Analyst, Client Solutions

Overview

The organization is seeking a Client Solutions Team member to support EMEA-based clients in partnership with Client Relationship Managers, with regular exposure to the investment team. The role will include remote support for the Israel team as well as other European client accounts.

Responsibilities

• Support pipeline calls, presentations, and portfolio development tasks
• Maintain a working knowledge of assigned client portfolios and the underlying investments
• Extract information from General Partners to prepare regular portfolio performance analyses and activity updates
• Assist with client portfolio development, including running pacing models, responding to allocation decisions, and preparing strategic plans
• Respond to ad-hoc client questions and special requests
• Assist in the review of quarterly reports for clients
• Learn and maintain a working knowledge of technology tools to aggregate and present information needed for client deliverables
• Engage with internal departments to aggregate information needed for client deliverables
• Assist with other duties and special projects (including business development requests) as needed

Requirements

• University degree
• 2+ years’ experience in financial services; private markets experience highly advantageous
• Capacity to learn, absorb, and analyse information quickly
• Strong analytical and data-processing skills; experience in an operations back- or middle-office role is a plus
• Detail-oriented, responsible, and organised
• Proficient with Microsoft applications (Excel, PowerPoint)
• Ability to collaborate and work in a team environment
• Fluency in English; Hebrew reading and writing highly desirable

Preferred Qualifications

• Experience with AI tools and agent building

Compensation & Benefits

• Healthcare coverage, mental health resources, health & fitness reimbursement program, and a Wellness Rewards Program
• Tuition and certification reimbursement programs, along with continual education and development trainings
• Paid time off to volunteer and compensation for referring qualified candidates
• Adoption reimbursement program, paid time off for new parents and newlyweds, and travel support for nursing parents
• Retirement program contributions and an employee stock purchasing plan

Location

• EMEA-based client support; includes remote support for the Israel team and other European client accounts

Travel Requirements

• Ad hoc, as required.

Equal Opportunity

The employer is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to race, religion, ancestry, national origin, sex, sexual orientation, age, disability, marital status, domestic partner status, or medical condition.

Additional Information

• As a registered investment adviser, employees may be subject to certain limitations on political contribution and personal investment activities.
• Unsolicited assistance from search firms is not accepted for this opportunity; please no phone calls or emails.