Analyst/Associate, Institutional Client Experience

What You’ll Be Doing

The Institutional Asset Management team works closely with institutional investors in building investment solutions to help clients achieve their goals and objectives. As an Analyst/Associate, Institutional Client Experience, you will serve as a member of our dynamic and high-performing client-facing team working in collaboration with the Institutional Asset Management team in the delivery of customized client solutions. You’ll be responsible for the management and completion of proposals.

How You’ll Succeed

• Investment Management Proposals – Under the supervision of the Director, Institutional Client Experience, contribute to the client solutioning process in completing customized Request for Proposals (RFPs), Request for Information (RFIs), and Due Diligence Questionnaires (DDQs). Coordinate proposal huddles, populate and edit proposal content, ensure each submission meets deadlines, and collaborate with the ...