Senior Analyst, Client Solutions Group

The Senior Analyst, Client Solutions Group plays a critical role in the sales process by helping the firm acquire and retain assets under management by meeting the information needs of prospects and clients in a timely manner. The role involves completing and reviewing requests for proposals, due diligence questionnaires, and data requests, as well as developing periodic reporting and ad hoc data analysis for the institutional client base. This position requires utilizing software tools to find and report financial data, managing consultant databases, and collaborating with various departments to ensure accuracy and quality standards are met.