This role provides an opportunity to learn about the Investment Management business and the institutional and fiduciary clients we service. You will work directly with internal clients to resolve operational client issues and partner with teams across the Aladdin ecosystem to solve complex data issues. Initially supporting senior members of the team in all aspects of client service, you will be expected to progress rapidly and take on responsibility for your own assigned coverage in short order.
- Produce monthly, quarterly and ad hoc investment and portfolio analytics for clients
- Deliver a superior level of service to internal stakeholders across the client lifecycle
- Collaborate with global FIG teams to develop and implement best practices for client communications
- Leverage technology and data tools to enhance client service processes and to develop scalable solutions and process improvements across the function
- Participate in investment and client service training, and stay informed on developments to support client deliverables
- Mentor and lead junior analysts, fostering a culture of excellence and collaboration
Qualifications
The ideal candidate will possess:
- Bachelor s Degree or equivalent with strong quantitative skills
- 3-5 years of experience in financial services, preferably in client service, portfolio management support, or institutional relationship management in Fixed Income
- Proficiency in Microsoft Office Suite; PowerPoint and Excel, with experience in BlackRock Aladdin a plus
- Technical skills such as Python, Matlab or SQL a plus
- Insurance industry specific knowledge a plus
Skills and Experience Required
- Demonstrated ability to analyze and synthesize complex information into clear, client-ready materials (e.g., presentations, reports)
- Exceptional written and verbal communication skills, with a client-first mindset and attention to detail
- Proven ability to manage multiple priorities and to work under pressure to tight deadlines and collaboratively with a wide range of teams and stakeholders
- Strong collaboration skills and ability to work cross-functionally with investment, relationship, and operations teams.
- A proactive, solutions-oriented mindset with a passion for delivering exceptional client experiences
- Excellent communication and interpersonal skills
- Demonstrate outstanding attention to detail and have a passion for thinking critically
- Flexible, responsive, and self-starting personality
- As understanding of investment products, capital markets, and the asset management industry
We are looking for people who are
- Curious: You like to learn new things and have a balanced disrespect for status quo
- Brave: You are happiest outside your comfort zone
- Passionate: You feel personal ownership for the work you do and an aspiration to be better
- Open: You value and respect input from others
- Experimental: You make mistakes, but learn from them
- Savvy: You want to outsmart the problem
