiliar; and (v) apply strong interpersonal, quantitative and technical skills effectively. 

The successful candidate is expected to:

• Provide diligent detailed preparation of RFPs and RFIs
• Edit and update marketing materials for all fund and service offerings
• Update databases and internal data rooms to support marketing efforts
• Create and update reports using the company’s CRM and proprietary back-office software
• Perform detailed analyses on industry topics, competitors and client investment portfolios
• Communicate professionally with investors, clients and external service providers as required

Qualifications:

• Bachelor’s degree with a strong undergraduate track record
• 1-2 years of work experience in finance, marketing or related field
• Exceptional written and verbal communication skills
• Proficiency in Microsoft Office—Word, Excel, and PowerPoint
• Strong analytical, strategic, and problem-solving skills
• Impeccable attention to detail
• Ability to work under time pressure
• Systematic approach to organization and prioritization
• Confidence to interact with all levels of management, both internally and externally
• Experience with MSCI Private i®, DealCloud, Preqin, Dakota, and/or Pitchbook

Portfolio Advisors is an Equal Opportunity Employer. 

Portfolio Advisors does not accept unsolicited resumes from recruiters or search firms. Any resume or referral submitted in the absence of a signed agreement is property of Portfolio Advisors and no fee will be paid.